How We Work

Practical systems. Less meeting time.

We start with the friction, build around the tools you already use, and hand over a system your team can run. Forms and short screen videos keep the work moving; meetings happen only when they’re useful. For a quick starting point, Stack Check shows Salesforce list-price math and capabilities for your edition. It’s not an org scan.

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What that looks like

Integrations

Salesforce talking to QuickBooks

A client's Salesforce needed to talk to QuickBooks. I wired it through MuleSoft so invoices, customers, and the books stopped living in two different realities.

Your stack

Use what you already pay for

Most teams already own licenses and features they barely touch — Salesforce, accounting, the ops tools. Before anyone sells you more software, I help you actually use what you're already paying for.

How work with the Forge is different

Thirty meetings into a three-minute video

You can hire a big firm and pay the meeting tax. You can hire overseas and add a language barrier. Or you can work with me — US-based systems and Salesforce talent, in the tools, no theater. I believe in async. Forms and screen videos. Not "collaboration and synergy," which is usually just billable hours with extra slides. I turn thirty meetings into three-minute videos because small business owners are pressed for time. I don't like meetings. You don't like meetings. Nobody likes a project that takes forever. When we do meet, it's only when it's necessary. Always remote. Never on-site.

Next step

Ready to Make Work Feel Lighter?

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