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    All You Need to Know about HubSpot Lifecycle Stages

    All You Need to Know about HubSpot Lifecycle Stages

    7 min

    HubSpot–An Inbound Marketing Platform

    What is HubSpot?

    • A marketing hub
    • A sales hub
    • A service hub
    • A CMS hub
    • An operation hub
    • A commerce hub

    With its comprehensive tool, HubSpot development empowers businesses to nurture leads and manage customer relationships effectively. One of its key features is the ability to tailor lifecycle stages to suit your business needs.

    We will learn how to customize the HubSpot lifecycle stages later in this blog, allowing you to align your sales and marketing efforts more closely with your unique customer journey.
    This is about the HubSpot. This blog piece will explain the different HubSpot lifecycle stages and its needs. But before diving into its lifecycle stages, let’s first learn about the customer lifecycle stages in the next section.

    Understand the Customer Lifecycle Stages

    The customer lifecycle is all about the journey a customer goes through with your business, from when they first come across your products or services to when they turn into die-hard fans.

    Following are the five stages in the customer lifecycle:

    • Awareness: A customer becomes familiar with your brand and what you offer.
    • Consideration: The user begins researching your products or services and compares them to other options.
    • Decision: The user makes a purchase and becomes a paying customer.
    • Retention: That consumer had a fantastic experience with your product or service and liked it so much that they decided to keep doing business with you.
    • Advocacy: The customer becomes a devoted brand supporter and enthusiastically shares their positive experience with everyone they know.
    Sounds interesting?

    Introducing HubSpot Lifecycle Stages:

    There are seven main stages of the HubSpot lifecycle stages. Let’s understand all the stages in detail.

    Stage 1:- Subscriber:

    What is a subscriber? Your business receives clicks from subscribers who want to receive promotional emails. They may have purchased a freebie or joined your email list by subscribing.

    Stage 2:- Lead:

    A contact who has shown interest in your company’s products or services by providing their contact information or engaging with your marketing content still needs to be ready to purchase.

    Stage 3:- Marketing Qualified Lead (MQL):

    Someone who has engaged with your promotional content and meets the requirements of a potential customer. They might have checked out your pricing page or grabbed a product brochure, indicating their interest in learning more about your offer.

    Stage 4:- Sales Qualified Lead (SQL):

    Your sales team has deemed an MQL ready to purchase. They may have requested a demo or engaged in a sales conversation, indicating they are actively considering your product or service.

    Stage 5:- Opportunity:

    The following text describes a company or contact associated with a deal. Sales teams can track where each opportunity is in the pipeline and prioritize their efforts accordingly.

    Stage 6:- Customer:

    A contact with a minimum of one closed deal. A final HubSpot onboarding of users.

    Stage 7:- Evangelist:

    A brand’s products or services are promoted to others by a highly engaged and loyal customer.
    These stages can be customized based on the company’s specific sales process.
    HubSpot’s suite of tools enables you to track and manage the customer lifecycle, from lead generation to customer retention and advocacy, creating a seamless and satisfying customer experience.

    Nevertheless, why should you stress these evolutionary stages?

    Why are HubSpot lifecycle stages critical for your business revenue?

    Different HubSpot lifecycle stages mean different needs.

    You can tailor your marketing, sales, and service efforts to provide a personalized and seamless experience that drives customer satisfaction and loyalty by understanding your customer’s unique needs and expectations at each stage.

    Advantages- HubSpot Lifecycle Stages:

    Progress Tracking: Businesses track the progress of each customer through the various stages of the sales funnel, from initial awareness to making a purchase and becoming a loyal customer.
    Modifications in Marketing Strategies: Firms can modify their marketing and sales strategies to fit the unique demands of clients and boost the chance of engagement by identifying where they are in the process.
    Categorization Functionality: The lifecycle stage property is a valuable tool for categorizing your contracts and companies. It helps you sort them based on their behaviour, demographics, and other factors. A properly segregated database ensures that messages are personalized and patient.
    Enhance Customer Relationships: Building relationships is essential for attending to the requirements of your contracts. This process involves being aware of who your contracts are and ensuring that you meet their needs punctually. Organizing your relationships leads to better marketing and sales activities.

    Easy Setup: HubSpot CRM Setup and similar eCommerce CRM systems enable users to create custom lifecycle stages. This feature aids sales forecasting as it provides valuable information about each customer’s journey with the company.

    Moreover, You can
    • Uncover Inefficiencies
    • Gain Insights Into What’sWhat’s Working
    • Predict future sales more accurately
    • Align your sales process with your business goals
    If many clients are in the deliberation stage, firms might expect them to decide immediately.
    Corporations may use this data to alter their stock levels and prepare for subsequent revenue growth.
    HubSpot lifecycle stages and properties help you create a customized plan to nurture customers through the different stages of their customer journey. They are the essentials of successful marketing automation.

