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