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Lead Stage vs. Lead Status

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  1. Not a Target: the person does not fit the profile of someone who would buy the product at this time (to be revisited if new product lines/features added) Disqualified: the person no longer is with a company or isn't who they claimed to be when they filled out a form Nurture: the person is a potential target but not ready to buy at this time

    In Disqualification criteria

  2. Churned Customer - a customer who canceled all services Disqualified - opted out, not a person, no longer with a company This journey is not usually linear. People may move from one phase, drop back to MRL, and then climb their way back up MQL and beyond again. Your system must be constructed with this in mind!

    In Disqualification reason taxonomy

  3. These statuses are also not always linear. Again, be certain that your final process indicator when an upsell is lost doesn't confuse the sales team (do you choose Opportunity Lost or Customer -- what are the assumptions the sales team will make for each?) However, the statuses are a combination of segmentation and process, whereas the stages strictly measure where the person is in the buyer journey. Does This Make Sense for B2B?

    In Lifecycle segmentation

  4. Lead status is used by the salesperson who is in the process of working with the prospect. Prospect: a person in the database who has not interacted with anyone

    In Lifecycle segmentation

  5. Tracking begins once a name is acquired by Marketing and follows the person as they enter, exit, and re-enter the buyer journey. Companies often choose to implement demand generation waterfall stages that follow SiriusDecision's original model. Examples of lead stages may be:

    In Outbound lifecycle and disposition model

  6. Companies often choose to implement demand generation waterfall stages that follow SiriusDecision's original model. Examples of lead stages may be: MAL (Marketing Acquired Lead): name acquired (enrichment/prospecting/list purchase) but has not interacted with the brand to the point of becoming an MQL MQL (Marketing Qualified Lead): a person has done an activity that meets marketing's definition of a qualified lead

    In Outbound lifecycle and disposition model

  7. MAL (Marketing Acquired Lead): name acquired (enrichment/prospecting/list purchase) but has not interacted with the brand to the point of becoming an MQL MQL (Marketing Qualified Lead): a person has done an activity that meets marketing's definition of a qualified lead SAL (Sales Accepted Lead): person fits basic requirements to be contacted by sales

    In Outbound lifecycle and disposition model

  8. Meeting Set: sales has set a qualifying meeting Opportunity Created: sales created an opportunity Customer: an opportunity was closed-won

    In Sourced and influenced pipeline