1/5
64 likes
harborhome Most water heaters give a warning before they quit. Swipe for the three we see most, and what each one means.
FIGScheduled · Mon 9:00
For local service businesses
Every lead answered. Every job brings the next.
A website, CRM, front desk and content engine, built around your business on one second brain. Set up by a real person.
Real entrepreneursReal industry experienceAnaheim, California
Scroll
One customer, one system
One second brain under every step: your prices, rules and answersWhile you work
What happened while you were on the job
Drag the clock through a workday. Every item was handled without you.
You, on the jobPhone in your pocket. It only rings when it should.
8 things handled
0Receptionist0Website chat0CRM0Content engine
TodayHarbor Home Services
- Call answeredMaria Lopez, AC not cooling. Booked Tue 9:00.
- Website chat answeredKen Wu asked about water heaters. Estimate booked Thu 2:00.
- Spam call screenedRobocall about your car warranty. Not added to the CRM.
- Quote reminder sentDan Kim, day 9 on the AC quote. Text sent in your words.
- Spanish call answeredJorge Ramírez, leak under the sink. Booked today 3:00.
- Call transferred to youSara Cole wanted the owner. You got a whisper: panel quote, ready to book.
- Review requestedPat O'Neil, job finished yesterday. He left 5 stars at 4:10.
- Post publishedBefore and after: the Garden Grove re-pipe. 3 channels.
The result · Tuesday8 things handled. You picked up the phone once.
Each item came from one of the products below. They share one second brain.
Harbor Home Services, one week Sample business
38new leads24booked0unanswered calls6posts out5new reviews
01 · Foundation
Website + SEO
A website built to modern standards, found on Google and in AI search, with ad campaigns that work harder. Every lead lands in your CRM.
Sample reportFlip between Before and After to see what a build changes. Click any score for the details, then scan your own website below.
Sample report, fictional businessYour free scan uses the real checksNothing to install
02 · Front desk
Never miss another lead.
One AI front desk answers your phone, your website chat and your calendar, in English and Spanish. Try all three right here.
LiveThese are real. Call our receptionist, ask the chat anything, or book a call with us.
Live lineAnswers 24/7
Call our AI receptionist(714) 583-9823- Ask what we charge
- Ask for Spanish
- Ask to book a call
Front deskOnline nowLive
Hi! I am the front desk for Custom Tailored Agents. Ask me anything, in English or Spanish.
This weekExample bookings shownTap an open time
BookedOpen: book a call with us
All three land in your CRMName, number, what they needA recap to your phoneThe appointment on your calendar
03 · Operations
CRM + Command Center
Every lead, every follow-up and your whole business on one screen. Built around how you work, with only the modules you need.
Live demoThis is a working CRM. Click around: open a customer, move a deal, draft a quote or switch a module on and off.
Interactive demoYour stages, your namesSample data
04 · Content
Posts written from your business, in your voice.
The content engine writes the week's posts from your website, your second brain and your job photos. You approve with one tap. It posts on schedule to every channel you connect.
Try itClick a day to see the post. Then approve the week.
‹Post preview
1/3
112 likes
harborhome Two days, one family, zero drywall left open. Drag the slider on the first photo to see the difference.
IGGScheduled · Tue 12:00
Do you charge extra on weekends?
We hear it every week
Short answer: yes
After 5 pm and on weekends, the after-hours rate applies
How to skip it
Book Monday to Friday, before 3 pm
Book a weekday time
Link in our profile
harborhomeThe question we get most, answered in 15 seconds.
IGTTFWaiting for your OK · Wed 9:00
Not posted yet
harborhome It takes a day longer. Here is why it protects your house, your insurance and the next owner.
INFWaiting for your OK · Thu 3:00
Not posted yet
harborhome Thank you, Maria. Reviews like this keep a small team going.
FGWaiting for your OK · Fri 11:00
Not posted yet
harborhome Ten tune-up spots left this month. Pick a time in one tap.
FIGTTWaiting for your OK · Sat 10:00
Sample business: Harbor Home Services. Real formats.
This weekWritten from your website, your second brain and your job photos
Posts on a schedule toFFacebookConnectedIGInstagramConnectedGGoogleConnectedINLinkedInConnectedTTTikTokConnected
05 · Knowledge → Custom builds
One second brain. Built to grow.
Your pricing, processes and business knowledge form the foundation. Custom tools, AI agents and automations grow from it, all working from the same playbook.
Try itChange the rule once. Watch the chat, the quote and the receptionist follow.
After-hours visits
The after-hours rate applies after 5 pm on weekdays and all weekend.The after-hours rate applies after 6 pm on weekdays, Saturday afternoons and Sundays. Saturday mornings are regular rate.
