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