FORMA PRO / A STUDIO WORKFLOW

Good conversations.
Clear next steps.

Keep the project brief, responsibility and next action together. A focused companion for the enquiries already arriving through Forma Core.

Pro is included in the owner’s preview. Public purchasing will open later; this page does not take payment.

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ILLUSTRATIVE WORKSPACE / FICTIONAL DATAProposal

A courtyard home

A new home arranged around light, planted shade and everyday family life.

Project: Residential
Next action: Review the initial brief
Responsibility: Studio lead

See how the conversation progresses

Enquiry receivedThe message and optional brief stay together.
Responsibility assignedChoose an owner and a next-action date.
Discussion recordedAdd a dated note to the activity history.
Next step preparedMove the deal stage as work develops. Communication status remains clearly separate.

This is a readable product illustration, not a live customer record. Actual changes are made in the protected WordPress workspace.

Your qualification questions.

Adapt budget ranges, currency and choices to the work you actually accept. Keep old saved briefs readable as settings evolve.

Work that stays visible.

Use owner, due-date and pipeline controls to identify the next action. An active proposal should not disappear simply because it is old.

A useful record.

Private notes and dated activity provide context. Export controls and WordPress privacy tools keep the information manageable.

Practical boundaries.

Forma Pro organizes enquiries and follow-up. It does not replace contracts, accounting or a payment processor. Email acceptance is not a guarantee of inbox delivery. The hosted demo disables outgoing email so you can safely try its workflow.

Your data stays in WordPress. Core is required. Pro currently receives manual ZIP updates. Free features remain available without Pro.