What lifecycle stage do you assign churned clients

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New Contributor

I am really confused here. Since there's no way to change the lifecycle stage property (booo HubSpot), I was wondering what you guys are doing out there.

 

What lifecycle stage do you assign churned clients. Do you keep it as it is or do you set it as others?

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Regular Advisor | Gold Partner | HubSpot Certified Trainer

Hi @Mhpoulsen,

 

I agree with @gelflex-cc, we typically use Other for churned customers.

 

We also do what @Mhpoulsen mentioned and create a custom property that will allow us to better define what "Other" is. In that case we can create workflows, lists, or filters based on the combination of the 2. 

 

For example a list that pulls all contacts with lifecycle stage of other and the "Other" type is equal to "Churned".

 

 




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Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Regular Contributor | Platinum Partner | Certified Trainer

@Mhpoulsen HubSpot provides default life cycle stages and those cannot be changed. You always have an option to create a custom field for life cycle stages according to your business need and start using that field instead of the default HubSpot field. 

 

You can create a custom field say "Live_life_cycle_stages" and have all the stages you want to move these leads into. Mostly for the churned customers,  companies uses "Recycled" bucket. 

Please let me know if that works. If yes, please mark this as a solution so other users can read and adopt this. 

 

Regards,

Kapil Arora

 

 

New Contributor

I am well aware, but HS will still default to their own lifecycle stage for reporting, so that won't work for me Smiley Sad

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Top Advisor

@Mhpoulsen I use other for a host of items. Churn is one of those. At the same time, I use notes and pin the note.  Additionally, I add custom lead status which may help you instead.

 

Good luck.

Chris

New Contributor

Thanks you for your feedback. We've thought about that too. 

Top Advisor

@Mhpoulsen You're welcome. I wish we could add lifecycle stages.

If I find anything, I'll be sure to let you know.

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Regular Advisor | Gold Partner | HubSpot Certified Trainer

Hi @Mhpoulsen,

 

I agree with @gelflex-cc, we typically use Other for churned customers.

 

We also do what @Mhpoulsen mentioned and create a custom property that will allow us to better define what "Other" is. In that case we can create workflows, lists, or filters based on the combination of the 2. 

 

For example a list that pulls all contacts with lifecycle stage of other and the "Other" type is equal to "Churned".

 

 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

New Contributor

So I just talked to my friends wife who used to work in HS. She just told me that they'd put churned clients as Subscriber, because that way they can work themselves back through the stages through automation. 

 

Just thought I'd share that with you guys here. 

 

Top Advisor

@Mhpoulsen INTERESTING Thanks for sharing

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