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