PathFinder CRO
Our AI audits your HubSpot in 15 minutes, price every gap in dollars, and build the fixes inside your CRM, with your sign-off before every change.
If this is your agency
#5,527
of 28,921 agencies on Upwork by lifetime earnings, and #124 in HubSpot.
- #5,526The Onlinester$46 ahead
- #5,527PathFinder CROthis agency
- #5,528Canary Software$74 behind
Total earned
$54.6K
lifetime, as published
Jobs
9
contracts to date
Hours
1,478
billed hourly
Job Success
84%
JSS
Hourly rate
$35–$150/hr
min. project None
Index Score
56
#6399 overall
Insights
How these are computed- Run-rate, measured
- pending
- Needs two observations at least 14 days apart. Our next read of this page turns this on. Nothing is extrapolated from a single contract.
- Lifetime pace
- $24.1K/yr estimate
- Lifetime earnings divided by years on Upwork. A floor on historical pace, not a forecast.
- Earnings per job
- $6.1K
- Average contract value to date.
- Recent earnings, per Upwork
- $0
- The "recent" figure Upwork attaches to the directory card. Upwork does not publish the window, so it is shown as its number, not ours.
- Realised hourly
- $37/hr
- Total earned over billed hours. Fixed-price work inflates it; compare with the rate card.
Index Score breakdown56.4/100
Scale 27.1/40Quality 16.8/20Trust 0/15Momentum 6/15Team 6.5/10
Observation history
Every read of the public page. Last observed Oct 30, 2026 (live read).
| Observed | Earned | Δ | Jobs | JSS |
|---|---|---|---|---|
| Oct 30, 2026 | $54.6K | No change | 9 | 84% |
| Oct 29, 2026 | $54.6K | 9 | 84% |
About
Your CRM is leaking revenue you can’t see. PathFinder finds it in about 15 minutes and fixes it inside your HubSpot or Salesforce portal, with your approval before every change. We’re an AI-native RevOps agency, a HubSpot Diamond Solutions Partner and a HubSpot Technology Partner with our own app on the HubSpot Marketplace. Our platform runs 45 checks across 7 areas of your portal and prices each problem in dollars. Then our consultants build the approved fixes: workflows, sequences, lead routing, properties, reports and integrations. What that changes for you • Audit: ~15 minutes vs. the 8–12 hours a top partner typically quotes • CRM migration: ~3 weeks vs. the usual 3-month proposal • Lead handoff program: 12 hours tracked vs. 35 quoted • Data source connection: 7 hours tracked vs. ~20 estimated Recent results • Trustonic: found that 98.8% of won revenue had no owner, and that a Salesforce sync had been dead for 3 months • Filed: 5,500 qualified leads built and delivered • Vidalytics: 4 problems caught before launch, 0 bad records • One client: $53M (about 60%) of revenue had no traceable channel or campaign How we work Audit: we read your portal and about 30 connected tools, then give you a fix list ranked by dollar impact Build: we make the fixes in your CRM, and nothing changes without your sign-off Operate: we monitor every build around the clock and keep improving pipeline, conversion and attribution Who we work with RevOps leaders, CROs and founder-operators at small and mid-sized B2B companies, with a focus on financial services and wealth management. We also work as a white-label fulfillment partner for HubSpot and Salesforce agencies. Our team includes a former Global Senior Strategic Consultant at Marketo, and we’ve been building revenue systems since 2019. Message us with your CRM and your biggest revenue question. We’ll tell you what to fix first.Read more
Skills
API IntegrationHubSpotAutomated WorkflowArtificial IntelligenceSales OperationsCRM AutomationAI Agent DevelopmentBusiness Process AutomationMarketoSales AnalyticsData MigrationMarketing Operations & WorkflowData CleaningSalesforce
Agency facts
- Team size
- 11-50
- Teams on Upwork
- 1
- Founded
- Not published
- Member since
- Jul 2024
- Last contract
- Mar 2026
- Owner
- Bryan Y.
- Client focus
- Large business, Medium business, Small business
- Members in
- United States
- Languages
- Not published
Agencies in the same categories
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PathFinder CRO is #5527 of 28,921 Upwork agencies, top 25%. Post the card, or share the link and the card comes with it.
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#5527 overall
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#124 in HubSpot
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#388 in Artificial Intelligence
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#875 in United States
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