Скачать или смотреть How to Set Up HubSpot Lifecycle Stages for Your Agency | Complete Guide + Template (2025)

Want a clear, proven way to set up HubSpot lifecycle stages for an agency in 2025?

This step-by-step guide shows the stages to use, how they differ from Lead Status and Deal Stages, what to automate, and how to report on funnel health. Includes a copy-ready template you can adapt to your agency.

Timestamps
0:00 Intro: Lifecycle stages for agencies (2025)
0:30 Default HubSpot lifecycle stages (Subscriber → Customer)
1:35 Lifecycle vs Lead Status vs Deal Stage
2:35 Template walkthrough: definitions, entry/exit rules, required fields
3:40 Implementation: properties & lists (Contacts/Companies)
4:35 Automation: workflows to move stages + data hygiene
5:25 Reporting: funnel, conversion rates, velocity, stuck-stage alerts
6:15 Common pitfalls & quick fixes (duplicates, backfills, imports)
6:50 Rollout plan: SLAs, playbooks, team training
7:25 Next steps + free template

Access a Free Template Here 👇https://docs.google.com/spreadsheets/...

Need help with HubSpot setup or automation?
Get in touch with our expert team: https://deeps.solutions/

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⚠️ Disclaimer: This video is independently created and is not affiliated with or endorsed by HubSpot or any other brands or tools mentioned.

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