Approved by the owner · Mar 3today
Change it once. Watch all three update.
Website chat
Customer: Do you charge extra on Saturday?
Yes. Saturday is after-hours. A weekday visit is regular rate.Saturday morning is regular rate. After noon, the after-hours rate applies.
Source: After-hours visits · v3v4
Quote builder
Visit: Saturday 10:00 am
After-hours rate appliedRegular rate: Saturday morning
Source: After-hours visits · v3v4
Receptionist
Caller: Can you come Saturday at 10?
Saturday is after-hours. Want a weekday time instead?Yes. Saturday at 10 is regular rate. Shall I book it?
Source: After-hours visits · v3v4
Custom tailored
A custom-built system. Not just a box of tools.
The all-in-one platforms sell you every tool in the world and a login. The agencies that resell them charge a monthly for the same login. Nobody sits down with you and makes it fit the way your business runs. We do, and nothing we install is a trap.
✕ A box of tools Platforms and the agencies that resell them
✓ Custom tailored Custom Tailored Agents
✕
Hundreds of tools, only a few used
You pay for the whole platform. Most owners use a couple of key features and never touch the rest.
✓
Only what your business needs
We set up the few tools that move your business, and leave out the rest.
✕
You buy it and never finish setting it up
Pipelines, triggers, workflows, funnels. You get a login and a help center, and the setup is your weekend.
✓
A real person sets it up with you
We load your business into it, dial it in side by side, train your team, and answer the phone after launch.
✕
Built for agencies, not for you
Most all-in-one platforms were designed for marketing agencies running many clients. The owner comes second.
✓
Built for your one business
Your services, your stages, your team, your customers. Nothing fits the way you work until someone makes it.
✕
One bill that never shrinks
Software, agency, texting and add-ons folded into one number, every month, for as long as you stay open.
✓
Three plain lines, every invoice
The setup or build, once. Care, a small monthly. Our time, only when you ask for it. You always see which is which.
✕
Stop paying and it goes away
Your site and your list live in their account. Cancel, and they switch it off and delete the data soon after.
✓
Stop paying and it keeps working
What is installed stays on. Updates stop and your data goes with you. Your website and custom builds are yours outright.
✕
Leave and start over
New website, new CRM, rebuild every automation, move every contact.
✓
Leave and keep everything
Keep us on, hire anyone, or take the keys and run it yourself. Your site, your builds and your records stay with you.
Seamless switchNo downtimeYour leads come with you
Modular
Build your system.
Start with the foundation. Add the modules your business needs. Every one gets a person's attention so it runs on your second brain and your rules.
Try itFlip a module on and watch it plug into the board. The build sheet adds it up the way your invoice will.
1FoundationOwned
2The systemSubscribed
3ModulesFlip them on
Built for you, then yours
Plug and play, month to month
FoundationWebsite + SEOLeads in from Google, AI search and your ads
Built for you
Quote generator$1,800 over 4 paymentsA person dials this inExample
Open slotAutomatic follow-up$900 over 3 paymentsA person dials this inExample
Open slotAI receptionist$1,800 over 4 paymentsA person dials this in
Open slotSmart spreadsheets$600 over 2 paymentsA person dials this inExample
Open slotThe systemSecond brainCRM · Dashboard · KnowledgeSwitch the system on
Plug and play
Morning brief$19/moA person dials this inExample
Open slotCall transcript to notes$29/moA person dials this inExample
Open slotResearch worker$49/mo + $150 setupA person dials this inExample
Open slotYour ideaNot on the menu? Quoted on your numbers.
Your build0 modules
One time$1,800Setup and builds, in payments
Monthly$198Month to month
A person's time6 hIncluded in the price
Module prices are examples while we finish the menu. Running costs like phone minutes pass through at cost. Your plan is quoted on a call, in these same three lines.
Book a build call
The real cost
What does your software bill really add up to?
Put in what you pay today, then a one-time setup or build and the small monthly after it. See when it pays for itself.
$60,000
At $500 a month, an all-in-one platform plus the agency that runs it costs $60,000 over ten years. The price never drops, and nothing stays with you when you leave.
Example figure. Use the calculator below with your own numbers.Cost calculator
Enter what you pay today. Then a one-time setup or build, and the monthly after it. See when it pays for itself.
Sample inputs, not a quote. The monthly covers care or the Starter subscription, hosting, texting and any tools you keep. Our time is never hidden in it.
Today's bill$0
With us$0
You save$0
Today's bill, total paidWith us, total paid
Real entrepreneurs · Anaheim, California
Your technician. Your consultant.
