Sales Process Grader

We’re glad you decided to try out our sales process grader! It’s easy to use and the results are instant. First, drag the steps that are part of your current sales process from the "Possible Steps" list to the "My Steps" list. Alternatively, you can click a step and then click the > or < buttons to move it between lists. Second, put the items in the "My Steps" list in the order corresponding to your current sales process by dragging them up and down. Alternatively, select a step and use the up and down buttons to move it.
Possible Steps
  • Will spend more with you
  • Sign contract
  • Engage
  • Meet technical team
  • Evaluate the opportunity
  • Identify a need
  • Value proposition
  • Proposal or Quote
  • Present/demo
  • Trial/Test/Pilot
  • Ask about money or budget
  • Close
  • References
  • Interested
  • Qualified
  • Timeline for decision
  • Talk about capabilities
  • Negotiate
  • Talk about ROI
  • Schedule meeting
  • Tour
  • Sell value
  • Research lead
  • Credit worthiness
  • Meet decision maker
  • Cold call, or lead follow up call
  • Have the money/ will spend the money
  • Quantify the problem
  • Handle Objections
  • Decision making process/criteria
  • Intro to decision maker
  • Determine fit
  • They are committed
  • Needs analysis, ID problem, opportunity or pain
  • Differentialte yourself
  • Find compelling reason to buy from you
  • Who is decision maker
  • Receive lead or RFP
My Steps