The Process

From discovery
to launch.

Here's exactly what working with Forge looks like — from the first call to the day your platform goes live.

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90days

Average time from first call to live platform

47+hrs/mo

Hours saved per firm in the first year

3.8×ROI

Average return on platform investment

100%yours

You own every line of code at launch

How it works

Hover each step to learn more

01

Discovery Call

Week 0

30 minutes. Free. No pitch.

You walk us through what you do, where things break down, and what you've tried before. We ask a lot of questions. By the end, we both know if we're the right fit — and if not, we'll tell you.

Most firms come in thinking they need one thing and leave with clarity on something different. That's the point of this call — honesty first.

02

Project Spec

Weeks 1–2

Every screen. Every workflow. Before we write a single line.

We map the entire platform before building anything. Every screen, every interaction, every automated workflow. You review and approve the spec — and when you do, the price locks. No change orders.

This is what eliminates surprises. Spec approved means scope locked.

03

Fixed-Price Build

Weeks 3–12

8–14 weeks. Flat rate. Weekly updates.

We build to the approved spec. You get weekly progress updates and live access to a staging environment throughout. No disappearing for months — you see it being built in real time.

The price you agreed to is the price you pay. No exceptions.

04

Launch & Handover

Week 12+

You own everything.

When we launch, we hand over all code, documentation, and credentials. We train your team, migrate your data, and stay available for two weeks post-launch at no charge.

This is your platform — not a subscription to ours. You can take it anywhere.

05

Monthly Retainer

Ongoing

Optional. Month-to-month. Most clients stay.

After launch, most clients move to a monthly retainer. We handle updates, new features, bug fixes, and anything that comes up. You tell us what's next; we build it.

No long-term contracts. We earn your business every month.

Real impact

The firms that work with Forge don't go back to spreadsheets.

Custom software isn't a luxury — it's the operational edge that separates firms that scale from ones that stay stuck managing people instead of outcomes.

Time spent on manual data entry18 hrs/week< 2 hrs/week
Client onboarding time5–7 days< 24 hours
Reporting cycle time3–4 daysReal-time
Staff hours freed per month47+ hours

Common questions

What if I need changes mid-build?

Minor adjustments within the approved spec are included. Larger changes get priced separately — but because we spec everything upfront, this almost never happens.

Do I need to be technical?

No. Most of our clients are founders or ops leads with zero technical background. We translate everything into plain language, every step of the way.

What happens after launch?

We offer monthly retainers for ongoing updates and new features. Most clients continue — but it's completely optional. What you take at launch is defined in your project agreement.

How much does it cost?

Smaller platforms start around $18k. More complex builds run $35k–$80k+. We quote every project individually after the discovery call — no generic estimates.

Ready to start?

The discovery call is 30 minutes and completely free. No pitch — just an honest conversation about what you need.

Book a Discovery Call →See pricing