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