FunnelLedger is built by Revenue Operations and GTM engineers who wanted a deterministic, evidence-backed Lifecycle Spine Audit for HubSpot — one that separates lifecycle truth from workflow, import, and admin noise, and shows its work. AI may help phrase or clarify in governed places; AI never decides a verdict, a metric, or a CRM action.
Two ingestion paths — upload HubSpot property-history exports, or connect HubSpot via OAuth. Same audit logic, different evidence depth. Deterministic verdicts: supported, stale, missing evidence, or conflicting.
Read-only on lifecycle stages and contact properties. The only HubSpot write is Segment Actions on the Connected plan, with explicit per-action approval and the HubSpot write scope.
We love HubSpot and the ecosystem around it. HubSpot gives operators an incredible operating system for marketing, sales, service, and customer data. But once a portal grows, the story behind the data becomes harder to prove.
Lifecycle stages are a perfect example. They sit at the center of funnel reporting, handoffs, forecasting, and client conversations, but teams often inherit definitions, workflows, imports, and manual changes without a clear evidence trail.
FunnelLedger is our answer to that problem. It complements HubSpot by reconstructing lifecycle evidence, showing what supports or contradicts a stage, and giving RevOps teams a report they can defend with receipts.
We do not believe the first move should be a write action. The first move is understanding what happened, why it happened, and what the operator should trust.
Every verdict is deterministic and carries the evidence chain underneath it. AI may help phrase or clarify in governed places; AI never decides a verdict. Skeptical RevOps and GTM teams should always be able to inspect the receipts.
Reports should help teams act inside the systems they already use. On the Connected plan, FunnelLedger hands off approved cohorts to HubSpot static lists with explicit per-action approval. Cleanup happens inside HubSpot, run by you.
The goal is not more noise. The goal is to give RevOps managers, GTM engineers, agencies, and new portal owners the clarity to make better decisions faster.
FunnelLedger is intentionally narrow: the lifecycle spine is the product. Workflows, properties, scores, sources, activity, deals, and company context are evidence inputs that help explain whether a lifecycle label is supported, stale, missing evidence, or conflicting.
For RevOps teams: defend funnel reports, redesign lifecycle definitions, and find the records polluting conversion rates.
For agencies and consultants: enter a client portal with proof artifacts, not vibes, and turn lifecycle cleanup into a repeatable service.
For new GTM leaders: understand what is really behind the lines before changing the portal you just inherited.
Buy a report for your portal. Basic Upload Report ($99 per report) for the full uploaded audit and CSV bundle, or Connected Report ($199 per report) for live HubSpot evidence and Segment Actions. Pilot access may be offered by invitation.