Hi @thesnappingdog, awesome questions. I’ll answer the easiest question first, the B2B segment is critical to HubSpot’s growth.
Now for your second question, I’m going to say something somewhat controversial, I actually don’t like the lifecycle stage property anymore, I think we (HubSpot, our customers, the world in general) have outgrown it. The lifecycle property goes back to our days before a CRM, when the HubSpot marketing database was only one object, Contacts. lifecycle stage was a way to track where that contact was in their lifecycle. The problem was, our customers outgrew and ran into issues with that property pretty quickly. For example, the first time you sell someone something, great, change their stage from lead to customer. Done. But what about if that person wants to buy a second thing from you? They’re a customer, but aren’t they also a lead? Now my head hurts.
We live in a world with a multi-object relational database, and this opens up a whole new world of possibilities. We have contacts, companies, deals, tickets, tasks, and we should be putting them all to work. I should also mention that every HubSpot customer has access to all of those objects, no matter what version of HubSpot they have.
I don’t know all the details about your exact setup, but let me suggest an example. If you’re B2B, the most important object for you is probably the company. At the end of the day, companies don’t read blog posts, fill out forms, and open emails, people do, but within HubSpot you can roll those contacts up into companies, HubSpot even helps do that automagically. When you’re selling something to a company, there are probably several stakeholders involved. What I personally would do is create a deal, then associate that deal with the company, and the relevant contacts at the company. Instead of moving the lifecycle stage, move the deal stage.
If the deal closes, that company and those contacts are now customers, which you can tell because they have a closed won-deal associated with them. If you wanted to do customer marketing, you could segment for all the contacts and/or companies with closed-won deals associated with them. In reporting, you can segment for when a deal closed, what products they bought, etc.
If you lose the deal, you now have contacts and companies associated with a closed lost deal. You can segment just like above, you can also create workflows that set tasks to follow up with those closed lost companies/contacts at different intervals. For example, create a task to follow up in 6 months. If a contact from one of those companies visits your website, you can set up a task for their salesperson to follow up. Maybe they’re not happy with the provider they chose.
That was a longer answer than I expect to write, but I guess my basic advice would be, think outside the lifecycle stage.