AI Systems & Pricing

We build, automate, and run the AI systems that power your business.

Each offer ships as a done-for-you build: clear scope, plain-English handoff, then run and improved on a monthly retainer. Pick one flagship, stack a few, or scope a full operating system. The person who scopes it is the person who builds it.

Book a Discovery Call
50+
AI workflows deployed across mortgage teams & service businesses, DFW and nationwide
2 to 4wk
Typical build window from kickoff to live system
8hrs
Average admin time recovered per week, per owner
1
Operator behind every build: no agency layer, no handoffs

The AI tech partner for loan officers & mortgage teams, and the service businesses around them.

For mortgage pros: AI that runs privately inside your own CRM, so borrower data stays protected and compliant. For roofers, auto shops, trades, and practices: the same systems, built around your workflows and your data.

Loan officers Lead nurture, appraisal rebuttals, partner reports, client-for-life refis.
Mortgage teams Appraisal rebuttals on Jungo/Salesforce, compliance monitoring, multi-agent stack.
Roofing & trades After-hours voice receptionist, reactivation, estimate-to-invoice follow-up.
Auto & repair shops Voice answering, booking, text confirmations, status updates.
Health & practices AI intake, reminders, reactivation, privacy-aware records.
/ 01 · Flagship offers

Four flagship builds. Scoped to your business.

Each one below is a real, working offer, not a fixed menu of the only things we build. Most owners start with one and layer in the rest as the system earns its keep. Every engagement gets scoped to your actual workflow, channels, and volume before we name a number.

Database Reactivation Campaign

Turn your dead contact list into booked conversations in 30 days, without buying a single new lead. An AI multi-touch sequence works your existing database on the stack you already own.

  • List audit + segmentation
  • AI multi-touch sequence (email / SMS)
  • Runs on your existing stack (no new SaaS)
  • Reply-routing + booked-appointment handoff
  • Pipeline-dollar readout
$15 to $40reactivated lead
vs
$150 to $300fresh lead

The fastest ROI story in the catalog: you already paid for this list once.

From$3,500 flat· starting figure, final price depends on scope

Lead Follow-up System

Every new lead gets an instant, personalized, human-sounding follow-up, and keeps getting nurtured until they book. Speed-to-lead first touch, then a multi-touch sequence that branches on behavior.

  • Speed-to-lead first touch
  • AI multi-touch nurture in your voice
  • Behavior branching
  • Booking handoff to your calendar
  • Full CRM logging

Built on a proven partner-portal nurture pattern (rated 8.2/10) and held for compliance review on every regulated send.

From$1,500 build + $397/mo· up to 6 touches across email/SMS, additional channels +$150/mo

After-Hours AI Voice Receptionist

Never miss a call again. An AI receptionist answers after hours in your business's voice, every missed call gets an instant text back, callers get qualified and booked, and happy customers get asked for a review at the right moment. The missed-call tax stops the day it goes live.

  • AI voice answering after hours, qualification script in your voice
  • Instant missed-call text-back that qualifies the caller
  • Calendar booking on both channels (voice + two-way SMS)
  • Automated review requests (Google / Facebook), negative feedback routed to you privately first
  • Call summaries, CRM logging + monthly recovery report
  • Escalation rules for live handoff

Built for roofers, shops, and trades: the businesses bleeding revenue to missed calls and thin review counts.

From$2,500 build + $497/mo· covers voice minutes and SMS volume, priced by call volume

Build-With-You Session

A live 60-minute screen share with Robert. You bring a real task from your business, we build a working AI automation on it together, and you keep what we build. Not a lecture: you leave with a real asset running in your own accounts.

  • Live 60-minute build session on your own business
  • A working automation running in your accounts before it ends
  • Session recording (bundle)
  • Written action doc after each session (bundle)
  • Async follow-up between sessions (bundle)

The bundle is not a discount: it is four full-price sessions plus the recordings, action docs, and follow-up that make them compound. Full session details below.

Pricing$250 / 60-minute session· $1,000 four-session bundle

The AI tech partner for loan officers & mortgage teams.

AI that runs privately inside your own CRM, so borrower data stays protected. Three engines built for how loan production actually runs, built to respect your industry's rules (TCPA, Reg-B, FCRA).

Appraisal Rebuttal Engine

Recover under-appraised value automatically. The AI pulls comps, drafts the ROV package, and assembles the evidence; you review and submit. A 3-hour rebuttal becomes a 10-minute review.

  • Automated comp pull on the subject property
  • Drafted ROV package ready for your review
  • Evidence assembly (comps, adjustments, narrative)
  • You review and submit: human sign-off on every rebuttal
  • Runs on Jungo/Salesforce mortgage stacks

Every rebuttal ships as a draft for your sign-off; the engine does the assembly, you make the call.

PricingScoped to your workflow· most builds land between $2,500 and $6,000

Partner Referral Engine

Keep your realtor partners sending you deals. The engine automatically shows each partner the business you've driven them and keeps you front-of-mind, so the next referral comes back to you, not the LO down the street.

