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CUSTOMERPATH

Sales operations and custom software. One accountable team, one bill.

Customer Path is two founders in Alexandria. We run the sales operations of the businesses we partner with, and we build the software those operations run on. Both arms are the same engagement, with the same two people answering the phone. The whole company points at one outcome: making sure every partner runs cleanly, scales without breaking, and earns more than the operation costs.

Most sales-driven businesses pay two bills for one outcome.

The first bill is the lead-generation agency. A few thousand a month for cold outreach, meetings booked on the calendar, sometimes a closing arm. The second bill is the software underneath: a CRM, a dialer, a calendar tool, a stack of sheets, a contracted developer to wire it all together. Both bills go up year over year. Neither vendor is accountable for the outcome the business actually cares about.

Customer Path is one team that does both ends of the work and is measured on the result. We hire and train the floor that talks to your leads, books your meetings, and closes your deals. We build or wire the software that makes the floor possible. Same engagement, same monthly bill, same two founders on the phone when something breaks.

What sits inside the engagement.

Every partner engagement covers some combination of these. We scope it on the discovery call. Anything below this line is something we have run for a partner before.

  1. 01

    Outreach and lead acquisition

    Cold email at scale on a pre-warmed mailbox pool, paid acquisition where the math holds, sourced lists. Reply pipelines triage automatically and escalate only the conversations that need a human.

  2. 02

    Live dialer floors

    Hiring, training, and instrumenting agents on Readymode. Dispositioning, QC, payroll math, dispatch escalation, performance dashboards. The floor reports cleanly so the business can see what is happening in real time.

  3. 03

    Appointment setting and closing

    Virtual reception around every meeting. Internal rep cascades for partners with a closing arm, sales-as-a-service for partners without one. The same QC and audit discipline either way.

  4. 04

    Operations software

    Custom platforms for the workflows that off-the-shelf tools cannot model, or wiring the existing stack (HubSpot, Salesforce, GHL, Acculynx, Airtable, Stripe, Twilio) into one coherent surface. The partner keeps the platform for as long as the business needs it.

  5. 05

    Reporting and audit

    Recurring decks built from the source data on a schedule, so no one is rewriting them on the morning of the call. Audit trails on every dispatch, every credit movement, every disposition. The business can answer 'why did this happen' months later.

How we operate.

Five rules we keep across every engagement, in roughly this order of importance.

  1. 01

    Sales is operations.

    Cold calling, lead routing, deliverability, dialer ops, QC, dispositions. We treat the sales floor like an engineered system. Every meeting has a state machine behind it, and every state change is logged.

  2. 02

    The partner keeps the platform.

    When we build software for a partner, it lives on their domain, in their branding, integrated with their existing CRM and dialer. They have a perpetual right to keep using it for as long as the business needs it, whether or not the engagement continues. We own the source so we can keep iterating across partners; the partner is never locked out of the operation we built for them.

  3. 03

    AI is a tool, not a banner.

    Several of our platforms use Gemini, OpenAI, and Anthropic in production. They sit inside the routing engine, the auto-disposition layer, the reply pipeline, the classifiers. They never sit on the marketing page.

  4. 04

    Every decision leaves a trail.

    Every appointment, every dispatch, every credit movement, every disposition is logged with a who, a what, a when, and a why. It is the only way an operations floor stays honest at scale, and it is the only way a partner can answer hard questions months later.

  5. 05

    No lock-in.

    If a partner decides to take operations in-house, the SOPs, the role definitions, the dashboards, and the platform are ready to be handed over. We do not run engagements as hostage situations, and we say so on the discovery call.

Who you'll be on the phone with.

Two founders, both in Alexandria, both still on the dial. The discovery call goes to one of them directly, and the work routes between them from there.

Joseph Sami

01 · ALX

JosephSami

Founder, runs operations

Joseph started on the floor in 2018, a cold caller on US sales campaigns. Within twelve months he was closing faster than the senior reps on the same team. The years that followed were spent learning every role on a sales floor from the inside, agent, QC, dispatch, ops director, before founding Customer Path.

Today he runs every department of the operation. Partnerships and account ownership, lead-generation campaigns, dialer floor staffing and training, QC pipelines, and the closing conversations partners would rather hand off. Each partner in the portfolio was brought in by him personally and is still watched by him directly. If something breaks on a partner's floor in the middle of the night, the call lands with him first.

The way he talks about the work is the way he runs it: a sales floor is an operations problem, not a personality problem, and a partner business should know its own numbers better than its agency does. That belief sits underneath every floor he builds.

George Sami

02 · ALX

GeorgeSami

Head of engineering

George joined the operation in 2020 to build the internal tooling Joseph's floors needed, which quickly outgrew anything off-the-shelf. The first systems were QC pipelines and dispatch dashboards. They turned into the nine custom platforms running in production today, all of which he architected and shipped alone.

His scope covers the whole engineering surface. Architecture and schemas, the services that route work between them, the AI sitting inside the platforms (auto-dispositioning, reply pipelines, classifiers), deployment, observability, and the integration layer that wires each partner's existing stack (HubSpot, Salesforce, GHL, Acculynx, Readymode, Stripe, Twilio) into one coherent surface.

AI shows up in the systems he ships, never on the marketing page. He treats the partner's existing stack as something to wire together, not replace, and the platform he builds on top of it as something the partner is meant to keep using for as long as the business needs it.

Start with a call.

Every engagement starts the same way: a discovery call with Joseph or George directly. We talk through what the business actually needs, decide whether we can run it, and quote scope from there. If we are not the right fit, we say so on the call.

Book a discovery call