AGENTIC STRATEGY ADVISORs

cut through the ai noise.

From AI strategy to deployed agents, we help teams build what’s next.

Featured Partners

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Not a vendor. Not one and done. We partner with your team to learn your business and build with you.

OUR PROPRIETARY FRAMEWORK

the agentic spectrum

Every organization lands somewhere on this spectrum. We find out where you are and build from there.

STAGE I

Assisted Intelligence

AI as a co-pilot. Prompt-based workflows, copilots on existing processes. Most organizations start here — and that’s exactly right.

STAGE II

Agentic Workflows

Agents that reason, plan, and act across multi-step processes. Connected to real systems. Where transformation compounds.

Stage iii

Digital Teammates

Purpose-built agents with proprietary skills and deep integration into your business. Your digital workforce — working alongside your human team.

Let's get started

OUR NEW BOOK

a book that keeps living

Our new book, Agents, Inc., was co-authored by AI. Now the same agent, Vera Brown, answers your questions for free and can write you a custom mini-book built around your role and company.

Agents Inc, Book cover

HOW WE WORK

EMBEDDED, NOT OUTSOURCED.

One relationship. Three ways we deliver.

01 — EMBED

Strategic Advisory

We work alongside you to assess AI maturity, run workshops, identify use cases, and keep you ahead as the technology evolves.

02 — BUILD

Custom Solutions

When a use case is ready, we build it — workflow automation, production agents, custom integrations. Real output in your actual systems.

03 — SCALE

Always Evolving

We don't build and disappear. We monitor performance, push upgrades, and evolve how your teams work with AI.

WHO WE ARE

Operators first. Strategists always.

Forum3 is led by Adam Brotman and Andy Sack, co-authors of AI First and veterans of more than 50 years at the frontier of technology and consumer brands. Adam helped build Starbucks’ digital and loyalty platform into a 60 million-member engine. Andy has spent his career building, backing, and advising companies at the frontier, from Microsoft to startups like Remitly, Zipline, and Outreach. Around them is a leadership team of operators, strategists, and builders who know how to turn change into execution.

Alex Wheeler

Profile photograph of Alex

Chief Brand Officer

Mai Pham

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Chief Growth Officer

Rose Kelly

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Chief Strategy Officer

Suhail Dutta

Photography of Suhail Dutta

Chief Technology Officer

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latest from the team

AI FIRST PODCAST

The Deer in the Headlights: What One Executive's AI Blind Spot Reveals About White-Collar Work

Andy Sack and Adam Brotman share a real client story about an executive who couldn't keep pace with a high-stakes financial forecast because he wasn't using AI, while colleagues using frontier models moved the project forward in hours instead of days. They use the moment, and the executive's honest admission that he didn't know where to start, to unpack the decision now facing leaders everywhere: invest in training someone who has fallen behind, or replace them with someone who already knows the tools. The conversation connects this single case to the hosts' broader thesis that most companies could already be run with far less headcount, and to the human cost of a skills shift moving faster than many careers can adapt to.

from our clients

"I was impressed with how many practical AI applications we learned as a team that were able to be put into practice right away. We left feeling confident and ready to start implementing AI in our marketing efforts."

“Forum3 helped us turn AI from an idea into action, giving us the structure to move quickly and make AI a real competitive advantage. The experimentation and progress across teams show how AI is being applied in ways that are reshaping how we work. It’s inspiring to see this level of creativity and collaboration—and this is just the beginning.”

"The bootcamp was transformative. It opened our eyes to how AI could solve real business challenges while empowering our team to think bigger about innovation. We went from seeing AI as something abstract to seeing it was a practical tool for growth."

Not sure where to start?

That’s where we excel.

Built for restaurants. Proven across consumer brands. No pitch deck, no pressure. Just a conversation about where you are and where AI can take your business.

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