How to use contact lifecycle stages in HubSpot
Posted: Wed Jan 08, 2025 4:46 am
It is essential to separate your contacts by stages of the life cycle
When a user becomes a contact, they take the first step in what we call the marketing and sales funnel: their “life cycle” begins.
The marketing and sales funnel is a metaphorical journey that goes from the first contact with the company to the purchase of a product or service. It is, more than anything, a form of organization where different strategies, content and tactics can be separated, focused on each particular audience, according to the stages of the life cycle in which they are.
What are the stages of a contact life cycle?
The stages within each marketing and sales funnel help to divide contacts within the journey. These are the different moments that a user goes through in their relationship with the company. Each one represents different problems, ideas, and moods in a customer. For example: a person will not be as willing to make a sale at the moment they consume content (there is little chance), but that is different in the conversion stage, where the person is determined.
HubSpot's CRM is an extremely useful tool for contact management. Among the ways to view contacts (from subscribers to people who are already clients, different from the pipeline , which is used in contacts with specific opportunities to generate a business), you can filter according to the lifecycle or life cycle in six stages that the platform has determined as best practices. These are:
Subscriber: A user who has signed up for your corporate blog or newsletter. This is croatia phone number automatically set up by HubSpot when the person completes a subscription form, accesses your site via a link in an email marketing action, or is created manually.
Lead : This is a contact who has started an interaction with your business, other than through a subscription.
Marketing qualified lead: This is a contact that, from the marketing side, has already been won and is sent to the sales team for management.
Sales Qualified Lead – This is already a potential customer and enters the sales pipeline .
Qualified Opportunity: This is a contact that represents potential business with your organization (which you will best manage from the sales pipeline by going to the Sales-Business tab ).
Client: is a contact with at least one closed business.
Evangelist: A customer who has asked for your organization.
Other: This is a contact that does not meet any of the previous steps.
While the stages are tailored to the processes of each business, traditional stages work well in most cases. In addition, within the different stages, many steps can be found; for example, in the “Lead” section, with its different types, or in the section that is managed from the pipeline.
To use these stages, you can find them in two ways. First, by filtering the CRM contacts by going to Contacts-Filter-“Lifecycle”-Select the stage you want to view . Or in the reports section, where you can create graphs of the results of each moment within the funnel.
When a user becomes a contact, they take the first step in what we call the marketing and sales funnel: their “life cycle” begins.
The marketing and sales funnel is a metaphorical journey that goes from the first contact with the company to the purchase of a product or service. It is, more than anything, a form of organization where different strategies, content and tactics can be separated, focused on each particular audience, according to the stages of the life cycle in which they are.
What are the stages of a contact life cycle?
The stages within each marketing and sales funnel help to divide contacts within the journey. These are the different moments that a user goes through in their relationship with the company. Each one represents different problems, ideas, and moods in a customer. For example: a person will not be as willing to make a sale at the moment they consume content (there is little chance), but that is different in the conversion stage, where the person is determined.
HubSpot's CRM is an extremely useful tool for contact management. Among the ways to view contacts (from subscribers to people who are already clients, different from the pipeline , which is used in contacts with specific opportunities to generate a business), you can filter according to the lifecycle or life cycle in six stages that the platform has determined as best practices. These are:
Subscriber: A user who has signed up for your corporate blog or newsletter. This is croatia phone number automatically set up by HubSpot when the person completes a subscription form, accesses your site via a link in an email marketing action, or is created manually.
Lead : This is a contact who has started an interaction with your business, other than through a subscription.
Marketing qualified lead: This is a contact that, from the marketing side, has already been won and is sent to the sales team for management.
Sales Qualified Lead – This is already a potential customer and enters the sales pipeline .
Qualified Opportunity: This is a contact that represents potential business with your organization (which you will best manage from the sales pipeline by going to the Sales-Business tab ).
Client: is a contact with at least one closed business.
Evangelist: A customer who has asked for your organization.
Other: This is a contact that does not meet any of the previous steps.
While the stages are tailored to the processes of each business, traditional stages work well in most cases. In addition, within the different stages, many steps can be found; for example, in the “Lead” section, with its different types, or in the section that is managed from the pipeline.
To use these stages, you can find them in two ways. First, by filtering the CRM contacts by going to Contacts-Filter-“Lifecycle”-Select the stage you want to view . Or in the reports section, where you can create graphs of the results of each moment within the funnel.