How do you manage lead status for customers who churned, but now want to come back?
resolver
Hello Community!
We are a marketplace company that it is currently reviewing all the internal processes in the CRM.
I wanted to know if you have some suggestion on how to manage lead status Churn for customers who churned and then re-negotiate with our team to come back.
I can change their lead status once they fill a form to New again, but in that case I will lose some numbers in my reporting about the churn companies. Also, how do you manage the lifecycle stage that should come back to MQL?
One idea is to use dynamic lists to report on the changes of the Lifecycle and/or Lead Status stages. You could build a list that shows any contact who "churned" within x timeframe (i.e. last 12 months). This list would show you a contact who churned but if you also display the current Lifecycle and Lead Status columns, you'll quickly see who is still a non-lead, or who is coming back.
You could even build a Dashboard Report from this data to say x Contacts churned in last x Months, but of those Contacts, x are in MQL or SQL.
I think you have to allow the natural attrition and changes to happen to a Contact's status changes. Hubspot tracks all the historical changes and you can use timeframe lists or reports to show who was where, when, and where they are now.
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One idea is to use dynamic lists to report on the changes of the Lifecycle and/or Lead Status stages. You could build a list that shows any contact who "churned" within x timeframe (i.e. last 12 months). This list would show you a contact who churned but if you also display the current Lifecycle and Lead Status columns, you'll quickly see who is still a non-lead, or who is coming back.
You could even build a Dashboard Report from this data to say x Contacts churned in last x Months, but of those Contacts, x are in MQL or SQL.
I think you have to allow the natural attrition and changes to happen to a Contact's status changes. Hubspot tracks all the historical changes and you can use timeframe lists or reports to show who was where, when, and where they are now.
*************************** Did my post solve the questions or challenge? Please mark it as a solution for others to find.