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