Business Strategy & Software Solutions
The Path is a strategic software agency with an expertise in processes and custom automation systems.
Through deep analysis and in-person consultation, we're here to identify the bottlenecks within your business that cost you thousands of hours and wasted dollars every year. We'll help develop improved processes that either connect the tools you already use or code new ones that perfectly solve your unique business needs.
Based in Sugar House, Utah.
We're here to help on The Path to more freedom and peace of mind
within your own business, and therefore — your life.
Testimonials about James
“James has been amazing to work with! […] We talked about the minimum returns we needed to get for ads to make sense and he delivered! He's always working to optimize our return and truly puts in the work.”Verified Google Review
“He truly does go above and beyond with his support and is a critical part of helping our business succeed through his skills, knowledge, and support!”Verified Google Review
“James, thank you for your incredible help and consistently positive personality. I must admit, this has been money well spent. In a world where not every solution delivers a satisfying ROI, this one is a clear home run for us!”Verified Google Review
“I've had the pleasure of working with James on several projects of mine and he's always done such an outstanding job! I would definitely recommend him to anyone and I'm looking forward to continuing to work with him in the future! He's polite, kind, helpful, and wonderful at his craft!”Verified Google Review
“James has helped me grow my business and improve my company image. The team has been very helpful and creative. I have been very happy with the results.”Verified Google Review
“I use www.lightpost.ai to create articles with images for my blog and social media, and I'm absolutely thrilled! The automation is incredibly efficient and saves me tons of time. The user interface is intuitive and easy to use, even for someone without any technical expertise. […]”Verified Google Review
Step by step
We'll take the time to sit with you and your team (in person!), however long it takes, to truly understand how your business operates.
You can't fix chaos. First, we'll build whatever is needed to get a clearer picture of the stages of your customer pipeline.
Once we can see things clearer, we'll clearly identify what stage(s) are keeping business from moving forward, and costing the most man-hours, stress, or simply put - what's not working.
We'll always try to use your existing systems and tools first, getting them to magically communicate in ways you didn't know was possible.
When needed, we'll create new software that perfectly integrates the new processes we developed together for your business.
Custom dashboards will show us exactly how our new processes are working. You can't understand what you can't measure.
Now with a very clear picture, we'll iterate on what's working, get rid of what's not, and add more of what is until your business mostly operates itself.
Everyone’s path is different.
Your tools and systems,
working together.
We'll deeply get to know your business, and it's bottlenecks.
02Ask About ThisWe'll iterate and improve your current processes and systems so everything just works.
03Ask About ThisWe'll connect the tools you already use in ways you didn't know were possible.
04Ask About ThisDon't wanna do it? We'll deploy advanced, custom AI Agents to do it for you: In-Bound Calls, Out-Bound Calls, Marketing, Follow-Up - you name it.
05Ask About ThisWe'll build whatever management or measurement software you can imagine, and connect it all together.
06Ask About ThisWe'll put your business into the pockets of your community, one of the greatest ways to make a meaningful impact.
07Ask About ThisWe won't leave you or your team hanging: we'll show up in person to make sure everyone is on-board.
08Ask About ThisWe'll make sure you can clearly see, track, and measure whatever strategies we're implementing.
The Path is never the same. We don't rinse and repeat.
A few brief overviews of some unique
solutions our clients required.
CASE STUDY
Over $1.5 Million In Revenue
We developed the entire top of funnel strategy for Ox & Pine, and properly tracked the entire customer journey, leading to over $1,500,000 in direct advertising revenue.
$1.5M in Directly Attributed Sales
Ox & PineTo turn paid search into a predictable revenue engine.
A full-funnel rebuild spanning website, tracking, video, and Google Ads.
Website enhancements, analytics, custom video ads, and a rebuilt Google Ads account.
Ox & Pine had generated less than a few thousand dollars through ads — and needed a system that could sell a catalog of over 4,000 products.
Over $1,500,000 in directly attributed revenue.
Ox & Pine sells personalized leather goods across a catalog of thousands of products — including pieces at a much higher ticket. When advertising was barely moving the needle, they turned to The Path to rebuild the entire path from first impression to purchase, and to make every dollar of ad spend measurable.
Strategy, analytics, and adsOverview / 01
For a brand selling personalized leather goods, advertising needed to do more than bring visitors to the site. It needed to introduce the products, help shoppers understand their value, and make it easier to move from interest to purchase — especially on higher-ticket pieces.
