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A Proven Process, Built for Real Transformation

Digital transformation doesn’t start with a scope. It starts with understanding. Our methodology, Pathfinder Discovery, is designed to diagnose the real issues before a single tactic is executed. It’s the difference between making progress and making the right progress.

Start with Discovery
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Why Process Matters

You Can’t Fix What You Don’t Understand

Most agencies jump straight into execution. We don’t. Our process separates discovery from implementation, so you know what’s worth doing before anyone starts building. We’ve used this methodology with global nonprofits, life sciences companies, SaaS firms, and growth-stage teams.

It works because it’s structured, but flexible.

Rigid where it needs to be.
Responsive where it matters.

 

PHASE 1

Pathfinder™ Discovery

This phase uncovers what’s misaligned across your experience, technology, and marketing. We audit, interview, benchmark, and map—not just what exists, but what’s missing. You’ll leave Discovery with clarity, priorities, and a transformation roadmap.

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1. Assess

  • Stakeholder interviews (cross-functional, deep-dive)

  • Current-state UX and technology audits

  • Analytics and content performance review

  • Persona and customer journey validation

  • Competitive and capability benchmarking

Output: Assessment Report, Scope Matrix, Gap Analysis

2. Analyze & Define

  • Digital Maturity Model

  • Future-state architecture & business capability mapping

  • Platform evaluations (CMS, CRM, commerce)

  • Journey mapping across buyer/user lifecycle

  • Prioritized list of transformation initiatives

 Output: Future State Experience Map, Platform Recommendations, Prioritized Roadmap

3. Align

  • Executive summary and presentation

  • Financial, resource, and timeline planning

  • Partner recommendations (if needed)

  • Internal alignment facilitation across leadership and teams

Output: Final Strategy Deck + Implementation Roadmap

PHASE 2

Implementation

Execution follows strategy, but we stay involved every step.

Discovery doesn’t end with a slide deck, and we don’t walk away after delivering a roadmap. We stay embedded through implementation to ensure accuracy, momentum, and impact.

Whether we lead execution, support your internal team, or coordinate with a technical partner, we guide the process to keep it aligned with the strategy we built together. That’s what makes the transformation actually stick.

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How We Support Implementation

No matter who’s executing, we ensure it gets done right.

  • Lead full execution—UX, UI, content, and development

  • Support internal development teams with requirements and QA

  • Collaborate with external partners or help you choose one

  • Provide oversight to ensure design fidelity, platform alignment, and system integrity

  • Continue strategic input throughout sprint cycles, reviews, and post-launch optimization

 

Why Our Process Works

Built on Deliberate Practice. Refined Through Repetition.

We’ve used this process to fix broken redesigns, realign marketing and sales, and turn fragmented tech stacks into working systems. It’s not rigid. But it is disciplined. And it’s built to give you control—not trap you in a bloated scope.

Why Clients Choose Us

What Makes Our Approach Different

Call them what you want: rules, non-negotiables, hard-earned lessons. This is how we operate. It’s also why we get brought in to fix what other agencies missed.
Want more on how we think?  Explore Why Us

We're Cross-Functional by Default

Your customers don’t experience your business in silos and neither should your strategy. We connect the dots between marketing, UX, and technology from day one. That means fewer disconnects, clearer decision-making, and faster execution.

Most agencies stay in their lane. We actively look outside of it, because that’s where the real problems usually live.


 

We Are Technology Agnostic

We’re not pushing a platform. We don’t resell software. And we won’t force-fit your strategy into a tech stack just because it’s what we prefer. Whether it’s HubSpot, Salesforce, Webflow, WordPress, or something in between, we recommend what actually fits your business.

Our only loyalty is to the outcomes.

 

We Are Built on Experience

Digital transformation isn’t new to us. We’ve done it across industries, across teams, and across platforms. Pathfinder™ Discovery isn’t a sales tactic, it’s a proven methodology refined through deliberate practice with mid-market and growth-stage companies.

We know where digital projects go off the rails because we’ve been brought in to fix them more times than we can count.

Real Transformation. Real Outcomes.

 


 

Mispro Biotech Case Study

Mispro Biotech

A 274% increase in new leads and 72% increase in website traffic helped Mispro expand their audience, optimize ad spend, and drive revenue. Download the full case study to learn how.

Read the Case Study
Worksuite-Case

Worksuite

A 185.71% increase in MQL rate and a 93.13% reduction in disqualified leads helped Worksuite power its digital strategy, optimize ad spend, and drive meaningful growth.

Read the Case Study

We don’t guess. We diagnose.

Most digital efforts fail because they start in the wrong place. We help you find the right starting point, and what comes next.

It All Starts with Discovery.

If you’re serious about fixing what’s holding your business back, let’s talk.