3d Lifestyle Phase 6

[Jennifer Leos]

Ascomplex beings, it is difficult to summarize human development into clear-cut stages. But many practitioners in developmental psychology have created theories to help understand our intellectual and cognitive development better.

A dramatic lifestyle change often characterizes the transition to a different stage of life. People often say that someone is entering a new stage of life when they move out of their home, graduate, retire, or have children.

While there are many theories, the important thing to remember is that we are all individual humans with unique experiences. The stages of life framework is simply meant to be a lens through which to see our lives.

Erik Erikson is a renowned American-German psychologist from the twentieth century. He specialized in the study of the ego and used psychoanalytical tools to both investigate and present his theories.

When you are young, you might have some grandiose idea of where you see yourself in ten years. Plenty of kids dream of being superheroes or the president. But with time, these hopes and dreams will likely transform into a more grounded and specific vision.

If they are well taken care of, the infant comes to trust their parent or guardian. If they are neglected, they will likely project this mistrust onto relationships during the other stages of their life.

The virtue of the infancy stage is hope. If an individual is adequately cared for as an infant and finds themselves in a challenging situation later in life, they are more inclined to believe that someone will come to their aid.

But if these young children are scolded or mocked for their curiosity, they may develop feelings of shame, self-doubt, and guilt. These insecurities could inhibit their personal growth because confidence is vital to evolving as a human being. Hence, the primary conflict is autonomy vs. shame and doubt.

The preschool years range from ages three to five. At this age, the primary conflict is between initiative and guilt. As with toddlerhood, this is a symptom of their attempts to learn independently and become more fully formed as human beings.

Accomplishment and praise will make a child at this stage industrious. But a lack of recognition results in feelings of failure and inferiority. If a child feels validated and supported in their endeavors, they will develop the virtue of competence.

This stage of life is famously turbulent. Between the ages of twelve and eighteen, most individuals will experience a crisis of identity. This period is forward-looking as teenagers consider their future and invest in social connections.

If a young adult avoids intimacy because they are afraid of failure, disappointment, or commitment, they are likely to feel isolated and alone. Young adults may experience things like a quarter-life crisis. Yet they may also start to learn from their failures.

If an adult in this stage is unhappy or resentful about their life, they may choose to stew in their discontent and avoid contributing to society. If they decide to be a positive and productive member of their community, they will develop the virtue of care.

Late adulthood is a time of deep reflection and introspection. If you are proud of the life that you have led, then you should feel a sense of peace. If, however, you are haunted by regrets and failures, you will likely experience despair and resentment.

While Erikson proposes eight stages of life, Jean Piaget proposes only four. His theory looks at the nature of intelligence. He believes that the way children acquire knowledge determines the progression of mental development.

The Seasons of Life Theory consists of sequence-like stages. These stages occur during two types of periods. The Stable Period is when we make crucial life choices. The Transitional Period is when one stage ends and another begins.

To navigate and thrive through these stages of life, you need to prepare yourself to take the lessons of one stage into the next. That way, you can keep growing into a happier, better version of yourself as you progress through the stages of life.

Hello,

I would like to understand how you can track the sales progress of a cold calling outbound team. Thus, I would like to know how many contacts have been tried to call for the first time, been qualified in these calls and with what results (interested, not interested)

I thought at the beginning that you could change contacts property life cycle phase and lead status manually and then afterward run reports on when these changes have been made.

But.. Obviously you can't track the moment changes of the these 2 contact properties have been done manually .. and I heard that the solution is to make the changes automatically with a workflow or by forms.

Forms doesn't seem to make sense to me since we are talking about outbound sales.

So am I right, if I use workflows to set the life cycle stage and lead status..

I wonder how you do that when someone calls another person and gets a verbal feedback that he is interested in a product? I can set up the lead status manually and then use a workflow to check for the status and update the life cycle phase to sales qualified lead..

Is that the appropriate way or what other alternatives can be used

You can definitely use the lifecycle stage property to manage where folks are in their journey with you. I'd also add "call types" to manage this. You could have call types and outcomes which reflect their journey with your sales team: initial call, second attempt, follow-up, demo call, etc. These would help in reporting to show how a sales person or team is doing on calls.

HubSpot is customizable enough to have it fit your process, user-friendly enough to be pretty easy to work with, and yet powerful enough to solve a lot of needs in the marketing and sales processes. At least, in my opinion as a user and agency partner.

Hi Dan,

I thought i get it.. but I tried a few things and still my issues are not solved.

I'am doing cold calling.. I call the prospect and I talk to him and I evaluate whether he is being interested or not. So I set the lead status manualy to not interested and the life cycle to SQL.

I thought that I could now track my work by building a report which checks the date of conversion to a sql.... but then I learned that Hubspot is not tracking the date of conversion to SQl .. I heard that the date of conversion will only be logged if the switch to SQl is done automatically by a workflow, for example.

I build a workflow which sets the life cycle to SQl... but still the time for the switch to SQL is not logged.

I wonder how Hubspot is used for cold calling where you want to track when someone opens a new contact and when he has qualified a contact. Actually a very simple and basic task in cold calling. I wonder why it's so difficult to track this action... if at least it is trackable

Second, while cold calling is certainly part of sales for many, HubSpot was built on the inbound philosophy: "Inbound is a business philosophy based around helping people. The inbound approach means doing business in a human way and creating meaningful 1:1 relationships with strangers, prospects, or customers. Inbound means meeting people on their own terms and interacting with them using the sites, platforms, and networks they value most." So tools that exist in other systems will look different in HubSpot. Cold calling being one of them.

Hi Dan,

thanks for your reply. I appreciate that.

answering your second question first. I had another session / disussion with a hubspot partner who was also questioning if my system is working properly.

He says that its an unexpected behavior that hubspot is not saving the date of the conversion to the sql stage.. So I asked the support again to check if my system is running properly.

this is my result so far when I changed the stage to SQL

And to your first question.. one job of the sales team is to qualify by telephone call if leads fit or better if the customer is an opportunity. This qualification can have different outcomes.. he might not be interested, interested, bad data, unresponsive, etc..

In all cases a qualification has been done and I would like to track how many qualifications an agent is doing and what were the results of his work.

Regarding the philosophy of cold calling .. Many prospects don't know that there might be a good solution available to them. You might miss many good opportunities to build strong partnerships with these propects if you only rely on reaching out to them by mail. Nowadays, many propects don't bother reading there mails from someone they dont know. And they might misjudge your mail and not understanding everything. That's where an agent can help in short to call to understand the customer needs and to check if our services might be interesting for them.

Greetings

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