35 specific, prioritized recommendations across four streams, delivered in an interactive report your members or clients can act on the day they receive it.
Most business advice gives you frameworks. ClearPath gives you actions. Each report is built from scratch for a specific business — deep research on their website, their competitive landscape, their market, and their stated priorities.
The output is a navigable interactive report with 35 recommendations across four streams: attracting clients, website, AI automation, and strategic direction. Every recommendation includes what to do, why it matters, and when to do it.
It takes a business owner about 15 minutes to read the parts that matter most — and leaves them with a 90-day roadmap they can start the next morning.
10 recommendations for growing the customer base
10 recommendations for the digital presence
10 recommendations for automating and scaling
5 higher-level strategic moves
Maple & Co. Gift & Home is a fictional Hamilton boutique — built to show exactly what a ClearPath report looks like. All 35 recommendations, the 90-day roadmap, and the full interactive format.
Hamilton, ON · Retail · 35 Recommendations
ClearPath is designed to be delivered through associations, BIAs, chambers of commerce, and economic development programs — at scale, without sacrificing the depth that makes it valuable.
Every ClearPath report is researched and written for a specific business. Members don't get a template — they get a report about their business, their competitors, and their market.
White-label or co-branded options available. ClearPath can be offered as a premium member benefit, a grant-funded service, or a fee-based engagement through your organization.
For associations and government programs with AI adoption goals, ClearPath provides a structured, measurable way to move SMBs from awareness to implementation.
A short intake form captures the business name, URL, sector, and owner priorities. No lengthy discovery calls required — the research does the heavy lifting.
PFG AI Labs conducts comprehensive research on the business — website analysis, competitive landscape (Canada, US, UK), best practice benchmarking, and market data. Typically takes 24–48 hours.
35 specific recommendations are written, prioritized, and organized into a navigable interactive HTML report with a 90-day roadmap. Every recommendation includes what to do, why it matters, and when.
The report is delivered directly to the business owner or through the association's delivery channel. No login required — it opens in any browser and works on mobile.
We're actively looking for association and BIA partners. Let's talk about what a pilot would look like for your membership.
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