The ops team you can't afford to hire, run by us.
Leads answered in minutes. Follow-ups that never slip. Reports that write themselves. Fortera builds and operates the automation layer for your business — you stay in control, we do the running.
Managed service · Fixed fee · You own everything
The Challenge
You know the leaks: inquiries that sit overnight, follow-ups that depend on memory, hours lost to status updates and admin. Hiring for it doesn't pencil out, and DIY tools become one more job.
Our Solution
We take it over as a managed service. Fortera designs the automations, runs them, watches them, and reports to you — for a fixed fee you know up front. Anything your customers see, you approve first.
See it running, right now.
Paint Perfected, a boutique painting company in Northern Virginia, runs on a Fortera-built system: a premium brand and website, automated lead capture, and inquiries routed to the owner's inbox in real time — live at paint-perfected.com.
Three services, one managed engagement
Advisory, automation, and insights — built, run, and maintained for you.
Strategic Advisory
An experienced advisor in your corner: what to automate, what to skip, what it should cost.
Operations & Process Automation
Lead response, follow-up, scheduling, invoicing chase, review requests — built, run, and maintained for you.
Data & Insights
Quarterly, in plain English: what your own numbers say to do next.
How it works
Assess, run, advise — you stay in control, we do the running.
Assess
Fixed fee · 2–3 weeks
- AI Opportunity & Governance Assessment
- Scored opportunity map
- Honest “don't do this” list
- 90-day plan
Run
Managed service
- We implement the highest-value items
- We operate them for you
- You approve; we execute
Advise
Quarterly
- Working sessions with the owner
- What the data says
- What to expand, what to cut
Why SMBs choose Fortera
Fixed fee
No hourly meter.
A senior operator
Not a call center.
Honest scope
We'd rather cut an automation than bill for it.
Everything portable
No lock-in.