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

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