AI Consulting for SMBs

Stop leaving revenue on the table.

The Forum AI Group helps small and mid-size businesses get more out of the tools they already pay for — plus the AI-powered sales training and workflows to actually grow.

3.4×
Avg. ROI boost from stack optimization
87%
Of SMBs underuse tools they already own
CRM Utilization — Before34%
After Forum AI91%
HubSpot Salesforce Monday.com Slack AI Zapier + your stack
AI Sales Training Tech Stack Audits Workflow Automation Tool Onboarding CRM Optimization AI Strategy AI Sales Training Tech Stack Audits Workflow Automation Tool Onboarding CRM Optimization AI Strategy
What we do
Built for businesses that
are ready to move fast.
We don't sell you new software. We maximize what you already have — and layer in AI where it actually matters.
🔍

Tech Stack Audit

We map every tool you're paying for, identify gaps and overlaps, and build a clear optimization roadmap with fast wins.

🎯

AI Sales Training

Equip your team with AI-powered prospecting, objection handling, and follow-up skills that close more deals in less time.

Workflow Automation

We connect your existing tools and build automations that eliminate manual work — without a full IT department.

📊

Tool Training & Rollout

Live and async training sessions for your team so adoption actually happens and tools don't collect dust.

🤖

AI Strategy Consulting

We help you build a clear, practical AI roadmap — no hype, just the moves that make sense for your business right now.

🔗

CRM & Pipeline Optimization

Turn your CRM from a contact dump into a revenue engine. We clean, configure, and automate it for your sales motion.

Simple process. Real results.
01

Free tech stack audit

We dig into your current tools, usage data, and gaps. No fluff, just a clear picture of where you stand.

02

Build your roadmap

We deliver a prioritized action plan — quick wins first, bigger moves mapped out clearly.

03

Implement & train

We work alongside your team to set up, automate, and train — so nothing gets dropped after handoff.

04

Ongoing optimization

As your business grows and AI evolves, we keep your stack aligned with your goals.

Sample stack health check
HubSpot CRM
Underutilized
Monday.com
Optimized
Zapier
Partial setup
Slack
Optimized
Apollo.io
Not connected
LinkedIn Sales Nav
Underutilized
Estimated monthly waste
$1,840 / mo
In tools not being fully leveraged

Ready to get more from what you already have?

Book a free 30-minute call. We'll show you exactly where your stack is leaking and how to fix it.

Book your free call →