---
# System prepended metadata

title: ✍️ Design your own sales pipeline
tags: [' Assignment', Week 1, ' M4', ' H3']

---

---
tags: Week 1, H3, M4, Assignment
---
# ✍️ Design your own sales pipeline

Welcome to one of the most crucial assignments you will do as a salesperson...

**You are going to create the sales pipeline for your company.** Now it's getting interesting 😊. 

Creating the pipeline for your company will help you understand the amount of activities and potential deals you need at each stage of the sales process to achieve your sales targets.

Let's go!

## The Assignment

::: success

**Design a visual representation of your pipeline,** and indicate the number of activities you need to do at each stage in order to meet your quota of 20 meetings scheduled. 

Besides listing the number of activities, also list the conversion rate from stage to stage. 

Make sure your pipeline shows:
- [ ] How many qualified calls do you need to have achieve your meetings quota?
- [ ] How many leads do you need to cold call to achieve that number of qualified calls?
- [ ] What is the % conversion rate at each stage?

:::
&nbsp;
## Important information
### What stages should I include? 
Make sure your pipeline has 3 basic stages:
1. **Leads** - People for which you have the contact information and are ready to call
2. **Qualified Calls** - Calls in which you reach the relevant contact person and actually talk to him/her.
3. **Meetings scheduled** - Meetings you scheduled for an Account Executive colleague / yourself.

### What goals and conversion rates should I use?

- For the purpose of the excercise, **your goal will be to achieve 20 Meetings Scheduled.**
- **For the conversion rates**, we encourage you to reach out to your manager or colleagues and figure out what they actually are for your company. If you can't find this information, use the following:
    - 20% of qualified calls result in a meeting (example: for every 5 qualified calls you have, 1 turns into a Meeting)
    - 10% of the leads you dial result in a qualified call (example: for every 10 leads you call, 1 ends up being a qualified call)


&nbsp;
## Great! How do I create it?
- Upload a document using any medium of your choice showing a visual representation (**NOT** just text).
- We recommend using Google Sheets or Slides, please copy and paste the URL. 
- You may also draw it and upload a picture. 
&nbsp;

<style>

body > .ui-infobar, body > .ui-toc, body > .ui-affix-toc, body > .ui-community, body > .document-footer {
    display: none !important;
}
</style>