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