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HubSpot Lead Pipeline Explained: From MQL to Qualified Deal

Superwork

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HubSpot Lead Pipeline Explained: From MQL to Qualified Deal

103 просмотра · 2 недели назад
Superwork
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103 просмотра · 2 недели назад
Stop filling your HubSpot deal pipeline with unqualified leads. Here’s how to use the lead pipeline to move from MQL to sales qualification, create a deal when there’s a real opportunity, and recycle leads when the timing is wrong. We’ve built HubSpot setups for B2B sales teams since 2015. In this walkthrough, I show you the lead management process we use with our clients—from the marketing-to-sales handoff to BANT qualification and follow-up. You’ll learn how Lead Status, lifecycle stages and the Lead object fit together, why one contact can have multiple lead records, and how to keep your sales team focused on the right leads. Read the complete HubSpot SDR Playbook: https://www.superwork.co/hubspot-sdr-..., including BANT questions and call scripts. Want us to build this process in your HubSpot portal? Talk to Superwork: https://www.superwork.co/talk-to-sales Related guides: [Lead scoring: fit, engagement and score decay](https://www.superwork.co/blog/lead-sc...) [HubSpot lifecycle stages explained](https://www.superwork.co/blog/hubspot...) [How to use HubSpot Lead Status](https://www.superwork.co/blog/hubspot...) [Improve your marketing-to-sales handoff](https://www.superwork.co/blog/lead-ha...) CHAPTERS 00:00 The lead setup we use for B2B sales 00:26 Why unqualified deals clog your pipeline 01:26 Lead Status and lifecycle stages 03:36 Lifecycle stages vs. the Lead object 05:26 Defining leads and MQLs 06:18 One contact, multiple lead records 07:47 Three ways to become an MQL 09:25 Lead settings and automation 11:40 Working the lead pipeline 13:42 Qualifying leads with BANT 15:12 From qualified lead to deal 15:38 Why MQL, SQL and Opportunity matter 16:46 Disqualified: hard no vs. not now 17:44 Recycling leads in HubSpot 19:08 Nurturing and following up 20:12 Recap: from MQL to deal #HubSpot #LeadManagement #B2BSales