How Forma Works: From First Call to Live Operations
A simple process built around your workflows, with no disruption to your current operations. Most clients are up and running in weeks, not months.
The Process
Four stages, in order. Automation and remote teams run through the same process; steps that apply to only one are marked.
Optional first step
Start with an executive AI workshop
Not sure what to automate yet? A workshop aligns your leadership team on where AI fits and ends with a prioritized roadmap, so Discover starts from a plan instead of a blank page.
Discover
We learn how your operations really run and decide what to automate, what to staff, and what to leave alone.
Deliverable
Custom roadmap showing projected time savings, cost reductions, and expected return
- Kickoff call to understand your workflows and pain points
- Review sample documents and processes
- Identify the highest-impact automation opportunities
- Decide whether you need automation, a remote team, or both
- Create your custom implementation roadmap
Build
We build the workflows around your tools and, if you need people, find the right ones.
Deliverable
Working automation and performance dashboard, plus team candidates for your review
- Build custom AI workflows for your processesAutomation
- Test the automation with sample dataAutomation
- Set up integrations with your existing tools (CRM, LOS, accounting software and more)
- Create a real-time performance dashboard
- Recruit and vet remote team candidates against your requirementsRemote teams
Prepare
Everything is tested on real work and every person is trained on your processes before anything goes live.
Deliverable
Fully validated automation and a trained team, ready for production
- Test workflows with real sample deals, events or transactionsAutomation
- Refine AI prompts and logic based on the resultsAutomation
- You interview and approve your team membersRemote teams
- We train the team on your specific processes and toolsRemote teams
- Quality assurance testing and validation
- Final adjustments based on your feedback
Launch & Improve
We go live with you, watch closely, and keep improving after launch.
Deliverable
Production-ready system with a continuous improvement plan and ongoing support
- Process your first live deals, events or transactions with close monitoring
- Daily check-ins through the first weeks after launch
- Real-time performance tracking via your dashboard
- Adjust workflows and automation based on results
- Team performance reviews and optimizationRemote teams
- Set an ongoing improvement schedule
Proven Technology. No Black Boxes.
We build on industry-leading AI and workflow automation platforms, chosen for your needs and existing tools. You keep full control and visibility: no lock-in, nothing hidden.
Intelligent process automation
AI that understands your documents and processes, and handles the variation that rigid, rules-only automation can't.
Workflow automation
End-to-end pipelines that connect your existing tools, remove manual handoffs, and keep data accurate across your systems.
Human-in-the-loop controls
Approval steps, exception handling and quality checkpoints, so people stay in control of the decisions that matter.
Frequently Asked Questions
Most clients are up and running in weeks, not months. Automation usually goes live sooner than a remote team, because we don't rush hiring: recruiting, onboarding and training the right people takes longer, and getting the right person matters more than getting a fast hire. We'll give you a specific plan on your first call.
Yes. For automation clients, we can add new workflows as your needs grow. For remote team clients, you can adjust team size with 30 days notice. Most clients start with one service and expand as they see results.
That's exactly what we're built for. We don't offer cookie-cutter solutions. Every workflow is custom-built for your specific processes, industry requirements, and existing tools. The more unique your operation, the more value we typically deliver.
Pricing is based on the complexity of your workflows, the scope of automation, and team size if applicable. We provide custom quotes after a free consultation. No generic packages, no surprises.
No. We build around your current tools and workflows. Whether you use industry-specific platforms, standard business software, or a combination of both, we integrate with what you already have.
All automation workflows include validation rules and quality control checkpoints. For remote team clients, human team members review AI output before finalization. That's the core of our approach: automation for speed, humans for accuracy and judgment.
Not at all. We handle all the technical setup, integration, and maintenance. You focus on your business. We handle everything on the operations and technology side.
Yes. We run executive AI workshops for leadership teams and hands-on AI training for staff. Workshops are a good place to start if you want to understand where AI fits in your operations before committing to a build, and they finish with a prioritized plan you can act on, with or without us.
Ready to Get Started?
Book a free consultation and we'll walk through how we'd approach your operations: a workshop, automation, a remote team, or a combination.
Or email us directly: hello@formaconsultants.com