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
  • Find compelling reason to buy from you
  • Talk about capabilities
  • Schedule meeting
  • Intro to decision maker
  • Evaluate the opportunity
  • Research lead
  • Sign contract
  • Will spend more with you
  • Differentialte yourself
  • Meet decision maker
  • Receive lead or RFP
  • Negotiate
  • Qualified
  • Ask about money or budget
  • Engage
  • Close
  • Proposal or Quote
  • Interested
  • They are committed
  • Credit worthiness
  • Determine fit
  • Quantify the problem
  • Who is decision maker
  • Tour
  • Value proposition
  • Present/demo
  • Sell value
  • References
  • Have the money/ will spend the money
  • Meet technical team
  • Cold call, or lead follow up call
  • Timeline for decision
  • Needs analysis, ID problem, opportunity or pain
  • Decision making process/criteria
  • Trial/Test/Pilot
  • Handle Objections
  • Identify a need
  • Talk about ROI
My Steps