Tips, Tricks & Best Practices

LOosterhoff
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Reactivating Cold SQLs and Opps: Best Practices for Lifecycle Stage Changes

解決

Within our organization, we're looking to run campaigns aimed at reactivating cold SQLs (Sales Qualified Leads) and Opportunities (Opps).

We're wondering about the most effective approach using Lifecycle stages (or maybe lead status). Our plan is to target them with ads and marketing emails and assess their engagement through lead scores. We're considering reclassifying them as Leads and, based on their interaction with our content, potentially requalify them as Marketing Qualified Leads (MQLs).

Is it acceptable to convert all cold SQLs and Opps back to Leads for this requalification process? What would be the best practice in this scenario? 

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Shadab_Khan
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ガイド役 | Elite Partner
ガイド役 | Elite Partner

Reactivating Cold SQLs and Opps: Best Practices for Lifecycle Stage Changes

解決

@LOosterhoff  Great Question!

here's a super quick Loom for full context and visual explainer 

  • 🚫  Moving life-cycle stages backwards is not recommended.
    • 📊 contacts should remain in their current stage unless they progress due to other efforts.
  • 🔀 You can use lead statuses like "nurture" or "recycle" to automate moving leads based on your business case.
  • 💼 Consider creating a custom lead object for more granular tracking.
  • 🔄 Leads can go through the qualification process multiple times using this method.
  • ⚙️ Set up workflow automation to manage lead stages.
  • Feel free to ask if you have any further questions. Thank you! 😊👍

 

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Shadab_Khan
解決策
ガイド役 | Elite Partner
ガイド役 | Elite Partner

Reactivating Cold SQLs and Opps: Best Practices for Lifecycle Stage Changes

解決

@LOosterhoff  Great Question!

here's a super quick Loom for full context and visual explainer 

  • 🚫  Moving life-cycle stages backwards is not recommended.
    • 📊 contacts should remain in their current stage unless they progress due to other efforts.
  • 🔀 You can use lead statuses like "nurture" or "recycle" to automate moving leads based on your business case.
  • 💼 Consider creating a custom lead object for more granular tracking.
  • 🔄 Leads can go through the qualification process multiple times using this method.
  • ⚙️ Set up workflow automation to manage lead stages.
  • Feel free to ask if you have any further questions. Thank you! 😊👍

 

Link to my HUG event

Found my solution helpful? mark it as accepted