Account Lifecycle Stage

The "Stage" intent signal in Reo.Dev pinpoints an account's location in the pipeline. It is segmented into five stages:

• In Target

• In Market

• Discovery

• In Pipeline

• Customers

Each stage unlocks specific engagement strategies for various teams, enabling more targeted and relevant interactions.

One key benefit of the Stage intent signal is that it allows GTM teams to craft personalized outreach campaigns, ensuring that messaging aligns with where the account is in the buying journey.

Understanding each stage

In Target

• What: Accounts at this stage haven't done any activity on your tracked assets and are not in your CRM. These are accounts added via list import or audience.

• Action: Activate these accounts with awareness campaigns to drive first-touch engagement and bring them into the funnel.

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In Market

• What: Accounts at this stage have interacted with a competitor's GitHub repository but haven't engaged with your product assets.

• Action: It's an ideal time for the sales team to reach out to these accounts with targeted messages about your product's superiority.

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Discovery

• What: Accounts at this stage have engaged with some of your product assets but aren't in your CRM yet.

• Action: It's a prime opportunity for the marketing team to target these accounts with campaigns based on their activities. This stage is crucial for expanding the top of the funnel.

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In Pipeline

• What: Accounts at this stage are at various stages in your CRM pipeline.

• Action: The sales team can conduct targeted outreach based on activities seen in Reo dot dev to push these accounts down the funnel.

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Customers

• What: These accounts are marked as customers in your CRM.

• Actions: This stage allows the Customer Success Team to monitor product activities and understand product adoption, which can be used during renewal and upsell processes.

Filtering accounts based on Stage

1. From the Accounts View Page

Step 1: Click on Add Filter and the select 'CRM Lifecycle Stage' and choose the desired filter for the stage

After applying the filter, only accounts in those stages will be displayed.

1. Creating dedicated segments based on Stage of the account

Step 1: Click on Segments form the nav bar and then on Create Segments.

Step 2: Click Add Filter. Select the filter named lifecycle stage from the filter list

Step 3: Choose the desired filter for the stage.

After creating this segment, it will only display accounts in the specified life cycle stage.