Your Pipeline Risk Report — In Under 10 Minutes

Connect your HubSpot and PathFinder shows you exactly what's leaking revenue — stalled deals, missing close dates, broken data, misconfigured pipelines — quantified in real dollars. You get a prioritized fix list with time-to-fix estimates, built on proven RevOps practices. Not a generic checklist: your portal, your numbers, your leaks.

Best-Practice HubSpot Setup, Done For You

Stop guessing which properties, pipelines, and lifecycle stages you need. PathFinder builds a complete, RevOps-grade HubSpot configuration tailored to your business model — the right properties, deal stages, and automation in place from day one. What used to take a consultant weeks happens in your first session.

Revenue Plays Built From Your Own Data

PathFinder generates step-by-step plays for your team — lead qualification, deal acceleration, account expansion, churn prevention — grounded in your actual pipeline, not a generic template. And because it learns from every play your team runs, the next play is sharper than the last.

The Full Picture, Not Just the CRM

The truth about your revenue lives across your stack. PathFinder connects your website, ad platforms, support tickets, and customer feedback alongside HubSpot — then synthesizes one clear picture of what's working and what to fix next. No data team required.

Recommendations Where Your Team Already Works

PathFinder puts prioritized recommendations directly on your contact, company, and deal records — what to do, when, and why it matters. Your team approves, edits, or dismisses each one, and nothing changes in your HubSpot without approval. No new dashboards, no context-switching, no forgotten follow-ups.

ROI Reports That Get Sharper Every Week

PathFinder tracks every recommendation your team executes and ties it back to revenue outcomes — pipeline recovered, deals accelerated, waste cut — so you can prove ROI in every executive meeting. And every outcome teaches PathFinder what works for your business, so recommendations compound in accuracy week over week.