Peer-level partnership for agency leaders.
Forge works with founders, CEOs, and senior operators at agencies of fifty to three hundred people on the work AI is making possible across delivery, operations, and the offering itself. Not threat management. Not productized frameworks. A fellow operator in your leadership room.
Start a conversation- 01Delivery
- 02Operations
- 03The offering itself
The work is judgment, not playbooks.
Where AI sharpens what your senior team already does well. Where to build new capability with AI-built tooling. Where the craft has to stay human. And how to make the case for all of it to your leadership team and your clients.
| Number | Engagement | Shape | What it is, and when it fits |
|---|---|---|---|
| 01 | Client retention and growth diagnostic | Thirty to sixty daysFixed scope and fee | A thirty- to sixty-day engagement that audits how your agency wins, keeps, and grows accounts, then hands you a prioritized roadmap your leadership team can act on. Most useful when revenue is compressing and you are not sure where, when a few large accounts soften at the same time, or when the agency has grown past the operating model that got it to its current size. Read more on what the diagnostic covers. |
| 02 | AI integration roadmap | Four to six weeksFixed scope and fee | A four- to six-week engagement that maps where AI changes your delivery model, your internal operations, and your offering set, then sequences the rollout with effort and ROI framing per move. Most useful when your leadership team needs a coherent point of view on AI before the next planning cycle, or when a specific client conversation is forcing you to take a position. Read more on what the roadmap delivers. |
| 03 | Standing operator advisory | Standing cadenceNo multi-year lock-in | Ongoing peer-level engagement with you as the operator. Standing cadence, asynchronous access between sessions, and scope that flexes to whatever you are wrestling with this cycle: a deal, a hire, a margin question, a client situation, an AI decision. Most useful when you already have a working theory of your business and want a credible peer in the room as decisions get made. Read more on how the advisory works. |
Why we can sit in every conversation in your leadership room
Most advisors can speak credibly to one conversation: the agency conversation, the finance conversation, or the deal conversation. We can sit with your CFO on Monday about margin and capacity, with you on Tuesday about a possible exit, and with a delivery lead on Wednesday about AI-built tooling, and stay credible across all three rooms.
The reason is thirteen-plus years as an agency operator combined with COO time at a media and events company, M&A and deal work, and a turn as director of business consulting and COO at a small CPA practice. Four seats: agency, GM, finance, and deal. The cross-disciplinary range is what lets one operator hold the whole leadership-room conversation.
The person behind the firm
I’m Rob Pearce. The four seats Forge speaks from are mine. The full story of how they stack and what they let me do in a leadership room lives on the About page.
Read the About pageHow we work, and how long
Forge keeps working with you only as long as the work keeps earning it.
No multi-year lock-ins. No renewal as the goal. The work is measured by whether you are still glad you hired Forge a year in, three years in, and longer. That filter sets who Forge is the right partner for, and it sets how the engagement gets reviewed.
If this is the conversation you want to be having about your agency, start one.
Start a conversation