Lead Lifecycle Set Up

Establish a clear, reliable Lead Lifecycle framework inside HubSpot.
Automate lifecycle stage assignment to eliminate manual errors and ensure accurate funnel reporting.
Align Marketing → Sales handoff using standardized criteria (Subscriber → Lead → MQL → SQL → Opportunity → Customer).

Mapped lifecycle stages based on intent signals, form activity, sales acceptance, and deal movement.
Defined criteria for each stage, including newsletter signups, form submissions, demo requests, lead scoring thresholds, and sales-triggered updates.
Built a HubSpot workflow triggered by Create Date to automatically assign the starting Lifecycle Stage (Lead) for new contacts.
Configured workflow logic to detect when contacts meet specific intent thresholds for progression to MQL or SQL.
Enabled automated stage transitions when Sales books meetings or advances deals, ensuring CRM consistency.
Reduced manual updates and improved funnel accuracy for reporting, routing, and attribution.

Stage	Criteria	Example Trigger
Subscriber	Gave email but no intent	Newsletter signup
Lead	Filled a low-intent form	Contact form
MQL	Shows buying intent	Demo request OR Lead Score ≥ 50
SQL	Accepted by sales	Booked meeting OR Sales manually changes
Opportunity	Pipeline stage	Sales moves Deal to Stage 1
Customer	Closed won	Deal closed