Refer a client → earn $500–$3,000.  Ends 07/10/2026.  See how →
For CFOs & COOs

AI ops infrastructure for mid-market CFOs and COOs.

Built, shipped, and delivered under your brand. Your team gets the credit.

Book a Discovery Sprint — $2,500 → Learn what's included

Recoverable dollars hiding in plain sight.

Three categories of overhead that mid-market ops leaders routinely accept as fixed costs. They're not.

$160–220K
SDR Capacity Unlock
Manual prospecting, CRM hygiene, and follow-up sequencing eat 40–60% of a rep's week. AI routing and sequence automation reclaim that time without adding headcount.
Example: Automated lead routing + follow-up triggers reduced manual SDR overhead by 14 hrs/week per rep across a 6-person team.
$600–900K
Post-M&A Ops Consolidation
Overlapping tools, duplicate data pipelines, and manual reconciliation multiply after any acquisition. AI-driven consolidation eliminates redundancy and restores ops clarity.
Example: Unified 6 post-acquisition ops tools into one AI-coordinated workflow, eliminating $150K+ in redundant licenses and 40 hrs/week of analyst reconciliation work.
$400–700K
Playbook Automation
Onboarding flows, approval chains, reporting decks, and status updates are high-labor, low-judgment work. Automating the playbook layer frees your senior team for decisions only they can make.
Example: Automated weekly pipeline reporting and QBR prep eliminated 8 hrs/week of RevOps manual assembly — recaptured as strategic analysis time.
$150K+
Eliminated in redundant licenses Post-M&A consolidation recovered $150K+ in overlapping ops tools in a single 10-week engagement.
85%
Support tickets handled without a human A 3-person SaaS team deflected 85% of inbound volume in 8 weeks. Headcount req paused.
4.2×
SDR throughput increase Automated lead routing and sequencing turned a $22K sprint into $180K annualized payback.
We went into this expecting a report. What we got was a running system — under our name, owned by us — that eliminated more headcount pressure than any hire we'd made in two years.
COO, mid-market fintech  ·  Post-M&A Ops Consolidation engagement
Trusted by ops teams at
Mid-market SaaS
Fintech
Legal Tech
B2B Software
RevOps & GTM
Professional Services
The invisible-engine model

Your team built it. Your agency built it. That's the product.

Clearfield operates entirely behind the scenes. We design, build, and ship AI workflows to your exact specifications — then hand you full IP, zero attribution, and a system your team can own and operate. No vendor logo on the deliverable. No Clearfield mention in the client-facing deck. Your internal team built it. Your agency built it. We're the infrastructure behind that story, and we stay invisible by design. Every engagement runs under a mutual NDA signed before any brief exchange. The credit is yours — that's the product.

100%
IP transferred to you on completion. Zero reuse rights or licensing claims retained by Clearfield.
NDA-first
Mutual NDA signed before any brief exchange. 3-year post-engagement term.
<24h
Response time for Discovery Sprint inquiries. We move at your pace.

What this looks like in the field.

Real engagements. Anonymized because that's how white-label works. Real numbers because we don't publish until they're in.

Referral program · Ends 07/10/2026

Worked with another ops team that needs this?
Send them our way — $500–$3,000 when they sign.

Your contact buys any tier, you get paid the same day their payment clears. No forms, no approval process.

$500
Discovery Sprint
$1K
Starter referral
$2K
Growth referral
$3K
Enterprise referral
See referral program →

Book a free 30-min ops audit.

We'll map the highest-leverage AI opportunity in your current ops stack and tell you exactly what it's worth. No pitch deck. No obligation. One conversation.

Start with a Discovery Sprint — $2,500 →

Prefer to talk first? Learn what the Discovery Sprint covers or reply directly to your outreach email.

Postmark-delivered — authenticated, tracked, never spam
Stripe-secured — $2,500 Discovery Sprint, no surprise fees
Response within 24 hours — guaranteed
Full IP transfer on completion — zero attribution retained