Turn one real process into a governed AI workflow.
The ProcessForge pilot package is built for teams that want a concrete first workflow, visible controls, measurable ROI, and a clear rollout decision.
$1,500
pilot package
1
first workflow
2-3 weeks
typical setup
human gated
approval model
What the $1,500 pilot includes
Process mapping and baseline metrics
The output is scoped for production review: owners, systems, risks, expected savings, and next rollout steps.
One AI workflow configured for a real team process
The output is scoped for production review: owners, systems, risks, expected savings, and next rollout steps.
Scoped tools, guardrails, and human approval gates
The output is scoped for production review: owners, systems, risks, expected savings, and next rollout steps.
Reviewer-ready outputs with citations and audit trail
The output is scoped for production review: owners, systems, risks, expected savings, and next rollout steps.
ROI report and rollout recommendation
The output is scoped for production review: owners, systems, risks, expected savings, and next rollout steps.
Generate a pilot plan for your process.
Start with SEO, sales, support, CRM, document, or internal knowledge work. The generated plan becomes the brief for the first ProcessForge pilot.
Start from a proven first workflow.
SEO, CRM, invoice, and support packages cover the most common buyer intents while still leaving room to scope the exact systems and data.
SEO Automation
For teams that need technical SEO checks, content briefs, internal-link suggestions, and reviewer-ready fixes without waiting for a manual audit cycle.
from $1,500
2-3 weeks
Repeatable SEO audit and publishing workflow
Audit report, Implementation checklist, Reusable prompt/workflow instructions, Setup support
Included
Typical access
CRM Automation
For sales teams that want account research, CRM enrichment, lifecycle hygiene, and follow-up preparation without uncontrolled CRM writes.
from $1,500
2-3 weeks
Cleaner records and faster sales follow-up
CRM workflow brief, Field mapping, Review checklist, Setup support
Included
Typical access
Invoice Automation
For finance teams that spend too much time reading supplier invoices, matching purchase orders, and preparing approvals.
from $1,500
2-3 weeks
Invoice extraction with exception review
Extraction template, Exception rules, Approval workflow instructions, Setup support
Included
Typical access
Support Automation
For support teams that need ticket classification, grounded draft replies, escalation rules, and human review for sensitive cases.
from $1,500
2-3 weeks
Faster ticket triage with safe replies
Triage rules, Draft-reply workflow, Escalation checklist, Setup support
Included
Typical access
What happens after you submit the request.
The request creates the basis for your client portal, scoped delivery, installation instructions, and support chat.
Day 0
Submit the request and receive a secure portal link.
Day 1-3
Confirm scope, access, risks, and success metric.
Week 1-2
ProcessForge prepares the automation package and delivery notes.
Week 2-3
Install from your portal and use chat support if setup needs help.
FAQ
What exactly do we receive?
You receive a client portal workspace with the agreed automation brief, installation instructions, files or links, setup notes, and a support chat for implementation questions.
Do you need passwords or full system access?
No. The pilot can start from exports, examples, and scoped access. If a live integration is needed, ProcessForge asks for the minimum permission required for that workflow.
What happens if installation does not work?
Use the order chat in your client portal. The package includes setup support for the pilot delivery so issues can be diagnosed and corrected.
Can we change the scope after submitting a request?
Yes. The first review confirms the workflow, data sources, risk level, and success metric before delivery work starts.
Is there a refund policy?
If the requested workflow cannot be scoped into a useful pilot, ProcessForge will recommend stopping or changing scope before implementation starts. Commercial terms should be confirmed in the project agreement.
How are files and data protected?
Delivery files are served from protected routes, customer orders require session access, and sensitive actions are kept behind human review and scoped permissions.