Entry Stack

Your first step into
AI-powered business.

Not sure where to start with AI? You're not alone. The Entry Stack gives small businesses the two highest-ROI tools available right now — a smart CRM and an AI chat assistant — plus a direct path into the full SCG client portal.

$250 / month

$2,500/yr — two months free

🎁  14-day free trial on all retainer plans

Who it's for

You're running a business.
Not a software department.

The Entry Stack is built for owners who want real results without a learning curve. If any of these sound familiar, this is where you start.

"I know I need AI but I don't know what to do first."

We make that decision for you. CRM and chat assistant — these two deliver the fastest, most measurable ROI for any small business. Full stop.

"Leads contact us and we lose track of them."

The CRM captures and organizes every inquiry — no more leads falling through cracks in a text thread, email inbox, or sticky note.

"Our website just sits there and does nothing."

The AI chat assistant turns your website into an active lead-capture tool — answering questions and collecting contact info while you sleep.

"We use spreadsheets and it's getting out of hand."

This is exactly the moment to start. The Entry Stack connects your current processes into a proper system without blowing everything up overnight.

"We don't have time to learn new software."

SCG configures everything. You don't touch a setting. Within 14 days your tools are live, configured for your business, and running on their own.

"I want to try something before committing to a big retainer."

The Entry Stack is designed exactly for this. Get real results at $250/month — and upgrade when you're ready. No pressure, no minimum term.

What's included

Two tools.
Built and running in 14 days.

The Entry Stack isn't a list of features you have to figure out. SCG builds it, configures it for your business, and hands you a system that's already working.

CRM — contact & lead management

Centralized contact database

Every lead, client, and prospect in one place — organized, searchable, and tagged. No more spreadsheets, no more lost contacts from text threads.

Lead pipeline view

See exactly where every lead stands — New, Contacted, Proposal Sent, Closed. A visual board that keeps your team aligned without meetings.

Conversation history

Every text, email, and chat logged automatically against the right contact. Know exactly who said what and when — no more context switching.

2-way text & email inbox

Send and receive texts and emails from one inbox. Your team replies from a shared business number — not personal phones. Every reply is logged.

Tags, notes & custom fields

Tag contacts by source, service type, or status. Add internal notes. Build a client database that actually reflects how your business works.

SCG-managed setup & onboarding

SCG configures your CRM with your existing contact list, custom fields for your industry, and pipeline stages that match your sales process.

AI website chat assistant

AI-powered 24/7 chat widget

An intelligent chat assistant built and trained on your business — answers common questions, qualifies visitors, and collects contact info around the clock without any staff involvement.

Trained on your business

SCG builds a custom knowledge base covering your services, pricing structure, FAQs, and process. It sounds like your business — not a generic bot.

Automatic lead capture

Every visitor who chats with your assistant gets their name and email captured and pushed directly into your CRM. No manual entry — it just flows.

Instant team notification

When a hot lead comes through, your team gets notified immediately — by text, email, or both. You see the conversation and can jump in live at any point.

Works on any website

One embed code. Works on WordPress, Squarespace, Wix, Webflow — any platform. SCG handles the technical install. No developer required on your end.

Monthly performance summary

SCG delivers a monthly report showing chat volume, leads captured, common questions asked, and CRM activity. You always know what the system is doing for you.

Current process integration

We connect what
you're already using.

You don't have to start over. The Entry Stack plugs into the tools your business already runs on — so your team keeps working the same way while AI quietly does the heavy lifting behind the scenes.

Google Sheets

Existing client lists and trackers connect directly to your new CRM — imported, organized, and ready to use from day one.

Gmail & Outlook

Your existing business email connects to the unified inbox. No new email address required — just one place to see everything.

Google Calendar

Appointments and scheduled calls sync automatically. Your team sees bookings in the calendar they already use.

Facebook & Instagram

Social DMs route into your CRM inbox. Leads from social media get captured and tracked the same way as every other channel.

Google Business Profile

Messages and calls from your Google listing land in the same inbox. Every touchpoint from search to conversation is tracked.

Your existing website

The AI chat widget installs on any platform with one line of code. No rebuild, no redesign — it just appears and starts working.

Included

SCG Client Portal access

Every Entry Stack client gets access to the SCG Client Portal — a private dashboard where you can track your platform performance, see lead activity, review your monthly report, and manage your account. It's the visibility layer that connects everything together.

