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