Your business runs
on chaos.
Let's fix that.

Forma builds Airtable Systems that provide teams clarity, visibility, and control — so you can run your business instead of being held hostage by it.

Book a Discovery Call See what we build
The Real Cost

Most businesses spend more time
managing their backend than
generating revenue.

Every hour your team spends hunting through spreadsheets, reconciling data, or answering "where is that file?" is an hour not spent on the work that actually grows your business.

That's the hidden cost — and most businesses don't see it until it's compounding. We step in and build systems that eliminate it. Here's what that looks like in practice:

01
A property management firm replaced a 12-tab spreadsheet with a live Airtable system — reducing team onboarding time by over 60% and giving the owner a real-time view of every unit.
02
A marketing agency eliminated double entry across client projects and billing — recovering 5+ hours per week per account manager and reducing billing errors to zero.
03
A general contractor replaced their daily job tracking chaos with an automated dashboard — giving the owner full operational visibility in under 30 seconds, from any device.

These are real wins that let owners get back to doing what they're actually good at.

Talk to us about your setup
Who We Are

Two operators who got tired of watching
good businesses run badly.

Forma started because we kept seeing the same problem — smart, hardworking business owners buried under spreadsheets and disconnected tools, with no clear picture of their own operations. We built Forma to fix that.

Bruno Brito, CEO and Co-Founder of Forma Consulting

Bruno Brito

CEO & Co-Founder
Bruno has spent years building operational systems, dashboards, and Airtable infrastructure across complex, fast-moving business environments. He brings a sharp eye for process inefficiency and a builder's instinct for how systems should actually work in practice — not just in theory.
Airtable Builder Certification Airtable Admin Certification AI App Builder Certification
Ricardo, COO and Co-Founder of Forma Consulting

Ricardo

COO & Co-Founder
Ricardo leads delivery and system architecture at Forma. He has designed and implemented Airtable solutions across a range of industries, with a focus on building systems that are clean, scalable, and built to outlast the engagement. Every client system is something he'd run his own business on.
Airtable Builder Certification Airtable Admin Certification AI App Builder Certification
"We're not a faceless agency. We're two people who've lived in the operational trenches and know exactly what it feels like when your backend is holding your business back. Every system we build is something we'd want running our own business."
What We Build

Every system is scoped
to your business.

We don't sell packages off a shelf. Every engagement is scoped based on your actual operations — then built to fit.

💬 Pricing is scoped on your free discovery call — no obligation, no pressure.
🏗️

Base System Design

A custom Airtable base built around how your business actually operates — not a generic template dropped in and forgotten.

Examples include

  • Operational audit and intake
  • Custom table and field architecture
  • Role-specific views for every team member
  • Internal documentation and handoff guide
Scope this →
📊

CRM Build

A full client relationship management system built in Airtable — pipeline tracking, contact management, and deal visibility all in one place.

Examples include

  • Lead and client pipeline management
  • Contact and company records
  • Automated status and follow-up triggers
  • Team training and handoff included
Scope this →
📈

Dashboard Creation

Real-time operational dashboards that give you a live view of what's happening in your business — without digging through rows of data.

Examples include

  • KPI and metrics dashboard design
  • Real-time data visualization
  • Executive and team-level views
  • Connected to your existing base
Scope this →
🔄

Data Migration & Cleanup

Move your existing data from spreadsheets, legacy tools, or scattered sources into a clean, structured Airtable system — without losing a thing.

Examples include

  • Source data audit and mapping
  • Clean import into new structure
  • Deduplication and normalization
  • Validation before go-live
Scope this →
⚡

Automations & Integrations

Connect Airtable to the rest of your stack and eliminate manual work through intelligent automations that run in the background.

Examples include

  • Native Airtable automations
  • Third-party integrations (Zapier, Make)
  • Form creation and intake flows
  • Notification and trigger setup
Scope this →
🛠️

Ongoing Support & Training

Keep your system running and your team confident. We offer training sessions, documentation, and monthly retainer support for continued growth.

Examples include

  • Live team training sessions
  • Handoff documentation package
  • Monthly retainer support available
  • System updates as your business grows
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How It Works

From first call to live system
in 5 to 15 days.

1

Discovery

Free 30-min call. We audit your setup and identify exactly where the gaps are.
2

Proposal

We scope the system, define deliverables, and send a clear proposal.
3

Design

We architect the full system before a single field is built.
4

Build

We build, test, and iterate. You review before anything goes live.
5

Handoff

Live walkthrough, full documentation, team trained and ready to go.
Who We Help

If your backend is holding
your business back — we're for you.

We work with any business that needs better operational systems. If it involves tracking, managing, or organizing how work gets done, Airtable can fix it and we can build it.

📁

The Messy Backend

Everything lives in spreadsheets, email threads, and someone's head. Nothing is connected. Finding information takes longer than doing the actual work.
Multiple spreadsheets No single source of truth Data scattered across tools
📈

Growing Faster Than Your Systems

What worked at 3 people is breaking at 10. New hires can't onboard fast enough. The founder is still the system — and everything runs through them.
Scaling team Process gaps Founder as bottleneck
🔍

No Visibility Into Operations

There's no real-time view of what's happening. Decisions get made on gut feel or outdated reports. Problems show up after they've already cost you.
No live reporting Reactive management Blind spots everywhere

Industries we serve — and many more

General Contractors
Independent Realtors
Assisted Living Facilities
Property Management
Marketing Agencies
Recruiting Firms
Event Planning Companies
E-commerce Stores
Nonprofit Organizations
Healthcare Practices
Med Spas
Logistics Operations
Photography Studios
Freelancers & Consultants
General Contractors
Independent Realtors
Assisted Living Facilities
Property Management
Marketing Agencies
Recruiting Firms
Event Planning Companies
E-commerce Stores
Nonprofit Organizations
Healthcare Practices
Med Spas
Logistics Operations
Photography Studios
Freelancers & Consultants
Airtable Consulting — Nationwide
Let's Talk

Ready to build something
that actually works?

Book a free 30-minute discovery call. We'll audit your current setup and show you exactly what's possible — no pitch deck, no pressure.

Book a Discovery Call

No commitment. Just a real conversation about your operations.