Buying Stage

Read where an account is in its journey (from first touch to ready-to-buy) so you can time your outreach to match its intent.

Buying stages are typically categorized into several phases:

• Awareness
• Consideration
• Decision
• Purchase

Each stage captures different actions and behaviors of a potential customer.

Understanding each stage

Awareness

• What: Early-stage prospects discovering your brand through their first website visit.

• Action: Track visits and engagements to identify interst and nurture with educational content.

Consideration Stage

• What: Prospects actively evaluating your product by engaging with content, filling out forms, or viewing pricing.

• Action: Track intent signals and engagement trends to identify interest and follow up with targeted messaging.

Decision Stage

• What: Prospects are highly engaged, repeatedly visiting key pages, reviewing case studies, or spending significant time on your site.

• Action: Monitor intent signals and engagement trends to initiate direct outreach and guide them toward conversion.

Purchase Stage

• What: Prospects showing strong buying intent by engaging with pricing pages, spending extended time on key content, or requesting a demo.

• Action: Facilitate the purchase with clear next steps, personalized support, and timely follow-ups to close the deal.

Filter Accounts based on Buying Stage

Step 1: Open Filters

Click the Filters dropdown.

Step 2: Search for Buying Stage

Type Buying Stage in the search bar inside the Filters dropdown.

Step 3: Apply Buying Stage conditions

Click Buying Stage and add the desired conditions.

After adding the filter, the table is now ordered based on the specified condition.