Your data has the answer. We clear the path.

Your customers
are leaving.
Most haven't
told you yet.

ClearPath surfaces the silent signals in your sales and customer data — before an account goes quiet, a route turns unprofitable, or a customer decides to move on.
No new software. No IT project.

View Live Demos → See how it works

90+ days

warning signals appear before
most accounts go silent

5× more

cost to win a new account vs.
keeping an existing one

⚠️ 2 Accounts at Risk

↓ Revenue drop 14.2%

📉 Margin Erosion

−18% vs. 90-day baseline

⚠️ Late to Reorder

+32% gap since last order

Process

Three steps. One clear picture.

No new software, no IT project. A focused engagement that surfaces what's quietly eroding your business — in 5 to 7 days.

🔗

Connect your data

We work from your existing transaction exports — ERP output, Excel, CSV. If your team can pull a report, we can work with it. No integration required.

📡

We surface the signals

ClearPath runs your data through pre-built models designed to uncover the patterns that hide between your reports.

Where revenue is slipping
Where margin is eroding
Which customers are quietly pulling back
Where your operation is out of sync

📋

You get a clear playbook

A prioritized account list, the specific signals behind each risk score, and concrete actions for your team. Delivered within a week, ready to act on Monday.

Built for operators

Industry-specific intelligence.
Not generic BI.

Most analytics tools are designed for SaaS or e-commerce. Businesses with routes, service agreements, and recurring accounts have completely different patterns — and deserve a tool built around how they actually work.

Works with your existing ERP and order management data
Understands route-based, recurring account models
No data science team needed on your end
Findings in plain language your team can act on

Talk to us →

	Enterprise BI	ClearPath
Time to first insight	3–6 months	Days
Who does the work	You + a consultant + an admin	We do
Data requirements	Clean, structured, integrated	Whatever you have
Annual cost	$20K–$75K+	Flat diagnostic fee
Built for	Companies with data teams	Teams without data departments

Pricing

Scoped to your business.
No surprises on price.

Every engagement starts with a flat-fee diagnostic. Pricing scales with complexity — not with a sales process.

Starter

^$1,500

flat fee · one-time

Smaller operator, simpler data. A focused diagnostic that surfaces your top at-risk accounts and margin signals — delivered in 5–7 days.

Account-level churn risk scoring
Top at-risk accounts with signal detail
Margin compression summary
30-min debrief call included

Get Started →

Most Common

Standard

^$2,000

flat fee · one-time

The right fit for most businesses. A complete diagnostic with full account scoring, margin analysis, and a prioritized action list your team can act on immediately.

Full account-level churn risk scoring
Complete margin and SKU analysis
Prioritized action list for your team
Rep or route-level breakdowns
30-min debrief call included

Get Started →

Complex

^$2,500+

flat fee · one-time

Multi-location operations or more complex data. Scoped in conversation — the price earns itself naturally once we understand the full picture.

Everything in Standard
Multi-location or multi-territory support
Custom scoping conversation
Extended debrief and strategy session

Talk to Us →

About

Built by someone who's
worked in the industry.

ClearPath Insights was founded by an insider, not a consultant.

The signals we track, the patterns we score, and the way we present findings are all shaped by real experience working with account-based sales teams, operational data, and the practical constraints of running a route-dependent business.

We work with a small number of clients at a time — intentionally. Every engagement gets full attention.

Distribution Field Services Wisconsin-based

Ready to see which accounts
are already halfway out the door?

The cost of the diagnostic pays for itself the first time you save an account you would have lost. Most clients see a clear ROI within 30 days.

Your customers
are leaving.
Most haven't
told you yet.

Built for businesses where
customer patterns drive everything.

Your accounts are ordering less.
Most businesses find out too late.

Your service accounts don't cancel.
They just stop scheduling.

Three steps. One clear picture.

The accounts that go quiet
don't announce it. They just stop.

See what ClearPath
actually looks like.

Industry-specific intelligence.
Not generic BI.

Less noise.
More direction.

Scoped to your business.
No surprises on price.

Built by someone who's
worked in the industry.

Ready to see which accounts
are already halfway out the door?

Your customersare leaving.Most haven'ttold you yet.

Built for businesses wherecustomer patterns drive everything.

Your accounts are ordering less.Most businesses find out too late.

Your service accounts don't cancel.They just stop scheduling.

Three steps. One clear picture.

The accounts that go quietdon't announce it. They just stop.

See what ClearPathactually looks like.

Industry-specific intelligence.Not generic BI.

Less noise.More direction.

Scoped to your business.No surprises on price.

Built by someone who'sworked in the industry.

Ready to see which accountsare already halfway out the door?

Your customers
are leaving.
Most haven't
told you yet.

Built for businesses where
customer patterns drive everything.

Your accounts are ordering less.
Most businesses find out too late.

Your service accounts don't cancel.
They just stop scheduling.

The accounts that go quiet
don't announce it. They just stop.

See what ClearPath
actually looks like.

Industry-specific intelligence.
Not generic BI.

Less noise.
More direction.

Scoped to your business.
No surprises on price.

Built by someone who's
worked in the industry.

Ready to see which accounts
are already halfway out the door?