What lifecycle stage do you assign churned clients

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Mitwirkender

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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Esteemed Advisor | Platinum Partner

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

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Regular Contributor | Platinum Partner

@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

 

 

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Mitwirkender

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

Trendsetter

@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

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Mitwirkender

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

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Trendsetter

@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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Esteemed Advisor | Platinum Partner

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

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Mitwirkender

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. 

 

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Trendsetter

@Mhpoulsen INTERESTING Thanks for sharing

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Berater

If you do this, you will lose all timestamp data associated with when that lead moved through the lifecycle stages previously. You can't set a lead "backwards" in the lifecycle stages without messing up historical data, unfortunately. 

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Sachkundiger

When selecting "Other" do you lose the timestamps related to lifecycle stages from before? 

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Esteemed Advisor | Platinum Partner

@kbjornaas,

 

The timestamps for prior lifecycle stages will remain intact. You can see them in the history of the property.

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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Trendsetter

@kbjornaas Just expanding on your question and other answers. I use "other" as "subscriber" connotates buy-in and if they are inactive then they are not buying in. Since the lifecycle is fixed, I use custom fields in lead status. 

Another way to use dates is with last contacted; last modified, etc. I even use the next activity to say reach out in 6 months.  Don't forget "tickets" when you know why they stopped buying. This is powerful when looking at historical data. 

 

Once upon a time, I thought there was only one way to do things in HubSpot, I was told users do not always use the software the way it was intended and that means WE find ways to accomplish what we want. 

 

My favorite part of being here is "brainstorming" and paying attention to the Experts like @Josh who find amazing ways to get things done. 

 

Chris

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Berater

Thank you so much for this.  I was talking with Support and couldn't figure out anything.  Need to be able to go Lifecycle Stage: Former Customer

Is that so hard to ask?

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