Lead management & follow-up
Organize inquiries, keep prospects moving and build a consistent follow-up rhythm around the way your team works.
Pathway Business Advisors LLCBusiness growth, sales & operations
Build the businessfor what’s next.
Turn scattered follow-up and day-to-day friction into a clearer path forward.
Practical, hands-on support for entrepreneurs, startups, small businesses, service businesses and growing companies nationwide. Contractors and skilled-trade businesses are a featured specialty.
01Clarify the next step
02Improve sales follow-through
03Build steadier operations
Why PBA
Practical business thinking, grounded in real-world work.
PBA brings practical, hands-on business thinking informed by real-world exposure to day-to-day sales and operations. We look at how inquiries are handled, proposals move, customer information is organized and daily work gets done, then help set priorities and put workable processes around them.
The focus is clear next steps and systems that fit the business. Start with a free conversation about fit and needs; choose paid work only after the scope is understood.
Practical support, where it counts
A clearer process from first inquiry to next step.
Begin with the business need. Add the level of support that fits the agreed work.
Estimate & proposal process
Improve how your team prepares, sends and follows up on estimates and proposals using information you provide and approve.
Sales process development
Put practical scripts, pipelines and repeatable steps in place from first inquiry through the next customer conversation.
CRM & business systems
Bring lead, customer and sales information into systems your team can keep current.
Business operations
Improve organization, customer communication, administrative workflows and the day-to-day systems behind the work.
Online presence & reputation
Develop an online-presence and review strategy that supports how customers discover and evaluate your business.
Startup planning & launch
Shape a business model, market plan, pricing approach and practical 90-day launch roadmap.
Business advisory
Work through growth and operations priorities, clarify tradeoffs and identify practical next steps.
Estimate and proposal improvements use information supplied and approved by the client. PBA does not provide licensed trade or other licensed professional services.
A practical path forward
Start with fit. Choose the work that follows.
The usual path moves from a free fit-and-needs conversation to a defined paid assessment, then into launch or monthly growth support. A qualified prospect may discuss an appropriate higher offer after the consultation.
01
Free Growth Consultation
Share your business, current priorities and what you want to improve. A request is not an appointment or purchase.
Start with a conversation02
Have a fit-and-growth conversation
Use the free consultation to understand needs and assess fit. It does not include a report or 90-day plan.
Start with a conversation03
Identify the support that fits
Discuss the $250 assessment, Business Launch, Growth Accelerator or a suitable higher offer.
Review the offers04
Confirm scope and next steps
Agree on the work, price and terms before an engagement begins. PBA confirms any appointment separately.
Start with a conversation05
Implement, measure and improve
Put the agreed priorities into practice, review progress and adjust the work as needed.
Review the offers
Four clear starting points
Choose the work that matches your next goal.
Prices are starting points where stated. Final scope and terms are agreed before work begins.
01
Business Growth Assessment
$250 one time
A defined paid assessment for owners who want a clearer picture of what to address next.
- Intake questionnaire
- Approximately 60-minute strategy session
- Written report covering bottlenecks and opportunities
- Prioritized 90-day action plan
02
Business Launch
Starting at $750
Foundational work to shape a business model and a practical path to launch.
- Business-model development
- Target-market and market/competitor research
- Pricing and revenue strategy
- Business plan and roadmap
- Basic sales process
- CRM and system recommendations
- Online-presence strategy
- 90-day launch plan
03
Growth Accelerator
Starting at $1,250/month
Monthly sales and growth support for a more consistent pipeline and follow-through.
- Monthly strategy sessions
- CRM/pipeline setup and optimization
- Lead management and follow-up
- Sales scripts
- Proposal/estimate process improvements
- Review strategy
- KPI tracking and monthly reporting
- Minimum three-month engagement, subject to final agreement
04
Growth & Operations Partner
Starting at $2,000/month
Growth Accelerator support plus deeper operational improvement and implementation assistance.
- Everything in Growth Accelerator
- Workflow optimization and SOPs
- Deeper KPI and dashboard management
- Automation recommendations
- Operational bottleneck analysis
- Implementation assistance and priority support
- Final scope and term set by agreement
PBA may, at its discretion, credit some or all of the $250 assessment fee toward a later engagement. The fee is not automatically discounted or credited. Growth Accelerator has a minimum three-month concept, subject to final agreement. Growth & Operations Partner scope and term are set by agreement.
Customer payments are currently disabled on this website. An assessment request is not a purchase; recurring packages are discussed after consultation and intake.
A specialty in skilled trades
You know the trade. We help with the business around it.
Contractors and skilled-trade businesses are a specialty within PBA’s broader growth and operations support. Trade areas include electrical, waterproofing, foundation repair, roofing, concrete, general contracting, HVAC, plumbing, landscaping, remodeling and other specialty contractor businesses.
- Lead flow and follow-up
- Estimates and proposals
- CRM and pipeline organization
- Review and reputation processes
- Sales processes
- Operational bottlenecks
This is business-side support around the trade. Clients provide and approve trade methods, estimates, pricing and technical decisions. PBA does not provide licensed trade, engineering, architectural, legal, tax, accounting or other licensed professional services, and does not promise financial outcomes.
Local presenceAtlanta and surrounding areas
Remote supportAvailable nationwide
Before you get started
Good to know before we talk.
What is included in the free consultation?
It is a fit-and-needs conversation only. It does not include the paid assessment, a written report or a 90-day action plan. Your request is not a booked appointment; PBA confirms a time separately.
What does the $250 Assessment include?
An intake questionnaire, an approximately 60-minute strategy session, written findings covering bottlenecks and opportunities, and a prioritized 90-day action plan. The fee is not automatically discounted or credited. PBA may, at its discretion, credit some or all of it toward later work.
What happens after an assessment purchase?
After payment is separately confirmed, PBA reviews the intake details, confirms a session time, conducts the approximately 60-minute assessment, then provides the written findings and prioritized 90-day plan. Customer payments are currently disabled on this website, so submitting the request form does not purchase the assessment.
Do I need to begin with the Assessment?
The usual path is consultation, assessment, then Business Launch or Growth Accelerator, followed by Growth & Operations Partner when broader support fits. A qualified prospect may discuss an appropriate higher offer after consultation.
What professional services does PBA provide?
PBA provides business growth, sales and operations consulting. PBA does not provide legal, tax, accounting, engineering, architectural, licensed trade, or other licensed professional services.
Your next step
Make the next business move clearer.
Share what is happening with sales follow-up, customer communication or day-to-day operations. PBA will follow up to discuss fit and needs.
Request a free consultation