About Forwardspan
Forwardspan helps owners and teams find the process that’s holding them back, decide what to change, and carry the change through.
What we do
A recommendation only helps if it works in the actual business.
That means it has to work in your software, with your people, on a busy day. So we look at the process, explain the choices, set up the tools you already have, connect systems, and build software where there’s a real gap.
AI can read a request, look up approved company information, prepare a draft or finish a defined task. We make clear what it’s allowed to do, when a person checks it, and what happens when it can’t finish the job.
What we can build
What the plan can lead to
The first project solves one problem. Once it’s working, we can take on the next one.
Calls and messages
Answering and following up with new inquiries by phone, text and Messenger, with a person able to step in.
Connected systems
Customer records, calendars, forms, email and reporting that share information, so nobody types the same thing twice.
Documents and knowledge
Drafting proposals from job notes, and answering staff questions from approved company information.
Websites and portals
Websites, customer portals and internal tools built around the action someone needs to take.
Training
Showing people how to use what we build on their own tasks, and leaving instructions they can follow.
Ongoing support
Looking after what’s been built, fixing problems, keeping company information current and adding improvements we agree on.
Where we are
Based in the Lehigh Valley. Working across the U.S.
Forwardspan is based in the Lehigh Valley, Pennsylvania. Most of the work happens over video calls and shared documents, so we work with businesses anywhere in the country, and in person when you’re nearby.
What’s taking longer than it should?
Tell us about it on a free call. We’ll say whether an assessment makes sense, or whether it’s something you can fix yourself.