Sterling · Commercial strategy
Examines the opportunity, tests the commercial argument and identifies what the next conversation needs to establish.
Platform roadmap
Practical AI for commercial work
AI advisers, connected to the work.
I have built a platform of AI advisers for reviewing opportunities, preparing briefs and developing commercial content. Explore how it brings evidence, judgement and useful work together around a question that matters to your business.
AI advisers with different responsibilities
Clara · Cited, requirement-led research
Investigates the specific question, brings cited evidence into the work and identifies where the sources leave uncertainty.
Carmen · Content curation and editorial work
Selects relevant material, shapes the argument and develops content for an agreed audience and voice.
Rodrick · Priorities and critical thinking
Brings findings back to the decision: what matters now, which assumptions need testing and what deserves attention next.
Scoped handovers bring the relevant contribution to an agreed piece of work.
Three kinds of work. A continuing structure around them.
Review the opportunity before committing more effort
Sterling examines selected records through the configured CRM connection. The useful output is a view of what is known, what is missing and what the next conversation needs to establish.
Prepare around the decision
Configured routines bring commercial records and research into meeting notes, pipeline reads and decision briefs. Clara supplies evidence; Rodrick brings the findings back to priorities. Meeting preparation uses meetings recorded in the CRM. Complete delivery paths are being proven.
Turn useful material into a clear argument
Carmen develops and revises commercial content from an agreed brief, relevant evidence and a defined voice. The work can be retained with its revisions in a versioned library. You decide what to approve and publish.
They like the proposal. So why does the decision keep moving?
Illustrative sales situation; invented details, not a client result or live platform run.
You have delivered the demo, revised the proposal and answered the follow-up questions. Your contact wants a better price before taking it to Finance. The opportunity still sits in this quarter's forecast.
The contact says slow customer onboarding is delaying invoices and tying up delivery staff. The records contain no agreed measure of that impact, no recorded conversation with the person authorising spend and no confirmed approval route. Your contact is engaged; their ability to carry the case internally is still untested. The customer could continue with the current process instead.
Sterling's commercial read
Establish what the delay means to the business, what Finance will compare and who needs to be involved before deciding whether to revise the proposal or offer a concession.
Clara checks supporting claims against the available sources. You choose a short decision-focused follow-up; Carmen helps make it clear.
Draft for your review
Before I revise the price, could we bring Finance and the onboarding owner into a short review? I'd like to establish where onboarding is delaying invoices, what that costs today, and what would make a change worth approving. Then we can agree the right scope and commercial proposal.
Rodrick brings the priority back into focus: decide how much proposal effort to commit before that conversation. You decide whether to use the draft and how to treat the opportunity in your forecast.
Test the buying case before committing more proposal effort or making a price concession.
Build on what the business has already learned.
Retained context, reusable methods and a versioned library give continuing work a place to build from. Relevant preferences and decisions can be kept alongside the approaches and drafts worth using again.
Think of this as a developing institutional memory: selected knowledge carried forward for later work, with important facts checked as circumstances change.
Keep the basis and the boundaries visible.
Sources help you examine what an answer rests on. Action records help distinguish proposed work from operations that took place.
Connected-system access is controlled separately from the advisers' work. The configured CRM connection checks the intended account, and selected material actions use approval controls tied to the requested operation.
Connections and approval points are defined for the workflow. Together, these mechanisms support review of the material, the action and the authority to proceed. Important conclusions still need checking.
Built, being proven and planned
Built
Named advisers, CRM-grounded review, content drafting, retained context and methods, a versioned library, scoped handovers and routine configuration.
Further proving
Document/transcript intake and selected end-to-end delivery paths.
Planned
Diary/inbox connections, wider team access, customer sign-in and voice.
Bring a recurring piece of work.
Tell me what you are trying to improve, where the effort goes and what a useful result would need to do. I will confirm the scope and availability of a guided demonstration using appropriate material.
Use a brief, non-confidential outline. Access and implementation would have their own agreed scope.
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