We have four stages 5 which inclues 1) Consultation, 2) Quote Proposal, 3) Contract Agreement 4) Service Execution, 5) Service Feedback and Request for Referral.
Around 5 steps
I love this course
About 5 steps for now.
Good Morning, Kyle,
This course is excellent. It provides me with a framework to take what we have (to quote Jim Collins) from Good to Great.
Our process has been informal and not as structured as we need to be in answer to this question. But that is the nature of a relatively small organization. Three years back, we finally hired a full-time marketing manager who organized our marketing in a way that we had never done before. And now, with the help of HubSpot Academy and the book “The Machine,” we are creating a formalized structure.
I cannot give you the number of stages--yet. But we now have three people full-time, along with others on the team developing our playbook.
Thank you for this course and the entire HubSpot Academy program.
Awesome course!!
very interesting
It looking like 9 at the moment. I am going to have to examine it again after this course.
5 (disco. , bus. case, selected, negotiation, closed won)
We are in the process of figuring that out. This video series has been very helpfu!
In the same boat, this course has been so helpful in figuring out the best way forward
8 for an engineering company and solutions provider with multiple solutions in Oil & gas
Preliminary engaggement, Proposal submitted, technical/ commercial clarification, deferred proposal, closed won, invoice partially submitted, all invoices submitted and closed lost
For my company, it’s approximately 8 steps/stages for both of our pipelines. For our clients, we’ve helped them narrow it down to at least 5 steps.
Interesting. How would you do that?
Also how do you decide on the pipelines?
We have multiple products and services. These products and services go through diferrent types of stages.
Hey, @MZanzibarwala, thanks for the reply.
For us, the decision on the pipelines is specific to the service. i.e. CRM Implementation would be specific to our HubSpot Pipeline instead of Sales Training would fall under our Sales Enablement pipeline.
I understand your case as there are many companies with a wide range of products and services, and having multiple pipelines to manage can also be a challenge.
A good approach can be looking for similarities in your stages across your different products and services and making them your baseline/core stages or even a primary pipeline for your organisation.
The other products or services with different stages can have separate pipelines. This can help you manage the headache of managing different pipelines that can become complex over time.
I hope this was helpful in some way.
great course
We are in the process of figuring that out. Thank you
Now we have 7 stages, but still, our conversion rate isn’t so good, so we need to fix our selling process
4
5