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Funnel, Lifecycle, Deal, Lead Stages

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Approved by:

Client Name

Date Approved:

You must determine if lifecycle stages are managed at the Company level OR the Contact level

B2B companies normally manage this at the Company level

B2C companies normally manage this at the Contact level

Lifecycle Stages

Lifecycle Stages

Lifecycle Stage

Final Definition

Client's Original Definition

Client Notes

Agency Notes

Subscriber

Lead

MQL - Marketing Qualified Lead

SQL - Sales Qualified Lead

OPP - Opportunity

CUST - Customer / Client

EVAN - Evangelist

OTHER - HR, Vendors, Previous Customers/Clients, Spam, etc.

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What are lifecycle stages?

The default Lifecycle Stage property contains the following stages as options, and their definitions:

Subscriber: a contact who has opted in to hear more from you by signing up for your blog or newsletter.

Lead: a contact who has converted on your website or through some other interaction with your organization beyond a subscription sign up.

Marketing Qualified Lead: a contact that your marketing team has qualified as ready for the sales team.

Sales Qualified Lead: a contact that your sales team has qualified as a potential customer.

Opportunity: a contact who is associated with a deal (e.g., they're involved in a potential deal with your organization).

Customer: a contact with at least one closed deal.

Evangelist: a customer who has advocated for your organization.

Other: a wildcard stage that can be used when a contact does not fit any of the above stages.

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Deal Stages Table

Deal Stages Table

Deal Stage

Pipeline Name

Agency Notes

client definition

final definition

notes

Connect / Exploratory

Demo Scheduled

Present Solutions

Proposal Needed

Proposal Sent

Negotiations

Proposal Revisions

Postponed

Closed Won

Closed Lost

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Lead Status

Lead Status

Lead Status

Definition

Client Notes

media junction Notes

Open

New

Assigned

Working

Unqualified Budget

Unqualified Authority

Unqualified Needs

Unqualified Timing

Unqualified Other

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Funnel Stages (with priorities)

Funnel Stages (with priorities)

Funnel Stage

Priority

Client Notes

media juntion Notes

Conversion

Traffic

Sales

Retention

Onboarding

Other

???

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