How do contacts typically move through Lifecycle Stages in HubSpot and what does each stage mean?
Find out how contacts flow through Lifecycle Stages in HubSpot, what they mean, and what Lifecycle Stages we use to discount contacts who aren't relevant.
In marketing, we track our leads at a contact level and as such use a contact-level property in HubSpot called Lifecycle Stage to understand where contacts sit within this flow.
The typical journey is this:
- Subscriber (the default first stage for anyone who enters HubSpot)
- Lead (updated when the contact is associated to a company that has a known Ideal Customer Profile Tier (Tier 1, Tier 2, Tier 3, ROM, or follow-on))
- Marketing Qualified Lead (updated when the contact is both associated to a company that has an Ideal Customer Profile Tier of Tier 1, Tier 2, Tier 3, or follow-on (not ROM) and has engaged in a certain level of marketing activity)
- SAL (Sales Accepted Lead) (updated when the Sales team have reviewed the MQLs and decided that any are valid sales opportunities right now)
- Opportunity (updated when the Sales team have created a deal in HubSpot and at which point the Sales team start to review opportunities at a deal level using Deal Stages)
- Customer (updated either when a deal is won or if an existing customer then it's based on the contact's associated company's Account Stage = Customer)
However, there are instances where contacts enter HubSpot but we know they won't ever be a valid lead. In these cases, we set them with a Lifecycle Stage of either:
- Spam (updated typically when a contact is trying to sell us something)
- Other (updated when a supplier of ours enters HubSpot or when a candidate contacts us about a job/opportunities at Dayshape)
- Internal (updated when the email domain includes dayshape or if an internal employee uses a personal email address to enter HubSpot)