FORMA REVENUE OPERATIONS
Revenue Operations is the continuation for home-service companies that have already identified a meaningful problem, recovered the strongest opportunity, and now need the repaired workflow to stay visible, owned, and working.
Ongoing Revenue Operations normally begins after a successful Revenue Recovery Sprint or equivalent operational review.
ONGOING REVENUE OPERATIONS MANAGEMENT
The Sprint attacks one meaningful recovery opportunity. Revenue Operations keeps the repaired handoffs visible, catches new exceptions, and helps your team maintain the habits that stop the same leak from returning.
Starting at $1,500 per month
Structured ongoing support for qualified businesses after a Sprint or equivalent review.
Forma reviews fit before offering an ongoing agreement. This is not a replacement for dispatchers, managers, or your existing software.
Every Week
Forma refreshes the exception list, identifies stuck calls, estimates, jobs, invoices, and follow-ups, reviews aging work, confirms ownership, flags overdue next actions, updates the dashboard, and sends a concise action summary. Your manager receives what is stuck, why, who owns it, and what happens next.
Every Month
Forma reviews the dashboard, runs one recovery, reactivation, or follow-up campaign, audits one operating area, updates one workflow or playbook, reviews software use, identifies one meaningful bottleneck, holds one management meeting, and reports what was found, fixed, booked, and collected.
Every Quarter
Forma recalculates baseline metrics, reviews the customer journey, rechecks installed workflows, identifies the next major constraint, updates 90-day priorities, reviews reporting needs, conducts a quarterly management review, and reports progress against baseline.
Starting Investment
$1,500 per month
Initial Focus
Install the highest-priority improvements identified through the Revenue Leak Sprint
Ongoing Rhythm
Weekly monitoring, monthly implementation, and quarterly re-evaluation
Client Commitment
Management participation, approved access, timely decisions, and team execution
Final scope, pricing, service term, and included systems are confirmed before an agreement is signed. Standard initial term: 12 months.
WHY ONGOING MANAGEMENT
Most operating improvements fail for predictable reasons. Employees return to old habits, software fields stop being completed, follow-up becomes inconsistent, managers stop reviewing exceptions, and the owner becomes the backup system again. Forma keeps the agreed process visible, measurable, and maintained after the initial repair.
Old Habits Return
Employees gradually stop following the new process.
Exceptions Go Unnoticed
Missed calls, stale estimates, incomplete jobs, and delayed invoices accumulate quietly.
Software Becomes Inconsistent
Statuses, notes, required fields, and automations are no longer used correctly.
Playbooks Become Outdated
The written process no longer matches how the company actually operates.
Managers Lose Visibility
Nobody can explain what is stuck, why it is stuck, or who owns the next action.
The Owner Becomes the Safety Net
When accountability is unclear, everything returns to the owner.
WHAT WE MONITOR
Customer Inquiry → Booking → Estimate → Scheduling → Field Work → Job Completion → Invoice → Payment → Review → Repeat Customer
Lead Intake
Missed and abandoned calls, web inquiries, response times, unassigned leads, duplicate or incomplete records.
Booking & Qualification
Booking rates, incorrectly routed requests, confirmations, cancellations, and rescheduling patterns.
Estimate Follow-Up
Aging estimates, next actions, follow-up completion, lost-job reasons, and re-engagement opportunities.
Scheduling & Dispatch
Unassigned work, capacity gaps, poor handoffs, repeatedly moved jobs, and technician availability conflicts.
Job Completion
Open or incomplete jobs, missing documentation, pending approvals, return visits, parts, and customer decisions.
Invoicing & Collections
Completed work not invoiced, aging invoices, payment follow-up, authorization issues, and collection ownership.
Customer Follow-Up
Review requests, complaint follow-up, membership renewal, repeat-service reminders, and customer reactivation.
Management Visibility
Exception reporting, workflow ownership, aging work, revenue movement, and process compliance.
VISIBLE DELIVERABLES
Management Dashboard
A current view of stuck work, aging opportunities, workflow exceptions, ownership, and next actions.
Monthly Operating Report
Found: what was stuck. Fixed: what process changed. Booked: what moved into schedule. Collected: confirmed payment movement. When attribution is uncertain, Forma reports the operational change without inflating results.
Playbook & Workflow Maintenance
Approved playbooks and workflow updates cover triggers, responsible role, required steps, deadlines, software status, escalation, metric, and checklist.
PRICING
Forma Revenue Operations
$1,500 per month
12-month initial agreement
Includes the Revenue Leak Sprint and first 90-day installation when contracted at the beginning; weekly exception review; monthly dashboard review; one monthly management meeting; one recovery or reactivation campaign; one workflow, playbook, reporting, or process improvement each month; quarterly review; updated 90-day priorities; email support for agreed workflows; and group implementation sessions when needed.
Founding-client pricing is limited and may increase for future clients. Businesses with unusually high locations, call volume, employee count, software complexity, or reporting requirements may require custom pricing.
SHARED ACCOUNTABILITY
Forma Is Responsible For
Monitoring agreed workflows; maintaining dashboards and exception reporting; auditing process usage; updating approved playbooks; recommending software workflow changes; leading the monthly management review; running the included monthly campaign; identifying the next bottleneck; and reporting confirmed operational results.
Client Is Responsible For
Providing accurate records and access; assigning a management contact; responding to exceptions; ensuring employees perform assigned work; approving workflow changes; maintaining staffing; and making pricing, hiring, disciplinary, legal, tax, and financial decisions.
Forma improves the operating system. Forma does not become the employer, dispatcher, general manager, bookkeeper, collections department, legal counsel, or owner. Daily live management, individual training, full CRM migrations, paid advertising, payroll, recruiting, customer calls, emergency after-hours support, and guaranteed sales are not included unless separately scoped.
INSTALLATION PERIOD
Month 1: Confirm and Recover
Validate Sprint findings, establish baseline metrics, recover immediate opportunities, build exception reports, select priority workflows, and confirm management ownership.
Month 2: Install and Launch
Install playbooks, configure the agreed software workflow, launch dashboards, hold a group implementation session, begin live monitoring, and correct early adoption problems.
Month 3: Stabilize
Audit employee usage, correct inconsistent execution, update playbooks, review results against baseline, finalize the recurring rhythm, and set the next 90-day priorities.
Months 4–12 maintain prior improvements while solving the next highest-value operating constraint—from missed-call recovery and estimate follow-up to scheduling handoffs, job completion, invoicing, collections ownership, reactivation, retention, CRM compliance, and reporting accuracy. Forma does not individually train every employee; training is delivered through documented playbooks, recorded instructions, group sessions, webinars, or one scheduled team workshop when included in scope.
WHY A 12-MONTH AGREEMENT
A 30-day review exposes the problem. Ninety days installs the first repairs. The remaining months prove the process can survive turnover, seasonal demand, new customers, changing workloads, and everyday pressure. Months 1–3 find, recover, install, and stabilize. Months 4–6 improve adoption and fix the next bottleneck. Months 7–9 strengthen visibility and customer follow-through. Months 10–12 measure durability and define the next stage.
The agreement is not designed to trap the client. It is designed to give installed changes enough time to become normal business behavior.
Do I have to complete the Revenue Leak Sprint first?
Is the Sprint an additional charge?
Will Forma meet with us every week?
Does Forma work inside our software?
Does Forma guarantee recovered revenue?
Does Forma replace a general manager?
KEEP THE SYSTEM WORKING
Start with the Revenue Leak Sprint. Then keep the repaired workflows visible, maintained, and improving through Forma Revenue Operations.
Forma reviews fit before offering a 12-month engagement.