ForgeQubit.
[Industries / 04] · Agencies · Consulting · Studios
Delivery · Onboarding · Reporting · Approvals
Forgequbit / Agency Systems Practice

Werebuildagency
operationsas
deliverysystems.

From client onboarding to reporting, approvals, and execution — we eliminate manual workflows and rebuild your agency as a structured, scalable system.

Built for agencies that have outgrown Slack threads, spreadsheets, and manual coordination.

/system · delivery.live
Projects active46
Task latency220ms
Delivery SLA98.2%
Scroll · diagnosis
/ Diagnosis
/ AX.02 / 012

Youragencydoesn'thaveasystemithaschaos.

Every agency we audit runs on talent and goodwill. That's why it scales badly: the delivery layer is held together by humans, not infrastructure.

/ pain · 015–10 days

Manual onboarding

Every new client is set up from memory. Workspace, team, SOPs — rebuilt by hand, inconsistently, every time.

/ pain · 024+ tools

Task coordination chaos

Slack threads, Notion docs, ClickUp boards, and DMs. Work happens in four tools and is tracked in none of them.

/ pain · 036 hrs/client

Reporting takes hours

PMs pull numbers from 5 platforms, paste into decks, and ship reports late. Same ritual every week, every client.

/ pain · 04T+days

Client approvals slow everything

Feedback gets buried in email chains. Nothing moves until someone chases a signoff that nobody owns.

/ pain · 051 PM / 10

Team dependency

Growth is linear with headcount. Every 10 new clients needs another PM — and another layer of coordination.

/ pain · 06blind

No visibility

Leadership can't see which projects are healthy. Problems surface at retro, not at signal.

You don't need more tools — you need a delivery system.

Run a diagnostic →
/ Transformation
/ AX.03 / 012

Fromagencychaostostructureddeliverysystems.

Same team. Same client list. Same service line. A completely different operating layer between promise and delivery.

/ before · tools + peopleT-0

PMs holding
the agency together.

  • 01Manual onboarding
  • 02Disconnected tools
  • 03Reactive task management
  • 04Slow reporting cycles
  • 05Human-heavy coordination
/ after · delivery systemT+60d

One operating layer. Clients flow through it.

  • 01Automated onboarding workflows
  • 02Unified system architecture
  • 03Structured execution pipelines
  • 04Real-time reporting
  • 05Minimal coordination overhead
delta · 01−60%Onboarding time
delta · 02−80%Reporting time
delta · 032–3×Clients per manager
/ System
/ AX.04 / 012

Howyouragencysystemoperates.

One delivery architecture across every client. Every layer is instrumented, inspectable, and owned by the system — not by the PM holding it together.

01
layer · Intake

Client Onboarding

New client triggers a standardised setup: workspace created, team assigned, SOPs cloned, kickoff scheduled — in minutes, not weeks.

in · signed contract · intake form
out · workspace · team · kickoff · SOP pack
02
layer · Execute

Task System

A single execution pipeline per service line. Tasks auto-assigned based on role, capacity, and deadline. Status is a system fact, not a DM.

in · project plan · team capacity
out · task.created · assignee · due · status
03
layer · Observe

Data & Reporting

Data is pulled from every platform the client uses (ads, GA, CRM, Shopify), normalised, and composed into reports automatically on cadence.

in · ads · analytics · crm · ecom
out · report.ready · dashboard · deck
04
layer · Signoff

Approval System

Deliverables land in a structured review lane. Client signoff is a first-class event — and it triggers the next stage automatically.

in · deliverable · reviewer
out · approval.event · stage.advance
05
layer · Notify

Communication Layer

Notifications, updates, and alerts routed to the right channel (client, PM, exec) — no manual stand-up updates, no Slack roulette.

in · system events
out · slack · email · client-portal update
06
layer · Watch

Observability

One dashboard: every project, every workload, every bottleneck. Delivery health is measurable and leadership-visible in real time.

in · metrics · events · SLA state
out · dashboard · alerts · audit trail
/ Workflows
/ AX.05 / 012

Workflowsweengineerforagencies.

These aren't process slides. Each is a production pattern we've shipped into agency ops — instrumented, owned, and handed off to the delivery team.

WF-01

Client onboarding → workspace setup → kickoff

Signed contract triggers the full setup sequence. By day one, the client has a workspace, team, and kickoff booked — without a human doing it.

Contract signed
Workspace spun up
Team assigned
SOPs cloned
Kickoff scheduled
Client portal live
WF-02

Campaign execution pipeline

Brief → brief review → production → QA → publish → report. Every stage has an owner, a timer, and a handoff event.

Brief intake
Strategy draft
Production
Internal QA
Client review
Publish + log
WF-03

Automated reporting (weekly / monthly)

Data pulled from every platform, normalised, composed, narrated, and shipped on cadence — with exec summary generated from the data itself.

Data pull
Normalise
Compose report
Auto-narrate
Send to client
Archive
WF-04

Client approval workflow

Deliverables enter a review lane with a clock. Missed signoff auto-escalates; signoff triggers the next execution stage automatically.

Deliverable ready
Review requested
Clock started
Feedback / approve
Stage advance
WF-05

Task assignment & tracking system

Capacity-aware allocation. Tasks land on the right person, in the right tool, with the right context — no standup triage required.

Task created
Capacity check
Auto-assigned
Context attached
Status tracked
Closed + logged
WF-06

Internal SLA monitoring

Every delivery promise is a tracked SLA. At-risk projects flag before the breach, with pre-warnings and reallocation playbooks.

SLA registered
Risk score
Early warning
Reallocate / escalate
Recovery logged
/ Outcomes
/ AX.06 / 012

Operationalimpact.

Aggregate figures across agency engagements, measured against each agency's pre-Forgequbit baseline.

kpi / 01
−60 to 80%
Manual coordination overhead
kpi / 02
2–3×
Clients handled per manager
kpi / 03
Near zero
Manual reporting work
kpi / 04
Faster
Project turnaround end-to-end
kpi / 05
Consistent
Delivery quality across clients
kpi / 06
14 days
From audit to first live pipeline
/ testimony · founder · performance agency

We scaled from 20 to 50 clients without hiring more project managers. The system runs the delivery.

Founder · Performance agency20 → 50 clients · same PM count
/ Stack
/ AX.07 / 012

Systems,nottools.

Six layers, one delivery plane. Every module communicates over one event bus — no status meetings, no nightly syncs, no ‘who owns this report?'.

L6

Observability

Project dashboards · alerts

GrafanaMetabaseSentryCustom SLA enginePagerDuty
L5

Interface

Slack · Notion · dashboards

SlackNotionClient portalEmailLoom
L4

Data

Client data · reporting pipelines

PostgresBigQueryGA4Meta / Google AdsHubSpot
L3

Execution

Task systems · integrations

AsanaClickUpLinearZapier / n8nCustom workers
L2

Decision

Workflow logic · automation rules

Workflow engineLLM agentsRule DSLTemporal
L1

Trigger

Client events · project triggers

Contract signedWebhooksEmail parseFormsCRM events
/ Audit
/ AX.08 / 012

Audit your delivery system.

We map your agency operations, identify inefficiencies, and show how to rebuild them into a scalable delivery system.

/session · delivery-audit.v1

30 min · no pitch · real system insight.

  • 01Map your client-delivery pipeline, end-to-end.
  • 02Identify the three highest-leverage bottlenecks.
  • 03Show what's systemisable — and what shouldn't be.
  • 04Leave you with a blueprint. Yours to keep, hire or not.
Currently onboarding · Q3 · 2 slots open
Encrypted in transit · never sold