Forum3

Forum3 is an advisory and build firm focused on artificial intelligence and agentic systems. It works with client organizations on AI strategy, assessing AI maturity, running workshops and bootcamps, identifying use cases, and then building the selected solutions, including workflow automation, production agents, and custom integrations connected to the client's existing systems. The firm describes its model as embedded rather than outsourced, positioning itself as a long-term partner rather than a vendor engaged for a single project.

Delivery is organized into three modes: strategic advisory (embed), custom solution development (build), and ongoing performance monitoring, upgrades, and evolution of how client teams work with AI (scale). Forum3 uses an internally developed framework it calls the agentic spectrum, which places organizations at one of three stages: assisted intelligence, covering prompt-based workflows and copilots on existing processes; agentic workflows, in which agents reason, plan, and act across multi-step processes connected to real systems; and digital teammates, purpose-built agents with proprietary skills and deep integration into the business.

The company also publishes content around its practice, including the AI First podcast and a book titled Agents, Inc., which it states was co-authored by an AI named Vera Brown. The same agent is made available for public interaction and can generate a customized mini-book tailored to a reader's role and company.

Founding story

The company's founders are described as having a combined career of more than 50 years in technology and consumer brands. Adam Brotman previously helped build Starbucks' digital and loyalty platform to 60 million members, and Andy Sack has built, backed and advised companies including work at Microsoft and with startups such as Remitly, Zipline and Outreach.

Business model

Forum3 sells services to client organizations across three linked engagement types: strategic advisory work such as AI maturity assessment, workshops and use-case identification; custom build work delivering workflow automation, production agents and integrations; and continuing engagement to monitor, upgrade and evolve deployed systems. It characterizes engagements as a single ongoing relationship rather than one-off projects.

Traction

Client testimonials from executives at Athletic Brewing, Cabi and VASA Fitness describe workshops and bootcamps that led to applied AI use within marketing and across teams. The company lists featured partners and reports a growing practice focused on restaurant chains.