Services

Find the leaks in your business.
Then plug them.

Most businesses lose hours and leads to manual work and disconnected tools. I find exactly where, fix it, and run the system that keeps it fixed — one partner, not ten vendors.

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The Operations Audit

The free call sees if we're a fit. The audit goes deeper: it tells you exactly where your business is losing time and money, and maps you to the right fix — the Anchor setup, the specific modules you need, or wiring into the CRM you already have. Remote by default; on-site available for Inland Empire businesses.

Audit — Standard

$500

One focused session.

  • Lead flow — where leads come in and where they leak
  • Manual-work hours — invoicing, intake, contracts, follow-ups
  • Tool sprawl — what you pay for and what overlaps
  • Web, SEO, and marketing performance

Deliverable: a written report — every problem found, prioritized, with the specific fix, the tool, and rough ROI per item, plus a recommended build (Anchor, the modules you need, or integration with your existing system).

Audit — Deep

$1,500

Multi-day, embedded.

  • Everything in the Standard audit
  • Hands-on process mapping across your real workflows
  • Deeper systems analysis — data flow, integrations, bottlenecks
  • A sequenced build plan you can act on immediately

Deliverable: the full Standard report plus a mapped, prioritized rebuild plan — Anchor config, module rollout, and any integration or migration work, sequenced.

The audit fee credits 100% toward the setup of whatever you build next — Anchor, a module, or a custom integration.

The Anchor System

Anchor — one connected system, one bill.

Most businesses pay for a booking tool, a texting and calls tool, a CRM, and a separate web person. Four bills, four logins, none of them talking to each other. Anchor is all of that as one system, built and owned by one person.

Stop paying for Calendly + Podium + a CRM + a web guy.One system.One bill.

Watch it work

Demo 01 — AI Front Desk

AI Front Desk

Answers every question on your site and over text, 24/7, in English or Spanish. Qualifies the lead, captures their details, and routes them — to a booking, to your team, or to a callback. Never sleeps, never misses a message.

Demo 02 — Automated Booking

Automated Booking

The scheduling engine behind the front desk. Real-time availability, SMS-verified confirmations, automatic reminders, and one-tap reschedules — so the slots that fill are real people who actually show up.

Demo 03 — CRM & Operations Dashboard

CRM & Operations Dashboard

A real CRM — contacts, lead pipeline, follow-up tasks — with every conversation, SMS, and booking attached. One place that shows what's happening instead of five tools that don't talk.

Demo 04Custom Website

The site it all lives on — built and owned by you, fast, bilingual, and structured to book and capture, not just look good. Drag to see a redesign.

Before
After
‹ ›

These are recordings. Want to click through the real thing?

Book a 20-minute working demo on Zoom. I'll share a live, clickable version pre-loaded with sample data for your business type, and I'll walk you through what changes for you specifically.

Pricing

Anchor — Connect

$300/mo

AI front desk and automated booking that plug into the CRM you already use. No new system to learn — your existing tools, finally answering 24/7.

Anchor — Core

$500/mo

The full system: AI front desk, automated booking with SMS verification, calendar sync, your CRM & operations dashboard, and a custom website you own.

+ HIPAA

+$250/mo

Compliant deployment for healthcare and legal — encryption, audit logging, and a signed Business Associate Agreement. Added to Core for $750/mo all in.

Setup is one-time and quoted up front — from $750 for Connect, from $2,500 for Core (your website is built into the setup, not the monthly fee). The audit fee credits 100% toward it. Pricing scales with your size — more users and higher message volume are quoted up front.

Modules

Add what you need. Skip what you don't.

Each module removes a specific job you're doing by hand. They attach to Anchor's CRM, or I wire them into the system you already have.

Foundation

Anchor CRM

Your build

Tap a module to snap it onto Anchor.

Setup from

$2,500

Monthly

$500/mo

Take this build to a fit call

Estimate only — not a final quote.

Custom Builds & Integrations

Already have a system? I build around it.

The modules above are the standard menu. Everything past it is custom — the work that doesn't fit a fixed price. I scope it in your audit and quote it before anything starts.

Already have a CRM you love?

No problem. The modules connect to your existing system — I've integrated with Copper, and I work with HubSpot, Salesforce, and Pipedrive. Keep your CRM; add the pieces you're missing.

System Integrations

Quoted in your audit

Wire Anchor's front desk, booking, and modules into the tools you already run — CRM, POS, EHR, booking, payments. Out of the box: Copper, HubSpot, Salesforce, Pipedrive. Others scoped.

Platform Migrations

Quoted in your audit

Move off an old system end to end — data export, field mapping, deduplication, cleanup, and team training. Years of records imported, nothing lost.

Industry-Specific Builds

Quoted in your audit

Bespoke tools built for your trade — gym scheduling, clinic intake, field-service dispatch, whatever your business actually runs on. Built from scratch, owned by you.

Multi-Location & Scaling

Quoted in your audit

Roll one system across every location, add users and higher message volume, and keep a single dashboard over all of it as you grow.

Custom Automations & AI Tools

Quoted in your audit

A specific automation, an internal tool, an AI assistant that takes action — anything that removes a job you're doing by hand. I scope it, build it, you own it.

Data, Dashboards & Reporting

Quoted in your audit

Pull scattered numbers out of five tools into one live dashboard — the reports you actually need to run the business, built around your metrics.

Straight terms, no vendor games.

One partner, not ten vendors

You talk to the person building it. No account managers, no handoffs, no 'let me check with the dev team.'

Working systems first, polish second

I ship the thing that books appointments and captures leads before anyone argues about a shade of blue.

You own everything

Your accounts, your data, your code. No lock-in. If we part ways, you keep the working system.

Straight pricing

A quote up front, the audit fee credited to your build, and no surprise invoices. You know the number before work starts.

What To Expect

From first call to launched system.

No mystery, no black box. Here's exactly how an engagement runs and what you're committing to at each step.

  1. 01

    Free 30-minute call

    We talk through your business. I point out the biggest opportunities and tell you straight whether I can help. No commitment, no pitch deck.

    Costs you nothing
  2. 02

    The audit

    I dig into your lead flow, manual hours, and tool sprawl, then hand you a written, prioritized list of what's costing you and how to fix it — with the ROI on each item.

    $500, and it credits 100% toward your build
  3. 03

    Quote and deposit

    You get one fixed number up front — no hourly surprises. A deposit locks your spot on the calendar and starts the work. Because your audit fee comes off the total, the deposit isn't extra money — it's money you've already started.

    Deposit to begin — applied to your total
  4. 04

    Build with check-ins

    I build in the open. You see working pieces as they come together — the booking flow, the assistant answering real questions — not a silent month followed by a big reveal. You're never left wondering where things stand.

    Progress you can see, not guess at
  5. 05

    Launch and handoff

    Your system goes live. Everything is documented, every account is in your name, and the code is yours. If we ever part ways, you keep the working system.

    You own all of it

Stop guessing where the money leaks.

The audit is the first step — a written, prioritized list of what's costing you and how to fix it. The fee credits toward the build.