Visit the portal →

What you can see

  • Live CRM activity feed — see new leads as they come in
  • Monthly performance reports — leads, chats, and conversions
  • Billing and subscription management in one place
  • Direct line to SCG for questions, updates, and support
  • Upgrade path visibility — see what's available when you're ready
  • Chat assistant conversation log — see what visitors are asking
What changes

Your first two weeks,
step by step.

From signing to live — here's exactly what the Entry Stack build looks like.

Day 1
Kickoff call. We collect your existing contact list, a description of your services, and answers to a short intake questionnaire. That's everything we need from you.
Days 2–5
SCG configures your CRM — contacts imported, custom fields built for your industry, and pipeline stages mapped to how you actually sell.
Days 6–10
We build the chat assistant's knowledge base from your services, pricing and FAQs, then train and test it until it sounds like your business.
Days 11–13
You review and approve the assistant before it goes live. Integrations connect — email, calendar, social DMs and your Google listing.
Day 14
The widget goes live on your site and the CRM starts capturing. You get a walkthrough, portal access, and a direct line to SCG for questions.
The full picture

Start here.
Grow when you're ready.

Every tool, contact and conversation you build carries forward as you grow. Nothing gets left behind.

Entry Stack — you are here

CRM + AI chat assistant + SCG Portal. The fastest ROI for businesses new to AI.

$250/moCurrent

Foundation Stack

Full communication hub — missed call text-back, review automation, booking, invoicing, website, and more.

$750/moUpgrade

Operator Stack

Automation engine — multi-step follow-up sequences, email campaigns, ad manager, funnels, contracts, and monthly strategy calls.

$1,500/moUpgrade

Growth Stack

Authority and retention layer — SEO blog, membership portal, branded community, referral program, and active SCG management.

$3,000/moUpgrade

Custom AI Build

Fully bespoke AI automation, custom workflows, industry-specific integrations, and enterprise-level buildouts.

CustomUpgrade
Pricing

Simple. Transparent.
No surprises.

No setup fees. No hidden costs. SCG configures everything during onboarding. Start with the 14-day free trial — no charge until day 15.

Monthly
$250 / month

Billed monthly · cancel with 30 days notice

  • 🎁  14-day free trial on all retainer plans
  • Onboarding and configuration included
  • No setup fee
Start free trial

Usage-based features (SMS sends, email sends) are billed separately at consumption rates. Most Entry Stack clients see $5–$20/month in usage costs. SCG provides a monthly usage summary.

FAQ

Questions
we get asked

I've never used a CRM before. Is this too advanced for me?
No — and that's exactly why the Entry Stack exists. SCG sets up the entire system for your business. We import your contacts, build your pipeline stages, and configure everything before we hand it to you. You'll get a walkthrough, and we're available for questions anytime.
What does the AI chat assistant actually say to my visitors?
It says exactly what you tell it to say. Before going live, SCG interviews you (or reviews your existing materials) and builds a knowledge base covering your services, pricing, process, and common questions. We train the assistant to sound like your business — not a generic bot. You review and approve it before it goes live.
What if I'm already using something like HubSpot or another CRM?
We can import your existing data and have a conversation about migration. In most cases, the SCG CRM replaces what you're using — and at $250/month, it's often less expensive than what you're paying now. We'll assess your current stack during onboarding and give you an honest recommendation.
How long does setup take?
Most Entry Stack clients are live within 14 days of signing. After your kickoff call, SCG handles the build. We need your existing contact list, a description of your services, and answers to a short intake questionnaire — that's it.
What happens when I'm ready to upgrade?
Everything carries forward. Your contacts, pipeline, conversation history, and chat assistant all migrate to the next tier. Upgrades take effect on your next billing cycle. There's no re-setup, no disruption — the stack just grows with you.
Can I cancel anytime?
Monthly plans can be cancelled with 30 days written notice. Annual plans are paid in full and non-refundable, but you can choose not to renew at the end of your term. Your data remains accessible for 30 days post-cancellation for export.
What is the SCG Client Portal?
It's your private dashboard — where you see your CRM activity, chat stats, monthly reports, billing, and a direct support line to the SCG team. It's the control center that keeps everything visible without requiring you to log into multiple platforms.

Let's get you
off the sidelines.

Book a free 30-minute call. Ryan will walk through what the Entry Stack looks like for your specific business, answer every question, and tell you honestly if something else makes more sense. No pitch. No pressure.