Systematize your pipeline.
Automate your follow-up.
Scale without chaos.
The Operator Stack is the full CRM and automation engine — every lead captured, every follow-up sent, every deal tracked, all running automatically while you close business.
$15,000/yr — two months free · includes everything in the Foundation Stack
🎁 14-day free trial on all retainer plans
For businesses with active lead flow
that need a real system
The Operator Stack is for businesses already generating leads but losing them to slow follow-up, disorganized pipelines, and manual processes that can't scale.
Staffing & recruiting
Pipeline candidates and clients in one system. Automate follow-up on both sides. Never lose a placement to slow communication.
Real estate teams
Capture leads from every channel, automate nurture sequences, and move prospects through a visual pipeline from inquiry to close.
Field service companies
Automate estimate follow-up, send contracts digitally, and run seasonal campaigns without adding headcount.
Professional services
Manage client relationships, automate onboarding, and run email campaigns that keep your firm top of mind.
Lawn & landscape
Automate seasonal outreach, follow up on every estimate, and close more jobs without manually chasing leads.
Any growth-stage business
If you're underautomated and over-reliant on manual follow-up, this is the stack that changes everything.
Every feature.
Fully explained.
Includes everything in the Foundation Stack, plus the full automation and CRM engine below.
Everything in the Foundation Stack is included
2-way text & email, web chat, GMB messaging, Facebook Messenger, missed call text-back, GMB call tracking, reputation management, website, calendar, invoicing, text-to-pay, lead capture forms, CRM, Launchpad, and monthly reporting. See the full Foundation Stack →
Visual sales pipeline
Every lead in a stage — Inquiry, Estimate Sent, Proposal Out, Won, Lost. Your team always sees where every deal stands. Nothing falls through the cracks because nothing is invisible.
Automated follow-up workflows
The moment a lead comes in, a sequence starts: immediate reply, Day 1 follow-up, Day 3 check-in, Day 7 nudge, Day 14 re-engagement. Automated, personalized, sent without you lifting a finger.
Workflows & triggers
Multi-step automations triggered by any event: form submission, tag added, pipeline stage change, appointment booked, payment received. If it happens in your business, the system responds to it.
Trigger links
Smart links that fire automations when clicked. A prospect clicks your estimate link and a follow-up sequence starts automatically. Invisible, powerful segmentation at scale.
Reminders & no-show re-engagement
Reminders go out 24hrs and 1hr before every booking. No-shows get an automatic re-engagement text. Your calendar stays full without a single manual reminder.
Internal team notifications
When a new lead comes in, a stage changes, or a contract is signed — your team is notified automatically. Everyone knows what's happening without a status meeting.
Documents & contracts
Send contracts and service agreements for digital signature directly from the platform. Signed documents stored automatically. No printing, no scanning, no chasing.
Email marketing & campaigns
Branded email campaigns to your full list or segmented audiences. Drip sequences, newsletters, seasonal outreach — all tracked for opens, clicks, and conversions.
SMS & email templates
A library of on-brand, pre-approved templates for your team. Every message sent on behalf of your business is consistent, professional, and on message — regardless of who sends it.
Funnels & landing pages
High-converting landing pages for specific offers, services, or campaigns — built and hosted inside the platform. Drive paid or organic traffic to pages that actually convert.
Ad manager
Manage and monitor paid ad campaigns — Google, Facebook, and Instagram — from one central location. No more logging into multiple ad accounts to see what's performing.
Social planner
Schedule and publish posts across Facebook, Instagram, LinkedIn, and Google Business Profile from one place. Plan a full month of content in a single sitting.
Surveys & NPS
Automatically send post-service surveys and Net Promoter Score requests. Understand what clients think, catch issues before they become reviews, and collect testimonials on autopilot.
Advanced multi-touch follow-up
Beyond Day 0–14, the Operator Stack includes behavior-based nurturing — sequences that adapt based on what a prospect does or doesn't do. Clicked but didn't book? Different path, different sequence.
Instant response automation
Every new lead — form, chat, DM, or call — triggers an immediate personalized response. Average business response time: 47 hours. This system: under 60 seconds.
Full reporting dashboard
Real-time visibility into everything: pipeline value, lead sources, campaign performance, call volume, close rate — in one dashboard you can check from your phone.
Monthly strategy call with Ryan
Every month, SCG reviews your performance, identifies optimizations, and maps out the next 30 days. You're not just getting software — you're getting a partner who actively runs your system.
Your business, 90 days
after going live on Operator
Here's what a typical week looks like when the full Operator Stack is running for your business.
One more deal.
That's all it takes.
The Operator Stack pays for itself the moment it helps close one additional deal per month that would have otherwise gone cold.
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
CRM + AI chat assistant + SCG Portal. The fastest ROI for businesses new to AI.
Foundation Stack
Full communication hub — missed call text-back, review automation, booking, invoicing, website, and more.
Operator Stack — you are here
Automation engine — multi-step follow-up sequences, email campaigns, ad manager, funnels, contracts, and monthly strategy calls.
Growth Stack
Authority and retention layer — SEO blog, membership portal, branded community, referral program, and active SCG management.
Custom AI Build
Fully bespoke AI automation, custom workflows, industry-specific integrations, and enterprise-level buildouts.
Simple. Transparent.
No surprises.
No setup fees. No hidden costs. Onboarding included. Monthly for flexibility, annual to lock in two months free.
Billed monthly · cancel with 30 days notice
- 🎁 14-day free trial on all retainer plans
- Onboarding and configuration included
- No setup fee
Pay once — two months free
- You save $3,000 versus monthly
- Everything in the monthly plan
- Priority onboarding slot
Usage-based features (SMS, calls, email sends) billed separately at cost plus a small margin. Typical usage for Operator Stack clients: $30–$100/month. SCG provides a monthly usage summary.
Questions
we get asked
Do I need technical knowledge to use this?
How is this different from HubSpot or Salesforce?
What does the monthly strategy call actually cover?
How long does setup take?
What happens after the 14-day free trial?
Can I bring my existing contacts and data?
Is there anything above the Operator Stack?
Let's build
your operating system
Book a free 30-minute strategy call. Ryan will walk through exactly what the Operator Stack looks like configured for your business — no pressure, no pitch deck.