Receipts — from a live client build
Proof
Real builds. Real numbers. Named clients.
Case Study · Metal Buildings
ROI Metal Buildings — the salesperson dashboard
Seven salespeople ran blind off one 50-column spreadsheet only the ops manager could read. We built a private dashboard — one login per rep, reading the master sheet automatically. Estimated dates lock in once; actuals update live within 15 minutes. Zero new data entry.
Read the buildCase Study · General Contracting
A Pacific Northwest general contractor — SEO & AI visibility
Technical SEO foundations plus AI-search visibility for a regional GC. Results are landing now — the full write-up publishes once the numbers are real, not projected.
In progressWhat We Build
Systems that work while you sleep.
AI Automation
Replace the office work that eats your week — delivery notices, pay triggers, invoicing, follow-up.
- Delivery & ship notices
- Commission & payment triggers
- Live dashboards from your spreadsheets
Custom Workflows
Your spreadsheet, CRM, and accounting tools wired together — so jobs flow without re-typing.
- Contract-signed → accounting handoffs
- Spreadsheet → CRM → invoice wiring
- Lead routing & follow-up
Bespoke AI Agents
A custom intelligence trained on your business — qualifying leads and answering customers 24/7.
- Lead qualification agents
- Customer update & follow-up agents
- Internal knowledge agents
Live Demo — The Salesperson Dashboard
This is what your sales team sees.
Only their own jobs, pulled live from the spreadsheet you already use. No new software, no double entry. We built this for ROI Metal Buildings — poke around the sample below.
Switch reps — the books don't overlap
Estimated dates lock in once. Actuals update from the master sheet — within 15 minutes. The ops manager never stops working in her spreadsheet.
Demo — The Automation Scoper
Tell us what's eating your week.
Describe the bottleneck in plain English. The scoper tells you what we'd automate and what it roughly pays back — in about ten seconds.
Your bottleneck
Pick an example or describe your own bottleneck — you'll get a concrete read on what we'd automate.
Our Approach
Built for businesses that run on spreadsheets.
The Forge Agency builds AI automation and search visibility for small and mid-sized businesses. Our deepest work is in construction and building products — metal buildings, self-storage, general contractors — and the same problem shows up in a law office, a CPA firm, or a brokerage. A master spreadsheet only one person understands. A CRM nobody loves. The same numbers typed three times.
Every engagement starts with how your business actually runs — usually a master spreadsheet, a CRM nobody loves, and a lot of re-typing. We find the worst of it, then build the exact system that removes it. Not ripping out what works — putting a clean, private, always-current window onto it.
The Team
The humans behind the machines.
Andrew
Founder & CEO
Andrew is the founder of The Forge Agency, where he builds the automation and search systems that win work for small businesses — usually with his own hands.
Lisa
Head of Growth
The strategic force behind Forge Agency's expansion. Also co-founder of ROI Metal Buildings, where she sharpened her expertise in high-ticket B2B sales. She owns the client relationship from first call through deployment.
Pricing
Simple, transparent pricing.
Every engagement starts with a free strategy call. Start with Spark to prove one agent, then step up to Forge when you're ready to get hours back — the system is scoped to pay for itself in saved time.
Spark · Starter Agent
One agent. One job. Live in two weeks.
What's included
- One agent built to a defined scope
- Single integration (CRM, helpdesk, chat platform, or internal tool)
- Hosting, deployment, and 30-day stabilization window
- Documentation handoff
- Optional $250/mo monitoring + tweaks (not required to operate)
Forge · Bespoke Workflow Agent
A teammate that runs an entire workflow.
Replaces manual hours. Gives your team visibility. Gets you paid faster.
What's included
- One multi-step workflow agent with up to 5 integrations
- Trained on company-specific data and context
- Deployment + 60 days of stabilization included in the build
- Monthly retainer covers monitoring, tuning, scope expansion, error correction
- Quarterly strategy review
Foundry · Multi-Agent System
Replace a function. Run a department.
What's included
- 3–8 connected agents covering a full operations function
- Deep CRM, ERP, and internal-tool integration
- Custom data ingestion and continuous training
- Dedicated weekly sprint cadence + monthly executive review
- First-year roadmap with quarterly milestones
Forge and Foundry are quoted after a free 30-minute discovery call. Spark is productized scope, fixed price. Setup invoiced at signature, due net 15. Monthly retainers invoiced on the 1st, due net 15.
FAQ
Frequently asked questions
What does The Forge Agency do?
We build AI automation, dashboards, and search visibility (SEO + GEO) for small and mid-sized businesses — turning the spreadsheets and tools you already use into systems your whole team can actually use.
Who do you work with?
Any business where too much still runs by hand. Our published case studies are in construction and building products, and the same bottlenecks show up in professional services, real estate, and lending. If your team retypes the same information into two systems, we can help.
What is GEO, and do you offer it?
GEO (Generative Engine Optimization) means getting your business cited by AI answer engines — ChatGPT, Perplexity, Gemini, Claude, and Google AI Overviews — when buyers ask them for recommendations. Yes — it’s part of our Visibility service, alongside technical SEO.
How fast can you deploy?
Most automation builds go live within about 72 hours of scoping. Visibility (SEO/GEO) is an ongoing monthly engagement.
What does it cost?
Spark (Starter Agent) runs $1,500–$3,500 one-time. Forge (Bespoke Workflow Agent) is from $7,500 build plus $2,000–$3,000/mo, 6-month minimum. Foundry (Multi-Agent System) is from $20,000 build plus $5,000–$15,000/mo. SEO is $1,500/mo + $1,500 setup (3-month minimum), and GEO starts at $1,000/mo + $1,500 setup. Every engagement starts with a free strategy call.
Where are you based?
Colorado — working with clients nationwide.
Your competition is already automating.
Book a free 30-minute strategy call. We'll map out exactly where autonomous systems can remove your biggest operational bottlenecks.
Book a Strategy Call