Per delivered report · pilot access by invitation

$99 per report. $199 connected.

Same audit logic, different evidence depth. The Basic Upload Report ($99 per report) runs the full uploaded-file Lifecycle Spine Audit end-to-end on Lifecycle Stage history plus up to 5 supporting property-history CSVs. The Connected Report ($199 per report) adds HubSpot OAuth, live touchpoints, deal and company context, Lifecycle Decay, and Segment Actions with explicit approval. Pilot access may be offered by invitation when a portal needs a hands-on first audit.

Product boundary: FunnelLedger never writes to lifecycle stages or contact properties. The only HubSpot write is Segment Actions on the Connected plan, with explicit per-action approval and the HubSpot write scope. No names, emails, or phone numbers are needed for the upload path — PII-like values are ignored or suppressed and never rendered in reports.

Choose the report based on how much access you can grant today.

Choose Basic when access is slow. Use exported HubSpot property history to get the lifecycle spine, source-of-change, and uploaded evidence read without OAuth.
Choose Connected when you can approve OAuth. Add live touchpoints, deal/company context, Lifecycle Decay, and approved HubSpot static-list handoff.
Agencies can run portal by portal. Use one report for one client portal, then repeat the same evidence model across accounts for a cleaner audit rhythm.
No connection required

Basic Upload Report

One delivered Uploaded-file Lifecycle Spine Audit. Built for RevOps managers, GTM engineers, and HubSpot consultants who need the full audit without a HubSpot connection.

Best for evidence without connecting HubSpot.

$99 per report
Per delivered report · secure checkout
Delivered report includes
Spine integrity Lifecycle Stage history, Trust Over Time, raw vs adjusted lifecycle spine, and who changed Lifecycle Stage.
Design read Detected lifecycle paths, lifecycle design confirmation, and stage evidence from uploaded supporting files.
Handoff pack Client-ready HTML report plus CSV bundle of findings and cohorts for review.

Checkout opens securely via Stripe. After payment, you’ll upload the CSV exports.

  • One delivered Uploaded-file Lifecycle Spine Audit
  • Lifecycle Stage history CSV required · up to 5 supporting property-history CSVs included
  • Supporting files: source, conversion, activity, segment, ICP, country / persona / business-type
  • Trust Over Time, raw vs adjusted spine, who changed Lifecycle Stage
  • Detected lifecycle paths + Lifecycle Design Confirmation
  • CSV bundle of audit findings
  • No HubSpot OAuth, no live data, no Segment Actions
Connected via OAuth

Connected Report

One delivered Connected Lifecycle Spine Audit. Everything in the Basic Upload Report, plus HubSpot OAuth, live touchpoints, deal and company context, Lifecycle Decay, and Segment Actions with explicit approval.

Best for the full live HubSpot evidence layer.

$199 per report
Per delivered report · secure checkout
Delivered report includes
Live evidence Everything in Basic plus live touchpoints, source history, deal context, and company context where available.
Review cohorts Lifecycle Decay, evidence-backed review lists, and context cuts for sales/ops inspection.
HubSpot handoff Segment Actions can create an approved static list from a cohort. No lifecycle-stage writes, no property writes.

Checkout opens securely via Stripe. After payment, you’ll connect HubSpot by OAuth.

  • Everything in the Basic Upload Report, plus:
  • HubSpot OAuth scan
  • Live touchpoints, deal and company context, source history
  • Lifecycle Decay review cohorts
  • Segment Actions · explicit per-action approval, HubSpot write scope required
  • Read-only by default · no lifecycle-stage writes

Same audit logic, different evidence depth. The Basic Upload Report runs the full audit from uploaded property-history exports; the Connected Report adds live HubSpot evidence plus Segment Actions. Agencies with multiple client portals can still contact us for volume coordination.

1 Pay securely Checkout runs through Stripe. The report is priced per delivered portal audit.
2 Provide evidence Upload HubSpot CSVs for Basic, or connect HubSpot by OAuth for Connected.
3 Get the report Receive the HTML report, evidence receipts, and CSV bundle for handoff.
4 Act on cohorts Review flagged cohorts internally, or use Connected Segment Actions with approval.
Pilot access

Pilot access may be offered by invitation when a portal needs a hands-on first audit. The public path is now checkout-first: buy the Basic Upload Report or Connected Report above, then run the audit.

At a glance

Upload Report vs Connected Report, side by side.

Capability
Basic
Connected
HubSpot connection
Not required
Required (OAuth)
Uploaded-file Lifecycle Spine Audit
✓
✓
Trust Over Time
✓
✓
Raw vs adjusted lifecycle spine
✓
✓
Who changed Lifecycle Stage
✓
✓
Detected lifecycle paths + design confirmation
✓
✓
CSV bundle export
✓
✓
Unlimited re-runs
✓
✓
HubSpot OAuth connection
—
✓
Live touchpoints + source history
—
✓
Deal / company / form context
Uploaded files only
Live where available
Lifecycle Decay review cohorts
—
✓
Segment Actions (explicit per-action approval)
—
✓ with approval
Always-current re-runs as your portal changes
—
✓
Same audit logic, different evidence depth. Connected adds live HubSpot reading and the only HubSpot write surface — explicit per-action approval, scope-gated.
Honest disclaimer

What's not included.

FunnelLedger's value is a deterministic, evidence-backed Lifecycle Spine Audit — the Basic Upload Report and the Connected Report. The capabilities below are not part of the product, and Segment Actions on Connected are the only HubSpot write surface.

  • Broad HubSpot portal scanning outside the lifecycle spine
  • Monitoring, scheduled drift workflows, or notification systems
  • Lifecycle-stage write actions (hard no)
  • Contact-property write actions (hard no)
  • Autonomous cleanup or remediation
  • Automatic Segment Actions without explicit per-action approval
  • AI-generated verdicts, metrics, or CRM actions

If one of these is the thing you need, FunnelLedger is probably not the right product yet. The near-term product is the HubSpot Lifecycle Spine Audit.

Launch your audit

Buy the Basic Upload Report if you want to upload property-history CSVs, or the Connected Report if you want OAuth, live evidence, Lifecycle Decay, and Segment Actions.

Choose report →