AI CRM + Marketing System For Contractors, Coaches, Consultants & Service Businesses
Scale & Success AI answers your calls when you can’t, follows up with every lead faster than your competition, and books appointments while you’re doing the actual work.
Watch this first: See how Scale & Success AI helps small businesses capture leads, follow up faster, book appointments, and install their first useful system.
$0 today · 14 days free · then $297/month if you keep it · cancel anytime
The Problem
If you’re like most business owners, you’ve tried a bunch of stuff. And you’ve probably thought: “If I could just get more leads, everything would be fixed.”
What You’ve Probably Tried
You keep trying to fix the problem by adding more things to the business.
The Real Issue
Most businesses already have leads somewhere. They’re just not being captured, followed up with, or moved to the next step consistently.
The follow-up still depends on a busy human remembering exactly who to call, who to text, who to remind, who to recover, and who to restart a conversation with.
The Real Opportunity
You may not need a completely new business or a flood of new leads. You may simply need a better system for following up with the people who are already showing interest. Scale & Success helps you build that system.
So let’s check if you’re in the right place.
$0 today · 14 days free · then $297/month if you keep it
Everything In One Place
Scale & Success gives you one place to capture leads, manage conversations, book appointments, follow up, and see exactly what should happen next.
Keep every new lead, prospect and customer in one organized place, along with the conversations and activity connected to them.
Build landing pages, forms, funnels and simple websites without paying for another disconnected page-building platform.
Send the right messages without relying on memory, sticky notes or someone remembering to follow up later.
Let people book, receive confirmations and reminders, and reschedule without creating more manual work for your team.
Help answer common questions, keep conversations moving, and guide interested people toward the next step.
See who is new, who needs attention, what has been booked, and where each opportunity stands without hunting for answers.
Instead of wondering whether someone replied, booked, disappeared or needs follow-up, you and your team can see the next step clearly.
$0 today · 14 days free · then $297/month if you keep it
A Complete Customer Journey
Scale & Success helps you manage the full journey—from the first moment someone shows interest to the moment they become a customer and beyond.
Give interested people a clear, simple way to raise their hand.
Start the conversation while interest is still fresh.
Keep following up without depending on memory or manual effort.
Help more interested people take the next meaningful step.
See what is working and reuse the systems that create results.
Bring your calendars, payments, calls, social accounts and customer communication into one connected system.
$0 today · 14 days free · then $297/month if you keep it
A Simple Path Forward
You do not need to understand every feature or build everything at once. We help you focus on one useful system and get it moving.
Create your account and complete a short intake about your business, offer and current follow-up.
Identify the first follow-up problem that is most useful and realistic to fix during the sprint.
Use the templates, setup sprint, coaching and tech calls to connect the pieces and get unstuck.
Make sure the system works, see how it fits your business, and decide whether to continue.
Immediately After Joining
Your welcome process will guide you through the few actions that matter most so you can begin building instead of hunting through menus.
$0 today · 14 days free · then $297/month if you keep it
A Practical Middle Ground
Every approach can be right for the right business. Scale & Success is built for owners who want the software, guidance and support to build a real system without starting alone.
You get the tools, but the planning, setup, writing, testing and troubleshooting remain your responsibility.
Get the platform, starting systems, setup sprint, coaching and technical help in one place.
A custom team may handle most of the planning and build, depending on the scope of the engagement.
Comparison reflects common purchase experiences and is intended as a general guide. Software providers and agency engagements vary by company, plan, scope and contract.
$0 today · 14 days free · then $297/month if you keep it
Frequently Asked Questions
Here are the straightforward answers to the questions most business owners ask before starting.
Scale & Success is the software, setup support and business strategy you need to manage the customer side of your business from one place.
It includes tools for your leads, website pages, forms, email, text messaging, appointments, conversations, sales pipeline and AI-assisted follow-up.
You start today for $0 and receive 14 days of access to Scale & Success, the setup sprint, coaching, templates and support.
You will enter payment information when starting the trial, but your total today is $0.
If you decide to keep Scale & Success, your membership continues at $297 per month.
Cancel before the end of your trial and you will not be charged the monthly membership fee.
No. You do not need to become a software developer or automation expert.
The setup sprint and tech calls are included specifically to help you understand what to do, connect the important pieces and get unstuck.
We begin by identifying one useful follow-up problem in your business.
That may involve replying faster when someone reaches out, following up after a missed call, sending appointment reminders or restarting conversations with old prospects.
The goal is not to build everything at once. It is to create one real system that produces one clear win.
The Path is Steve’s coaching and consulting framework for improving your offer, message, funnel, systems and growth.
Scale & Success gives you the technology and setup support. The Path gives you the strategy behind the system.
Yes. Scale & Success is built on GoHighLevel technology.
But this is not simply a blank GoHighLevel account. You receive our setup sprint, starting systems, templates, coaching, tech calls and access to The Path.
You will create your account, complete your business intake, access the platform and receive instructions for beginning your setup sprint.
The intake helps us understand what you sell, how leads currently reach you and where your follow-up is breaking.
Yes. Cancel before your 14-day trial ends and you will not be charged the $297 monthly membership fee.
Your Next Step
Start with the software, strategy and support to respond faster, follow up better and keep more opportunities from slipping through the cracks.
$0 today · 14 days free · then $297/month if you keep it
Cancel before your trial ends and pay nothing. No long-term contract is required to begin.