Start where the leak is. Scale to the whole operation.
A flat monthly fee for the consultant, plus credits for the work it does. You start with one system of record and add functions as it proves itself — no re-contracting, no new statement of work.
One is free. One is $1,500, once.
The CRM audit
Connect your CRM and PathFinder scores 45 items against your live records in about 15 minutes.
- 45 items scored across 7 functions
- Read against live records, not a sample
- Findings priced in dollars
The integrations audit
That covers the roughly 30 tools around your CRM — billing, product, support, middleware — where most problems actually start.
- The seams between your CRM and everything feeding it
- Middleware, webhooks and sync paths traced end to end
- Every defect written up with the record or config it came from
The integrations audit is a one-time $1,500 purchase. It is not the Operate plan, which is a $1,500 monthly subscription — different thing, same number.
Free trial. 1,000 credits.
Install from the HubSpot marketplace, connect your portal, and run the scan yourself. No card, no call.
- Install from the HubSpot marketplace or connect Salesforce
- Read-only scan — write permissions are optional and requested separately
- Findings written back to your contact, company and deal records
- 1,000 credits and 7 days, one trial per company
The findings brief. Included.
Opt in on a call with an account executive and our team writes the full brief on your live portal — scored by function, every number traced to the record it came from, before you've paid anything.
- 45 items scored across 7 functions
- Item-level evidence in an accompanying workbook
- Findings priced in dollars and sequenced by what blocks what
- What we'd decline to build, and why
Starter
One system of record, core RevOps, one seat.
17,500 credits · $0.0285 each
- 45-item scored audit
- HubSpot or Salesforce under management
- Approval-gated builds
- 24/7 monitoring
- 17,500 credits included
Operate
One system of record, fully under management.
75,000 credits · $0.020 each
- 45-item scored audit, re-run quarterly
- HubSpot or Salesforce under management
- Approval-gated builds — workflows, sequences, fields, reports
- 24/7 monitoring on every build
- Works in Slack, not another dashboard
- 75,000 automation credits included
Orchestrate
Most chosenThe surrounding stack, orchestrated into the CRM.
200,000 credits · $0.020 each
- Everything in Operate
- ~30 connected tools orchestrated into the CRM
- Three additional functions under management — finance, product and project ops
- Named RevOps architect
- Priority build queue
- 200,000 automation credits included
Operating contract
The whole operation, under management.
600,000 credits · $0.0167 each
- Everything in Orchestrate
- All 7 functions under management
- Multi-portal and multi-entity
- 600,000 credits included, custom pool above that, with rollover
- Response SLA and quarterly executive review
- Annual commitment
A RevOps hire costs $130K+ before benefits and takes what they know when they go. Bain, BCG and Accenture start above $500K and leave a deck. Bad data costs the average company $12.9M a year. PathFinder is priced against those numbers.
5,000 credits, one time, no subscription. Buy more when you run out.
$0.03 per credit — list rate, no discount.
Credits are what the consultant spends doing work. One credit is one approved action in a connected system — a record enriched, a workflow executed, a monitored check, a build step. The scan and its findings cost nothing; you spend credits when you tell PathFinder to fix something.
Credits list at $0.03 each, and the discount deepens as you commit — five percent on Starter, a third on Operate and Orchestrate, and 44% on an operating contract. Usage above your allowance bills at the $0.03 list rate, so moving up a tier is always cheaper than running over.
Pricing shown in USD.
What expansion looks like
- Month 1$499–$1,500/mo
RevOps under management. The audit runs, the top findings get queued, the first builds ship.
- Month 6~$4,000/mo
Finance and product ops orchestrated into the CRM. Credit usage several times month one.
- Month 18$10,000+/mo
All seven functions, multi-entity, custom credit pool. More of the operation under management than any single hire could hold.
Common questions.
- What is PathFinder?
- PathFinder is a digital consultant for revenue operations. It connects to HubSpot — our primary system of record — plus Salesforce and Marketo via forward-deployed engagements, and around 30 other tools; runs a 45-item scored audit of live data in about 15 minutes, prices every finding in dollars, builds the fix inside the customer's own systems, and then monitors those builds 24/7 for silent breakage.
- How long does the audit take?
- About 15 minutes from OAuth to a scored diagnostic in HubSpot; on Salesforce and Marketo it runs as a forward-deployed engagement. The audit covers 45 items across 7 functions and reads live records, so the counts on screen are real record counts from your portal — not estimates.
- What does PathFinder cost?
- Start with the two audits. The CRM audit is free: connect your CRM and PathFinder scores 45 items against your live records in about 15 minutes. The integrations audit is $1,500 as a one-time fee — never a subscription — and covers the roughly 30 tools around your CRM, where most problems actually start. After that, ongoing management is a flat monthly subscription plus usage credits: Starter $499 a month, Operate $1,500 a month, Orchestrate $4,000 a month, and operating contracts from $10,000 a month. The $1,500 integrations audit and the $1,500 Operate subscription share a number and nothing else: one is paid once, the other every month. Credits list at $0.03 each and every tier buys them at a discount; a one-off pack of 5,000 credits is $149.
- What do I get on the free trial?
- The free trial is the CRM audit. Install PathFinder from the HubSpot marketplace and you get 1,000 credits and seven days, one trial per company. The scan is read-only by default — write permissions are optional and asked for separately — and it writes its findings back onto your own contact, company and deal records. The CRM scan and its findings cost nothing; credits are spent only when you approve a fix. The integrations audit of the roughly 30 surrounding tools is the separate $1,500 one-time purchase, and is not part of the trial.
- Does PathFinder write to my CRM?
- Yes, but only with approval. PathFinder builds workflows, sequences, fields and reports inside your own HubSpot through the partner network; Salesforce and Marketo builds run through forward-deployed engagements. Every write is approval-gated and verified — nothing changes silently.
See what 15 minutes on your live data turns up.
The audit is the front door. Connect a portal, get 45 items scored and priced, and decide from there.