PathOperate™: systems that deliver, without you holding them together.
For when the model is right, but delivery and day-to-day operations aren’t keeping up with it: onboarding, tracking, consistency. We build the systems. Your team runs them.
From $3,997 · scoped on your walkthrough call · diagnostic fee credited
The diagnosis decides, and here’s how.
PathOperate™ fits when…
- Clients get a different experience depending on the week, or on who handled them.
- Onboarding, follow-up and tracking live in your head or your inbox.
- You’re adding a contractor or team member and need the work documented first.
A different route fits when…
- Your positioning or offers have drifted
Look at PathBuild™ first - Delivery is solid, but growth is capped or margins are thin
Look at PathOptimize™
Built by our team, owned by you
Automated client onboarding
A consistent start for every client, without you sending each step by hand.
CRM and client tracking
One place to see every lead and client, and what happens next.
Documented SOPs
The way the work gets done, written so someone else can do it.
Client experience workflow
The touchpoints from signed to finished, designed and set up.
Metrics dashboard
The few numbers that show whether delivery is on track.
Four steps, start to handover
Diagnose
A PathEval™ that shows the foundation holds but delivery and operations don’t.
Scope
Your walkthrough call confirms PathOperate™, picks the workflows that matter most and sets the price.
Build
Our team sets up the systems, automations and documentation. You join a weekly working session to decide.
Hand over
Training and documentation so your team runs it without you in the middle.
What it takes, from both sides
You stay in charge of the decisions. Our team does the building.
- About 1–2 hours a week, mostly one working session to review and decide
- Access to the tools and accounts the work touches
- Timely decisions, so the build keeps moving
From $3,997
Scope moves with your team size and the number of workflows involved. The final number is set on your walkthrough call, before anything starts.
Start within 30 days of your walkthrough call and your diagnostic fee is credited toward it.
Start with a diagnosisNeed more than one module? Accelerated runs PathBuild™, PathOperate™ and PathOptimize™ at the same time, from $10,997.
See AcceleratedAbout PathOperate™
Do I need PathBuild™ first?
Only if your diagnosis says the foundation needs work. If positioning and offers are Keep, PathOperate™ can start on its own.
Will this work with my team?
Yes. It’s built for delegation: SOPs, training and handover mean a contractor or team member can run it.
Do I have to change all my tools?
No. We work with what you have where it fits, and only recommend a change where a tool is getting in the way.
How much of my time will it take?
About 1–2 hours a week, mostly one working session to review and decide. Our team does the setup.
What does it cost?
From $3,997. The final scope depends on your team size and how many workflows are involved, and it’s set on your walkthrough call. Your diagnostic fee is credited if you start within 30 days.
Find out whether PathOperate™ is the right place to start.
The diagnosis decides. Start there.