57: Understanding Lead Identification

The Web Canopy Studio Show

Understanding lifecycle stages is a key component to lead identification.

We have all different types of labels for contacts inside of our CRM such as Subscriber, Lead, MQL, SQL, Opportunity, Customer, and Evangelist (sometimes even more granular types like sales accepted leads.)

Most people understand lifecycle stages but they often skip the most important step in utilizing them. You must universally define each lead stage, ensuring that it is accepted across your sales and marketing teams.

In this episode, John breaks down the steps to defining the stages and how you can use automation to simplify lead identification and the lead hand-off between your teams.

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