Case study
Rose Real Estate
Full business systemization for a Portland realtor: a rose-red brand system, a custom CMS with inline editing, CRM integration with nightly backups, a trained assistant, and a Claude agent harness on her own Mac.
Everything a modern brokerage runs on, built as one system: the public site, the content management, the CRM, and a trained helper that answers market questions with real data and files leads while it talks.
What's under the hood
- RoseCMS: a dependency-free custom CMS with inline on-page editing, drag-and-drop galleries, and a role-based dashboard the whole team can use.
- CRM integration: leads flow into her CRM the moment an inquiry lands, her dashboard reads the same pipeline back, and nightly backups keep the data hers no matter what happens to any platform login.
- Rosie, the trained assistant: grounded in live listings and market data, with a real home-valuation tool and guardrails a brokerage can trust.
- SEO/AEO plumbing: RealEstateListing structured data, FAQ schema, dynamic sitemaps and llms.txt.
Then the engagement grew up
The build was phase one. Lauren was never short on leads; she was short on hours. So the work pivoted to something rarer: I spent a day inside her actual routine (CRM, email, transactions) before changing anything, then set her up with a Claude-powered agent harness on her own Mac.
The harness is a folder of plain files she owns: a brain file that knows her business, her market and her standards, a knowledge base, and skills for the work that repeats. Its connection to her CRM can read everything and change nothing. Client email gets drafted into her drafts folder in her voice, and she edits and sends. Her social posts stay entirely hers. The rule underneath all of it: the agent does the reading, the sorting and the first drafts, and Lauren does the judgment.
Lauren's system is the fullest version of what I build for real estate agents, and the harness work is what on-site AI consulting looks like in practice.
Common questions
What is RoseCMS?
RoseCMS is a custom content management system with inline on-page editing and a role-based dashboard.
How does the leads pipeline work?
Instant replies, admin alerts, and CRM sync the moment an inquiry lands, with nightly backups so the data stays hers.
What can the assistant actually do?
Rosie is trained on live listings and market data, with a real home-valuation tool and guardrails a brokerage can trust.
What does the agent harness do for her?
It reads her CRM without write access, drafts client email into her drafts folder for her to edit and send, and keeps market research current. Judgment calls and social media stay hers.
