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

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