The website was improved so paid traffic had a clearer path from first click to purchase. Trust and clarity decide the sale on higher-ticket products, so the experience after the ad had to support the campaigns behind it — not leave shoppers guessing.
The rebuild touched every layer shoppers encounter — six working pieces of the funnel.
pieces
of the system.
The journey from visitor to customer
Ox & Pine has phenomenal products. The strategy was to identify why people love them — then target those exact people emotionally on the ads, and on the website.
Top ads, for top products.
Imported from Etsy.
Incentive to buy.
Automatic reviews gathered.
The Path × Ox & PineWebsite / 02
We rebuilt it from the ground up with a structured, multi-campaign strategy spanning awareness through purchase — including Shopping and performance campaigns designed to sell the catalog at scale, including higher-ticket products.
Shopping, seasonal, performance, video, and tracking. Each one lines up with a stage of the buying journey.
Shopping needed a complete architecture so the catalog — thousands of products — could be sold with clear structure, not guesswork.
Custom video creative captures attention at the top of the funnel and warms audiences before they ever reach a product page.
Analytics and conversion tracking had to line up with the site so every dollar of ad spend could be tied to real outcomes.
Website, tracking, video, and Google Ads work as one system — not separate campaigns left to chance.
The Path × Ox & PineGoogle Ads / 03
Over a few short years, the rebuilt account generated over $1.5 million in direct Google Ads revenue. From January 1, 2022 through January 21, 2025, the dashboard reported 33.9 million impressions, 317,000 clicks, a 5.24% conversion rate, and a 3.09× return on ad spend — roughly three dollars back for every dollar spent.
Building a business that needs this kind of work?
james@thepath.llcReporting period: January 1, 2022–January 21, 2025. Figures from the supplied Google Ads dashboard; totals rounded as shown.
The Path × Ox & PineCase study
CASE STUDY
Custom Software for 20 Employees.
We redefined processes and created custom software to streamline jobs moving through the business from beginning to end, requiring an entire top to bottom of funnel solution and training of 20 employees.
Silver Mountain GlassTo give a team of 20 a clearer path from the first quote to the finished job.
A refreshed brand, a quote-driven website, a connected business system, and a custom management software.
A brand, a website, team photography, and custom software built on Salesmate, Make.com, and Airtable.
Silver Mountain Glass needed a stronger customer-facing presence — and a clearer way to manage every job moving through the business.
A profound difference in measuring revenue, ease of operations, and team performance.
Silver Mountain Glass serves customers with custom-glass and auto-glass needs. Behind each inquiry is a job that has to move through the business — with different people responsible for moving it forward. Across a team of 20, knowing where every job stands is essential. They turned to The Path to strengthen how customers request quotes, organize the pipeline, and give the team visibility from start to finish.
Process, brand, and softwareOverview / 01
We refined the brand and built a custom website that presents Silver Mountain Glass’s services with confidence — then photographed the entire team, putting the people behind the business at the center of its presence.
The website gives the company a central place to receive inquiries. Distinct paths for custom-glass and auto-glass quote requests help customers take the right next step, while the visual design stays specific: their mark, their services up front, and a clear way to get a quote.
The project touched every layer the business needed — six working pieces of one connected system.
pieces
of the system.
The journey from inquiry to finished work
Silver Mountain Glass needed more than a polished site. The purpose of the website is to capture the right quote request — then hand that inquiry into a system the team can actually run.
Request a quote.
Custom or auto glass.
Leads enter
the pipeline.
Jobs move between
the people who own them.
See progress.
Keep work moving.
The Path × Silver Mountain GlassWebsite / 02
We worked with the owners to define the stages of the customer pipeline and build a tailored management system on Salesmate, Make.com, and Airtable — connecting incoming leads to the workflows a team of 20 uses every day.
Website, Salesmate, Make.com, Airtable, and a dashboard. Each one lines up with a part of how the business runs.
Leads come from the website and other areas and populate automatically into the pipeline, saving dozens of hours.
We helped define a series of processes once we could view the proper data — where jobs were getting stuck, and how to get them moving.
You can’t fix what you can’t measure. Once we saw who was under too much stress, or what jobs were getting out of hand, we could tackle it clearly.
The system combines automation with processes designed specifically for Silver Mountain Glass’s operations.
The Path × Silver Mountain GlassBusiness system / 03
Once the brand, website, and systems are in place, that’s just the beginning. A clearer picture of the pipeline gives the owners a foundation to review progress, refine what works, and address the next constraint as it becomes visible. It’s an ongoing relationship built around how the business actually runs.
