A Value Path walkthrough

The Four Views Theater, following Sarah

Twelve questions about one customer and the team that serves her. At each moment of her journey, the people who need to see it join the room. Sarah, her company and the team are made-up examples. Status as of 10 October 2026.

Next and Back below, or a swipe on the stop.

Stop 1 of 12

What are the Value Path and the four views?

The Value Path is eight stages: how a person moves from first learning about you to creating value with you and passing it on, at their own pace. Each stage has a mantra in the person's own words, and the stages fall into Two Phases: the Path TO Value, then the Path OF Value.

The four Unified Views are what a company can see once it has built them: the whole customer, the whole revenue picture, the business context around them, and what its own team can do. A company builds them in that order. This team already has all four.

Sarah's card

Made-up example

We meet Sarah, head of revenue operations at a 150-person software company. She has never heard of you.

The room

Made-up example

The humans

  • CoachValue-First Guide

What the company can see

  • Unified Customer View

  • Unified Revenue View

  • Unified Business Context

  • Unified Team Enablement

You'll meet the team as Sarah needs them.

Coach, Value-First Guide

The CRM card

Made-up example

No record.

Go deeper: the whole Value Path

Everything across the whole Path

Sessions13

  • Session
    VFD Unified Customer View episode set
  • Session
    VFD Unified Revenue View episode set
  • SessionValue-First Data — The Story So Far: Eight Months Building the Unified ViewRead the write-up

Data Summit talks1

  • Data Summit talk
    Building Value-First Data in HubSpot: A Hands-On Workshop

Articles3