1/5
Fictional sample · not published
harborhome Most water heaters give a warning before they quit. Swipe for the three we see most, and what each one means.
FIGApproved sample · Mon 9:00
The race to optimize your business with AI has started. Here's how you win it.
We'll help you win more business and automate the busywork.
Every call answered, every lead tracked, posts drafted. You just say what's next.
Read the video transcript
You started a business to do the work. Not to answer the phone at nine at night. The busywork eats your day, and the work that pays has to wait. AI can now take a lot of that off your plate. Here's how we do it, in five simple pieces. One: get found. A fast website you own, built for phones and for search. Two: every question answered. Your AI front desk answers your website chat day or night, in English or Spanish, from your own answers. Answering your phone opens to new businesses soon. Three: nothing gets lost. Every call and chat lands in your customer list, called a CRM, and your Today list shows who to call. Four: stay seen. Post drafts written from your business, in your voice. Nothing goes out until you approve it. Five: your prices and rules, written down once from a short talk with us, and loaded into your front desk and your posts at setup. That's your business playbook. We call it your Second Brain. Each tool works alone from day one, like a good temp. With your playbook, they work more like your best employee. Then you stop clicking. You tell Claude, an AI assistant like ChatGPT, on your computer: log that call with Mrs. Lopez, and remind me Tuesday. Done. Found. Answered. Tracked. Seen. And with your playbook, your tools work like your best employee. Start with one piece, and add the next when you're ready. Got a bigger job in mind? We build that too. Don't take our word for it. Call our own front desk right now: seven one four, five eight three, nine eight two three. Or chat with it on this page. A good place to start is the customer list: ninety-nine dollars a month, with no setup fee. Book a call, and we'll show you which piece takes the most off your plate first.
Scroll
Step 1 of 5
Get found
A fast website you own, built for Google, AI search and phones.
Sample reportScroll to watch the grades climb. Click any row for the details.
Sample report, fictional businessYour free scan uses the real checksNothing to install
Step 2 of 5
Calls get answered
Your AI front desk answers every call, day or night, from your answers.
Try itScroll: one channel at a time. Try each one.
Live lineAnswers 24/7
Call our AI receptionist(714) 583-9823- Ask what we build
- 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.
Booking demoSample times, not live availabilityTry a sample booking
Example bookingTry an open time
Choose a sample time. Nothing will be booked or sent.
Book a real call with us →All three land in your CRMName, number, what they needA recap to your phoneThe appointment on your calendar
Step 3 of 5
Nothing gets lost
Each call and chat lands in your customer list with a short summary.
Live demoScroll for a quick tour, or click around.
Interactive demoYour stages, your namesSample data
Step 4 of 5
Stay seen
Post drafts written from your website. Nothing goes out until you approve it.
Try itScroll through a sample week: written for you, ready for your OK.
‹Post preview
1/3
Fictional sample · not published
harborhome Two days, one family, zero drywall left open. Drag the slider on the first photo to see the difference.
IGGApproved sample · 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.
IGTTFReview sample · Wed 9:00
Fictional sample · not published
harborhome It takes a day longer. Here is why it protects your house, your insurance and the next owner.
INFReview sample · Thu 3:00
Fictional sample · not published
harborhome Thank you, Maria. Reviews like this keep a small team going.
FGReview sample · Fri 11:00
Fictional sample · not published
harborhome Ten tune-up spots left this month. Pick a time in one tap.
FIGTTReview sample · Sat 10:00
Fictional business: Harbor Home Services. Prepared examples, not customer results.
Sample weekReview drafts, then publish manually on your own accounts
This demo does not connect accounts or publish posts.
Example channels, not connectedFFacebookExampleIGInstagramExampleGGoogleExampleINLinkedInExampleTTTikTokExample
Step 5 of 5
Just tell it
Write your rules down once. Then tell Claude what to do, in plain words.
Sample businessScroll: it lights up, you say it, it is done.
Harbor Home ServicesSample business
CustomersMrs. Lopez · water heater
Front DeskAnswers calls and chats
Posts3 drafts for your OK
PlaybookWater heaters: quote within a day
Note on Mrs. LopezWants a water heater quote
Task · Tuesday 9:00Send Lopez the quote
Log that I talked to Mrs. Lopez. She wants a water heater quote. Remind me Tuesday.
Done. I added a note on Mrs. Lopez and a task for Tuesday at 9:00: send her the quote. I used your water heater rule from the playbook.
Type or say it in plain words
One screen: your playbook, your customers, your tools, linked.
100% AI-optimized. You found the team to win it.
Finish line
We'll help you win more business and automate the busywork.
Every call answered, every lead tracked, posts drafted. You just say what's next.
Build your systemPick one, or pick them all.
Your plan
Pick a system to start.
Book a call See pricing →- Set up with you by a real person
- Built around how your business works
- Works with Claude on your computer
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.
✓
Keep your owned site and builds
Your website, custom builds and records remain yours. Subscription access, updates and third-party services follow the agreed cancellation terms.
✕
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
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
Rent the tools. Own the brain. Get help when you want it.
Every quote has three lines: things we run are monthly with no setup fee, things you own are one build price, and help is its own line.
Things we run
Monthly, no setup fee
Stop any month. Every tool costs less on our CRM.
- CRM$99/mo for up to 5 people · $199/mo for up to 25
- Front Desk$119/mo on our CRM · $149/mo on its own
- Content engine add-on$49/mo on our CRM · private preview, public subscriptions are not open yet
Things you own
One build price, then it is yours
Pay in full and save 10%, or pay in installments.
- Second Brain$1,500 once, no monthly · $1,350 paid in full, or 4 payments of $375
- Website + SEO$800 in 2 payments of $400 · care $99/mo
- Custom buildsQuoted on your numbers, at $150/hour
Help
Its own line, never hidden in a price
A real person, when you want one.
- Start with help$150 once: an hour setting it up together
- Help plan$149/mo for an hour each month
- Technician$600/mo for 4 hours each month
Every tool costs less on our CRM
| A real bundle | Bought separately | On our CRM | You save |
|---|---|---|---|
| CRM + content engine | $178/mo | $148/mo | $30/mo |
| + Front Desk | $327/mo | $267/mo | $60/mo |
Make it smart: add the Second Brain for $1,500 once, then nothing more a month.
The content engine is in private preview, so the first bundle opens when public subscriptions do. Try 3 free posts from your website today.
Month to month
Cancel anytime. Keep your data. Keep your owned site and builds. A real person sets it up with you and stays a call away. Phone minutes pass through 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 are licensed services. Your agreement states which access and services stop on cancellation and how you export your records. 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 three-post sample helps you review drafts from your business facts and post manually. The ongoing Spoolio workspace is private; automatic posting is not available yet.
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, remind you of a follow-up, log a call. 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 one-hour 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.