Every project runs the same way. Here's exactly what happens, from the first call to the live system. No black box, no surprises.
See the full process ↓Airtable is the most flexible operations platform available. Here's why it's the right foundation — and why implementation quality is everything.
The whole engagement, broken down. Every phase has a clear deliverable and a clear handoff. You always know where you are.
A real conversation. You tell us where your operations feel broken. We ask the questions most teams don't think to answer. If Airtable isn't the right fit, we say so and point you somewhere better.
We map how your team actually moves work through the day, not how the org chart says it does. We look at your existing tools, your spreadsheets, your email threads, your handoffs. We find the leaks.
We show you the system before we build it: tables, fields, automations, forms, and any integrations. Scope is locked in writing. Price is fixed.
The base, the automations, the integrations, the interfaces — built to the approved design. Nothing is added or changed without a conversation first. Once the build is complete and passes our internal QA checklist, we reach out to walk you through the working system before anything is considered done.
When everything is approved, we hand it off. You get a written SOP, an End of Service Report, and full ownership of your workspace.
Most clients take the base and run with it. Some prefer to keep Forma on hand for the next round of changes, new integrations, or training new hires. Monthly retainers start after handoff, only if you want one.
We'll be direct about where Forma wins and where something else might fit you better.
Start with a conversation. We'll ask the right questions and tell you exactly what we'd build — before you commit to anything.
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