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