The #1 question we get: "What does week 1 look like?" Here it is — day by day, with real mocks. Connect Monday morning. See your first reply drafted by Tuesday 7am.
Claim a founding spot → 50% off year oneYou give us read-only access. We confirm sync within 2 hours. Nothing is sent to your customers.
You share read-only credentials for your CRM — AccuLynx, JobNimbus, FieldRoutes, GorillaDesk, Aspire, LMN, or another. We walk you through it on a 15-minute call or async via a Loom.
Within 2 hours, we confirm what we can see. You get a confirmation email showing exactly what we now read: leads, contacts, estimates, invoices. Nothing else.
Three new leads with drafted replies. Two stalled estimates with next-action suggestions. One overdue invoice ready to collect.
You hit Approve. The message goes out from your email. Your CRM logs it automatically. You never left the brief.
Marcus replies to the draft you approved. You recover a job you would have lost before ForwardStack existed.
We review which drafts you sent verbatim vs. edited. By Friday, the tone is tighter to how you actually talk.
Compressed version. No low-priority items. Only leads that need a reply before Monday or they'll go cold.
Every metric that matters, in one email. Leads surfaced, drafts approved, dollar value recovered, integration health.
Every message that goes to your customers comes from you, sent by you, from your account. We put words in your outbox. You decide what leaves.
First 50 customers only. After that, full price. This offer doesn't come back.
No credit card until you decide to go live. 50 spots total.
14-day shadow trial. No credit card. First 50 founding spots at 50% off year one.
Apply for a founding spot →