Alright. So welcome to the final video of this lesson. It's all about adoption.

So ensuring adoption and usage of your life cycle stages. It's really important that all of the work that you have done so far is gonna fail and crumble into pieces if you do not nail the adoption down really really correctly.

So it boils down to three main pieces. One is training and onboarding. Second is continuous support and a feedback loop. And finally, monitoring usage and data accuracy.

When you think about training, you need to think about every single stakeholder, every single user in your HubSpot instance, they need to be trained and actually onboarded just like you would onboard a user into a new SaaS tool. They actually need to be fully onboarded into the life cycle stages that you have built. That will include all of the definitions that you have aligned on. So what does a lead means to you?

What does an MQL means to you? What does an SQL means to you? What does an opportunity means to you? And so on and so forth.

If you have, life cycle stages beyond customer, what does those mean? And once you have nailed down the definitions, you have to move on and educate on all of the triggers that you have discussed.

So triggers like what makes an MQL? Is it a form submission? Is it someone looking something on your blog post and then maybe signing up for a newsletter? What is an SQL?

Is it talking to a salesperson versus filling out a detailed request for information form? So you need to be very cognizant on how do you train people. Don't overwhelm them with very specific technical items, but you need to at least ensure that they know. If someone is in a particular life cycle stage, that mean they have completed certain steps and they have successfully progressed in our buyer journey.

Continuous support and feedback loop. So continuous support and feedback loop is as it sounds. So you need to ensure that you hold comprehensive training sessions, on this and you collect feedback if you see a particular salesperson or a marketing person is struggling with a contact that is in their mind in a wrong life cycle stage. And there might be cases in the feedback loop where contact are in the wrong life cycle stage and then you have to get your triggers and your automations corrected.

So you have to ensure that all of this is covered in your feedback loops. And then set up a dedicated channel in your slack or whatever communication tools you use specifically for lifecycle stages. Anyone has any questions regarding lifecycle stages, please send them here. So please pay extra attention to these factors as this will make or break.

As we say in adoption language, if it's not adopted, it doesn't exist. Next is managing and reviewing the lifecycle stages yourselves. So just go ahead and build couple of views in your HubSpot instance and maybe do view for leads in last thirty days, last seven days, MQLs in last seven days, SQLs in last seven days, opportunities. Do it for all of these stages all the way to LTV.

And then every single week, go through every single view and then check random contacts in a random sample set. And then just quickly take a pulse off, where they belong right now. Are they in correct life cycle stage? Yes.

Okay. Nice.

Have they been sent the correct operations or correct communications? So when contact is in opportunity stage, what happens after that? Do we need to move a deal from one stage to another or do we need to set certain properties or do we need to send certain marketing communication or email communications.

So ensure that those things are also happening. Ensure that your data is accurate and consistent. That is really important. And you'll need to do regular review of the CRM data to ensure that this is taking place. Next is drilling down more into feedback and recognition.

So if any person from your team shares feedback, you know, just accept that and don't criticize and don't get into like a defensive mode. Feedback would be a really bigger gift for you when you accept it correctly. So, you know, if someone shares, hey, this particular contact is not in the correct life cycle stage, then either it's one of two things. Either we have to do a better job in our training and then you have to, you know, correct the person and be like, hey, this is where it belongs.

But if it's actual data issue, then you need to, you know, rework and redo your automations. And also, reward and recognize people who are actually doing the right thing and following through and using the life cycle stages correctly, sharing feedback. So recognize and reward those people as well. Finally, ensure consistency.

It's really, really important you be super consistent with your adoption. You need to have proper documentation, standard operating procedures, and, you know, regular updates that has to be done. Way back in our discovery, we discussed about your life cycle stages are not stuck in stone. It's gonna evolve as your business will be evolving continuously. So whenever you see a major or minor shift in your system, maybe a new product category is added or new team members are added or you have built like a couple of more website pages and you need to account them as well in your life cycle stages, triggers and conditions and actions.

Be sure to do it and also keep documenting it all the way through. The resources that we have provided in the discovery worksheet document that will help you keep your things organized, but feel free to use your own organization's internal tools. So that's pretty much it. I really enjoyed the entire ride with you.

Happy to answer if you have any questions. Feel free to reach out to me on LinkedIn or any other channel. You might find me on HubSpot community as well. Thank you.

Stay awesome and keep doing it big. Bye.