Receipts — from a live client build
Proof
Real builds for real construction companies.
Case Study · Metal Buildings
ROI Metal Buildings — the salesperson dashboard
Seven salespeople ran blind off one 50-column spreadsheet only the ops manager could read. We built a private dashboard — one login per rep, reading the master sheet automatically. Estimated dates lock in once; actuals update live within 15 minutes. Zero new data entry.
Read the buildCase Study · General Contracting
A Pacific Northwest general contractor — SEO & AI visibility
Technical SEO foundations plus AI-search visibility for a regional GC. Results are landing now — the full write-up publishes once the numbers are real, not projected.
In progressWhat We Build
Systems that work while you sleep.
AI Automation
Replace the office work that eats your week — delivery notices, pay triggers, invoicing, follow-up.
- Delivery & ship notices
- Commission & payment triggers
- Live dashboards from your spreadsheets
Custom Workflows
Your spreadsheet, CRM, and accounting tools wired together — so jobs flow without re-typing.
- Contract-signed → accounting handoffs
- Spreadsheet → CRM → invoice wiring
- Lead routing & follow-up
Bespoke AI Agents
A custom intelligence trained on your business — qualifying leads and answering customers 24/7.
- Lead qualification agents
- Customer update & follow-up agents
- Internal knowledge agents
Live Demo — The Salesperson Dashboard
This is what your sales team sees.
Only their own jobs, pulled live from the spreadsheet you already use. No new software, no double entry. We built this for ROI Metal Buildings — poke around the sample below.
Switch reps — the books don't overlap
Estimated dates lock in once. Actuals update from the master sheet — within 15 minutes. The ops manager never stops working in her spreadsheet.
Demo — The Automation Scoper
Tell us what's eating your week.
Describe the bottleneck in plain English. The scoper tells you what we'd automate and what it roughly pays back — in about ten seconds.
Your bottleneck
Pick an example or describe your own bottleneck — you'll get a concrete read on what we'd automate.
Our Approach
Built for builders, contractors, and building-products companies.
The Forge Agency builds AI automation and search visibility for construction-trades businesses — metal buildings, self-storage, general contractors, HVAC, plumbing, electrical, roofing, concrete, and the distributors who supply them.
Every engagement starts with how your business actually runs — usually a master spreadsheet, a CRM nobody loves, and a lot of re-typing. We find the worst of it, then build the exact system that removes it. Not ripping out what works — putting a clean, private, always-current window onto it.
The Team
The humans behind the machines.
Andrew
Founder & CEO
Andrew is the founder of The Forge Agency, where he builds the automation and search systems that win work for construction-trades businesses — usually with his own hands.
Lisa
Head of Growth
The strategic force behind Forge Agency's expansion. Also co-founder of ROI Metal Buildings, where she sharpened her expertise in high-ticket B2B sales. She owns the client relationship from first call through deployment.
Pricing
Simple, transparent pricing.
Every engagement starts with a free strategy call. Start with Visibility to get found, then add an Automation Build when you're ready to get hours back — the system is scoped to pay for itself in saved time.
Visibility
Get found by buyers — and cited by AI engines — in your market.
What's included
- Technical SEO done right — site health, schema, local signals
- GEO — get cited by ChatGPT, Perplexity, Gemini, and Claude for your trade and region
- Local / market-level optimization
- Monthly report: where you showed up, what changed, what’s next
Automation Build
A custom system that turns the tools and spreadsheets you already use into something your whole team can actually use.
Replaces manual hours. Gives your team visibility. Gets you paid faster.
What's included
- One bespoke workflow or dashboard built on your existing data — like a live sales/ops dashboard
- Wired into the tools you already run — spreadsheets, CRM, email
- Training + handoff, so your team actually uses it
- Retainer covers tuning, monitoring, and a monthly review
Operating System
Automation across your whole operation — sales, ops, and delivery.
What's included
- Multiple connected workflows — sales, ops, and delivery talking to each other
- Deep integration across your stack
- Priority support
- Built for multi-location operators and manufacturers
Automation Build and Operating System are quoted after a free 30-minute discovery call. Visibility is fixed-price. Setup invoiced at signature, due net 15. Monthly retainers invoiced on the 1st, due net 15.
Your competition is already automating.
Book a free 30-minute strategy call. We'll map out exactly where autonomous systems can remove your biggest operational bottlenecks.
Book a Strategy Call