Attendees: H&D Marketing Lead, at least one member of the client's Marketing team, Sales team member optional
Session Purpose:
Define the criteria by which marketing would qualify a lead (Marketing qualified lead) and any further qualification required by sales thereafter (Sales Qualified Lead). The aim of this session to foster alignment between marketing and sales.
Define the values within that criteria which will contribute to lead scoring – so you can prioritise amongst your qualified leads.
Agenda:
- Default Lifecycle Stages
- Lifecycle Stages Benefits
- Defining Marketing Qualified Lead
- Defining Sales Qualified Lead
- Lifecycle stage and lead funnel
- Lead Scoring Definition
- Benefits of using Lead Scoring
- Further Actions
Outcomes:
This session will give our Marketing lead everything they need in order to configure your HubSpot lifecycle stages and lead scoring.