Diagnosis first. Then the fix.
Eight stages, first call to every month after: what you do, what we do, what you get.
Agency · Marketing fixesBook an agency call
If you don't agree with the diagnosis, there's nothing to buy.
Every stage, in order
No price discussed. The diagnosis comes first.
- Stage 1
Discovery call
- You
- Tell us what's broken, what you've tried, and which agencies failed you.
- Us
- Thirty minutes, structured against the three leaks, recorded.
- You get
- The recording and structured notes.
- Stage 2
A look inside
- Access you choose to grant
- Accounts stay in your name
- Revoke any time
- You
- Grant access to the accounts you choose.
- Us
- A bounded look inside, checking each piece against the list.
- You get
- The checklist, every piece marked Missing, Broken, Partial or Healthy.
- Stage 3
Findings document
- You
- Read it before the review call.
- Us
- Write the diagnosis: what you told us, what we found, what it's costing you, what good looks like, the game plan, one recommendation.
- You get
- The Findings, in writing. No price on it, nothing to buy.
- Stage 4
Review call
- You
- Question it, correct it, add to it.
- Us
- Take the corrections. No pricing talk.
- You get
- A diagnosis you agree with.
The number comes here, fixed for the term.
- Stage 5
Agreement
- You
- Read it and ask anything.
- Us
- Write it from a standard set of pieces for the line and tier we recommended.
- You get
- How long, what it costs each month, and the result we're accountable for.
- Stage 6
One signature
- You
- Sign once, if you agree.
- Us
- Start work the same day.
- You get
- One document covering the term, the monthly investment and the outcome.
- Month one
The audit month
- You
- Full access, so we can go deep.
- Us
- Rate every piece we'll touch clean, messy or broken.
- You get
- The schedule for the months after, agreed and signed at day 30. The fee doesn't change.
- Every month after
The monthly work, plus extra hours
- You
- Bring requests as they come up.
- Us
- The regular work on schedule, plus a set number of hours for whatever comes up, logged where you can see it.
- You get
- A written report and a strategy call, every month.
Before the call
Bring what's broken.
The call is a working session against the three leaks, not a pitch. These make it real work.
Have these handy
- Your ad account, or a screenshot of last month's spend and leads
- Your cost per lead, or your best guess at it
- The CRM you use, if any, and whether the team actually uses it
- Which agencies you've tried and what they did
Looking for how the video ads work? That's the Creative side's process
Every month after
The work, from their side.
Agency Agency-side clients, in their words

“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 
“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.
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.
Prefer to talk? 801-938-7806
