For agencies, consultancies & coaching firms

Sell your expertise as a product

Your playbooks, frameworks & methodologies only earn when your team is on the clock. Watch how firms turn them into a product clients pay for monthly.

SCSterling CooperSterling AI · live
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Slack2,104 msgs
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Gong418 calls
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HubSpot1,290 deals
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DrivePlaybooks
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NotionSOPs
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Gmail5,880 threads
Sterling AISterling Cooper’s company brain
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Sterling AISterling Cooper’s company brain
PlaybookStalled proposals: re-anchor on business case before price
PatternDeals with finance looped in by call 2 close 2.4x faster
InsightPilot offers beat discounts in 31 of last 40 deals
0 sources · 0 insights extracted · learns with every call
VVolta Inc
Sterling AI playbooksVolta pipeline · 14 dealsKickoff, Jun 12
AAcme Health
Sterling AI playbooksAcme QBR deckHubSpot · 9 deals
TTrava
Sterling AI playbooksForecast v3#trava-ops
Each client sees only its own context, plus what you choose to share
Grant Volta Inc accessWhite-labeled as Sterling Cooper
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Sterling AI connector (MCP)mcp.sterlingcooper.com/volta
Jordan Reyes✓·Priya Shah✓
Sterling AI added to #revops in Volta Inc’s Slack
Install link sent. Sterling AI works on any page Volta uses
Connector ready. Volta Inc can add Sterling AI to Claude
# revopsShared with Sterling Cooper11:04 PM
Today
Sterling AI APP 4:31 PM

joined #revops. Added by Priya Shah.

PS
Priya Shah ClientCRO, Volta Inc4:52 PM

Pipeline review moved to Thursday. Jordan, can you get the Acme deal unstuck before then?

Jordan Reyes ClientVP Sales, Volta Inc11:04 PM

@Sterling AI here’s the deal I’m following up with. Can you review it and suggest next steps?

HS
Acme Logistics · $84,000Proposal sent · 12 days idle · Champion: Ops Director
Sterling AIis working on it…Done · 3 steps · 7s
  1. Reading the deal in HubSpotAcme Logistics · 12 days idle
  2. Checking the deal review playbook§2 · Stalled proposals
  3. Pulling Volta Inc kickoff notesJun 12 · success criteria
Sterling AI APP Sterling Cooper’s brain11:04 PM
Deal review playbook §2Volta Inc kickoff, Jun 12
Jordan ReyesClientVP Sales, Volta Incis typing
Message #revops
HSAcme Logistics · $84,000HubSpot deal
Sterling Cooper · Offline ·
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Sterling AI
Jordan Reyes ClientVolta Inc
Here’s the deal I’m following up with. Can you review it and suggest next steps?
HSAcme Logistics · $84,000HubSpot deal · Proposal sent
Thinking…
Sterling AIreview_dealSterling Cooper’s brainRunning…✓ 3 sources
  1. get_dealHubSpot · Acme Logistics
  2. search_playbooksDeal review §2
  3. get_client_contextVolta Inc kickoff
✉Follow-up email to DanaDraft · Ops Director, Acme Logistics
Reply to Claude…
Sterling AIOpus 5.5
Acme Logistics | Deal | HubSpot×
Volta Inc · Q4 plan×
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app.hubspot.com/contacts/48213/deal/9917
Search HubSpotVolta Inc
‹ Deals
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Acme LogisticsAmount: $84,000 · Close date: Oct 31
DiscoveryDemoProposal sentNegotiationClosed won
Deal ownerJordan Reyes
Last activity12 days ago
ChampionDana Ruiz · Ops Director
Finance contactNot addedFix this first
Deal stageProposal sent
Next stepNone scheduled
ActivityProposal v2 emailed to Dana RuizSep 24Demo call · 42 minSep 17

Get your free product plan

Tell us about your firm. We’ll send back which service to sell as a product first, and what to charge for it.

Free. Takes 30 seconds.

$34kmade by one customer selling a single service as a product
$250 to $1,500a month: what firms charge clients for this
14 daysto client‑ready, or you don’t pay
What’s in your plan

Three products, built from your own IP

We read your site, find the frameworks and services you repeat for every client, and map them to three products with a price for each.

DIY

For clients who can’t afford your retainer

They ask your methodology directly, in Slack or the browser, under your brand. New revenue from people you turn away today.

$250 to $500/mo
Premium

For clients during the engagement

A brain that knows your method and their history, so they get answers between your sessions instead of emailing your team.

$750 to $1,500/mo
Leave‑behind

For clients after the project ends

They keep everything from the engagement and can ask it any time, with the source. Revenue after the work is done.

$300 to $750/mo
Inside your plan
  1. 01
    Your strongest product

    The piece of your IP best suited to sell, found on your own website.

  2. 02
    Three ways to sell it

    Each one named and priced for your firm.

  3. 03
    What it could earn

    The numbers, and where we would start.

Written for your firm, from your own website.

This plan is for you if

  • You run an established agency, consultancy or coaching firm
  • You reuse the same playbooks, frameworks or methodologies across clients
  • You want revenue that isn’t tied to billable hours
  • You would put it in front of a real client in your first month
Skip it if
  • You are solo or still finding your first clients
  • You only want an internal chatbot for your own team
  • You don’t have repeatable IP yet
Frequently asked questions

The questions firm owners ask us first.

The plan is free. If you want us to build it, we’ll go through pricing on a call once we know what you’d sell. Founding firms lock in a lower rate for good, and you’re client-ready in 14 days or you don’t pay.

We look at your firm and send back which service to sell first and what to charge. If you’d rather not wait, you can book a 30-minute call with our co-founder and get it live.

You set the price. We’ll work out the number with you, based on what you charge now and who you’d sell it to. Founding firms also get a pricing and packaging playbook.

Good, you’re ahead of most firms. An internal brain is the backbone. What we build is the client-facing product on top of it: under your brand, secure, and something your clients actually use.

It’s trained only on your playbooks, frameworks and methodologies, not the internet. You test it before any client sees it, and we tune it with you weekly during your first month.

Clients get answers built on your IP. They never see the playbooks themselves. You’re not giving away the farm, you’re selling access to it.

That’s what the first client deployment is for: we build it with you, so you find out with a real client instead of guessing.

You take everything with you: the whole brain in a single file you can use in any AI or agent stack. No lock-in.

Your expertise can earn while your team is off the clock.

Start with a free plan built from your website. Client‑ready in 14 days if you build it with us, or you don’t pay.

Get my free plan →