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