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Lifecycle Stages: Best Practices for Mapping the Customer Journey in Your CRM

RevOps Automated

01:00:23

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In this practical masterclass, Natalie Furness (CEO, RevOps Automated) and Heather Bakire (Revenue Operations Strategist, RevOps Automated) will demonstrate how to set up lifecycle stages in your CRM. The session will cover:

  • Why lifecycle stages are foundational for revenue infrastructure
  • Common mistakes in lifecycle stage setup and how to fix them
  • How to implement lifecycle in Salesforce, HubSpot, and beyond
  • Your questions around lifecycle management

Don’t miss this impactful session full of practical tips for managing lifecycle stages in your CRM instance.

Speakers

Mia-Jean Lee

Mia-Jean Lee

RevOps Specialist

With 5 years of HubSpot expertise, Mia-Jean is a RevOps specialist focused on marketing strategy and execution. She has led multiple projects across AI, education, and insurance sectors, helping organizations scale through streamlined operations and data-driven growth

Heather Bakire

Heather Bakire

Revenue Operations Strategist, RevOps Automated

Heather Bakire is a Revenue Operations Strategist & Solutions Architect at RevOps Automated, where she helps clients optimize their go-to-market operations. She is passionate about empowering teams to get the most out of HubSpot and Salesforce. Heather lives in Seattle with her two adorable kids and loves spending time outside rain or shine.

Lifecycle Stages: Best Practices for Mapping the Customer Journey in Your CRM

01:00:23

Watch