---
# System prepended metadata

title: ✍️ Design your own sales pipeline
tags: [' Assignment', Onboarding training]

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---
tags: Onboarding training, Assignment
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# ✍️ Design your own sales pipeline

Welcome to your final assignment for Stage 1: Foundations! 🚀


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

The cool thing about is that it 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!

## Briefing
Create a sales pipeline that includes the 4 stages listed below:

1. Lead - You have the contact information
2. Cold Calls - Calls in which you actually get to talk to someone, but this could also be the company HQ front desk or secretary, not necessarily your desired contact person
3. Qualified Calls - Calls in which you reach the relevant contact person and actually talk to him/her.
4. Meetings scheduled - Meetings you scheduled for an Account Executive colleague / yourself.


Do you already know your monthly quota of meetings you need to schedule? **If so, use this number as target for meetings scheduled for this assignment.** If you don't have a quota, let's assume you have to achieve a goal of 20 scheduled meetings a month.

**Conversion rates**

These are critical for you to create a representative sales pipeline that is indicative of how many activities you need to run at each stage to achieve your quota. 

Where do you get them? That's simple: ask your sales lead or sales colleagues for average conversion rates between stages.

Tip - What you need to find out:
- How many leads you need to dial for 1 cold call
- How many qualified calls you need to make to schedule 1 discovery call
- How many cold calls you need to make for 1 qualified call
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## The Assignment

::: success
**Module 4 assignment**
&nbsp;
Design a visual representation of your pipeline by stage and indicate the number of activities you need at each stage in order to meet your quota (your goal) of 20 meetings scheduled. Besides listing the number of activities, also list the conversion rate from stage to stage. Make sure your pipeline shows:
&nbsp;
- [ ] How many qualified calls do you need to achieve your quota in meetings (use 20 meetings if you don't have a quota)?
- [ ] How many cold calls do you need to achieve that number of qualified calls?
- [ ] How many leads do you need dial to achieve that number of cold calls?
- [ ] What is the % conversion rate at each stage?
- [ ] Again, you need to ask for your company's conversion rates or make qualified assumptions (and explain why).

:::

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## Great! How do I submit it?
- Upload a document using any medium of your choice showing a visual representation (**NOT** just text).
- We recommend Microsoft Excel, Word, or PowerPoint. If you choose Google Sheets, Docs or Slides, please copy and paste the URL. 
- You may also draw it and upload a picture. 
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## What’s next?
:unlock: Once you submit your assignment, you will have finalized Stage 1 - congratulations!! 

Stage 2 will be unlocked and you can get started immediately!

We also recommend browsing the extra reads and resources in this module in case you want to dive a little deeper into any topic.

✊ Onwards!

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