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