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