Catering requests in five places
They land in Facebook messages, voicemail, and email. Somebody retypes every one into the calendar and hopes nothing got missed.
Workflow help for small businesses
Bring me the messy work.
I help small businesses across Western New York clean up the office work that eats your week: the emails, quotes, invoices, and follow-ups that someone has to read, retype, and chase. Small fixes first, plain English, and nothing changes without your okay.
No charge, no pressure. You'll leave the call knowing whether this is worth fixing. Prefer email? JWhalen@ClearPathWV.com
Sound familiar?
The work nobody hired you to do.
Every business has a version of it. Here's what it looks like around here.
Quotes promised, then buried
The phone rings while everyone's hands are full. Follow-up happens when someone remembers, and the customer who never heard back goes elsewhere.
Approvals stuck in one inbox
Invoices and requests sit waiting on the owner. You're the only one who knows where anything stands, so everything routes through you.
If one of these sounds like your week, that's exactly the kind of work I clean up.
How it works
Three steps. You can stop after any of them.
We talk. Free
A short call. You tell me what's eating your time, and I'll tell you straight whether it's worth fixing and what I'd look at first. If I'm not the right fit, I'll say so.
I map one process. $395 · one-time
The Workflow Check: we walk through one messy process together, then I hand you a short written plan covering where the work gets stuck, what to fix first, and what a fix should cost. The plan is yours to keep whether or not we go further.
We fix it together.
I start with low-cost tools you already own, like your email, calendar, and spreadsheets, before anything fancy. You see and approve every change before it goes live, and your team gets a plain-English handoff they can actually run.
You stay in control
I take the repeating. You keep the judgment.
What comes off your plate
- Reading and sorting the requests that come in
- Drafting routine replies for your review
- Keeping records, files, and spreadsheets current
- Reminders and follow-ups so nothing slips
What always waits for you
- Prices, quotes, and discounts
- Promises to customers
- Anything touching money or payments
- Judgment calls, every single one
On privacy: your customer information stays in your accounts. I work inside the tools you already own. I don't move your data into mine, and nothing goes out the door without a person approving it.
What it costs
Flat prices. No surprises.
First call
Free
Fit call
A short conversation about what's slowing you down. You'll know by the end whether this is worth pursuing. No obligation either way.
Book a free call
One-time · most popular first step
$395
Workflow Check
One process, mapped. Two working calls and a short written plan: where the work gets stuck, what to fix first, and what it should cost. Yours to keep.
Buy the Workflow Check
Ongoing · month to month
$500/mo
ClearPath Support
Help throughout the month: stuck tasks, small fixes, documentation, and light builds that keep the work moving.
Start monthly supportBigger projects are always quoted in writing before any work starts.
Who you're dealing with
Built from the floor, not from a slide deck.
ClearPath is run by me, Justin Whalen. I spent my first decade inside real operations: kitchens, bars, scheduling, and resort lesson programs. Those are the parts of a business that run on somebody's memory, and they taught me what owners will actually use and what they'll route around no matter how good it looked in the demo.
So I work the way that experience taught me. Sit with the people closest to the work, map how the process really runs, mark where a human should stay in the loop, and build only what your team can run after I hand it off. If something isn't worth fixing, I'll tell you that too.
Got one process that's driving you nuts?
Tell me about it. Worst case, you leave the call with a clearer picture of the problem and what fixing it would take.
Book a free call with JustinOr email JWhalen@ClearPathWV.com. I read everything myself.