Download our free Hubspot CRM Stage Definition template

Harness the full selling power of Hubspot by standardizing your pipeline flow and triggering automations.

Very, very few B2B software startups reach the full potential of their CRM software—let's make sure you're one of them. 

When your CRM is correctly set up and standardized in daily use, your sales and marketing teams stay focused on the right efforts and win. Give your team a predictable, trackable funnel and all the customer data they need for managing deals, nurturing prospects, and generating sales.

This fully editable Google Sheets template makes it easy to understand the key differences and relationships between:

• Contact and Company Lifecycle Stages
• Contact and Company Lead Statuses
• Sales Pipeline Deal Stages

Each of these field types is laid out in a helpful Prospect to Customer/Partner flow. This allows you to identify key "dividing lines" in pipeline responsibility. No more fumbled handoffs from Marketing to Sales to Customer Success!

Starting with this knowledge and a complete set of sample definitions, customize the template to your own specific flow. Lastly, designate Sync direction flow between stages to note how certain pipeline changes will affect other customer fields and trigger automation.

Using this template, every step of your pipeline will be precisely documented to maximize the power of Hubspot's advanced automation.