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

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