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Get lifecycle stages working for you. Define, align, and automate stages that actually drive results and keep your CRM clean.
Join Shadab Khan for this HubSpot Academy lesson on building a smarter, stronger CRM strategy.
In this section, Shadab explains what lifecycle stages are, why they matter, and where HubSpot’s defaults fall short. Lifecycle stages track a contact or company’s relationship with your business and are foundational to accurate volume, conversion, and time-based KPIs.
They enable clean segmentation and alignment. Out of the box, manual edits and basic automations can create data chaos, which is why clear definitions, triggers, and governance are critical before building workflows and reporting. 👇
In this next section, Shadab walks through how to run a lifecycle stage discovery workshop before building anything in HubSpot. He explains who needs to be involved, how to prepare, and how to align on lifecycle stage definitions, triggers, and actions. The goal is to avoid data chaos by getting leadership, marketing, sales, CS, and ops aligned upfront, using a simple, repeatable template that can evolve as the business grows. 👇
Shadab then covers how to build and manage lifecycle stages in HubSpot after discovery is complete. He walks through disabling conflicting native automations, aligning lifecycle stage names, creating inclusion lists (if needed), and building workflows to control stage progression.
He also emphasizes locking down manual edits so lifecycle stages are only updated by automation, ensuring clean data, consistent movement, and scalable lifecycle management. 👇
Shadab then walks through how to monitor and report on lifecycle stages once they’re live in HubSpot. It focuses on three core metrics: volume, conversion, and time. You’ll learn how to use funnel reports to spot drop-offs, segment performance by acquisition channel, build time-in-stage reports, and create troubleshooting reports to catch data issues👇
To wrap things up, Shadab focuses on making lifecycle stages stick through adoption. He covers training every HubSpot user on definitions and triggers, setting up ongoing support and feedback loops, and regularly reviewing data for accuracy.👇
The Revenue Performance Model
We got tired of watching good RevOps people get thrown into the deep end with no training.
So we built the Revenue Performance Accelerator courses to help stop faking it learn how to actually do this
Check it out 👇
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