This has been released! Super exciting!
I recorded a video thinking of how I think about organizing pipelines different lifecycle stages in HubSpot.
https://www.youtube.com/watch?v=RN_mpHYwkHU
At a high level I suggest:
Separating your lifecycle stages. Here’s what I mean:
→ Create a new deal + pipeline for onboarding
→ Create new ticket + pipeline for onboarding
We often get asked why it’s not advisable to add onboarding details to:
→ Use the same deal as sales
→ Add additional stages in the sales pipeline
Having a separate pipeline for onboarding means:
1/ You have control over the stages and content in your onboarding pipeline.
2/ You have timestamped data about pipeline movements to report on onboarding performance.
3/ You don’t disrupt the sales team and their pipeline reporting with additional stages.
4/ There is clear ownership over who is responsible for the customers experience.
5/ You can display information specific to each lifecycle stage on the deal card.
Pipelines in HubSpot are designed specifically for the purpose of moving a customer through a series of steps to reach a defined outcome.
When you split your customer lifecycle stages every pipeline has a dedicated purpose.
If you have a defined metric for what success looks like in each pipeline, you’ll have better results and a clearer reporting for your customers.
This gives everyone a better experience.
Always happy to chat about setting up HubSpot to run onboarding and customer success. I’ve been working on an in-depth guide and video series here.