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