ClearForge

Founder-led AI consulting and build, for mid-market companies $20M to $500M and PE operating teams

ClearForge builds AI systems your team actually uses and your bottom line actually feels.

Engagements start with a fixed-fee diagnostic. Two weeks, one workflow.

Instrument 01Live preview
Forge Intelligence previewidle

Or try a sample

Sample readoutIllustrative
Workflow
Inbound quote to order
Manual steps found
14
Candidate AI system
Quote desk agent
Estimated build window
10 to 14 weeks

Maps one revenue workflow, finds the manual steps, and names a candidate AI system. Free. Runs in under a minute.

Founder James Penz. Background: Bain AI and Automation practice, EY, Capgemini.

Our team comes from

Bain & CompanyEYCapgemini

How we build

  • Evals ship with every sprint
  • Adoption is the metric: 70% weekly-active
  • Stack re-tested every week

Built with Claude by Anthropic, CellCog, n8n, Supabase, Microsoft, and Vercel.

What you getDiagnose · Build · Run

01 / Forge Diagnostic

Diagnose

2wks

Fixed fee · one workflow

Two weeks to map the workflow, size the opportunity, and prove the system is viable before you build.

02 / Forge Sprint

Build

10 to 14wks

Scoped in the Diagnostic

From kickoff to a live production system, built into the workflow your team already runs.

03 / Forge Scale · Forge Run

Run

70%

Weekly-active bar by day 90 · monthly

A named operator, a weekly working cadence, and a live adoption scoreboard. After the build, managed operations run as a monthly retainer, scoped to the system.

Featured proofAll case studies →

Case A

A $4B industrial conglomerate

1,181

Qualified opportunities

3

Divisions

6

Months

32x

Monthly ramp, 19 to 613

631+

Sales playbooks

Case B

A home and commercial services firm

Commercial pipeline rebuilt from zero. 42 targets identified, 31 contacted, 18 quoted, 7 recurring accounts won.

The bar every build is held toDay 90

70%

Weekly-active adoption by day 90, tracked on a live adoption scoreboard. The system is done when your team uses it every week.

Measured on every engagement

Try before you call2 free tools

Free tool

Map the Workflow

Forge Intelligence reads your site, maps one revenue workflow, and flags the manual steps. Free.

Free tool

Take the scorecard

10 questions across 5 pillars. A scored readout of your AI readiness at the end.

Engagement and bookingFixed-fee start

The first step is a fixed-fee diagnostic. Everything after it is scoped before you commit.

Forge DiagnosticFixed fee, 2 weeksThe first step
Eval and Reliability AuditFor AI systems you already builtFixed fee, 2 weeks
Forge Sprint10 to 14 weeks to a live systemScoped in the Diagnostic
Forge ScaleThe Adoption MileMonthly retainer
Forge RunManaged operationsMonthly, per system

Common questions

What does it cost to start?

Every engagement starts with the Forge Diagnostic: two weeks, one workflow, a fixed fee agreed up front.

How long until a live system?

The Forge Sprint takes 10 to 14 weeks from kickoff to a live production system. It is scoped in the Diagnostic and agreed before any build.

What is the Adoption Mile?

Forge Scale, a monthly retainer scoped to the system. You get a named operator, a weekly working cadence, and a live adoption scoreboard. The bar is 70 percent weekly-active adoption by day 90.

Who is it for?

Mid-market companies with $20M to $500M in revenue, and PE operating teams working across a portfolio.

What is delivered?

A live production system built into your workflow, then run through adoption until your team uses it every week.

Book

30 minutes with the founder.

  • We look at one workflow together, live.
  • You leave knowing what we would build and how it gets adopted.
  • No preparation needed. MS Teams, 30 minutes.

Prefer a calendar view first? Pick a time on the booking page.