Clear Path Strategy

How Susana keeps every relationship detail in one place—with Nutshell

Susana Fonticoba owns Clear Path Strategy, where she provides email marketing services for small business owners. Her client relationships don’t all start the same way—she meets people “at different places and different times,” and the details of how they found her (and what matters to them) can vary widely.

On top of running her business, Susana also supports entrepreneurs through multiple programs and communities—each with its own people, meetings, follow-ups, and reporting requirements.

Instead of trying to hold all of that context in her head—or spread it across notes apps, spreadsheets, and inbox threads—she keeps it organized in one place: Nutshell.

Utfordringen

When your work depends on relationships, the details matter.

Susana’s clients come from many different channels, and each relationship has its own history—how they met, what they’ve asked for, what they prefer, and what the next step should be. At the same time, her role as a counselor and facilitator means every conversation must be documented and easy to reference later.

She also runs multiple recurring meetings each month—tracking members, guests, invitations, and logistics. And as she meets new people through networking, she needs a simple way to log conversations and track interest over time.

For Susana, the challenge wasn’t just “keeping a CRM.” It was managing multiple, overlapping responsibilities—without wasting time switching tools or losing context between conversations.

“I have Nutshell open in one screen while I’m talking to them on Zoom in the other and I’m taking all the notes in Nutshell so that there’s not a moment wasted.”
— Susana Fonticoba, Owner, Clear Path Strategy

Løsningen

Susana uses Nutshell as the home base for the details that power her work—so she can move from conversation → follow-up → reporting without hunting through scattered systems.

1) One place for every relationship detail

Susana works with a wide range of small business owners. Nutshell becomes her central hub for remembering the specifics—without relying on memory alone.

Instead of storing context “in her brain,” she stores it where it’s easy to find, update, and act on: in the CRM.

2) Fast note-taking during live conversations

With Nutshell open during calls, Susana captures notes in real time—making it easier to stay present in the conversation and keep thorough records.

This is especially valuable for counseling sessions where she needs to report on what was discussed in every session, every time.

3) Tracking members, guests, and meeting logistics across communities

As a facilitator for a networking community (Collaborax) and the founder of a business development club, Susana tracks:

• Who’s a member vs. a guest
• Which meeting someone is invited to
• Where they’re located
• What they expressed interest in (like club membership)

In short: Nutshell gives her an organized system for managing multiple groups at once—without confusion.

4) Email templates that turn follow-up into a repeatable workflow

Susana’s favorite feature is simple—and incredibly practical: email templates.

Instead of rewriting common outreach messages from scratch, she builds templates once and uses them whenever she needs to reach out—saving time while keeping communication consistent and trackable.

“My favorite feature of all is the email templates I can design in no time… whatever the reason to reach out to someone, I’ve got a template for that.”
— Susana Fonticoba, Owner, Clear Path Strategy

Resultater

With Nutshell, Susana can run multiple client-facing programs, lead recurring meetings, and keep every follow-up organized—without losing momentum (or her sanity).

What changed after moving everything into Nutshell

• Less mental load: Key relationship details are written down and easy to reference
• No wasted time during meetings: Notes and outcomes are captured live, not “later”
• Faster follow-up: Templates make outreach quick, consistent, and repeatable
• More organized communities: Meeting logistics and member/guest tracking stay centralized
• Better continuity across roles: Whether Susana is serving a client, counseling an entrepreneur, or running a group session, the details stay connected in one place

For Susana, that “one place” is the difference between feeling scattered and feeling in control.

“The only way I can wear all those hats without losing my mind is by keeping all of the details in one place and that’s Nutshell.”
— Susana Fonticoba, Owner, Clear Path Strategy