Hi all,
I’m looking for some guidance on how best to create a reporing framework in my company.
We’re a B2B enterprise with a lot of repeat and established customers. This means, a lot of our contacts would be “customers” following the lifecycle approach from Hubspot. Also, this means that our customers are in a constant Lead -> MQL -> Opportunity cycle.
The problem: Lifecycle stages in HubSpot can only move forward, so once a contact is a Customer, they never go back.
This means campaign engagement from existing customers never shows up in Lead/MQL reporting using the funnel reporting tool in HubSpot.
1. How do you handle “re-engagement” in HubSpot when lifecycle is forward-only and this process is repeated many times?
2. When reporting on campaigns, how do you or would you report on # of “leads” (split new/existing) created and how would you set-up the report to show how many contacts are Leads / MQLs / Opps (but not the lifecycle stage from the company).
Any thoughts on this would be greatly appreciated.
Thanks!
