Lately, we've started working with a new client, tasked with the reconstruction of their sales and marketing process—a familiar request for us as a HubSpot partner.
In their eagerness to maximize their HubSpot platform, they inadvertently fell into a common trap: misusing lifecycle stages. While HubSpot offers the flexibility to customize and expand lifecycle stages, it's essential to question whether such modifications are truly beneficial.
They unwittingly intertwined lifecycle stages with lead status, leading to an inaccurate portrayal of their customers' actual status and journey. This misstep is all too familiar, as many organizations grapple with the intricacies of HubSpot's robust platform.
Understanding the critical distinction between lifecycle stages and lead status is paramount. Lifecycle stages outline the overarching journey, while lead status provides real-time insights into individual leads' positions within that journey. Mixing the two blurs the lines and distorts our comprehension of the customer lifecycle.
The consequences were profound: a foggy landscape where clarity was elusive, and decisions were made based on flawed data. When lifecycle stages and lead status are conflated, the insights derived from HubSpot become unreliable, hindering rather than enhancing our grasp of the customer journey.
Nevertheless, every challenge presents an opportunity for growth. By disentangling the confusion and realigning their approach, our client underwent a remarkable transformation. With clear differentiation between lifecycle stages and lead status, they gained newfound clarity into their customers' progression from prospects to advocates.
So, what are the key takeaways from our experience?
1. Precision is paramount. As we leverage HubSpot's capabilities, maintaining accuracy in representing the customer journey is crucial.
2. Let's distinguish between lifecycle stages and lead status, allowing each to fulfill its unique role in guiding our sales and marketing endeavors.
3. Before hastily adjusting your lifecycle stages, take a moment to reflect on your customer journey. Ensure that your current stages accurately reflect the transition from initial interest to satisfied customer. Sometimes, simplicity breeds clarity.
Remember, with great power comes great responsibility. Let's wield HubSpot's lifecycle stages wisely, ensuring they illuminate our customers' journey seamlessly. Have you encountered similar experiences or insights to share? I'm eager to hear your thoughts in the comments below!
#HubSpot #LifecycleStages #LeadStatus
Glare Marketing Technologies
Shane Kelly
Adi Dubin
Rob O'Dwyer
