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Every business we meet has one of three leaks. We find yours first.

We diagnose it in writing before any proposal. Start with three questions.

Agency · Marketing fixesBook an agency call

If you don't agree with the diagnosis, there's nothing to buy.

Three questions
0 of 3
  1. Do you have a CRM the team actually uses, with tracking that fires?

  2. Is enough new business coming in the door?

  3. Do you have a customer list you aren't emailing or texting?

0 of 3 answered. The pointer lands in 06.

FindingsSample
Prepared for

01 · What you told us

Your three answers land here, in your words.

02 · What we found

CRM in useNot marked yet
Tracking firesNot marked yet
Landing pagesNot marked yet
Speed to leadNot marked yet
Sending domainNot marked yet
Flows and campaignsNot marked yet

Stage 2 marks each one Missing, Broken, Partial or Healthy.

03 · What it’s costing you

leads × close rate × average job ≈ $ a month, unbooked.

06 · One recommendation

Answer all three and the pointer writes itself here.

A sample. Your answers fill in 01 and 06. The real Findings comes after the call, built from your accounts, with no list of things to buy.
Agency-side clients, in their words

What they say about working with us.

  • “Kyle and Forge Marketing are the real deal in an industry full of hacks! Love working with these guys.”
    Adam CookCEO, Lion Share Financial Group
  • “Very professional and detail-oriented. Kyle and his team are top-notch in an ever-changing landscape of marketing and advertising techniques. Very current practices with a wealth of industry knowledge.”
    Ethan MorganCEO and Founder, FiiZ Drinks
  • “We've gone from being a company that only sent blast emails, to now having a more personalized welcome flow, middle of funnel product retargeting flows… Our email marketing is better because of them!”
    Denise BruhnsCMO, Studio McGee and McGee & Co.
  • “If you are hiring an external lead-gen team, Forge is the best I've ever worked with… They took excellent direction from me, but didn't need me to hold their hands to get campaigns built and running.”
    Amy LaVangeDirector of Marketing, foreUP Golf

Brands our team has worked with

  • HGTV
  • Wells Fargo
  • UBS
  • Stifel
  • Broadridge Financial
  • Lendio
  • Studio McGee
  • McGee & Co.
  • Slumberland Furniture
  • Leavitt Group
  • Codie Sanchez
  • Darren Hardy
  • Swig
  • CupBop
  • Rachel Roy
  • AdvisorStream
  • CloseSimple
  • foreUP
  • Kimino Drinks
  • FiiZ Drinks
  • ShayFIT
  • WEconnect Health Management
  • Manta
  • Raising Wild
  • Moxie Pest Control
  • Chubby's
  • Anson Calder
How it works

Diagnosis first. Then one signature.

No proposal until you agree with the diagnosis.

  1. Discovery call

    Thirty minutes against the three leaks, recorded.

  2. A look inside

    Access you choose to grant. Every piece marked.

  3. Findings

    The diagnosis in writing, with no price on it.

  4. One signature

    Only once you agree with the diagnosis.

Straight answers

What people ask before they book.

We've been burned by an agency before.

Then you'll get our diagnosis before our proposal. A Findings document in your words and your numbers, a table of what's missing, broken, partial or healthy, and one recommendation. Argue with that first. If you don't agree with the diagnosis, there's nothing to buy.

Can't we just run it in-house?

You can, until creative volume becomes the bottleneck and the testing cadence slips the week the team gets busy. What we add is the diagnosis, the standard and the review; the volume comes from our creative side.

Is this a marketing audit?

Not the kind that ends in a sales deck. The discovery call and a bounded look inside your accounts produce a Findings document: what you told us, what we found marked Missing, Broken, Partial or Healthy, what it's costing you with the math shown, the game plan, and one recommendation. No price on it, and nothing to buy.

If you go ahead, month one goes deeper, with full access.

What does it cost?

We tell you after the findings, and once we do it's fixed for the whole term. Month one is the audit, and the fee doesn't change when we agree the schedule at day 30.

Your investment is fixed. What we spend it on gets decided once we've seen inside your accounts.

We don't need a foundation. Can we just start with the engine?

Follow-up with no CRM has nowhere to write. Emails from a domain that isn't set up land in spam. Ad spend before tracking is measured against nothing. It isn't an upsell, it's the order things have to happen in, and the plan says exactly which piece needs which.

Agency · 30-minute discovery call

Find the leak first.

Thirty minutes with the agency side. Bring what's broken and what you've tried. The calendar opens right here.

  • Who you'll talk to

    “This call is a working session against the three leaks, not a pitch. Bring what's broken and we'll tell you which leak is yours and what we'd check next. If we're not the right fix, we'll say so on the call.”

    Kyle Smith · Founder

Prefer to talk? 801-938-7806