ForgePeak
The growth system for financial advisory firms
Turn webinars, booking campaigns, and lead magnets into new clients — with compliance, attribution, and recruiting in one workspace. Not another generic CRM.
- Webinar · booking · magnet → close
- Built for firms & institutions
- Founding period · full access · no card
Product
See ForgePeak in action
Real screens from the live platform — capture surfaces through close.
Dashboard · Booking · Magnets · Webinars · Playbooks · Recruiting
01
Growth dashboard
One view from capture to close — across every campaign type.
02
Booking campaigns
Fill calendars from ads — consent, score, then book.
03
Lead magnets
Gate a guide, capture consent, nurture to a call.
04
Webinar registration
Still the flagship event surface — same pipeline behind it.
05
Lead playbooks
Score, stage, and act with advisor-ready scripts.
06
Recruitment pipeline
Grow the team beside the client pipeline.
What you get
Built for advisors, firms, and institutions
Solo advisors fill calendars. Firms standardize every campaign type. Institutions give every producer the same measured growth system — capture, qualify, book, close, and recruit — without spreadsheet chaos.
Three capture surfaces
Webinars, booking-offer pages, and lead magnets — every campaign lands in the same qualified client pipeline.
Calendar-first growth
Run ads to fill discovery calls. Prospects share details, consent, and book — appointments sync back to ForgePeak.
Lead magnets that convert
Templated offer pages for guides and checklists — not a page builder. Deliver the asset, then nurture to book.
Campaign attribution
Know which Meta, Google, or LinkedIn campaign drove the lead — and whether it came from a webinar, booking page, or magnet.
Qualification & playbooks
Score high-intent prospects and give advisors the next action — built for financial advice, not generic sales.
Team & recruitment
Invite advisors with roles and personal Calendly links. Run a dedicated hiring pipeline when the firm is ready to scale.
Why ForgePeak is different
Purpose-built for how advisory firms actually grow
Most tools force advisory firms into generic CRMs or a stack of event, form, and calendar apps. ForgePeak is the opposite: one vertical growth OS for how firms actually buy traffic — webinars, calendar offers, and lead magnets — with compliance and recruiting when you scale.
The result is clearer attribution, more booked meetings from the same ad spend, and a system principals can roll out across a team or institution.
Ready to grow your firm?
Join as a founding firm. Full platform access at no cost while we refine ForgePeak with early advisory organizations. Your feedback shapes the product.
Launch a webinar, booking page, or lead magnet in minutes. No credit card required.
Create your workspace