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Technical Lifecycle Journey Map for HubSpot

90% of sales and marketing professionals report feeling "misaligned".

With so much data and supporting technology—how can that be?

Marketing and sales collaborate on buyers journey

After working with hundreds of B2B organizations, we've found it's rarely a lack of alignment around how many leads are needed, or how many sales calls should be made. It's more often

...a lack of alignment specifically lifecycle stage definitions and the triggers that activate them.

What marketing calls a lead...sales calls an unqualified contact.

What sales thinks it takes to qualify a thinks IS sales' actual job.

And, what does CEO call all of it? A mess!

The good new is... don't have to be an operations wizard to foster alignment between your marketing, sales, and customer service teams.

You just need a process to help guide the conversation to truly align everyone around the same definitions.

And that's why we made The Technical Lifecycle Journey Map.

This FREE downloadable tool helps you...

  • Explicitly define and document the details of every lifecycle stage in HubSpot—from Visitor to Evangelist.

  • Map out the triggers (both automated and manual) that actually change the lifecycle stage field in HubSpot.

  • Decide on exactly what happens and who's job it is (marketing, sales, or service teams) to nurture the contact at every lifecycle stage.

  • Assign lead statuses (separately from lifecycle stage) once contacts become MQLs

And as a bonus, you get...

  • A lead scoring template—to help you align on the actions that warm a lead up to an MQL

  • A sample contact lifecycle stage flow diagram—to help the entire team understand every touch point the contact experiences across all of your team members 

How it Works

This resource will help your teams outline and define the triggers for updating contact lifecycle stages, pipeline stages, and automation in your HubSpot portal.

If you use HubSpot, you know that it promises to get you leads, but... is REALLY HARD to actually mature new contacts into qualified leads!

The truth is, HubSpot CAN do everything that's promised—you just need to know how to set it up properly.

The Map needed to get started looks like this...

Technical Lifecycle Journey Map Example from Digitopia
Clean & Elegant
Fully Responsive

What The Customer Lifecycle Journey Map Helps You Do

Clearly define every lifecycle stage from Subscriber to Evangelist so everyone in your marketing and sales team is on the same page

Document the Technical Triggers that will change the contact’s lifecycle stage in your HubSpot CRM so you team always knows what needs to happen next to move a contact forward

Identify the behavior triggers that will warrant a lifecycle stage change so you can quickly identify which of your contacts are raising their hand to talk to you

Assign contact owners at each lifecycle stage to create team accountability so you never hear the phrase "I thought they were handling that..." again

Document the AUTOMATION needed to support it all so you can quickly modify workflows or segmentation list

Success Stories

"We’ve worked with Digitopia over the last 6 months, and we’ve always appreciated their deliberate strategy. From day 1, there was a plan and process in place that was tried and true." 
erika carmichael

Erika Carmichael
Director of Marketing, Empyr

"Working with the team at Digitopia has been a game changer for us."

Tim Spanjer
Marketing Director, Pursell Farms

"We've been working with Digitopia for about a year now and can't say enough nice things about their approach."
colin kapp

Colin Kapp
Sr. Marketing Manager, First Foundation Inc.

"Digitopia has proven to be a reliable, strategic partner who not only act like part of our extended team, but delivered measurable results across a wide variety of KPIs, trackable through the sales cycle from prospect to lead to conversion to customer."

Mark Trullio
Vice President, Worldwide Marketing, Lantronix

"We wanted to use our 25th anniversary to show the world what a difference Toshiba innovation has made. Frank and the entire team took our goals and developed a campaign that was funny, memorable and impactful."

Scott Nelson
Senior Vice President,  Memory Division, Toshiba

"Digitopia developed a foundation for us that has become invaluable. It's served us well as a basis for communication and marketing."
Drew Davis

Drew Davis 
General Manager, The Centre 

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Technical Lifecycle Journey Map

Get the alignment and accountability you've been looking for across your customer facing teams with this simple, strategic and systematic tool.