How it works

Thirty minutes to the truth. Ninety days to a fixed system.

No discovery deck, no data warehouse project, no six-week readiness phase. The audit runs against live records the moment you authorize it.

  1. 01
    A few minutes

    Connect

    Connect HubSpot and the tools around it. PathFinder starts read-only.

  2. 02
    About 15 minutes

    Audit

    45 checks across 7 areas of your business, run on your live data. Not a questionnaire, not a sample.

  3. 03
    Same day

    Plan

    A ranked list of fixes, each with what it's costing you in dollars and the hours to fix it.

  4. 04
    You approve each one

    Build

    Workflows, sequences, fields and reports built inside your own HubSpot, each one approved by you first.

  5. 05
    Around the clock

    Maintain

    Everything it builds is watched so nothing quietly breaks again.

A generic assistant says

“You should improve lead-status hygiene.”

PathFinder says

“17,444 contacts have no lead status — fix queued.”

Find out what your CRM is costing you.

A free audit of your live HubSpot data. About 15 minutes. Nothing changes without your approval.