The Example Map
This is what your Map looks like - before you pay a dime.
The Map is the first thing we deliver: a living ledger of where your business leaks time and money, organized by the four pillars, each line carrying a real before-number and the target we commit to move it to. Here are two, built for two very different businesses, so you can see the shape of your own.
Every line on the Map carries five things
No vague promises. Each item is a contract you can hold us to:
- Outcome
- The business result, in plain language.
- Baseline
- The measured before-number - pulled from a real system, never self-reported.
- Target
- The specific number we commit to move it to.
- Source
- The system of record that will prove it.
- Proof date
- When we measure the target against the baseline.
The One / Core / Complete tag on each line shows which tier first delivers it.
These two Maps are anonymized, composite examples - not real clients. Every before-number is built from published industry benchmarks for a business of this size (sources at the bottom). Your real Map pulls these same five fields from your own systems: 60-90 days of your call log, CRM, and accounting history. Where your systems haven't been recording yet, we install the scoreboard in month one and prove the lift forward from a real starting number.
Example 1 - Home Services
Summit Home Services
Residential HVAC + plumbing · ~$1.4M/yr · 6 field techs · ~1,340 inbound calls/quarter.
Anonymized composite. A real Map would use Summit's own call log, CRM, and accounting export.
Get Customers
Stop losing booked jobs to unanswered phones
One- Baseline
- 31% of business-hours calls went unanswered last quarter (~415 of 1,340)
- Target
- Under 5% missed
- Source
- Call-tracking log
- Proof date
- Day 30
~$8,900/mo
Reach web leads while they're still shopping
Core- Baseline
- First response to a web form averaged 4.2 hours; 41% never contacted
- Target
- Auto-reply under 5 min + same-hour callback
- Source
- Web form → CRM timestamps
- Proof date
- Day 45
~$5,400/mo
Chase every estimate to a yes or a no
Core- Baseline
- 38% of estimates got zero follow-up; close rate stuck at 22%
- Target
- 3-5 touch sequence → 40% close
- Source
- CRM estimate pipeline
- Proof date
- Day 60
~$11,200/mo
Do the Work
Kill the "where's my tech?" calls
Core- Baseline
- No automated status; ~90 inbound ETA calls a month tied up the office
- Target
- Auto dispatch + "on my way" texts
- Source
- Field-service dispatch log
- Proof date
- Day 45
~14 office hrs/mo back
Fill same-day cancellation gaps
Complete- Baseline
- Cancellations leave ~6 unfilled tech-hours every week
- Target
- Auto-waitlist fills from a standby list
- Source
- Field-service schedule
- Proof date
- Day 75
~$3,100/mo
Get Paid
Invoice the day the job closes
Core- Baseline
- Average 6 days from job-complete to invoice-sent
- Target
- Same-day auto-invoice
- Source
- Accounting / field-service
- Proof date
- Day 45
Faster cash, fewer disputes
Get paid without chasing
Core- Baseline
- DSO 38 days; ~$21K sitting in 30+ day AR
- Target
- Auto reminders → DSO under 15
- Source
- Accounting AR aging
- Proof date
- Day 60
~$21K freed
Keep Customers
Turn finished jobs into reviews
Complete- Baseline
- 0.7 review requests sent per job; 43 Google reviews at 4.3★
- Target
- Auto-request every job → +8-12 reviews/mo
- Source
- Review platform / Google Business Profile
- Proof date
- Day 60
Higher rank + close rate
Convert one-time jobs into plan members
Complete- Baseline
- Only 12% on a maintenance plan; repeat rate 42% off-plan vs 89% on-plan
- Target
- Auto-enroll + auto-renew → 25% on plan
- Source
- CRM membership list
- Proof date
- Day 90
~$6,800/mo recurring
Value on the table
of proved-out opportunity - most of it still unbuilt on day one.
~$35K/mo
Example 2 - Professional Practice
Lakeview Family Dental
General/family dental · ~$1.2M annual production · ~2,000 active patients · 2 hygienists.
