Inside the Forge Platform

How We Scale Roofing Companies

Every Forge partner plugs into a full operating platform… executive consulting, world class sales training, recruiting, finance, legal, HR, tech, and national buying power. Here is exactly what that looks like.

01
Consulting

An Executive Team in Your Corner Every Week

Forge partners work directly with operators who have built, scaled, and sold roofing companies. The consulting engagement is hands on, personal, and built around your specific market and goals.

  • CEO Executive Coaching. Weekly 1 on 1 sessions with a real world team that grows your company alongside you.
  • Onsite Executive Support. Our executive team comes to you, works inside your operation, and builds personalized strategies unique to your business.

Real Operators, Real Accountability

Weekly cadence, quarterly onsite visits, and a standing executive bench reviewing your numbers, your team, and your growth plan. You get the leadership depth of a $100M company from day 1 of the partnership.

02
Sales Training

World Class Training for Every Rep on Your Roster

Your team trains inside the same system that has developed thousands of top producing reps… delivered live every week and on demand 24/7 in a fully Forge branded portal.

  • Live Weekly Calls. Your reps train live with world class trainers every single week.
  • On Demand Video Library. Full roofing retail and insurance sales training, available to your whole team anytime.
  • Custom Branded Onboarding. A Forge branded onboarding and training experience that gets new reps producing fast.
  • CPD Certification. Reps earn a recognized certification that raises the standard across your entire sales floor.
Forge Training Portal
training.forgestrategicequity.com

Commercial Roofer Playbooks

The full Ugly Roof Program playbook for winning commercial work… step by step scripts, targeting, and follow up systems your team can run immediately.

Business Development Playbooks

Proven systems for building referral channels, realtor and adjuster relationships, and B2B pipelines that feed your reps warm opportunities.

Recurring Revenue Playbooks

Maintenance plan systems that turn 1 time roof jobs into recurring revenue… adding predictable income and real enterprise value to your company.

03
Recruiting

We Fill Your Calendar With Sales Reps

Recruiting is a full department inside Forge. Our team writes the ads, runs the campaigns, screens the candidates, and books qualified interviews straight onto your calendar.

  • Full Backend Hiring Engine. We handle hiring for sales and every other role… ad placement, screening, and pipeline management at scale.
  • A Calendar Full of Interviews. Qualified sales rep candidates booked directly onto your schedule every week.
  • Priority Placement. Experienced leadership and veteran sales rep placements go to Forge partners first.
ROM Recruiting Portal
ROM · Candidate Pipeline
04
Leadership Development

Leaders Grow Here as Fast as the Companies Do

Forge develops the owner, the sales managers, and the leadership bench underneath them… because the company only scales as fast as its leaders do.

  • Owners Mastermind. Regular meetups and events with the other CEOs in the Forge portfolio, sharing real numbers and best practices.
  • The Forge Operating System. The complete business operating system every partner company runs on… meeting rhythms, scorecards, and accountability structures built for home service.
  • Weekly Group Leadership Calls. Ongoing development for your sales managers so your middle layer of leadership keeps pace with your growth.
Forge Operating System
app.forgestrategicequity.com
05
Finance · Legal · HR

A Back Office Built to Platform Standards

Clean books, real forecasting, airtight contracts, and compliant HR… the foundation that lets a roofing company scale with confidence and command a premium at exit.

Bookkeeping

Standardized accounting built to platform grade. Every partner company runs on clean, consistent books from month 1.

Fractional CFO

Monthly accrual accounting, FP&A, and real budgeting and forecasting… so you finally see what your business is actually doing, with proper data and support behind every decision.

World Class Legal

A dedicated legal team for contracts, disputes, and ongoing support… coverage most $5M roofing companies could never afford on their own.

HR Systems & Compliance

Full HR system integration for your employees, keeping the company compliant as your headcount grows.

SOPs & Resources That Scale

Ready to deploy pay structures, employment agreements, and insurance plans… documented systems built to handle 10 employees or 200.

Time Back for the Owner

Centralizing the back office gives you back 20+ hours a month to spend on leadership, sales, and growth… the work only the owner can do.

06
The Tech Stack

A Fully Built Tech Stack From Day 1

Partner companies skip the 18 months of trial and error. Every tool arrives fully configured, integrated, and running on the automations we have already proven across the portfolio.

Sequifi · Payroll

Commission calculators and dashboards that show every rep exactly what they have earned in real time… and pay them right, every time.

Visit Sequifi

JobNimbus · CRM

A fully built out CRM with 100s of automations and workflows already installed… every lead tracked, every job staged, every follow up automatic.

Visit JobNimbus

RepCard · Field

Knocking, gamification, and leaderboards that make the doors competitive… your reps see the scoreboard and push each other every day.

Visit RepCard
07
Procurement

National Buying Power Working for Your P&L

Every company in the Forge portfolio buys together. That shared scale drops straight to your bottom line in materials, insurance, and labor.

Shared National Buying Power

Portfolio wide purchasing on shingles, materials, and products delivers the best rebates and pricing in the industry… savings a single company could never negotiate alone.

Shared Insurance Plans

Group insurance plans reduce your cost while delivering better coverage for the company and your team.

Shared Fulfillment Resources

From supplementing support to specialized services, partners share the resources that make fulfillment faster, cleaner, and more profitable.

National Labor Network

A vetted national network of crews and labor, ready to support your production when volume spikes or new markets open.

08
The Value Stack

What Forge Brings to Your Company Every Month

Here is the real market value of everything a Forge partner receives. Adjust the sliders to match your company and watch the number update.

Consulting & Executive CoachingWeekly 1 on 1 CEO coaching + onsite executive support$20,000/mo
Software StackSequifi + JobNimbus + RepCard for a team of 10$5,000/mo
Sales TrainingLive weekly calls, video library, playbooks, CPD certification$3,500/mo
Recruiting TeamFull backend hiring engine + booked interviews$4,000/mo
Leadership TrainingOwners Mastermind, Forge OS, weekly manager calls$3,000/mo
Finance & BookkeepingStandardized books + fractional CFO + FP&A$13,000/mo
HR & LegalLegal team, HR systems, compliance, SOP library$10,000/mo
Procurement SavingsNational buying power, shared insurance, labor network$15,000/mo

Build Your Number

Sales Team Size10 reps
Annual Revenue$10M

Total Value Delivered

$73,500

per month, every month

Software scales at $500 per rep per month. Procurement savings scale with revenue, from $5,000 to $20,000 per month on a $10,000,000 company and up.

Ready to Build

Bring the Full Forge Platform Into Your Company

Tell us about your company and where you want to take it. If there's a strong fit, our team will reach out to start the conversation.