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