PART OF FORWARD GROUP
How Forward runs leads, customers, quotes and daily follow-up. The same systems we build for clients, only that we ran them first.
Everyone is talking about AI implementation right now. Few can show a business that actually runs on it.
We have been a business consulting firm since 2008, with more than 1,000 clients. When we started offering AI to businesses, we set one rule: every system we offer a client first ran in our own business. That is how we know what works, what breaks, and how long it really takes.
What runs here every day
A night agent that tidies the client files
Every night at 05:00 the agent goes through the mailbox, the calendar, meeting summaries and payments, and updates the right client file. Facts it records on its own. Decisions, such as deal status or money, it proposes, and a person approves.
One morning summary by email
At six in the morning one email arrives: who is waiting for a follow-up, which lead has been stuck for three weeks, which collection is overdue. You do not need to open five systems to know what matters today.
A CRM that remembers everything that was said
Every lead is saved with a full progress log and a sales analysis after each call: who makes the decisions, what the difficulty is, what the next step is. A snapshot of the entire pipeline is saved automatically every day.
Quotes from a single template
A quote is built from the meeting summary, with pricing from one source and one brand, and goes out only after one of the partners has read and approved it.
An engine that looks for opportunities
Every morning an engine scans sources, ranks each opportunity by how well it fits what we are good at, and learns from each "not relevant" we give it.
A voice agent that answers the phone
A Hebrew speaking agent that takes orders at a pizzeria, in a pilot. Here we run it at a client, and everything we learned about ourselves we bring along.
This is what our morning summary looks like
A real email from 26.9.2026. Names of clients, partners and amounts were hidden.
This is what a client coaching board looks like
A real board from our tracker. The client name was hidden.
Every client in coaching gets a board like this: program stages on a timeline, each meeting as a point, open tasks and a progress percentage. The summary of each meeting goes into the client file, and the business owners have their own view of the same board. The systems are built on Google Cloud and Claude Code.
What we learned that you do not have to learn alone
The agent proposes, a person decides. Facts the agent records on its own. Money, deal status and anything that goes out to a client go through approval. This is what lets you trust the system without checking it every morning.
One source of truth. AI works well only when there is one place where the truth is written. Before connecting an agent, you organize the data.
Start with one painful process. Not a transformation. One process, measured, that shows it works, and only then the next one.
What this means for you
You are not buying technology from us. You are buying what we learned when we ran it on ourselves, and the 18 years in which we learned what a business looks like from the inside.
- Diagnosis. A first conversation and a mapping of the business processes: where the time goes, where things fall between the chairs.
- One process for a pilot. The one that hurts the most, with one metric that is clear to everyone as to what it measures.
- Expansion only after it is proven. If the pilot does not move the metric, we stop there.
For details on the process: AI readiness assessment · The voice agent · All the tools we built
Want to see it working?
A 45 minute diagnostic call, free of charge. We will show you our system in real time and point to the first process in your business. Giyora or Moshe will get back to you within one business day.
Schedule a diagnostic call ›