Quoting & invoice follow-up
The proposal that took two days to write. The invoice that's 30 days late. The follow-up email you keep forgetting to send. AI drafts them, chases them, and hands you a clean list every morning.
Central Indiana · Fixed-fee AI
ClearPath is practical AI for small and midsize businesses. Small, fixed-fee investments. Fast, measurable returns. No enterprise-wide overhaul — we go after the recurring time robbers first and prove the math.
Weekly time reclaimed
IllustrativeAcross a 12-person operations team after two Quick Wins sprints.
Payback on a Quick Wins Sprint
~2.5 months
The time robbers
Every SMB owner has the same short list. We take one, prove the hours saved, then take another. That's the whole strategy.
The proposal that took two days to write. The invoice that's 30 days late. The follow-up email you keep forgetting to send. AI drafts them, chases them, and hands you a clean list every morning.
The back-and-forth to find a time. The intake form that only half of clients fill out. The 4 pm no-show. AI books, confirms, reminds, and captures the details before the call even happens.
The Monday report you build from six tabs. The month-end reconciliation between the CRM and accounting. AI compiles it, flags what's off, and sends it before you're at your desk.
Not one of these needs an "AI transformation." They need one small, well-scoped automation that runs quietly in the background. That's what we build.
The offer ladder
Every step has a fixed price, a defined outcome, and a clear next step. You choose when to keep going.
30 minutes · Free
A conversation, not a pitch. You tell us the workflows that keep breaking. We tell you whether AI is a fit — and whether you should hire us at all.
Who it's for
Owners exploring where to start.
~1 week · $1,750
A half-day working session plus workflow interviews (up to 5 people). You leave with a prioritized list of 5–8 quick-win automations — hours saved and cost to build for each.
Who it's for
Teams unsure which workflow to fix first.
2–3 weeks · $3,900
We design, build, and install one to two workflow automations end-to-end. Includes testing, plain-English documentation, and 30 days of post-launch support.
Who it's for
Ready to ship the first automation.
4–6 weeks · $9,500
End-to-end redesign of one core process — quote-to-cash, client intake, monthly reporting — with the AI layer built in. Includes change management and 60 days of post-launch support.
Who it's for
Owners rebuilding one full process.
Ongoing · $2,000 / month
Ongoing prioritization, new automation builds, and hands-on help. Up to 10 hours a month, no rollover, month-to-month with 30 days' notice.
Who it's for
Teams ready to keep shipping wins.
Pricing
Launch pricing shown for the first ten engagements booked in 2026. Every engagement is confirmed by a short written work order.
Assessment
Half-day session + interviews. Ranked list of 5–8 quick wins with hours saved.
$1,750 · 1 week
Sprint
1–2 automations designed, built, and installed. 30 days of post-launch support.
$3,900 · 2–3 weeks
Transformation
End-to-end redesign of one core process. 60 days of post-launch support.
$9,500 · 4–6 weeks
Workshop
Half-day practical workshop for teams up to 15. On-site (Indy metro) or virtual.
$950 · half-day
Retainer
Ongoing prioritization, new builds, and hands-on help. Up to 10 hours a month, month-to-month, cancel with 30 days' notice.
$2,000 / month
Ranges shown here; exact scope and fees confirmed in a written work order after the discovery call.
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Founder
Jeff Williams
Fishers, Indiana
About
I'm Jeff Williams — founder of ClearPath. I spent my career selling and delivering enterprise software into complex, large-account environments. What I saw again and again: the automations that actually paid off were rarely the flashy ones. They were the small, boring workflows that ran every day and quietly saved hundreds of hours a year.
ClearPath brings that discipline to Central Indiana small and midsize businesses. Founder-led delivery, plain-English scoping, and a bias toward the smallest automation that solves the problem. If AI isn't the right answer, I'll tell you — before you sign anything.
Based
Fishers, IN
Serving
Indy metro + virtual
Focus
Practical AI, fixed-fee
Who we build for
We're actively taking on pilot clients across these segments. If you're one of them, the first Sprint pays for itself in under a quarter.
Franchisees, restaurant groups, and specialty retailers. Reporting across sites, scheduling, and customer follow-up.
Deal pipelines, tenant communications, and reconciliation between CRM and accounting.
Home services, professional services, and B2B operators drowning in quoting, scheduling, and invoice follow-up.
Pilot clients wanted
Every ClearPath engagement is measured against a baseline you agree to up front. As pilot clients complete their first Sprint and approve reference use, their names appear in this section.
FAQ
Don't see yours? Ask on a discovery call — the answer is usually 90 seconds.
No. ClearPath's premise is the opposite — remove the friction and repetitive tasks in each person's day so they can spend more time on the work that actually matters. Every engagement measures hours reclaimed, not headcount reduced.
The smallest set that solves your workflow. Usually a mix of your existing systems (CRM, accounting, spreadsheets, email) connected through low-code platforms like Zapier, Make, or n8n, plus hosted AI models from OpenAI, Anthropic, or Google. No new platform to log into. No proprietary lock-in.
The Opportunity Assessment produces a ranked action list inside a week. A Quick Wins Sprint installs live automation in two to three weeks. Most clients see measurable hours-per-week saved by the end of the first month after go-live.
A short written work order names the scope, timeline, and fees. Fixed-fee projects bill 50% at kickoff and 50% at completion. Retainers bill on the first business day of each month. Every engagement is governed by the ClearPath AI Consulting Services Agreement — a two-page document, not a legal maze.
No. ClearPath is built specifically for non-technical owners and operators. You describe the workflow in plain language. We handle the tooling, the wiring, and the documentation. You keep control — nothing goes live without your sign-off.
The discovery call is free precisely because we say so. If your bottleneck is process, staffing, or a system change — not AI — we'll tell you and point you in a better direction. That's how the practice compounds over time.
Ready to start
Thirty minutes on the phone. No slides. No pitch deck. You leave knowing whether ClearPath is a fit — and what a first engagement would cost.
Prefer the phone? Call Jeff directly at 317-907-4704.