For agencies and consultancies · Founding cohort: 20 firms

We’ll build your company brain in 48 hours. Free to build.

Gia pulls your agency or consultancy’s playbooks, frameworks, and methodologies into one living brain your whole team can ask. Connect your sources on one call and it’s built in 48 hours. Not a fit? Take all of it with you.

Free build. $500/mo founding rate only if you keep it.

SCSterling CooperSterling AI · live
SL
Slack2,104 msgs
GO
Gong418 calls
HS
HubSpot1,290 deals
GD
DrivePlaybooks
NT
NotionSOPs
GM
Gmail5,880 threads
Sterling AISterling Cooper’s company brain
Built by
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
Sterling AI for SlackInstalls in Volta Inc’s workspace
Sterling AI for ChromeBrowser extension, branded Sterling Cooper
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 ·
ChatCoworkCode
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×
+
app.hubspot.com/contacts/48213/deal/9917
Search HubSpotVolta Inc
‹ Deals
A
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
Trusted by growing professional service firms
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01 / The problem

Your firm already has a brain. It’s just scattered.

Stuck in people’s heads

Your best thinking leaves the room when they do.

Buried in tools

Drive, Slack, call recordings, old decks.

Rebuilt every time

New hires and new projects start from zero.

02 / How it works

Three steps. The first one is yours.

01

Book a demo

See a live company brain in action.

02

Connect your sources

One onboarding call. That’s your part done.

03

Your brain is ready in 48 hours

Ask it your hardest question.

03 / What your team does with it

One place your whole team can ask

#new-hires
MK
Maya K. 9:12 AM

How do we run a kickoff call with a new client?

G
Gia APP 9:12 AM

Use the five-part agenda: goals, stakeholders, success metrics, timeline, next steps. Send the recap within 24 hours.

Client Kickoff Playbook · §2
Message #new-hires

Onboarding

New hires get answers on day one instead of interrupting seniors.

#delivery
KL
Katie L. 2:40 PM

Can you give me a 1 page brief on everything we promised Larkin?

G
Gia APP 2:40 PM

Done. Pulled from the signed proposal and both sales calls: scope, timeline, deliverables, and what’s out of scope.

View Larkin 1-pagerBrief · 1 page
→
Message #delivery

Sales to delivery handoff

Delivery sees what was sold and why.

#client-work
PS
Priya S. 11:05 AM

What’s our standard for the monthly client report?

G
Gia APP 11:05 AM

Lead with the one metric they care about, then three insights, then next month’s plan. Two pages max.

Client Reporting SOP v4
Message #client-work

Consistent client work

Everyone works from the same playbook.

04 / The offer

What founding firms get

  • Your company brain, built in 48 hoursNo build fee. Ready 48 hours after your onboarding call.
  • Kickoff with a founderYou connect your sources on the call. We do the rest.
  • Weekly 1:1 with a forward-deployed AI engineer for your first 4 weeksTuned until it answers the way your team would.
  • Take everything with you if you leaveYour SOPs, frameworks, and decisions export in one go. No lock-in.
6 of 20 spots leftBook a demo →
05 / No lock-in

Your brain is yours, even if you leave

Take everything with you in one export that works with any AI or agent you use. The work is never wasted either way.

What’s in your export
  • SOPs67
  • Frameworks23
  • Decisions214
  • Client wins48
  • Pitfalls96
  • Templates41
  • Glossary180 terms
  • Playbooks12
Download your brain Yours to take with you, no matter what.
06 / Questions

Questions

The build and the onboarding call are free, and no card is needed. If you keep using it, billing starts a few days after onboarding at $500/mo, which includes weekly sessions with an AI engineer for your first 4 weeks.

A few sources to start: a playbook or two, a recent proposal, and access to a shared folder or Slack channel if you have one. Twenty minutes of your time at most.

Yes. Your data is isolated to your firm, encrypted in transit and at rest, and never used to train AI models by us or any provider we use.

Nothing. No invoice, no follow-up sequence. If you go ahead with the free build and decide it isn’t for you, you keep the brain as a single file and we delete our copy.

Those search your files. Gia structures how your firm works first, then answers from that structure and cites the playbook it came from. It also stays current as your sources change.

See a company brain in action

30-minute demo. Free build if you want to go ahead.

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