Case Study: Clear Path Strategy achieves organized relationship management and faster follow-up with Nutshell CRM

How Susana keeps every relationship detail in one place with Nutshell

Clear Path Strategy, led by Susana Fonticoba, needed a better way to manage the many relationship details, notes, and follow-ups tied to her counseling, facilitation, and networking work. With clients and community members coming from multiple channels, she needed a single system to track conversations, meeting logistics, and next steps without switching between tools.

Nutshell CRM became that central hub, helping Clear Path Strategy capture notes live, organize members and guests, and use email templates for faster, more consistent follow-up. With Nutshell CRM, Susana reduced mental load, improved continuity across roles, and kept all details in one place so she could run multiple programs without losing momentum.

Clear Path Strategy

Susana Fonticoba

Owner