We are entrepreneurs with real industry experience, and we talk with every customer. Think of us as the technician for your systems and the consultant who helps take your business to the next level. Same people from the first call to launch, and a phone call away after it.
Talk to a real person(714) 248-6286
Every build starts with a conversation. We learn your business through discovery calls, then keep that relationship going: questions, ideas and upgrades, one call away.
Discovery, not a template
We learn how your business actually runs before we build anything.
Built with you, side by side
You see it take shape and shape it. Nothing is handed over as a surprise.
A real partner after launch
Updates, upgrades and new ideas. Brainstorm with someone who knows your system.
Local, and remote when it helps
Based in Orange County, CA. We meet in person or online, whichever works for you.
How it works
First call to live
Review
01
Review
We look at what you pay for today, where leads get lost and what takes your team the most time.
Plan
02
Plan
A plain plan with three lines: the setup or build, the monthly care, and our time if you want it. Often close to what you pay now.
Build
03
Build
We build next to your current setup, with you. Your leads move over. Nothing goes down on switch day.
Live
04
Live, and looked after
Your website, builds and records in your name. Month to month from here: keep us on, or take the keys.
Pricing
Two ways in: subscribe to the system, or build custom and own it. Either way a real person loads your business into it and stays a call away.
Own it
Website + SEO
$800
$400$400Yours
2 payments of $400Then it is yours- Website refresh to current standards
- Technical SEO and Google Business Profile
- Leads sent to your inbox and your CRM
- After payoff: care at $99/mo
Subscribe
The system
$99/mo
$1,000 setup once, in up to 4 payments. Then month to month
- Your CRM, owner dashboard and second brain
- A person loads your business into it: about six hours together
- Lead capture and follow-up reminders
- Your Google accounts connected
- Runs in accounts you control. Cancel anytime, keep your data
Own it
Custom build
Starting at$3,500
$500$500$500$500$500$500$500Yours
Example: 7 payments of $500Then it is yours- Tools built on your second brain, around how you work
- Priced from the module menu, setup hours printed on each
- Work not on the menu is quoted on your numbers
- After payoff: care at $150/mo, with an hour of changes
$49/mo
Content engine add-on. Posts and articles written from your business facts, in your voice. You approve, it posts. No setup fee, cancel anytime.
$150/hr
Done with you. We build it with you and train your team. Changes by the hour when you want them, in five-hour packs.
Per module
Done for you. Add a module from the menu at a fixed price. Its setup hours are included and printed on it, so you always know what you are paying for.
$500/mo
We run it. Four hours of changes a month, a monthly call, and first in line when something needs doing. Month to month. Bigger builds are quoted first.
Month to month
Cancel anytime. Keep your data. What is installed keeps working. Your website, your custom builds and your records are yours; the software is licensed while you subscribe. Texting and hosting billed at cost.
Frequently asked questions
Your website, the custom work we build, your records and the accounts everything runs in, all in your name. The CRM, second brain and content software is licensed while you subscribe: stop, and what is installed keeps working, updates stop, and your data goes with you. Outside services like texting keep their own small bills. The agreement lists what transfers and when.
Hosting, monitoring, updates and backups, and on a custom build an hour of changes each month. Outside services like texting are billed at cost. If you stop it, what we built is still yours. Someone still needs to host and look after it: your team, another technician, or us.
No. Software that does its job well stays, like a booking or billing app, and we connect to it. But the system is modular, so when a tool costs more than it gives back, a module built on your second brain can replace it, usually for less. We tell you which is which before we start.
We build next to your current setup. Your contacts and leads move over. We go live, then you cancel the old service. No week without follow-up.
Yes. The website is the foundation. Add the CRM, the second brain and custom builds when you are ready.
Our factory builds the website. The system needs a person: about six hours loading your services, prices, stages and knowledge into it, connecting your accounts and training your team. You pay for those hours once. The software itself is the small monthly.
Then a scheduler is the right buy, and we will say so. Our content engine is for owners who want the posts written for them from their own business facts, reviewed, then posted.
Subscribe to the system when you want the CRM, dashboard and second brain working fast at a small monthly. Own the custom tools built on top of it. Both run in your accounts, and most businesses do both over time.
Yes. The receptionist forwards from your existing number, the chat is one line of code on any site, and the booking calendar is your own Google calendar. They work alone, with a website we build, or inside the system, where they cost less.
Parts of your system can take action on their own: answer a question, send a follow-up, draft a quote. They work from your own rules and your team approves what matters.
Software that works.
Real industry experts here to help.
Call now, or book a 20 minute call with our team in Orange County. We will look at what you pay today and show you the cost either way: subscribe, or build it and own it.