Company Brain for Consultants

Build a company brain. Share it with clients.

Gia turns your firm’s expertise into an always-on resource to securely share via , , or .

Book a demo → See how it works
  • Deployed in a day
  • No engineers needed
  • White-labeled
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
  • 42 Agency
  • Pivotal Growth
  • PartnerVista
  • FamousFolks
  • BrightIron
  • Dynamic Agency OS
  • CONVRG

You want to offer clients your knowledge on demand.
It’s not easy, even with AI.

Costs time & money

Custom dev. Vibe coding. GPT from scratch. It’s all a nightmare.

AI’s hard to trust

It needs to work just like you even when you’re not around.

Stuff is everywhere

Resources are stuck in chats, docs, and people’s heads.

Privacy is a concern

All information needs to stay secure.

Give clients 24/7 access to your firm’s wisdom with a company brain

Delight customers

“Our clients’ first impression was ‘wow.’ We’re all looking for the easier button, and this felt like it.”

Lisa Haydon
Lisa HaydonPivotal Growth

Enhance the experience

“Letting clients ask questions through chat is an enhanced client experience. Anything that makes us stickier with clients or increases referrals is a win for us.”

Christian Beck
Christian BeckFive Four Digital

Offer even more

“I was already advising clients to build their own brain. We don’t need to do that now, because we can sell them ours.”

Tony Dowling
Tony DowlingConvrg Agency

Here’s how it works:

Build / 01

Gia collects all your firm’s knowledge.

From playbooks and methodologies to Slack convos and client calls, Gia ingests it all. Next, it creates a living brain that learns and improves with every new client.

Ingesting · live
0sources
0clients
Works with
Deploy / 02

You share the brain securely with clients.

Gia handles authentication, permissions, client separation, and deployment. Share your brain with your branding where clients already work: Slack, browser, or MCP.

Search Northwind
NYF+
Northwind
Threads
Activity
Channels
#general
#northwind-launch
#reporting
Direct messages
MTMaya Tran
YourFirm BrainAPP
JRJordan Reyes you
# northwind-launchShared with YourFirm14
BIS|
Message #northwind-launch
+Aa@
Lead routing | Workflows×
Northwind · Q4 plan×
+
app.hubspot.com/workflows/48213/flow/112/edit
J
Search HubSpot
⌂?⚙JR
‹ Back to workflowsLead routing: Inbound demo requestsDraftReview and publish
Enrollment triggerForm submissionDemo request form is submitted
1. BranchRegionNA · EMEA · APAC
2. Set property valueTerritoryBased on RegionDo this first
3. Rotate record to ownerSales teamRound robin
4. Send internal emailNotify owner
YourFirm Guide×
Reading this page · app.hubspot.com
Ask about this page…↑
ChatCoworkCode
Reply to Claude…
Opus 5.5
Monitor / 03

Watch how clients use it and anticipate their needs

See what clients are asking, where they get stuck, and what they keep coming back to. Step in and upsell services tailored to their exact situation.

Northwind Co.
Client snapshot · this week
Questions0▲ 18%
Active users0▲ 3 new
Resolved0by the brain
Attribution setup
38%
Lead routing
24%
Reporting
19%
Stuck on attribution setup, three attemptsStuck ×3
Asked about scope twice this weekExpansion signal
Suggested: attribution audit add-onDraft proposal →
Monetize / 04

Create a new stream of recurring revenue.

Use your brain to build living products your clients can purchase. Gia’s native Stripe integration makes it simple to charge monthly or based on usage.

Support tier · BillingYou set the price
+$0MRR
27 active clients · $500 per client / mo
Questions answered this month63
Hours billed to answer themZero
Renewals at riskNone
Payments

Gia is used by

How a company brain makes
your human service better:

Sales Training Firm
CoworkSTsalesTrainerMCP
Grade my Northwind discovery call from this morning.
STgrade_callCall recorder · 32 min✓
Call score 7/10
✓Strong discovery
!Pitched before the pain
Next steps
  1. Open with the impact question
  2. Send the recap with the ROI model
Coaching after every call

Turn your proprietary frameworks into your own MCP for clients. Reps connect their call recorder and get every call graded against your methodology, with detailed next steps, minutes after hanging up. No trainer on the line.

RevOps Consultancy
Lead routingPublished ✓
Form submitted
Branch: Region
Set TerritoryDo this first
Rotate to owner
Then turn on re-enrollment and publish.
Your playbook, inside their tools

When a client stalls in a workflow in their CRM, your AI assistant points them to the right step to fix, in real time and right where they are working.

Marketing Agency
# q4-planning PartnerVista
SK
Sam Kerr

@PV Intelligence I’m building next quarter’s partner marketing plan with a hyperscaler. What should I prioritize in the first 90 days? Give me suggestions the way a top marketer would.

PV Intelligence is typing…
PV
PV Intelligence APP

Top partner marketers start with:

  1. Land 2 joint plays with field sellers by day 30
  2. Get co-sell ready before new content
  3. Report partner-sourced pipeline, not MQLs
Peer insights · Advisory panel
Peer insights on demand

Turn what you learn across every client into proprietary peer insights. Clients ask planning questions on demand and get answers grounded in what top marketers actually do.

System Integrator
# northwind-ops
JR
Jordan

Can I add a field without breaking your setup?

YourFirm Brain is typing…
YourFirm Brain APP

Safe to add. Map it in sync settings first, then update the report. Don’t rename stages.

Implementation runbook · §4
Support after go-live

Clients ask how to change the system you built and get safe steps. Sell it as a monthly support tier.

Enterprise-grade data protection

Trust is the cornerstone of every client relationship. Gia meets the highest industry standards for security and compliance, and keeps every client’s information separate. Your data is never used to train AI models, not by us and not by any LLM provider we use.

  • Zero data retention
  • GDPR and CASA compliant
  • SOC 2 Type II
  • 256-bit data encryption
  • Per-client isolation
  • Role-based access controls
  • Audit logs
  • Escalates to a human, never guesses

Your brain is yours,
even if you leave

Decide it’s not the right fit? Take everything with you, including a structured map of how your firm works, and use it however you want.

Export · your-firmYours to keep
All sources & documentsPlaybooks, calls, threads
✓ ready
Client Q&A historyEvery question & answer
✓ ready
Firm mapHow your firm works, structured
✓ ready
0%

Questions

FAQ

A living knowledge base built from your firm’s playbooks, methodologies, conversations and client calls. Clients can ask it anything, any time, and get answers grounded in how your firm actually works.

Wherever they already work: a white-labeled bot in Slack under your name, a browser extension or portal, or an MCP endpoint for technical teams. One brain, every door.

No IT and no engineers. Connect the tools you already use and you can deploy in a day. Most firms prove it out on one client first.

Never. Your data doesn’t train anyone’s models. Each client sees only their own workspace plus what you choose to share, encrypted at rest and in transit.

It doesn’t guess. Answers are grounded in named sources, and when Gia isn’t sure, it hands off to your team.

Yes. Gia’s native Stripe integration lets you package your brain as a paid support tier and charge monthly or based on usage.

The Gia team
30-minute demo

Make clients feel like you’re always in the room

Prove it on one client in four weeks. The bar: they say “I need this.”

Book a demo →
30 minVideo callNo prep needed