  • Referral-flow integration
  • Automated partner scorecards (deals and dollars you've sent)
  • Hands-off monthly send
  • Co-branded partner portal option
  • Partner-engagement tracking

Proven and paid: a Waterstone partner build (rated 8.2/10). Above Homebot on customization.

From$1,800 build + up to $497/mo· sheet-fed or live CRM sync, priced by architecture

Client-for-Life Engine

Every past customer becomes repeat business and referrals instead of a name in a dead database. Automatic check-ins, win-back nudges, and review and referral asks keep you top of mind, so the next job comes back to you. For mortgage teams, that means annual-review, refi, and equity-watch triggers, all compliance-aware with a human in the loop on borrower-facing content.

  • Annual / milestone check-in triggers
  • Win-back nudges for dormant customers
  • Review and referral asks at the right moment
  • Re-booking and appointment handoff
  • Mortgage: refi / equity-watch triggers (compliance-aware)

For mortgage clients it is Reg-B aware: no AI-generated content that resembles a credit decision, human-in-the-loop on borrower-facing financial copy.

From$3,500 flat + retainer· retainer runs $397 to $997/mo, final price depends on scope

Four phases. One operator.

No agency layer. No account-manager handoffs. The person scoping the build is the person building it and supporting it.

  1. Discovery

    30-minute working session. We map your current workflow, surface bottlenecks, and confirm scope.

  2. Architecture

    We design the integration map (CRM fields, triggers, data flow, and channels) and approve scope in writing before any build.

  3. Build

    2 to 4 week build window. We configure the CRM, write automations, connect channels, and stage in a sandbox.

  4. Deploy & Train

    We migrate to production, train you in plain English, and run monthly tuning so it keeps performing.

/ 02 · À La Carte

Build only what you need. Nothing bundled in.

Most builds land between $2,500 and $6,000, scoped to your workflow. No tiers, no forced bundles: every category below is its own line item with its own price, so you pay for what your business actually needs and skip the rest. Stack as many as you want, or start with a $500 System Audit and let us map the exact scope for you.

Websites & Landing Pages

A site built to feed your AI systems leads. Refresh an existing site, build a single-purpose lead-capture page, or a full rebuild and platform migration.

$1,500 to $10,000+
by scope

Landing Page or Refresh

from $1,500

One landing page, or a design/copy refresh on your existing site.

  • One new page, or a full brand/copy refresh
  • One lead-capture form wired to your inbox or CRM

New Build, under 5 pages

$2,000 to $5,000

A new custom-designed site, up to 5 pages, on the platform of your choice.

  • Up to 5 custom-designed pages
  • Lead-capture form(s) wired to email/CRM

Full Rebuild, 5+ pages

$5,000 to $10,000+

A larger custom build, or a full migration off your current platform.

  • Full site architecture and navigation design
  • Open-ended above $10K: see add-ons below

+ Integrations & add-ons

  • Widget/API integration
  • CRM webhook / lead routing
  • Automation trigger
  • E-commerce / payment integration

These stack onto any tier above. Price depends on the specific tools and how they connect: a simple webhook is quick, a custom API integration is a deeper build. Scoped and quoted with your project, no surprise line items, and the reason a Full Rebuild can legitimately price above $10,000.

CRM Setup, Migration & Cleanup

Your CRM set up right so every automation actually works: custom fields, data migration, and a referral or prospecting board where you need one.

  • Custom field build and configuration on your CRM platform
  • Contact/lead data migration from your prior system
  • Prospecting or referral board setup
  • Legacy, cross-source data consolidation on larger rebuilds
  • Live automations plus ongoing managed retainer on full rebuilds
$1,500 to $10,000
+ up to $997/mo

Automation & Workflow Builds

Turn a manual, repetitive process into a system that runs itself: one workflow, a full multi-workflow build, or a compliance-grade version with audit trails and a reporting dashboard.

  • 1 to 5+ automated workflows built and wired into your existing tools
  • Cross-workflow handoffs on multi-workflow builds
  • Managed retainer: monitoring plus monthly optimization
  • Audit-trail logging and compliance documentation on complex builds
  • Duplicate/error detection plus a visual reporting dashboard, top tier
$1,500 to $6,000
+ $397 to $697/mo

Data Cleanup

Years of scattered, inconsistent contact and lead data turned into one clean, deduplicated source, ready to load into your CRM.

  • Consolidate scattered/legacy contact or lead data into one clean source
  • Deduplication and format standardization
  • Delivered as a CRM-ready import or clean mastersheet
$1,500 to $2,200
one-time

Data Enrichment

Everything in Data Cleanup, plus missing-field enrichment and segmentation so your data is ready for campaign targeting, not just clean.