    Here is how it works:

    • You can define and trigger workflows based on HubSpot lifecycle stages. Let’s understand with this example, “create a workflow that automatically sends a welcome email to contacts in the “Subscriber” stage.” The subscription allows you to manage your communication with subscribers throughout their journey efficiently.

    • As leads progress through the HubSpot lifecycle stages, you can assign them to scale representatives based on their stage. You can establish a workflow for allocating leads in the “Marketing Qualified Lead” stage to a specific sales representative.

    • Create targeted campaigns that speak directly to your customers in different journey stages. For example, design an email campaign exclusively for loyal customers or those who can bring you new business through referrals. Show them some love with exclusive offers and incentives!
    Leveraging HubSpot lifecycle stages for automation and workflow management, you can streamline your marketing and sales activities, increase productivity, and ultimately produce more money for your company.
    Reports that include HubSpot lifecycle stage segregation are highly beneficial for monitoring conversion rates and other essential metrics in your marketing endeavors.
    Moreover, in HubSpot, you can use phases to generate exciting insights. Flow reports demonstrate how contacts navigate your advertising and promotional funnels.

    How to Create & Customize Your Lifecycle Stages?

    You are not required to employ every default lifecycle step because they exist.
    HubSpot allows you to customize and improve the default implementation of your app. You can automate, modify, or remove stages from its lifecycle.
    Using lead, opportunity, and customer, as they usually come out of the box. In most cases, stick with lead, opportunity, and customer as they come straight out of the box.
    If terms like subscriber, MQL, SQL, Evangelist, and others work for you after some time, there is no need to force it. You can always add them later if they make sense.
    Now, let us understand how you can customize HubSpot lifecycle stages:

    Steps to Create, Customize & Update HubSpot Lifecycle Stages:

    If you already have stages beyond the default lifecycle stages, only users with super admin permissions can create custom lifecycle stages.
    Let’s explore how HubSpot lifecycle stages can be fully customized to take entire leverage.

    1. Assessing Your Customer Journey:

    Analyze your customer journey and customize the lifecycle stage by identifying touchpoints and milestones customers experience when interacting with your business – from downloading resources to attending webinars or making purchases. Use it to personalize different stages of analyzing customer journeys to identify critical moments like resource downloads, webinar attendance, or purchases.

    2. Tailoring Lifecycle Stages to Your Business:

    Once you understand your customer journey, you should customize HubSpot’s lifecycle stages to reflect this journey better.
    You should add new stages if the default stages don’t fully align with your process, as they will better represent the progression of your leads and customers.
    Modify the criteria to determine when a contact moves from one stage to another. This will ensure that contacts are accurately categorized based on their engagement level and readiness to progress.

    3. Integrating with Your Sales Process:

    Customize HubSpot lifecycle stages to integrate them with your sales process seamlessly. Ensure the stages align with your sales pipeline, facilitating smoother handoffs between marketing and sales teams.

    4. Automating Workflows:

    Take advantage of HubSpot’s automation capabilities to streamline your processes even further. Set up workflows that automatically update lifecycle stages based on specific criteria you set beforehand, saving time and ensuring consistency effortlessly.

    5. Continuously Review and Refine:

    You can customize HubSpot lifecycle stages, and it’s not a one-time task. Regularly review and refine your stages as your business, HubSpot’s, and your understanding of your customers deepen. Stay agile and adjust stages to meet the changing needs of your audience better.
    Keep revisiting and fine-tuning the stages as you strengthen your grasp on customer preferences. Stay flexible and tweak the stages to cater more effectively to evolving audience needs.

    Last Words:

    Customizing HubSpot lifecycle stages empowers you to tailor your CRM strategy to fit your unique business model and customer journey.
    By aligning stages with your processes, integrating them with your sales efforts, and leveraging automation, you can maximize the effectiveness of your marketing and sales efforts.
    Stay proactive in refining your stages: ensure they continue to serve your evolving business needs and keep pace with shifting customer expectations. Declutter the power of personalization with customised lifecycle stages in HubSpot.

    TRooInbound

    Connecting to TRooInbound will enable you to make the most of HubSpot’s platform offerings. We are a certified Hubspot solution partner agency that has produced several projects with assured success and innovative Hubspot solutions for every business need.

    Use our finest services, from HubSpot Onboarding to HubSpot Inbound Solutions, with end-to-end support.
    Connect Now!
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    Aman Bhati

    Aman Bhati

    Aman Bhati is a Digital Marketing Manager, possesses a diverse range of skills and knowledge to effectively tackle a broad spectrum of digital marketing challenges. His expertise extends from the development of project strategies and timelines to the optimization of website design and content, conducting comprehensive market research, and efficiently setting up and managing paid advertising campaigns.
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