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FEATURES / CLIENT ONBOARDING

Discovery to active in five clean steps.

Move a new client through Discovery, Proposal, Contract, Payment, and into Active without manually generating a single document. Forge AI writes each one from the client's Brand Knowledge as the stage transitions.

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14-day free trial. No credit card. Cancel any time.

A LIVE EXAMPLE

Real workspace data is private. The example below uses fictional brands so the surface is visible end-to-end.

Discovery2
On entry
Welcome email + intake form auto-sent to the contact.
S
Stratos Logistics
Priya Shah
Booked discovery call for Thursday
2d in stage
M
Maris & Bell Architects
David Maris
Awaiting intake form responses
5d in stage
Proposal1
On entry
Proposal PDF generated from the package template in the client’s brand voice. Sent for review.
A
Aurora Coffee Co.
Jess Lin
Growth retainer£2,400/mo
4d in stage
Contract1
On entry
Contract issued for e-signature. Both sides notified on completion.
A
Acme Engineering
Ben Holt
Foundation retainer£1,800/mo
2d in stage
Payment1
On entry
Invoice issued for the first month. Payment link sent.
T
Tilbrook & Sons
Sarah Tilbrook
Growth retainer£2,400/mo
1d in stage
Active2
On entry
Welcome-to-active email. First month’s plan published into the client’s workspace.
N
Northbridge & Co.
Amelia Vance
Agency retainer£4,200/mo
18d in stage
H
Holm Naturals
Eli Holm
Foundation retainer£1,800/mo
47d in stage

  • Documents that generate themselves

    Proposals, contracts, welcome emails, and invoices write themselves at each stage transition. The package definition, client name, scope, and pricing are pulled from the workspace - the agency owner reviews and sends, instead of copy-pasting between four tools.

  • A portal each client actually uses

    Every client workspace generates token-based public URLs. The client signs the contract, submits the intake form, and tracks their onboarding stage from one link. No account creation, no separate login. The portal carries the agency’s name and brand colours.

  • Brand voice on every document

    Each proposal and contract is generated in the client’s voice - not the agency’s generic template tone. The Brand Knowledge file is read on every generation, so Aurora Coffee Co.’s proposal sounds like Aurora and Acme’s sounds like Acme.

FORGE INTELLIGENCE

Forge Intelligence watches every pipeline.

Pipeline Sentinel runs across every client workspace daily. Stalled stages, proposals unsigned for more than seven days, missing payments. The agency owner gets the chase before the deal goes cold - one ranked list every morning, not five dashboards to interpret.

See it on a real workspace.

Free to start. No credit card. Cancel any time.

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