  • Everything in Data Cleanup
  • Missing-field enrichment (email/phone verification, firmographic fill-in)
  • Segmentation and tagging for campaign targeting
  • Delivered ready to load into your CRM or automation tool
$2,200 to $3,000
one-time

AI Content & Newsletter Systems

Stay top-of-mind automatically: a weekly newsletter engine alone, or the full engine with market updates and social posts, all drafted by AI in your voice, approved by you.

  • Weekly AI-generated newsletter, drafted in your voice
  • Template, generation workflow, and human approval queue set up once
  • Full engine adds AI-drafted posts across multiple social channels
  • Market-update content where relevant to your industry
  • HTS-run approval queue across all content types
$1,400 to $5,000
+ $300 to $500/mo

Partner & Referral Portal

A branded, per-partner portal that shows each referral partner the business you've driven them, so the next referral comes back to you. Sheet-fed or live CRM sync.

  • Per-partner scorecards (deals/dollars sent)
  • Own-hosted, sheet-fed, or HTS-hosted with live CRM sync
  • Optional monthly management retainer
$1,800 to $4,000
+ up to $497/mo

Managed AI Retainer

Already have the systems? We run, monitor, and keep improving them every month, so they get better instead of stale. No build required to start.

  • Monthly monitoring across every live system
  • Fixes when a connected tool changes upstream
  • Ongoing tuning and optimization
$397 to $997/mo
ongoing

Microsoft 365 & Email Deliverability

SPF / DKIM / DMARC authentication and inbox-warming so your AI sends actually land. Bundled into any build that sends email, or run as a standalone add-on.

$750 to $2,500
add-on

Don't see what you need? Every engagement gets scoped to your actual workflow before we name a number. Book a call for a custom quote →

Get your number

Two minutes, no call required.

Stack as many categories as your business needs. Answer a couple of questions on the estimate calculator for a number in minutes, or book a call and we'll shape it together.

Everything runs on your own accounts, your data stays yours, we never sell or share it, and there is no long-term lock-in. See our Privacy Policy.

Our build guarantee: before we start, we agree on what success looks like for your system. We keep building and tuning until it meets those criteria. No half-working handoff, no moving the goalposts.
/ 03 · Work With Robert

Build-With-You Sessions: built together, yours to keep.

A live 60-minute screen share with Robert. No slide deck: you bring a real task from your business, we build a working AI automation on it together, and the automation stays yours when the hour ends. You learn the skill by shipping the real thing.

$250 per 60-minute session. The $1,000 four-session bundle is four separate sessions you book over time, full price, and it adds what makes bundling worth it: every session recorded, a written action doc after each one, and async follow-up between sessions. Team half-day available for mortgage teams and offices. When you want us to build it for you instead, the $500 System Audit is where that starts.

Book a Build-With-You Session

  1. Claude chat

    Prompting that holds up on real work: drafts, analysis, and daily workflows in claude.ai.

  2. Claude Cowork

    Agentic work on your own files: folders, spreadsheets, and documents handled while you watch.

  3. Claude Code, desktop

    Build your first real automation in the desktop app. No terminal required yet.

  4. Claude Code, terminal

    Full operator mode: agents, skills, and scheduled jobs running your busywork on your machine.

Want your first agent built in one sitting instead of across four sessions? That is the workshop, the bridge between a session and a full build.

Build Your First AI Employee

In one working session we design and stand up your first AI "employee", and you see exactly what it takes over. The lowest-friction way to start, and it seeds the build and the retainer.

  • Live working session
  • One named agent on your #1 repetitive task
  • 90-day AI roadmap
  • Working prototype you keep
  • Retainer recommendation

The fastest-cash entry point: prove the value on one task, then layer in the rest of the operating system.

From$2,000 workshop· entry point, credited toward a build, final price depends on scope

Build-With-You Sessions run on Claude and are an independent offering from Harris Tech Solutions, not affiliated with Anthropic.

One marketing system, scoped to your goals.

Staying top-of-mind is one job, not four separate projects. Pick the channels that matter for your business and we build and run them as a single system, drafted in your voice and approved by you before anything goes out.

AI Marketing OS

Stay top-of-mind on autopilot. Choose your channels: a newsletter engine, social and LinkedIn content, event and launch funnels, partner outreach, or the full stack. Everything is drafted in your voice, queued for your approval, and sent on a cadence you set.

Scoped to your goals
build + monthly retainer

Choose your channels

  • Newsletter engine: market updates drafted in your voice, approval queue, scheduled send
  • Social & LinkedIn content: trending hooks turned into posts, weekly cadence, you approve
  • Event & launch funnels: landing page, RSVP, reminders, post-event follow-up
  • Partner outreach: fit-scored referral-partner lists plus a multi-touch sequence
  • Full stack: every channel above running on one calendar

Price depends on which channels you run and how often. Scoped and quoted with your goals, then built once and run on a retainer.

Active managed-retainer clients save 15% on marketing add-ons, automatically.

Not sure where to start? Let's map it on a call.

Book a Discovery Call

30 minutes. No pitch deck. You'll leave with a scope and a number.

Book a Discovery Call