Lifecycle Pdf
Lawana Stuckert
90% of our leads come in as customers, they come in as direct purchases from the HubSpot Marketplace. For our purposes, MQL, SQL and Opportunity is a bit much, the question is whether to keep all of them and ignore them or remove any or all of them.
I think you should 100% use custom lifecycle stages. Having a deep understanding of the customer lifecycle is one of the most fundamental aspects of a solid marketing and sales alignment strategy. One thing to note:
Custom does not equal complex.
You should not go crazy with adding 20 different lifecycle stages for your users. Keep it concise and ensure that every lifecycle stage is tied to a specific action or data point that can trigger a lifecycle to be changed. In my experience, I see lifecycle stages work best in tandem with lead statuses.
I view the difference between these two as a lifecycle stage being a classification, and a lead status being a condition. For example, someone could a be a sales qualified lead lifecycle stage but have a cold lead status if they haven't responded in 30 days.
The main thing that I would attempt to ensure with using both of these is to try to make every lead status and lifecycle stage based upon action/behavior or data. This will open a world of possibilities for re-targeting through marketing campaigns, closed lost recycling workflows, automated lead follow-up, and more!
HubSpot already did a pretty good job of describing the customer lifecycle in a logical, reliable way that has more or less stood the test of time. But subtle changes and augmentations, like those suggested, could really enhance it.
I'd avoid introducing lifecycle stages that encourage backward movement as I find this can really confuse teams and reporting - single direction of movement is usually the easiest for everyone one to understand.
Before getting on the route to customise the lifecycle of your contacts, you must ensure that your teams are aligned and that you can trust your data. I'd recommend having an 'Onboarded/Active or Live' stage, an 'MRR or ARR' stage and an 'LTV' stage to track the contact's journey after becomes a customer so you can quickly identify cross-sell and upsell opportunities as well as churn and be able to understand the whole revenue cycle.
Also, I'd use lead status along the lifecycle stage so you can avoid moving the lifecycle stage backwards but still understand; for instance, if the contact lifecycle is 'opportunity', but the deal then is lost for bad timing or budget, you update the lead status, and the contact would stay in 'opportunity' to eventually re-engage with or use continue nurturing with marketing activities.
In addition to some of the excellent earlier posts here (though I don't always agree with not adding a stage that might go backwards b/c in reality, customers almost never go in a straight line), here are a few of our findings that you might find helpful if you are considering customizing them y...:
1. Start with renaming existing LC stages vs creating all new stages. This will allow you to get comfortable with the impacts and avoid losing historical data.
2. Decide what your default contact creation stage should be. In HubSpot it used to be "Lead" but we now often relabel this as "New Lead" for added clarity.
3. Consider combining Lifecycle Stages and Lead Status if your sales process is simple enough. This prevents users from having to keep up with two separate picklists that easily get out of alignment.
4. Remember that Lifecycle Stages still will not go backwards (without a deliberate workflow or manual intervention) so the order you use will be important for reporting.
5. Add a "Delete" LC Stage to help keep your CRM clean. Not all leads/contacts are good leads/contacts and this is an easy way for any user to mark them and clean them out regularly.
6. Keep in mind any important integrations that may be affected - especially if you are using the HubSpot-to-Salesforce integration.
7. If you are using non-english language settings in HubSpot, there may be some additional impacts to consider.
To manage your objects so that they're stored cost effectively throughout their lifecycle, create an Amazon S3 Lifecycle configuration. An Amazon S3 Lifecycle configuration is a set of rules that define actions that Amazon S3 applies to a group of objects. There are two types of actions:
You can't use a bucket policy to prevent deletions or transitions by an S3 Lifecycle rule. For example, even if your bucket policy denies all actions for all principals, your S3 Lifecycle configuration still functions as normal.
When you add a Lifecycle configuration to a bucket, the configuration rules apply to both existing objects and objects that you add later. For example, if you add a Lifecycle configuration rule today with an expiration action that causes objects to expire 30 days after creation, Amazon S3 will queue for removal any existing objects that are more than 30 days old.
If there is any delay between when an object becomes eligible for a lifecycle action and when Amazon S3 transfers or expires your object, billing changes are applied as soon as the object becomes eligible for the lifecycle action. For example, if an object is scheduled to expire and Amazon S3 doesn't immediately expire the object, you won't be charged for storage after the expiration time.
The one exception to this behavior is if you have a lifecycle rule to transition to the S3 Intelligent-Tiering storage class. In that case, billing changes don't occur until the object has transitioned to S3 Intelligent-Tiering.
Some documents are frequently accessed for a limited period of time. After that, they are infrequently accessed. At some point, you might not need real-time access to them, but your organization or regulations might require you to archive them for a specific period. After that, you can delete them.
You might upload some types of data to Amazon S3 primarily for archival purposes. For example, you might archive digital media, financial and healthcare records, raw genomics sequence data, long-term database backups, and data that must be retained for regulatory compliance.
You can create a lifecycle configuration by using the Amazon S3 console, REST API, AWS SDKs, and the AWS Command Line Interface (AWS CLI). For more information, see Setting a lifecycle configuration on a bucket.
Amazon S3 provides a set of REST API operations for managing lifecycle configuration on a bucket. Amazon S3 stores the configuration as a lifecycle subresource that's attached to your bucket. For details, see the following:
Windows products are governed by both a Modern Lifecycle Policy or a Fixed Lifecycle Policy. Search for the product lifecycle for your specific Windows product and its corresponding Lifecycle Policy and end-of-support dates.
Each version of Windows adds new features and functionality. Occasionally, Microsoft may no longer develop (this is known as deprecation) or remove certain Windows features and functionality. See below for links to specific changes by product.
If you have a valid Windows license, you are eligible for support from Microsoft, subject to the Microsoft Lifecycle Policy and the support terms and conditions that were in place at the time of purchase. If you acquired your Windows operating system license on a new device from an Original Equipment Manufacturer (OEM) or PC manufacturer, Microsoft offers access to a wealth of online self-help support content in addition to paid technical help offerings. You may also contact your OEM for more information about the support offerings for Windows operating systems from that OEM.
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