Sales Process Mapping Template
Map your pipeline stages so Nova connects to real conversion outcomes
💡 Map your sales process so Nova activity connects to real pipeline. Your Onboarding Manager uses this to align campaign goals to your actual conversion steps.
Define your sales stages, handoff points, and conversion expectations. This ensures Nova is measured against the right outcomes and your team knows what to do when a reply comes in.
Section 1 — Sales Stage Map
Map each stage from first contact to close. Add or remove rows as needed.
Stage # | Stage Name | Entry Criteria | Exit Criteria / Next Action | Owner |
1 | Lead / Contact | Nova sends outreach | Positive reply received | Nova |
2 | Conversation | Positive reply | Meeting booked | SDR / AE |
3 | Discovery Meeting | Meeting held | Qualified — opp created | AE |
4 | Pipeline / Proposal | Proposal sent | Decision pending | AE |
5 | Closed Won / Lost | Decision made | Deal closed | AE |
Section 2 — Handoff Definition
Define exactly what happens when Nova generates a positive reply.
Who owns a reply from Nova? | Enter response |
What happens within the first 1 hour? | Enter response |
What qualifies as a 'meeting booked'? | Enter response |
Where is the meeting logged (CRM)? | Enter response |
Who is notified when a meeting is booked? | Enter response |
Section 3 — Conversion Benchmarks
Metric | Your Target / Expectation | Nova Benchmark (for reference) |
Email open rate |
| 45–60% |
Reply rate (all replies) |
| 3–8% |
Positive reply rate |
| 1–3% |
Meeting conversion (positive reply to meeting) |
| 30–50% |
Meeting to opportunity rate |
| Depends on qualification |
Section 4 — CRM & Tracking
CRM in use | Enter response |
How are Nova contacts tracked? | Enter response |
Who updates the CRM after a reply? | Enter response |
How is pipeline from Nova tagged? | Enter response |
✅ Definition of Done☐All 5 sales stages defined with entry and exit criteria☐Handoff process clearly documented — no ambiguity on reply ownership☐Conversion benchmarks set and agreed with Onboarding Manager☐CRM tracking approach confirmed
💡 Submission & Next Step›Submit to Onboarding Manager at the end of Stage 1 (Foundations)›Used to configure campaign goal tracking and KPI reporting›Reviewed at every Optimisation session
Nova — AI Outbound by Launched Tech help.launchedtech.io | [email protected]