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00 / Services

Nine capabilities. One system.

Buy the outcome, not the tool. Each service stands alone, but the value compounds when they connect. 126 specific capabilities, one accountable partner.

  1. 01AI AutomationSystems designed to keep moving after your team logs off.We map how work actually moves through your business, then build the automations that move it for you: leads routed, records synced, documents processed, reports assembled, exceptions flagged to a human.Business process automationWorkflow architecture & process mappingCRM automationLead capture & routing+16 moreExplore AI Automation
    n8n · AI customer inbox reader
    The real n8n workflow for ai customer inbox reader, close up, with each app and step labelled.
    Anonymized client project
  2. 02AI AgentsAgents that read the context, decide, and act across your systems.An agent is only useful when it is connected to the work. We build agents that qualify leads, handle intake, research, draft and update your systems, with clear rules about when a human takes over.AI sales agentsAI lead qualificationAI customer support agentsAI appointment booking+10 moreExplore AI Agents
    Pathfinder Ops · demo workspace
    AI inbox: a WhatsApp conversation the agent handed to a human after detecting a compliance question, with a suggested reply waiting for approval and the agent's tool calls listed.
    Demo data
  3. 03Voice AIEvery call answered, qualified and written to your CRM.AI voice agents answer inbound calls, qualify callers, book appointments and update your CRM when the call ends. When a caller needs a person, they are routed to one with the context attached.AI receptionistInbound phone agentsOutbound lead qualificationLead reactivation calls+9 moreExplore Voice AI
    Pathfinder Ops · demo workspace
    Voice view: call list, waveform, AI call summary, transcript and the fields written to the CRM.
    Demo data
  4. 04AI AppsFrom business problem to working application.When spreadsheets and off-the-shelf software stop fitting, we design and build focused applications around a measurable workflow: portals, dashboards, document tools and AI-assisted internal systems.AI web applicationsInternal business toolsClient portalsAI dashboards+10 moreExplore AI Apps
    Pathfinder Ops · demo workspace
    Pathfinder Ops overview: lead, reply-time and workflow KPIs, a live activity feed, the sales pipeline and automation health, on fictional demo data.
    Demo data
  5. 05WebsitesWebsites built to sell, qualify, automate and convert.We build websites that are part of your business infrastructure. A visitor becomes a lead, the lead is qualified, the CRM updates, the call is booked and follow-up starts, without anyone copying details from an inbox.Business websitesHigh-converting landing pagesAI-powered websitesLead-generation websites+11 moreExplore Websites
    Vantry & Lowe · concept website
    Vantry & Lowe, a concept estate agency website by Pathfinder: the homepage hero on desktop.
    Concept website
  6. 06SquarespaceSquarespace, built properly and wired into your business.Custom Squarespace 7.1 design and development for service businesses, consultants and professional firms: custom code, integrations, SEO and conversion work beyond what templates give you.Custom Squarespace 7.1 buildsSquarespace redesignCustom CSSCustom JavaScript+9 moreExplore Squarespace
    Ferrars & Hale · concept website
    Ferrars & Hale, a concept operating advisory website by Pathfinder: the homepage hero on desktop.
    Concept website
  7. 07IntegrationsYour existing tools, physically connected through one data layer.For businesses with established systems that do not talk to each other. We design the architecture, connect the data and add AI where it removes real work: search, reporting, knowledge and product features.AI features in existing productsAI features in SaaSCRM integrationAPI architecture+10 moreExplore Integrations
    Make.com · Payment capture to accounting reconciliation
    The real Make.com workflow for payment capture to accounting reconciliation, close up, with each app and step labelled.
    Anonymized client project
  8. 08CRM SystemsOne source of truth for every lead, deal and conversation.We design pipelines around how you actually sell, then connect forms, calendars, phones and email so every record is complete without anyone typing it in. GoHighLevel, HubSpot, Attio, Salesforce or Airtable.GoHighLevel setup & automationHubSpot setup & workflowsAttio setup & automationSalesforce automation+9 moreExplore CRM Systems
    Pathfinder Ops · demo workspace
    Leads table with source, stage, AI fit score, owner and deal value for eight fictional leads.
    Demo data
  9. 09Automation CareMonitoring, repair and care for the systems you depend on.Audits, repairs and ongoing care for automations and AI systems, including ones someone else built. Error handling, monitoring, documentation and fixes before a silent failure costs you a customer.Automation auditsBroken automation repairError handling & alertingWorkflow monitoring+6 moreExplore Automation Care
    Pathfinder Ops · demo workspace
    An invoice sync workflow retrying after an accounting API timeout, with a control to replay the queued runs.
    Demo data

02 / Catalogue

Everything we build.