Anonymized composite. A real Map would use Lakeview's practice software, phone log, and AR aging.
Get Customers
Answer every new-patient call
One- Baseline
- 20% of new-patient calls missed; 78% hang up at voicemail
- Target
- Under 5% missed + instant text-back
- Source
- Phone / call-tracking log
- Proof date
- Day 30
~$9,000/mo
Book the online inquiry before they call the next office
Core- Baseline
- Web inquiries answered next business day
- Target
- Auto-reply under 5 min + booking link
- Source
- Website → practice software
- Proof date
- Day 45
Faster new-patient capture
Do the Work
Stop bleeding chair time to no-shows
Core- Baseline
- No-show 12% + short-notice cancel 15%
- Target
- Confirmations + waitlist backfill → under 5% no-show
- Source
- Practice appointment book
- Proof date
- Day 45
~$7,500/mo chair time
Never let a patient leave un-booked
Core- Baseline
- Only ~45% leave with their next visit scheduled
- Target
- Book-next-at-checkout prompt → 80%+
- Source
- Recall status report
- Proof date
- Day 60
Feeds recall (Keep Customers)
Get Paid
Submit and scrub every insurance claim
Core- Baseline
- ~$28K in claims unsubmitted past 30 days; rework on denials
- Target
- Auto-submit + pre-scrub
- Source
- Practice software / clearinghouse
- Proof date
- Day 45
~$28K accelerated
Collect patient balances without awkward calls
Core- Baseline
- ~$34K in patient AR past 60 days
- Target
- Auto text/email plans → cut 50%
- Source
- Patient ledger
- Proof date
- Day 60
~$17K recovered
Keep Customers
Reactivate overdue hygiene recall
Complete- Baseline
- 32% of active patients overdue for hygiene (~640 patients)
- Target
- Auto recall → 35-40% reschedule
- Source
- Recall report
- Proof date
- Day 60
~$16K/mo
Book diagnosed-but-unscheduled treatment
Complete- Baseline
- ~$95K in diagnosed, unscheduled treatment sitting dormant
- Target
- Follow-up sequence → book 20%
- Source
- Treatment planner
- Proof date
- Day 90
~$19K booked (yr 1)
Turn happy patients into reviews and referrals
Complete- Baseline
- Sporadic, manual review asks
- Target
- Auto-request post-visit
- Source
- Review platform / Google Business Profile
- Proof date
- Day 60
Higher new-patient trust
Value on the table
recall and unscheduled treatment alone dwarf what most owners guess they're losing.
~$50K/mo+
What both Maps show
Same product, any business
Identical four pillars and the same five-field ledger. The leaks differ - the method doesn't.
The before-number is real
Every baseline names the system it comes from. Nothing is self-reported, ever.
Proof has a date
Every line commits to a proof date you can hold us to.
The tiers fall out naturally
ClearPath One fixes your single worst leak. Core owns a whole pillar and its handoffs. Complete connects all four - and runs the dashboard that keeps score.
Where these numbers come from
Every baseline above is anonymized but built from published benchmarks for a business of this size:
- Missed calls (home services): Invoca, ServiceTitan contractor call study, Housecall Pro.
- Speed-to-lead (5-minute / 21x rule): Oldroyd/MIT + InsideSales Lead Response Management Study.
- Estimate follow-up and close rates: CallRail, ServiceTitan conversion benchmarks, QuoteFollow.
- AR / days-sales-outstanding: Intuit QuickBooks 2025 Late Payments Report.
- Dental missed calls and answer rates: Resonate, Peerlogic.
- Dental no-shows, recall, unscheduled treatment, reactivation: Planet DDS 2025, Henry Schein One, Cast/Viva benchmarks.
- Reviews impact and customer retention: Shapo, ServiceTitan, HVAC retention benchmarks.
Want to see your numbers here?
This is what your Map would look like - your leaks, your before-numbers, your targets. Pick a tier, put down a $500 deposit, and the first thing we deliver is your real Map.
See the ClearPath tiers →