Attention: Executive, Life Coaches & Creatives
Clear Path Manager is the all in one CRM and business operations platform built for experts who do the real work - helping people, building trust, and managing chaos.
Clear Path Manager has a sweet spot for
Coaches & Creatives
Are you experiencing any of the issues below and need help running the management end with a back-office partner?
Clear path helps you run smoother client management, automated follow-ups, and zero dropped balls.
Time Management & Repetitive Tasks
Constantly sending reminders, onboarding new clients, following up on meetings or payments.
Client Communication Chaos
Juggling texts, emails, calls, and social media messages in different platforms.
Lead & Client Follow-Up Inconsistencies
Losing leads or forgetting to follow up with prospects.
Manual Onboarding
Manually collecting forms, documents, and payment info for each new client.
Disorganized Contact & Document Management
Losing track of client files, notes, and communication history.
No Scalable Marketing Strategy
Relying on referrals or ad hoc marketing with no real funnel or automation.
Are we right for you?
While we can work for nearly everybody in service industries, we have a soft spot for coaches and creatives.
Creatives
You didn’t become a creative professional to get buried in admin, no-shows, and scattered systems.
Clear Path
is the all-in-one business platform built
for creatives, by creatives
—designed to simplify booking, client management, reminders, follow-ups, payments, and more.
Coaches
You didn’t become a coach to get buried in admin, missed sessions, and scattered systems.
Clear Path
is the all-in-one business platform built
for coaches, by coaches
—designed to simplify scheduling, client tracking, automated reminders, follow-ups, payments, and more.
Powerful Tools Designed For
Coaches & Creatives
📊
CRM & Contact Management
Centralized contact storage with notes, files, and activity history. Great for organizing client records and correspondence.
⚙️
Workflows & Automation
Automate onboarding, payment reminders, and appointment confirmations to save hours of manual work each week.
📱
Email & SMS Campaigns
Send bulk updates like tax deadlines or bookkeeping tips to keep clients informed and engaged.
📅
Appointment Scheduling
Integrated calendar booking for client meetings with automatic reminders to reduce no-shows.
🔄
Pipelines & Opportunities
Track leads, client onboarding, proposal stages, or monthly service renewals with visual pipelines.
🔒
Secure Document Storage
Upload tax forms, receipts, or contracts directly to client profiles for easy access and organization.
Our Mission
empower service-based professionals to simplify their systems, gain clarity, and confidently grow their business with ease and focus
Our Philosophy
At Clear Path Manager, we believe that behind every successful service-based business is a professional doing deep, meaningful work-work that deserves clarity, structure, and space to grow. Do what you do best. Let Clear Path handle the rest.
Our Promise
Clear Path Manager simplifies your systems so you can focus on what matters—serving clients, growing your business, and leading with clarity and confidence.
Our Guarantee
We guarantee that Clear Path Manager will streamline your workflow, reduce daily overwhelm, and help you run your business with greater clarity, control, and consistency—or your money back.
Frequently Asked Questions
What specific features help manage their clients?
Clear Path Manager offers several features specifically valuable for Coaches & Creatives:
Client Pipelines: Track each client's monthly status (awaiting statements, in progress, complete)
Document Collection: Secure portal for clients to upload receipts, statements, and tax documents
Automated Reminders: Send automatic reminders for appointments, monthly document submissions or quarterly tax deadlines
Client Segmentation: Organize clients by business type, tax status, or service level
Appointment Scheduling: Allow clients to book review meetings or consultations directly on your calendar
Workflow Automation: Create automated sequences for client onboarding, monthly reconciliation, and tax preparation
How is Clear Path Management different from other CRM platforms?
Unlike other CRM platforms that often require multiple integrations and add-ons, Clear Path Management provides a truly all-in-one solution. Key differentiators include:
Comprehensive suite of tools in one platform (CRM, marketing, scheduling, communication)
Purpose-built for service businesses like bookkeeping firms and coaching practices
White-labeling capabilities to create branded client experiences
Powerful automation tools specifically designed for client service workflows
Generous affiliate program that creates additional revenue opportunities
Do I need technical skills to use Clear Path Management?
No, Clear Path Management is designed to be user-friendly for non-technical professionals. The platform features:
Intuitive drag-and-drop interfaces for building workflows and automations
Pre-built templates specifically for bookkeepers and coaches
Comprehensive onboarding and training resources
Responsive customer support to help with any questions
While the platform is powerful, it's designed to be accessible to business owners without technical backgrounds.
How do I use Clear Path Manager to upsell or offer additional services like tax prep or payroll?
This is where the value ladder and tripwire strategies shine. 🪜
You can use funnels to:
Offer a free download (lead magnet)
Upsell a “mini audit” or $47 bookkeeping checkup (tripwire offer)
Then offer your core monthly service
Later pitch premium services like payroll, tax filing, or CFO consulting
Recommend ClearPath management to the clients it will work for and earn a commission
Can Clear Path Manager help me consistently attract new clients?
Yes — massively. service profesionals struggle with "feast or famine" client acquisition. Clear Path Manager allows you to build automated lead generation systems using:
High-converting landing pages
Automated email/SMS nurturing sequences
A CRM to manage leads
Lead magnets (e.g., free bookkeeping checklists or tax deduction guides)
Can I automate client onboarding and recurring tasks?
Absolutely. One of Clear Path Manager's strengths is automating client workflows.Service professionals can:Send onboarding emails/documents automaticallyBook consultations through a calendar funnelSet up reminders for document uploadsAutomate monthly recurring client check-ins
Get in touch with us
Have questions or ready to see how Clear Path Manager can support your business? We’re here to help. Whether you’re curious about features, need guidance, or want a personalized demo, reach out—real people, real support, real solutions.
Seattle, WA.
Monday - Friday, 9:00 am - 3:00 pm
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Disclaimer:
Clear Path Manager is a business support platform designed to streamline operations for service-based professionals. While we provide tools to improve organization, communication, and client management, results may vary based on individual usage, business model, and effort. Clear Path Manager does not offer legal, financial, or medical advice, and users are responsible for compliance with industry regulations and local laws.
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