If it involves your leads, your operations, your customers or your website, it is probably on this list. If it isn't, ask.

126 capabilities · 9 services

01

AI Automation

Explore
  • Business process automation
  • Workflow architecture & process mapping
  • CRM automation
  • Lead capture & routing
  • Sales follow-up sequences
  • Customer onboarding flows
  • Email automation
  • Appointment & scheduling workflows
  • Document processing & data extraction
  • Automated reporting & digests
  • Data synchronisation between apps
  • API integrations & webhooks
  • Internal operations automation
  • Order & supplier automation
  • Invoice & payment workflows
  • Approval workflows
  • Workflow monitoring & error alerts
  • Make.com scenarios
  • n8n workflows (cloud & self-hosted)
  • Zapier automations
02

AI Agents

Explore
  • AI sales agents
  • AI lead qualification
  • AI customer support agents
  • AI appointment booking
  • AI intake & triage
  • AI follow-up agents
  • AI research agents
  • Internal assistants
  • Knowledge-base assistants (RAG)
  • AI SDR systems
  • WhatsApp assistants
  • Website chat agents
  • Email triage & drafting agents
  • Guardrails, evaluation & human handoff
03

Voice AI

Explore
  • AI receptionist
  • Inbound phone agents
  • Outbound lead qualification
  • Lead reactivation calls
  • Appointment booking & rescheduling
  • Customer support calls
  • Call routing & live transfer
  • Follow-up calls
  • FAQ handling
  • Post-call CRM updates
  • Call summaries & transcripts
  • Voice & tone tuning
  • Telephony setup (numbers, forwarding, porting)
04

AI Apps

Explore
  • AI web applications
  • Internal business tools
  • Client portals
  • AI dashboards
  • AI SaaS prototypes & MVPs
  • Document-analysis systems
  • Research tools
  • Reporting applications
  • AI productivity tools
  • AI intake systems
  • Recommendation engines
  • Custom business applications
  • No-code apps (Bubble)
  • Branded course & community apps (Passion.io)
05

Websites

Explore
  • Business websites
  • High-converting landing pages
  • AI-powered websites
  • Lead-generation websites
  • Website redesigns
  • Ecommerce websites (Shopify)
  • AI chatbot integration
  • AI booking assistants
  • AI lead-qualification forms
  • CRM-integrated websites
  • Interactive web experiences
  • Webflow, WordPress & Wix builds
  • Technical SEO foundations
  • Analytics & conversion tracking
  • Digital storefronts (Payhip)
06

Squarespace

Explore
  • Custom Squarespace 7.1 builds
  • Squarespace redesign
  • Custom CSS
  • Custom JavaScript
  • Responsive design
  • Squarespace SEO setup
  • Conversion optimisation
  • Forms & scheduling (Acuity, Calendly)
  • Squarespace Commerce
  • Integrations & CRM connections
  • Analytics & tracking
  • Custom interactions
  • Migration to Squarespace
07

Integrations

Explore
  • AI features in existing products
  • AI features in SaaS
  • CRM integration
  • API architecture
  • Data synchronisation
  • Accounting sync (Xero, QuickBooks)
  • Legacy workflow modernisation
  • AI search
  • AI knowledge systems
  • AI reporting
  • Internal process modernisation
  • Document automation (PandaDoc)
  • Webhooks & event pipelines
  • Integration audits & discovery
08

CRM Systems

Explore
  • GoHighLevel setup & automation
  • HubSpot setup & workflows
  • Attio setup & automation
  • Salesforce automation
  • Airtable as a CRM
  • Pipeline design
  • Lead scoring
  • Sales sequences & reminders
  • CRM data cleanup & deduplication
  • CRM migrations
  • Reporting dashboards
  • Form, calendar & phone integration
  • Team training & documentation
09

Automation Care

Explore
  • Automation audits
  • Broken automation repair
  • Error handling & alerting
  • Workflow monitoring
  • Performance & cost optimisation
  • Maintenance plans
  • Documentation & handover
  • Platform migrations (e.g. Zapier to Make.com or n8n)
  • Credential & access reviews
  • Priority fixes for critical workflows

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Not sure which one you need?

Most clients aren't. Describe the problem and we will recommend the smallest system that solves it.