Services

Everything we offer —
and exactly what you get.

No vague "AI strategy." No mystery deliverables. Every service below comes with a clear scope, defined outcomes, and a team that stays accountable to results.

Dedicated client portal

Operating System

A centralized platform where your entire business operations run — from leads and communication to automation, reporting, and growth.

Most businesses operate across multiple disconnected tools — emails, spreadsheets, CRMs, text messages, and marketing platforms — creating inefficiencies, missed opportunities, and lack of visibility.

The SCG Client Portal consolidates everything into one system. Every lead, conversation, workflow, and performance metric lives in a single place — giving you full control over your operations in real time. Instead of reacting to your business, you can finally manage it with clarity, automation, and structure.

This is the foundation that allows everything else — marketing, automation, and AI — to actually work.

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See full pricing on our pricing page.

What's included

  • Centralized CRM and contact management
  • Unified communication hub
  • Custom sales and operations pipelines
  • Website and chat widget integration
  • Automation and workflow engine
  • Marketing, lead and performance dashboard
  • Scalable infrastructure within a single login
First assessment free

AI Readiness Assessment

A deep look at how your business operates today — and a clear map of where AI creates the most value tomorrow.

Most business owners know they should be using AI — they just don't know where to start. The AI Readiness Assessment removes all the guesswork. We spend time understanding your business from the inside out.

After the assessment you receive a written report and a walkthrough covering your top automation opportunities ranked by ROI, an honest evaluation of your current tools, and a phased implementation roadmap you can execute with or without SCG.

This is where every SCG client engagement begins — and most clients tell us it's the clearest picture of their own operations they've ever had.

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What's included

  • Full operational workflow audit — scheduling, dispatch, billing, follow-up
  • Top 3 automation opportunities ranked by revenue impact
  • Current tools evaluated for AI compatibility
  • Written findings report delivered within 5 business days
  • 15-minute results walkthrough with your SCG consultant
  • Phased 12-month implementation roadmap
  • First assessment free for every new client
Agentic AI

AI Agents

Autonomous AI workers that execute multi-step tasks, make decisions, and take action — so your team focuses on what only humans can do.

Automation handles repetitive tasks on a fixed trigger. AI Agents go further — they reason through problems, adapt to new information, and complete complex workflows end-to-end without human intervention at every step.

SCG designs and deploys custom AI Agents purpose-built for your business. Whether that's an agent that qualifies inbound leads and books appointments, one that drafts and sends follow-up communications based on pipeline stage, or a backend agent that pulls data, generates reports, and flags anomalies — we build the agent around your actual workflow, not a generic template.

The result is a layer of intelligent capacity that works 24/7, scales without headcount, and gets smarter over time. This is the leading edge of what AI can do for owner-led businesses today.

See agent build pricing →

What's included

  • Custom agent design scoped to your specific workflow and business goals
  • Lead qualification, outreach, and follow-up agents that work around the clock
  • Multi-step task execution — research, decision-making, and action in a single workflow
  • CRM, calendar, and communication platform integration — agents work inside your existing stack
  • Reporting and operations agents for data pulls, anomaly detection, and performance summaries
  • Ongoing monitoring, refinement, and prompt optimization as your business evolves
  • Available standalone or layered on top of any SCG retainer stack
  • In build: the Sourcing Engine — outbound candidate sourcing for staffing agencies. See the staffing build
Start here

Entry Stack

The fastest path to real AI results for any business — a smart CRM and an AI chat assistant, built and running in 14 days.

Most small businesses know they need to do something with AI — they just don't know what to do first. The Entry Stack removes that paralysis entirely. Instead of overwhelming you with options, we deploy the two tools that deliver the fastest, most measurable ROI for any business at any stage.

A properly configured CRM stops leads from falling through the cracks and gives you a clear view of every contact, conversation, and opportunity. An AI chat assistant turns your website from a static page into a 24/7 lead-capture engine — qualifying visitors, answering questions, and pushing contacts directly into your CRM without any staff involvement.

