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