Forma · Free Airtable template

Run your client work from one clean base not five tabs.

A free starter Airtable base: your clients, your pipeline, and the work, in one place. Copy it into your own account in a click and make it yours.

See the live base Talk to us

Step 1 of 2 · takes ten seconds

Drop your email, unlock the base

Free, yours to keep, no strings. Submit your email and the live base below unlocks, with a direct copy link right here on the page.

Unlocked. Scroll down, hit "Copy this base," and it is yours. Forma builds AI and automation across your whole operation, this base is just a clean place to start.

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Client and Ops Tracker Locked · unlock above

What's inside

A base that's ready to run the day you copy it, not a blank grid you have to design.

Client CRMEvery client, contact, and status in one list, with services, priority, and notes.

PipelineLeads to live, linked to the client record, so nothing stalls in someone's head.

Task trackerWhat's due, who owns it, what's next, linked back to the client.

Roll-ups built inOpen tasks and pipeline value calculate themselves on every client.

How it works

01Drop your emailThat is the whole ask. Type it up top, hit unlock.

02We unlock the baseThe live preview above unlocks and a "Copy this base" link appears right in the toolbar.

03Make it yoursOne click copies it into your own Airtable, yours to edit forever.

Forma Consulting · AI and automation across your whole operation · formaconsultation.com

Want the agents that run on top of this base?

One call. We'll show you what running your operation on Forma's crew looks like, starting from the base you just copied.

Book a call See how it works