Key takeaways
- The five HubSpot deal stages every B2B SaaS team should standardize on
- Which conversion event belongs at each stage
- How to attribute pipeline created at each stage back to source
- How to alert sales when a target-account hits each stage
- How to roll up stage metrics for the CMO and CFO
Chapter 01
Standardize the stages
We recommend five canonical stages for B2B SaaS: SQL, Demo Held, Opportunity, Verbal, Closed-Won. Each stage gets one trigger event in Cometly, fired by HubSpot when the deal moves into the stage.
- SQL: stage = Sales Qualified Lead
- Demo Held: stage = Demo Completed
- Opportunity: deal moved to opportunity pipeline
- Verbal: stage = Verbal Yes
- Closed-Won: stage = Closed Won
Chapter 02
Attribute each stage to source
Once those triggers fire, Cometly automatically attributes the deal to the original click, the demo source, and every assist between. You can now answer: which channels create the most SQLs, which create the most opportunities, and which actually close.
Chapter 03
Alert sales on target accounts
Pair the stage triggers with Cometly's Slack app to fire a notification whenever a target account hits a key stage. Sales gets context (the source, the campaign, the assists) at the exact moment they pick up the deal.
Cometly · Guide
