Funnel management in HubSpot
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 stages, simplifying the process of nurturing thousands of relationships.
Automate your lifecycle stages:
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Marketing leads
Unengaged Lead
Lead owned by marketing that has shown minimal or no engagement
Engaged Lead
Marketing-owned lead that has reached a certain engagement threshold
Sales leads
Marketing Qualified Lead (MQL)
Qualified by marketing and handed off to sales
Sales Qualified Lead (SQL)
High priority sales lead / positive communication established
Opportunity
Qualified by sales and deal opened with prospect
Client Success Team
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Active Client
Client is actively engaging with your services
Inactive Client
Client no longer actively engaging
How to automate your lifecycle stages in HubSpot
- Clearly define each lifecycle stage and what triggers the movement from one stage to the next (e.g., subscriber, lead, MQL, opportunity).
- Create segmented active lists for both companies and contacts for each lifecycle stage, based on your definitions.
- Set up Workflows to automatically update lifecycle stages based on list membership.
Pro tip: "Lead status" is great to manage contacts from lead - SQL.
"Deal pipelines and stages" manage contacts during the Opportunity stage.
What are the use cases?
- Segmentation and targeting
- Enhanced messaging and personalization
- Reporting
- Identifying new sales opportunities
- ABM strategy