Funnel management in HubSpot
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Pricing
$1,000 - $2,000
Always have an accurate understanding of where your contacts and companies are in the sales funnel.
In HubSpot, the sales funnel can be managed with fully automated lifecycle stage tracking, making it easier to monitor, update, and optimize lead movement through the funnel.
Automate your lifecycle stages:
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Subscriber
Subscribed to newsletter
Lead
Lead magnet or other site conversion
Marketing Qualified Lead (MQL)
Qualified by marketing and handed off to sales
Opportunity
Deal opened with prospect, progresses through the pipeline
Active Client
Client is actively engaging with your services
Inactive Client
Client no longer actively engaging
Where are leads in the sales cycle? This is essential information for effective segmentation and messaging.
How to automate your lifecycle stages in HubSpot
- Clearly define each lifecycle stage and the triggers for transitioning leads (e.g., subscriber, lead, MQL, opportunity).
- Configure the defined lifecycle stages in your HubSpot account to reflect these criteria and align automation capabilities.
- Create segmented active lists for both companies and contacts that correspond to each lifecycle stage, based on your definitions.
- Set up Workflows to leverage list activity triggers that automatically update lifecycle stages based on list membership.
What are the use cases?
- Segmentation and targeting
- Enhanced messaging
- Reporting
- Identifying new sales opportunities
- ABM strategy