The FORMA Clarity Audit

Before you hire, restructure, or scale — get clarity.

A focused operations and people-ops diagnostic that gives small teams clear priorities, tighter systems, and a practical 30–60–90 day roadmap.

What’s Included:

A structured working session for founders and small teams who need clarity on what to fix, where to focus, and what to prioritize before making changes.

  • Workflow & project management review

  • People ops & role clarity assessment

  • Systems & tools evaluation

  • Bottleneck identification

  • 30-60-90 day priority roadmap

How it works

  • 60–90 minute live working session

  • Follow-up summary with insights and recommendations

Outcome
Clarity, alignment, and a realistic plan forward—without guesswork.

Investment: Starting at $750 (varies by team size and scope)

Who Is This For:

  • You lead a founder-led team (5–30 employees)

  • You run a creative agency, nonprofit, or service-based business

  • Your team is growing, changing, or stretched

  • You want clarity before making big decisions

This Is Not For:

  • Solo founders looking for mindset coaching

  • Teams seeking tactical execution only

  • Organizations not ready to look honestly at how work gets done

Build it.

Most teams don’t need more tools or more people.
They need clarity.

Founders and leaders come to FORMA when:

  • Work feels reactive instead of intentional

  • Roles are blurry and ownership is unclear

  • Projects stall or rely on one person to move

  • Hiring feels urgent but unfocused

  • Growth feels harder than it should

The audit helps you slow down — so you can move forward with confidence.

What You Walk Away With :

After the audit, you’ll have:

  • Clear visibility into what has been a challenge

  • Alignment on what matters most right now

  • A realistic 30–60–90 day priority roadmap

  • Confidence in your next operational move

No guessing.