Product

A consultant with root access — and a supervisor.

PathFinder is grounded in your live systems, not a questionnaire. It reads real records, writes only what you approve, and keeps watching everything it built.

The four jobs

Learns

Maps how work actually moves through your business — and remembers it after the people who knew it leave.

Advises

Tells your team what to fix next, ranked by impact and priced in dollars.

Watches

Monitors every process for silent breakage, decay and drift, 24 hours a day.

Executes

Builds and runs the fix inside your live systems — human-approved, never silent.

Scope

Where a chat connector stops.

Chat connectorPathFinder
Read CRM recordsYesYes
Bulk write, with rollbackNoApproval-gated
Build workflows, properties, reportsNoYes
Reach beyond the CRMNo~30 connected tools
Read your application sourceNoRead-only, 1,851 files on one engagement
Notice a silent break in month fourNo24/7 monitoring
Accountable for the changeNoYes

The HubSpot and Salesforce chat connectors are built for sales input — draft this email, log this call. They are not an execution layer, and that limit is not published anywhere you would think to look. Source review is read-only; nothing is ever written to a repository.

One finding, start to finish

A marketplace platform calculated its commission with a default fallback in case the admin setting was ever unset. The language casts the value to a number before the fallback is evaluated, and an unset value becomes zero rather than nothing — so the fallback can never fire. If that setting was ever cleared, the platform charged zero percent commission and every dashboard showed a healthy transaction.

Found in two separate places. One line to fix. Invisible to every report the business had.

Evidence

Every finding we publish carries one of three labels.

Verified

Confirmed against the artifact: source, config, schema, a client's own words.

Example — a webhook endpoint accepting GET. The platform only sends POST.

Per documentation

The documentation says so. Not yet cross-checked against what runs.

Example — the intended payment lifecycle, as designed not as deployed.

Not yet assessed

Cannot be answered by reading. Requires execution in a live environment.

Example — behaviour under expired cards, which only running can confirm.

Most AI findings arrive at a single confidence level. Ours arrive at three, and we publish the third.

What it is grounded in

Six inputs. One operating picture.

01

Loom & call videos

Kickoff calls and walkthroughs, analyzed frame by frame.

02

Live database access

Direct CRM connection — real records, live counts.

03

Docs & intake

Playbooks, job posts, process documents.

04

Scored audit

45 items, benchmarked, priced as a plan.

05

Built workflows

Created and maintained inside your CRM.

06

24/7 monitoring

Silent breakage caught before revenue leaks.

Beyond RevOps

The CRM is the beachhead, not the boundary.

Once the revenue system is under management, adjacent operations follow — orchestrated back into the CRM so one system tells the whole truth.

  • Finance & billingMaxio · collections
  • Product analyticsMixpanel · usage data
  • Project opsAsana · ClickUp
  • Support opsIntercom · tickets
  • Marketing opscampaigns · attribution
Outcomes

Memory that stays

Institutional knowledge survives turnover — 42% of a role's knowledge leaves with the person (Panopto). The consultant remembers what people forget.

Findings in dollars

Every issue arrives priced: what it costs you, and what fixing it is worth.

Priced against the alternative.

One RevOps hire costs $130K+ and leaves with what they know. A consulting engagement starts above $500K and ends. PathFinder starts at $499 a month and compounds.

Fixed — then maintained

Not a report. The fix gets built in your live systems, then watched around the clock.

Hours back, weekly

Recurring work — categorizing, follow-ups, reporting — runs itself on credits.

No new dashboard

Your team works with it in Slack, where they already live.

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.