Hey, guys. It's Frank Devine. I'm the solutions engineer here at RevPartners. I wanted to make a part two video to my life cycle stages, video that I posted before.

The reason I'm making this is oftentimes, I create videos. I try to do them fast, and I say, hey. Don't do it this way or don't build it that way. It's gonna cause problems.

But I don't really then go into showing you what happens when things are done the wrong way and why that is something that you wanna avoid. So wanted to make a quick video. I'm actually running an audit right now on one of our, prospects accounts, trying to understand how their life cycle stages are set up. So this view, we're in settings under objects and then contacts and select life cycle stage.

So if you remember from my first video, I say there's these great little automation buttons that HubSpot provides to you, and you want to resist using them. You don't want to use them. So we can see this prospect has them in use. And what it's doing is when a contact or a lead is created, it automatically sets life cycle stage to lead.

The next update is when a deal is created and this contact is associated. Now it's gonna make it an opportunity. And when it's won, it'll go to a client.

This sounds great, but the problem is there are steps in the life cycle stages between that that are not being captured. So by turning this on and when you try to go and build reports to understand your conversion rates, how things are going through the life cycle stages funnel, you're not able to see the core, the foundation of your data model. You start to get reports that look like this. Like, okay.

I guess this company has had one lead ever. And then you realize, well, they've had one lead that actually went in linear order between, stage one and stage two of life cycle stages. But if we toggle out to all contacts, they have almost nineteen thousand contacts in HubSpot.

Majority of them are listed just as a lead. They were created. Therefore, they became a lead. And then nothing else really happens.

There's no MQLs all time. Really? There's thirty one sales qualified leads, but then there's over four hundred and fifty one deals. So that automation process that HubSpot has there, it's tagging them when they come in.

It's tagging them when they become close one. Well, guess what? That is the sales process sales and marketing process that I wanna understand, I wanna measure. And so the proper way to do this is to not turn on those, those toggles and instead build lists that define the different stages of, your life cycle and then build workflows to move contacts between those stages in a linear order where they're not skipping anything.

That's gonna then produce the funnel report that will help you understand conversion and how your business is performing. So wanted to share that today. You know, if this is something that interests you or you need help setting this up or you just wanna brainstorm what you're doing in HubSpot, hit me up. I'd love to help out.