№ I
A Short Note
A short reading from the bureau. The full piece is in production.
A founder running her own
inbox, CRM, and pipeline — alone.
Solo founder, two-year-old company, eighteen months of runway and no time. We paired one operator on inbox, CRM hygiene, and discovery-call scheduling. She got twelve hours a week of her life back.
The full case is in production.
The short version
Available unedited from the Concierge on request.
This case is in production. The full write-up — including the operator's profile, the four-week onboarding timeline, and the founder's quarterly notes — will be published in the next edition of the journal.
The short version: ClearPath came to us in early 2024 with a single brief — "I am the bottleneck." We paired Joelle Manaloto, a senior operator who had previously run inbox-and-CRM for a Series-B fintech founder. Within four weeks the founder reported reclaiming roughly twelve hours per week, and pipeline coverage had doubled because someone was finally booking the discovery calls that had been sitting in the inbox.
If you'd like the longer version before we publish it, the Concierge can send you the unedited operator brief and the founder's three-month review. Most prospective clients ask for it; we share it on request.
№ III
Brief Us
If your situation rhymes
with this one —
Send a one-paragraph brief. We'll write back inside four business hours with either a proposal or an honest decline.