PRACTICAL SYSTEMS FOR SALES & OPERATIONS
We build websites that turn interest into inquiries, follow-up systems that keep estimates moving, and workflows that prepare reports and paperwork for review.
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30 minutes to discuss your process and where we could help.
A CLEARER PATH FROM INPUT TO ACTION
New inquiry captured
Website → shared inbox
Details in one place
Received
Follow-up assigned
A clear owner. A next action.
Weekly update assembled
Ready for a human review
Visibility without the chase
Ready to review
Illustrative workflow
Built around the way your business works.
Focused scope
Clear ownership
Human review
Practical handoff
WHERE WE HELP
Good opportunities go quiet. Updates take hours to assemble. Information arrives in five different places. We help turn those recurring problems into manageable processes.
01 / OPPORTUNITIES
Sales &
Follow-Up
Keep inquiries and open estimates moving with organized follow-up, clear ownership, and responses routed to the right person.
Estimate sent
Follow-up scheduled
Response → sales team
Example: a clearer path for unsold estimates
02 / EVERYDAY OPERATIONS
Operations &
Reporting
Turn scattered updates, documents, and incoming orders into useful reports, organized packages, and drafts your team can review.
Inputs
Checked
Draft
Assembled
Review
Your team
Example: documents organized for review
03 / YOUR ONLINE PRESENCE
Websites &
Lead Capture
Give potential customers a clear path from interest to inquiry, with a website that explains your services and makes the next step easy.
Example: interest becomes an estimate request
A PROJECT IN PRACTICE
For a consulting business, PathfinderGrid developed a reporting workflow using Microsoft Planner data to assemble structured management updates.
The work brought project information into a consistent reporting process, reducing the need to piece updates together manually.
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REPORTING WORKFLOW · ILLUSTRATION
Weekly overview
The right information. Ready for review.
01
Project updates
Bring the latest source information together
02
Owners & next steps
Make responsibilities easier to see
03
Items needing attention
Surface gaps for the reviewer
Source → structured draft · Human review
Illustrative report structure · No client data shown
HOW IT WORKS
01
Understand the work
We review how the process runs today: the tools, the people, the bottlenecks, and what a useful result would look like.
02
Define and build
We agree on a focused scope, required inputs, and acceptance criteria. Then we build and test the website or workflow against those requirements.
03
Launch and support
Your team gets a clear handoff. Where ongoing monitoring or managed execution adds value, we define that support separately.
AI where it helps. Automation where it fits. Human review where it matters.
Justin Danielowicz
Founder, PathfinderGrid
A DIRECT WORKING RELATIONSHIP
I’m Justin, founder of PathfinderGrid. My background spans financial services, marketing, and hands-on business automation.
You’ll work directly with me to identify the bottleneck, agree on a focused scope, and build something your team can actually use.
We start with the work that needs to improve, then choose the tools around it.
BEFORE WE GET STARTED
What working together looks like, from the first conversation to the handoff.
That’s where we start. We review what you already use and how information moves between those tools. Before recommending a solution, we check the available integrations, access requirements, and limitations.
A walkthrough of the current process, a few representative examples, and someone who can answer questions and review the work. We agree on any required access and your team’s responsibilities before the build begins.
Yes. A single follow-up sequence, reporting workflow, or website improvement can be a useful starting point. We define a clear scope and what a successful result should look like before expanding the work.
We agree on the handoff and support before launch, so your team knows how to use the solution and who handles what. If ongoing monitoring, maintenance, or managed execution is needed, we scope that separately.
Pricing depends on the scope, complexity, integrations, and level of ongoing support. After reviewing the process with you, I’ll outline the proposed work and cost so you can decide whether it makes sense before committing to a build.
LET’S TALK ABOUT YOUR BUSINESS
Tell me about the follow-ups, reports, paperwork, or website problems taking time away from your business. We’ll discuss whether there’s a focused way to improve them.