How to Implement & Execute Revenue Operations Using HubSpot's Lifecycle Stages:
Execute Revenue Operations Using HubSpot's Lifecycle Stages
Lifecycle stages don’t have to be complicated. In this lesson, we’ll break down the chaos, build smart automations, and help you finally nail down tho
Who is this for?
- Marketing Managers
- Sales Operations Specialists
- RevOps Managers
- HubSpot Admins
- Customer Success Managers
- Business Operations Directors
- CXOs
What you'll learn
- You will be able to assess the current state of lifecycle stages within their organization.
- You will be able to conduct a discovery workshop with key stakeholders to define lifecycle stages and triggers.
- You will be able to build workflows, inclusion/exclusion lists, and reports to manage lifecycle stages.
- You will be able to monitor and report on lifecycle stage metrics to drive business insights.
- You will be able to ensure adoption and proper usage of lifecycle stages across the organization.
Includes
39 min
Operations
Lesson description
Tired of juggling lifecycle stages that seem more confusing than helpful? Ever feel like your CRM could use a little more… direction?
In this lesson, you’ll get a fresh perspective on how lifecycle stages can become the backbone of your CRM strategy. We’ll show you how to define, build, and manage stages that actually make sense for your business. Plus, you’ll learn how to align your teams, automate the heavy lifting, and get the kind of reports that don’t just sit in a dashboard, they drive action.
This isn’t just about checking off boxes; it’s about creating a system that works for you, keeps your data clean, and helps your business grow. Whether you’re new to lifecycle stages or looking to fine-tune your process, this lesson will leave you with the tools and confidence to get it right.Watch preview
Instructors

Shadab is a RevOps Product Manager at RevPartners, specializing in streamlining revenue processes and educating teams on HubSpot best practices. When not working, he enjoys reading, gaming, and planning his next adventure.
