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