You know something needs to change. Let's identify exactly where to start.
The FORMA Clarity Audit is a focused, two-session engagement that gives founder-led businesses a clear, written roadmap for what to fix first — without committing to an ongoing engagement.
What Is the FORMA Clarity Audit?
Most founder-led organizations don't fall apart dramatically. They slow down quietly — through unclear roles, hiring that doesn't stick, and decisions that still require the founder's sign-off no matter how many people are on the team.
The Clarity Audit is designed for that moment. In two structured sessions over two to three weeks, we identify exactly where your operations are breaking down and deliver a written action plan your team can move on immediately.
This Is For You If:
You're still the bottleneck — decisions, hires, and escalations all come back to you
You've added people, but your workload hasn't meaningfully decreased
Your team knows what to do, but execution is inconsistent or incomplete
You've made at least one hire that didn't work out the way you expected
You're approaching a growth moment — a new hire, a new service, a funding round — and you want the foundation solid before you scale
What Happens After the Audit?
Most clients use the Clarity Brief as a decision-making tool. Some act on the recommendations independently. Others move directly into one of FORMA's two engagement tracks — the Hiring Foundation Build for teams that need the infrastructure built before their next search, or the People Operations Partner for post-seed teams with active open roles who need someone to own the hiring function end-to-end. Both are scoped to pick up exactly where the Brief leaves off.
What's Included?
Every Clarity Audit includes the following across two sessions:
Before Session 1 An intake form sent immediately after your inquiry is confirmed. This focuses our session time on what matters most and ensures we go deep rather than spend time on basics.
Session 1 — Diagnostic(60minutes) A guided conversation covering your team structure, current systems, operational friction points, and where execution most consistently breaks down. This is where we get honest about what is actually happening inside your organization.
Analysis Period(Two weeks) FORMA conducts a focused review of everything surfaced in Session 1 and builds your FORMA Clarity Brief — a written document with 3–5 prioritized recommendations specific to your organization.
Session 2 — Delivery(60 minutes) Your FORMA Clarity Brief is presented and walked through in full. We discuss which recommendations to tackle first based on your capacity and timeline, and you leave with a document your team can act on immediately.
The FORMA Clarity Brief Your written deliverable. A clean, professionally formatted document that names what is working, identifies your operational gaps, and delivers 3–5 prioritized recommendations — each with a suggested first action step you can take shortly thereafter.
Investment
$1,500*
*FORMA accepts a limited number of Clarity Audits each month. Submitting an inquiry does not guarantee availability. You will be contacted within 48 hours to confirm your spot and schedule your intake call.
To book a clarity audit complete the short form below to submit your inquiry. Please allow 24-48 hours for a response back to schedule your 15-minute intake call.