Lifecycle and lead stages
Stage definitions, entry and exit rules, and one shared view of the funnel.
Lifecycle design, lead scoring, routing, attribution and campaign operations across HubSpot, Marketo Engage and Pardot, so every MQL means something to sales.
From the first form fill to closed revenue, we build the rules, workflows and reporting that keep marketing and sales on the same number.
Stage definitions, entry and exit rules, and one shared view of the funnel.
Fit and intent scoring tested against closed-won deals, agreed with sales.
Assignment rules, round robins and SLAs with alerts when a lead goes untouched.
One source model from first touch to closed revenue, by channel and campaign.
Program templates, naming conventions, UTMs and launch checklists.
Lifecycle emails, workflows and re-engagement built around buying stages.
Required fields, dedupe rules and enrichment at the point of entry.
Subscription types, consent capture and unsubscribe handling that hold up.
These are the patterns we see most often, and what changes once the system is fixed.
Lifecycle, scoring, routing, attribution and data quality, scored against how deals actually close.
Stage definitions, MQL criteria, SLAs and the source model, signed off with sales.
Workflows, scoring, routing, dashboards and campaign templates in your platform.
Optimisation, reporting and new programs as part of your operating rhythm.
Volume metrics stay on the dashboard, but these are the ones we build the system to move.
Thirty minutes with an operator. Bring your funnel and your lead definitions, and we will show you where the handoff breaks.