HubSpot Blueprint - Lifecycle Stages, Lead Statuses, and Deal Pipeline
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- เผยแพร่เมื่อ 8 ก.พ. 2025
- Download a copy of the blueprint here: www.hq-digital...
Defining your lifecycle stages, lead statuses, and deal pipeline in HubSpot takes a strategy. Use this blueprint to help craft a sales process that's right for your organization and aligns with your customer journey.
0:30 First customer journey example
1:58 Second customer journey example
3:05 Third customer journey example
Excellent video...as I navigate setting up HubSpot this is such clear information
Thank you, so glad you found it helpful!
Please let us know if you have additional questions.
THANK YOU! I've been looking for this. So glad we found your video. Liked and Subscribed!
Awesome! Thank you!
Great content Lex! You should have more followers
Thanks Paolo!
It's very informative, thank you for sharing.
This is gold, thank you!
You're very welcome, glad you enjoyed it!
This is AMAZING!
Very helpful! Thanks from vienna :-)
Super helpful. Thanks!
Glad to hear it, you're welcome!
bro iv been looking for something like this forever, im in Hubspot onboarding now and they are legit fucking useless. thank you for this.
Glad you've found it helpful, please reach out with any additional questions!
@@LexHultquist I have a call tomorrow with y'all at 2pm 🤙
Hey Lex amazing video! Actually i wanted to ask you something: in our company we have enterprise and midmarket leads taken from sales team so that in that case they will define wheter the lead is a SQL or not. But for the small businesses we don't have a sales executive contacting with them, so how we can define in hubspot when they are a SQL? The idea is to have them to move to SQL stage "automatically" once a particular event happens.
Hi Gianluca, thanks for watching and great question!
You can create a custom workflow to handle the process you described above. This video walks through an example to setup trigger criteria and then set the contact to be an SQL.
th-cam.com/video/QsFBSKgAuck/w-d-xo.html
Hello Lex - Thanks for this great setup and video! Question -- what do you do if you have an MQL who then becomes lost/never moves forward? What happens to their lifecycle stage?
Hi Cristina, thanks for watching!
In the scenario that you described, we would typically keep the lifecycle stage as MQL (since they have been deemed marketing qualified based on their demographics and / or actions), and then set a status of something like "recycle" or "dead" or "return to marketing nurture." Then you can run campaigns for MQLs that are recycled with slightly different messaging than say an Opportunity that didn't close, and also found its way back to recycled.
@@LexHultquist That makes a lot of sense and I see why it would be important to keep the MQL status. Thank you for the quick reply and for your incredibly helpful videos!
Awesome. How can I talk to you? I'm running a filmmaking school for kids :)
The submit button in your landing page is broken. Can't submit and can't get access to the download.
Hello!
We are sorry if the form was not submitting for you. We just tested and everything is working.
Do you have a template of this deck anywhere?
Yep! You can download this deck here - www.hq-digital.com/automation-blueprint
Thanks for watching!
Hi Lex, thanks for this video, its very helpful indeed in showing the different stages and how the lead status and automation relates to them.
We're just trying out hubspot and I have attempted to edit the lifecycle property to have these stages (they seem to make a lot of sense) however it seems that you cannot update the 'Lifecycle stage' within hubspot because presumably this is used in some of their reporting etc.
Does this mean I need to setup a custom property within hubspot to use a blueprint workflow like the above?
Hello, thanks for your question!
Yes, you are correct, we would create and use a custom property based on these examples.