What’s Next? Keep refining the pipeline — review progress, tighten bottlenecks, and improve how jobs move across the team.
Where does work get stuck in your business?
james@thepath.llcScope of the current engagement: brand refinement, quote-driven website, team photography, and a connected system across Salesmate, Make.com, Airtable, and a custom dashboard for 20 employees.
The Path × Silver Mountain GlassCase study
CASE STUDY
Complete iOS APP & Web Infrastructure
Dalton Campbell is a 5-star chef who’s spent his life exploring the health and wellness industry. After creating a successful private catering company, he turned to The Path to aid in the creation of his dream: to build a hub for wellness education and a community of support — in your pocket.
Synergistic WellnessTo create a wellness company from the ground up.
A fully functioning frontend and backend business infrastructure.
A brand, a website, a social media and student iOS app.
Dalton Campbell wanted to build his dream wellness company that provided health resources and events to a like-minded community.
A fully functioning dream business realized.
Dalton Campbell is a 5-star chef who’s spent his life exploring the health and wellness industry. After creating a successful private catering company, he turned to The Path to aid in the creation of his dream: to build a hub for wellness education and a community of support — in your pocket.
Brand, Site, And AppOverview / 01
Synergistic Wellness provides a wealth of information, and this required articulating and organizing that information into an exquisite database that could be managed long term — without the need for continuous web support.
The website contains dozens of resources and categories that are programmatically populated exactly where they need to be. The visual design is consistent and specific: Dalton’s colors and mark, the mission up front, then recipes and the library. Visitors can join the newsletter or contact him about breathwork and events.
Recipes run from breakfast through dinner, with snacks and drinks. Dalton’s recommendations sit beside them in six collections.
collections
on the site.
The journey from visitor to customer
The wealth of knowledge that Synergistic Wellness provides is extremely in depth, and the purpose of the website is to provide that knowledge in a cohesive way that encourages them to download the app.
Find the brand.
Browse resources.
Pick a program.
Check out.
View the resources.
Join the newsletter.
Join the tribe.
Take the courses.
The Path × Synergistic WellnessWebsite / 02
The app is where members take courses, pay for a program, and use the community. We built it with Dalton. It runs on iPhone and on the web, with the same identity as the site: a dark screen, clear categories, and navigation that stays in place.
Home, the Tribe, courses, a library, and a profile. Each one lines up with a part of the business.
Courses needed an entire infrastructure for instructors to create and upload their own content.
Community is baked into the core of the entire experience.
The flow needs to be seamless between the app and the resources on the website, so that people have everything they need in their pocket.
The app has a complex backend infrastructure that perfectly ties to the business backend.
The Path × Synergistic WellnessMember app / 03
Once the products, processes, and systems are in place, that’s just the beginning. To this day, we help Dalton and his team understand how to better use their own tools and measure the success of the leads we bring in, and what processes need to continue to be refined. It’s an ongoing, lifelong relationship.
What’s Next? Advertising and marketing coupled with pipeline automation to get new customers.
Building a business that needs this kind of work?
james@thepath.llcScope of the current site and app: 11 recipe categories, 6 resource collections, and 5 areas in the app.
The Path × Synergistic WellnessCase study
Hello World!
My name is James Montgomery, and I've directly generated over $2.5 Million for my clients through my business, software and advertising strategies. I grew up in Kamas, Utah and got an early knack for helping small mom & pop businesses with their unique, strange problems, each one different from the last. I've created several different agencies myself throughout the last 15 years all in the realm of technology, web-development, advertising, marketing, software, analytics, and now strategy and consulting.
I've worked with contractors, e-commerce, health spa's, auto sales, night clubs, supply chains - you name it, every business has given me another understanding of the unique approach it takes to keep things not only evergreen, but also peaceful and purposeful, which is why we all created that business in the first place, right?
Most of my clients don't need more business,
they need more time with their loved ones.
I only take on a handful of clients at a time, because it takes a great deal of energy and compassion to do what I do. Getting to know you, your business, and your life-goals is a non-negotioable pre-requisite to being able to help you and your's! Most of my clients don't need more business, they need more time with their loved ones, and better strategy with what they've already got going on.
Problem solving is my specialty, and technology is the catalyst to help you retire. Together, I hope we can build the perfect solution you've been dreaming of - because if we can dream it - I can build it.
A conversation is a good place to start.
James Montgomery ✦ Sugar House, Utah