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

See the Entry Stack →

What's included

  • CRM — centralized contact database, lead pipeline view, and conversation history
  • 2-way text and email inbox — one place to manage all client communication
  • AI chat assistant — trained on your business, live on your website 24/7
  • Automatic lead capture — every chat visitor pushed directly into your CRM
  • Current process integration — Google Sheets, Gmail, Calendar, Facebook, and more
  • SCG Client Portal access — live activity feed, monthly reports, and direct support
  • 14-day free trial on all retainer plans
Ease into it

Foundation Stack

The core system every business needs to capture leads, manage communication and operate with structure.

Most businesses don't have a true system — they have tools. Leads come in through calls, texts, website forms, and social media, but there's no central place to manage them. Follow-up is inconsistent, opportunities get missed, and there's no clear visibility into what's actually happening.

The Foundation Stack solves this by bringing everything into one platform — so every lead is captured, every conversation is tracked, and your business finally runs with structure. This is where everything starts.

See the Foundation Stack →

What's included

  • Lead capture and communication
  • Missed call text-back integration
  • CRM for lead management and visibility
  • Review and reputation management
  • Automation and efficiencies
  • Online booking and appointment management
  • Branded estimates, invoices and payment acceptance
  • Website hosting and embedded forms
Most popular

Operator Stack

Automate your operations, streamline follow-up, and turn your business into a system that runs consistently without manual effort.

Once your foundation is in place, the next problem isn't visibility — it's consistency. Leads come in, but follow-up is delayed. Opportunities exist, but they're not tracked properly. Processes depend on people instead of systems.

The Operator Stack transforms your business from reactive to structured by automating your workflows, standardizing communication, and ensuring every lead and client is handled the right way — every time.

This is where your business starts to operate like a system, not a series of tasks.

See the Operator Stack →

What's included

  • Everything in Foundation
  • Event-based triggers
  • Lead nurturing and drip campaigns
  • Campaign tracking and optimization tools
  • Pipeline and sales operations
  • Customer experience and survey feedback
  • Content and social management
  • Contract management and integrated ad manager
Scale your brand

Growth Stack

Build authority, generate consistent demand, and create scalable growth systems that compound over time.

Once your business has structure and automation in place, the next level is growth. Most companies rely on short-term lead generation — constantly chasing the next deal instead of building long-term demand.

The Growth Stack is designed to shift your business from transactional to scalable by building brand authority, audience ownership, and repeatable lead generation systems.

This is where your business begins to grow predictably — not just operate efficiently.

See the Growth Stack →

What's included

  • Everything in Foundation Stack
  • Content and authority engine
  • SEO-optimized blog publishing
  • Audience ownership and membership portals
  • Referral and partner system tracking
  • Engagement and lead qualification platform
  • Brand expansion tools
  • Internal collaboration and scaling
Add-on features

Custom Feature Build

If you can describe it, we can build it — and make it work seamlessly within your business.

Every business operates differently — your systems should too. We design and deploy custom-built features tailored to your workflow, sales process, and customer experience. From advanced automations to fully integrated backend systems, this is where your operation becomes a true competitive advantage.

Whether you're optimizing how leads come in, how jobs are quoted, or how your team operates in the field, we build solutions that remove friction, increase speed, and drive more revenue — without adding complexity.

Talk through a custom build →

What's included

  • Tailored systems designed around how your business actually operates — not off-the-shelf templates
  • Seamless connections between your website, CRM, scheduling tools, and internal processes
  • From instant quoting to automated communication, tools that improve every customer interaction
  • Reduce manual work with systems that streamline scheduling, follow-ups, and job management
  • Website restructuring, secure hosting and site management
  • White-label branding and client-facing systems
  • We refine and improve your systems over time as your services, pricing, and processes evolve

Not sure which service is right for you?
Start with a free assessment.

In 30 minutes we'll map your operations, identify your top opportunities, and give you a clear recommendation — at no cost and zero obligation to proceed.

Every service includes setup, training, and ongoing support.