Leads slip through. Your team types the same information into three places. You find out what happened last week by asking around. We help service businesses with 5–30 people find where work is getting stuck and fix it, using the tools you already have wherever possible.
Free, 30 minutes. You leave with a list of what we'd fix first.
Sound familiar?
None of these show up on a P&L as a line item. They show up as missed revenue, overtime, and an owner who can't step away.
Inquiries sit in an inbox, a voicemail, or a web form nobody checks until tomorrow. By then they've called someone else.
Estimates and proposals go out and nobody circles back. Some of those were a yes that just needed a nudge.
The same customer details get entered into the CRM, the scheduling tool, the invoice, and a spreadsheet.
You pay for five apps, and people still copy and paste between them all day.
Something gets promised at the sale, the people doing the work never hear about it, and the customer notices.
Answering “how did we do this month?” means pulling reports by hand. Or guessing.
What we fix
Most operations problems fall into one of three buckets. The work is figuring out which ones cost you the most, then fixing those first.
01
Every inquiry gets a fast answer, and nothing falls through the cracks.
02
Take the repetitive work off your team's plate so they can spend time on customers.
03
A structure that still works when you add the next five people.
We use CRMs, automation tools like Zapier, Make, and n8n, and AI where it genuinely saves time.
We start with how work actually moves through your business. Sometimes the fix is a clearer process or a better setup of software you already own, not something new.
How it works
Three steps, each one optional. Fixed prices agreed up front. No hourly billing, no surprise invoices.
Step 1
FreeA 30-minute call. You walk us through how leads, jobs, and information move through your business. We tell you where the biggest leaks are and what we'd fix first.
30-min call · prioritized fix list · no obligation
Book a free Ops ReviewStep 2
From $2,500A fixed-scope project to fix the highest-impact problems from your Ops Review. Set up, tested, documented, and handed over to your team.
Fixed price · working fixes · documentation · team walkthrough
Step 3 · optional
MonthlyOnce the basics work, we can stay on to handle new fixes, adjustments, and reporting as you grow. Month to month, only if it's useful.
New fixes · monthly check-in · cancel anytime
Who's behind ClearpathOps
ClearpathOps is led by Rafael Vásquez, who has spent more than 10 years running operations in financial services, events, contracting, and service businesses. Today he leads revenue operations for a NYC financing firm: the CRM, lead routing, dialers, follow-up, and reporting behind a sales team.
We bring that same practical approach to smaller businesses. You work with Rafael directly, from the first call to the handoff.
Years in operationsBuilt and fixed these systems under real pressure, not in a classroom.
Point of contactThe person on your first call is the person fixing things. No hand-offs to junior staff.
Yours to keepEverything lives in your accounts, documented. If we stop working together, it keeps running.
Industries
We work with owner-led service businesses of all kinds. These are the ones we've written up in detail.
HVAC, plumbing, electrical, contractors, cleaning, and landscaping. Missed calls, estimate follow-up, office-to-field handoffs.
How we help home services →Aesthetic and wellness clinics. Consult requests, no-shows, rebooking, memberships, and front-desk admin.
How we help med spas →Accounting, law, insurance, and consulting firms. Intake, onboarding, document collection, and handoffs.
How we help professional services →Don't see your industry? If you run a service business with 5–30 people, the Ops Review still applies.
Questions
It's a 30-minute video call. You walk us through how leads, jobs, and information move through your business today. We tell you where we see the biggest leaks and what we'd fix first. You keep that list whether or not we work together.
Most sprints start around $2,500. After the Ops Review we send a fixed price and a written scope before any work starts. No hourly billing and no surprise invoices.
Usually not. We start with what you already pay for. If a tool is genuinely the problem, we'll tell you what we'd switch to, why, and what it costs.
No. We're operations people. We use automation, AI, and integrations when they're the right tool for a specific problem. Sometimes the right fix is a clearer process, not more software.
Rafael, directly. ClearpathOps is a small, senior shop on purpose, so the person on your first call is the person fixing things. Everything we build lives in your accounts and is documented, so you're never dependent on us to keep it running.
Usually a kickoff conversation, access to your tools, and short check-ins while we build. We handle the setup and testing, then walk your team through it.
Next step
30 minutes. You walk us through how work moves through your business today. We tell you where it's getting stuck and what we'd fix first.
No commitment · no invoice · no pitch deck