Make sense of your lifecycle, lead and deal stages
Feeling unsure where one stage ends and the next begins? This guide will help you connect the dots between lifecycle, lead and deal stages in HubSpot—so your teams can work from the same playbook.
Inside, you’ll find:
-
A breakdown of each stage type and what it’s used for
-
Best practices for naming, criteria and automation
-
Prompts to guide internal alignment between teams
-
A checklist to clean up your funnel and avoid overlap
Disorganized stages = disconnected teams
If your HubSpot stages aren’t clearly defined, you’ll see the fallout fast. Marketing will keep pushing unqualified leads, sales will chase cold opportunities and reporting will never quite add up.
That leads to:
-
Deals created before leads are truly ready
-
Lifecycle stages stuck in limbo
-
Automation that triggers too early—or too late
Clean up your funnel and align your teams
Clear stage definitions don’t just improve your data—they streamline your entire funnel. With this guide, you’ll start to:
-
Define how and when stage changes should happen
-
Reduce confusion between sales and marketing
-
Build automation that reflects how your team actually works