ClearPath CX

Where Customer Journeys Find Direction

At ClearPath CX, we help companies transform customer relationships into growth engines. Through Customer Success-as-a-Service (CSaaS), we deliver the strategies and hands-on expertise needed to reduce churn, improve adoption, and increase lifetime value - without the overhead of building an in-house team.

Whether you’re a growing startup or an established enterprise, our mission is simple: guide you toward measurable results and lasting customer loyalty.

Why ClearPath CX?

  • Proven experience turning complex, high-value accounts into advocates.
  • Expertise across cybersecurity and SaaS industries, supporting brands like Lowe’s, The Home Depot, and Ernst & Young.
  • Scalable, flexible engagement models - from advisory to fully managed success programs.
  • A human-first approach that aligns customer outcomes with business goals.

Our Core Values: The Four Cs

  • Customer Commitment - We put your customers at the center of everything we do, ensuring their success fuels your growth.
  • Collaboration - We partner with your teams and stakeholders to create solutions stronger than any individual effort.
  • Character - We lead with honesty, accountability, and respect, doing what’s right even when it’s not the easiest path.
  • Continuous Improvement - We embrace growth, adapt to change, and constantly refine our approach to deliver better results.

Your Path to Success Starts Here

Customer success isn’t just a department - it’s a mindset that drives retention, expansion, and advocacy. ClearPath CX is here to chart your course and walk it with you.

Our Story

ClearPath CX was founded to solve a growing challenge: companies need world-class customer success strategies but can’t always justify the time or cost of building them internally.

With over 11 years of experience in cybersecurity and SaaS, founder Mark Bernardin has built and led customer success programs that turned historically challenging accounts into thriving partnerships. His work with industry leaders such as Lowe’s, The Home Depot, and Ernst & Young has proven that the right approach to customer success drives measurable business impact.

Our Mission

To help organizations of all sizes navigate the customer lifecycle with clarity and confidence, delivering scalable strategies that improve retention, drive adoption, and maximize customer value.

What Sets Us Apart

  • Proven Turnarounds - Expertise in revitalizing at-risk accounts and restoring customer confidence.
  • Enterprise-Grade Experience - Hands-on work with high-stakes clients in fast-paced industries.
  • Scalable Solutions - From advisory support to fully managed programs tailored to your growth stage.
  • Human-Centered Approach - We focus on authentic relationships that lead to lasting success.

The Four Cs at Our Core

  • Customer Commitment -Your success is our success.
  • Collaboration - Strong partnerships deliver stronger outcomes.
  • Character - Trust is built through honesty and accountability.
  • Continuous Improvement - We evolve so you can stay ahead.

Tailored Solutions for Every Stage of the Customer Journey

We understand that every company’s customer success needs are unique. That’s why ClearPath CX offers flexible services designed to address specific challenges and scale with your business.

Customer Success Strategy

We build strategic frameworks that define how your company engages with customers, measures success, and delivers value. Our strategies include:

  • Customer segmentation and health scoring models.
  • Success plans aligned with revenue and retention goals.
  • Executive playbooks for internal and external stakeholders.

Customer Journey Mapping

We visualize your end-to-end customer experience, identifying friction points and opportunities for improvement:

  • Mapping critical touchpoints from onboarding to renewal.
  • Optimizing communication strategies for each lifecycle stage.
  • Building customer-centric processes that foster loyalty.

Onboarding & Adoption Programs

We design onboarding experiences that accelerate time-to-value and ensure customers see results quickly:

  • Structured implementation plans for seamless transitions.
  • Training resources and enablement content tailored to your platform.
  • Early adoption campaigns to drive engagement and reduce churn risk.

Churn Risk Assessment & Mitigation

We proactively detect and address churn signals to protect revenue:

  • Health score monitoring and proactive alerts.
  • Get-well plans and recovery strategies for at-risk accounts.
  • Root cause analysis to prevent future churn events.

Executive Business Reviews (EBRs)

We craft impactful business reviews that demonstrate ROI and align your services with customer goals:

  • Data-driven reporting on adoption, value, and outcomes.
  • Strategic insights that support renewals and expansions.
  • Engaging presentation frameworks for C-level stakeholders.

CSaaS Consulting for Startups

We provide fractional customer success leadership for startups and scaling companies:

  • Establishing customer success processes from scratch.
  • Coaching teams on best practices and frameworks.
  • Building scalable success operations without hiring a full team.

Flexible Engagement Options

  • Advisory Consulting: High-level strategy and roadmap development.
  • Managed CSaaS: Fully outsourced customer success management.
  • Hybrid Support: Combining your team with our experts for maximum impact.

Let’s Start Building Your Path to Success

Have questions about how ClearPath CX can help improve your customer retention and growth strategies? We’re ready to guide you.

Contact Form

Use our contact form to schedule a consultation. We’ll respond promptly to discuss your needs and explore the right solution for your business.


Why Reach Out?

  • Explore tailored strategies for customer success.
  • Learn how CSaaS can accelerate growth without adding headcount.
  • Get answers to your most pressing customer retention challenges.