# Small Business AI Stack

> A straightforward stack for local services, consultants, and small teams that want better operations without a big software project.

- Canonical: https://gptnavi.com/stacks/small-business-ai-stack
- Estimated monthly cost: $25-$160/month
- Last materially updated: 2026-08-24
- Best for: Small business owners, Local service providers, Consultants, Agencies

## Problems this stack solves

- Lead capture
- Customer support
- Proposal writing
- Meeting notes
- CRM follow-up
- Social content

## Recommended tools

### Customer support

Recommended: Intercom, Notion

Why: Create help docs and repeatable answer snippets.

### Lead capture

Recommended: Typeform, HubSpot

Why: Collect qualified inquiries and route them into a CRM.

### Proposal writing

Recommended: ChatGPT, Claude

Why: Draft better proposals from discovery notes.

### Meeting notes

Recommended: Loom, ChatGPT

Why: Summarize calls and extract follow-ups.

### CRM automation

Recommended: HubSpot, Zapier

Why: Keep contact records and follow-up tasks organized.

### Social content

Recommended: Canva, ChatGPT

Why: Turn expertise and customer questions into posts.

## Beginner setup plan

1. Start with one intake form, one CRM list, and one shared knowledge base.
2. Use AI to summarize meetings and draft follow-ups.
3. Create a simple support FAQ from repeated customer questions.
4. Add automation only after the manual process is stable.

## Included workflows

- https://gptnavi.com/workflows/meeting-notes-to-action-items
- https://gptnavi.com/workflows/ai-customer-support-knowledge-base
- https://gptnavi.com/workflows/research-prospects-personalized-outreach
- https://gptnavi.com/workflows/content-calendar-with-ai