AI setup & training for small business · Castle Rock, CO
We set up one office workflow in the AI tools you already use, write down how it works, and teach your team to run it. Fixed price from $2,000.
Andrew and Lisa. Based in Castle Rock and members of the Castle Rock Chamber of Commerce.
Our named client: ROI Metal Buildings
Before
Project status, delivery dates and commission all lived in a master sheet only the ops manager could navigate. A rep who wanted to know when their building was shipping, and when they'd get paid, had to go ask. Every time.
The first idea was to add buttons to the spreadsheet. Buttons were a trap: sheet protection isn't access control, so anyone with the file could read everyone's commissions.
After
A private dashboard with one login per rep, reading the master sheet automatically. Each rep sees their own projects, delivery dates and commissions, and nobody else's.
The ops manager keeps working in the same spreadsheet she already maintains. Estimated dates lock in once; actuals update within 15 minutes.
Also on the build log: we put our own books on the system we sell.
Usually something your team does every week by hand, out of a spreadsheet someone already keeps.
See services and pricesLive Demo — The Salesperson Dashboard
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
Describe the bottleneck in plain English. The scoper tells you what we'd automate and what it roughly pays back — in about ten seconds.
Pick an example or describe your own bottleneck — you'll get a concrete read on what we'd automate.
Our deepest work is in construction and building products: metal buildings, self-storage, general contractors. The same problem shows up in a law office, a CPA firm or a brokerage. There is a master spreadsheet only one person understands, and the same numbers get typed in more than once.
We start with how your business actually runs and find the worst of the retyping first. Some clients start with a class or workshop so their team can take it on themselves. Most end with one workflow installed over two working sessions, written down, on tools they own. What already works stays in place.
The Forge Agency is run by Andrew Brough and Lisa Wirth in Castle Rock, Colorado. No account managers and no hand-offs.
Founder
Andrew built his first automations to clear the busywork out of his own job, then started The Forge Agency to do the same for other businesses. He runs every engagement personally and builds the fix himself. He's also a longtime competitive weightlifter: build it right, load-test it, get a little better every rep.
Head of Growth
Lisa is a co-founder of ROI Metal Buildings, where she worked in high-ticket B2B sales. At Forge she runs sales, so she's often the first person you'll talk to. Once you sign on, Andrew takes the work from there.
Most clients start with one office workflow, installed and documented. Learn first with a class or workshop, step up to a larger workflow once the first one pays for itself, or keep us on as your AI engineer, without the full-time hire.
Job
Get your team using AI on real work.
Scope
Price
$79 / personIntro class · private team workshop $500Job
One recurring job, set up, documented, and taught.
Scope
One job off your plate, written down so your team can run it.
Price
From $2,000Fixed price · 50% at booking, 50% at acceptanceJob
A multi-step workflow across your tools.
Scope
Price
$3,500 – $7,500Fixed quote for a defined scope · $750 paid diagnostic if scope is unclearJob
An AI engineer for your business, without the full-time hire.
Scope
Price
From $3,000/moQuoted after a $750 two-week shadow sprint, credited to month one · 3-month minimum50% at booking, 50% at acceptance. Software subscriptions are billed to your own accounts. The AI engineer plan is billed monthly in advance; extra work outside any plan is $200/hr with a written cap. Larger or hosted systems are quoted after discovery.
FAQ
We set up AI to take repetitive office work off small and mid-sized businesses. We install one workflow at a time in the tools you already use, write down how it works, and train your team to run it. We also build dashboards and custom AI agents that work across your tools.
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.
A single-workflow install runs over two working sessions with your team. Larger workflow projects follow a written scope and schedule agreed before work starts.
Most clients start with one office workflow, installed and documented, from $2,000 fixed. Larger workflow projects run $3,500–$7,500 for a defined scope. Teams that want an AI engineer without the full-time hire keep us on the AI engineer plan, from $3,000/mo after a $750 shadow sprint. Larger or hosted systems are quoted after discovery. The AI class is $79 per person and a private team workshop is $500. Every engagement starts with a free strategy call.
Castle Rock, Colorado. We work with businesses across Douglas County and the south Denver metro, and remotely with clients in other states.
Book a free 30-minute call and tell us about it. We'll tell you whether AI can take it on, and what it would cost.