Walk into a new client portal and answer the uncomfortable question on day one — without waiting for HubSpot access. Upload their property-history exports, run the audit, and hand back a deterministic, evidence-backed report.
No lifecycle-stage or contact property writes. Segment Actions (Connected plan) are created only after explicit client-approved cohort confirmation and require the HubSpot write scope.
The strongest agency offer is concrete: here are the lifecycle-stage labels your client can trust, here are the stale and missing-evidence labels polluting reports, here are the conflicting records that need review, and here are the cohorts worth acting on.
The report should help your client see whether lifecycle definitions work in practice. It needs clear deterministic verdicts, evidence receipts, Trust Over Time, detected lifecycle paths, cohorts, recommended actions, CSV handoff, and — on Connected — approved Segment Actions for the cleanup the client has signed off on.
Use FunnelLedger as the diagnostic engine inside a service your agency already knows how to sell: lifecycle-definition design, RevOps hygiene, QBR preparation, HubSpot onboarding review, or follow-up list creation for cleanup and nurture.
The product supplies the lifecycle-stage verdicts, evidence receipts, health scoring, cohort detection, bulk recommendations, CSV export, and approved static-list handoff; your team supplies interpretation, prioritization, and the client relationship.
Three concrete plays for a HubSpot agency.
Use the report as the next step after a prospect admits their HubSpot reporting is suspect. You come back with stage verdicts, evidence receipts, stale and missing-evidence cohorts, and recommended actions instead of a generic proposal.
Bring lifecycle hygiene into the QBR with concrete verdicts: stale MQLs, missing-evidence SQLs, conflicting Opportunities, and HubSpot static-list candidates the client can approve for follow-up.
When a client's RevOps owner changes, the report gives the new person a grounded first-30-days briefing: what the lifecycle labels mean, which ones are trusted, and where to investigate first.
FunnelLedger is being shaped with agencies first, because agencies see the same lifecycle problems across many HubSpot portals.
We will co-create public proof only after a real client audit has produced results you are comfortable naming.
Two per-report tiers: Basic Upload Report at $99 per report (uploaded files) or Connected Report at $199 per report (live HubSpot evidence and Segment Actions). Pilot access by invitation, and talk to us about agency volume.
We help your team interpret lifecycle findings, frame the client conversation, and decide which journey gaps deserve action.
Regular partner office hours with the product team. The features you need shape what we ship.
Two per-report tiers: Basic Upload Report ($99 per report) for the full uploaded-file audit and CSV bundle, or Connected Report ($199 per report) for live HubSpot evidence and Segment Actions on approved cohorts. Pilot access may be offered by invitation when a client portal needs a hands-on first audit.