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