Prospect to Customer, The Art of Journey Mapping with Tasha Dal Bianco
Sidekick Strategies Expert Interviews
In this episode, George B. Thomas and Tasha discuss the importance of journey mapping and how to effectively manage life cycle stages, lead status, and deal stages in HubSpot. They cover common mistakes to avoid, best practices for nurturing leads, and insights gained from lead status and life cycle stage data. Tasha shares success stories of businesses utilizing these features in HubSpot to map the customer journey. She also provides resources and tools for mastering journey mapping and offers actionable steps for listeners to take.
Takeaways: Journey mapping is an essential business operation that involves sales, marketing, and other teams. Segment and nurture leads based on lead status and life cycle stage using lists and targeted content.
Customize deal stages in HubSpot to match your unique sales process.
Utilize HubSpot Academy for comprehensive training and resources on journey mapping. Take action by conducting a customer journey mapping workshop, assigning an owner, and breaking down the process into manageable steps.
Chapters
00:00: Introduction
02:38: Explaining Life Cycle Stages and Lead Status
04:44: Common Mistakes in Managing Lifecycle Stages
06:44: Nurturing Leads through Life Cycle Stages
08:52: Explaining Lead Status Property
11:02: Managing and Updating Lead Status in HubSpot
13:02: Insights from Lead Status and Life Cycle Stage
15:28: Explaining Pipelines and Deal Stages
16:53: Customizing Deal Stages to Match Sales Process
20:02 :How Life Cycle Stages, Lead Status, and Deal Stages Work Together
21:24: Mindsets for Effective Journey Mapping
25:18: Challenges in Managing Journey Mapping
28:38: Segmenting and Nurturing Leads based on Lead Status and Life Cycle Stage
31:17: Success Stories of Utilizing HubSpot Features for Journey Mapping
34:57: Recommended Resources and Tools
36:56: Action Steps to Take
39:34: Key Takeaway
40:17: Connect with Tasha