💬 RevOps Discussions

nthatcher-airbr
Contributor

Lifecycle Stages for Free Trial PLG

SOLVE
Hey, RevOps community! 👋

What lifecycle stages do you use if you are using a Free Trial Conversion playlist?

Our company offers both a Free Trial and a Free account option after the free trial is complete (30 days) and I am trying to figure out how to classify the lifecycle stages.
Here is what I have thus far.
  1. Internet Lead- Anyone in our CRM that has interacted with our company
  2. MQL- A lead that has successfully signed up for a new account
  3. Free Active- An account that has set-up their first notifier and receiving errors
  4. PQL- user or account that has shown strong product usage, fits your ideal customer profile (ICP), and/or has indicated buying intent.
  5. Paying Customer- subscribed to a paying tier
  6. MRR- A customer for more than 1 year and still active
  7. LTV- More than 2 years as a customer and has upgraded and/or expanded their services
  8. Evangelist- All of the above plus has helped us with leaving a review/case study/events
 I would love to hear feedback 🎉

 

and recommendations from the community

 

1 Accepted solution
danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Lifecycle Stages for Free Trial PLG

SOLVE

Hi @SellingSaas. Here are a few resources for you, as HubSpot's standard lifecycle stage does have opportunity as a choice.

The Original source property tells you the first known source through which a contact interacted with your business. The Latest source property shows the most recent known source. These properties are automatically set by HubSpot, but you can update the value on a contact record manually.

A contact’s Original source or Latest source value will be one of the following:

  • Organic search
  • Paid search
  • Email marketing
  • Organic social
  • Referrals
  • Other campaigns
  • Direct traffic
  • Offline sources
  • Paid social

Hope that helps!

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/

View solution in original post

3 Replies 3
SellingSaas
Member

Lifecycle Stages for Free Trial PLG

SOLVE

hey @danmoyle do you have sales interaction with this process? 
- I don't see an opportunity stage in there. 

 

And, is there any kind of classification or scoring done outside of this stage?

- meaning, if the lead down loads an asset from the website are the a web lead? if they show up to a webinar, are they a web lead? if they chat in or inbound call, are they still a web lead? 

danmoyle
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Lifecycle Stages for Free Trial PLG

SOLVE

Hi @SellingSaas. Here are a few resources for you, as HubSpot's standard lifecycle stage does have opportunity as a choice.

The Original source property tells you the first known source through which a contact interacted with your business. The Latest source property shows the most recent known source. These properties are automatically set by HubSpot, but you can update the value on a contact record manually.

A contact’s Original source or Latest source value will be one of the following:

  • Organic search
  • Paid search
  • Email marketing
  • Organic social
  • Referrals
  • Other campaigns
  • Direct traffic
  • Offline sources
  • Paid social

Hope that helps!

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
danmoyle
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Lifecycle Stages for Free Trial PLG

SOLVE

This is fascinating @nthatcher-airbr. With the option to now edit and manage lifecycle stages, this is a good example of how it's different than the standard journey. I've alwys thought of simply using Deal stages, but this is different. I like it! 

 


Did this post help solve your problem? You can help others find answers when you accept a reply as a solution. (I also appreciate it!)


Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/