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