Freeing the Expert: How Private AI Transformed Franchise Support (a case-study)

Rob Stoltz
Nov 5
2 min read

The Challenge: When Your "Secret Sauce" Stops Your Success

For coaches and consultants, expertise is everything. Our client spent years building a valuable library of proprietary content—their secret sauce: hundreds of pages of methodology manuals, detailed case studies, proprietary assessments, and extensive notes from past training sessions.

However, success created a crisis: The Expert Bottleneck.

As the business grew, our client became overwhelmed. Their time was consumed by:

Internal Support: Trainers constantly needed the expert's immediate input during "train the trainer" exercises, slowing down the certification process.
Client Follow-up: Former clients needed timely, personalized guidance on specific scenarios after training ended, putting an increasing, impossible burden on the expert's inbox.

The inability to scale personalized support to trainers and clients was putting a definitive cap on the company’s expansion plans. They needed to clone this expertise, accurately, and most importantly, securely.

The ConfiGPT Solution: An Expert AI Coach Built on Trust

The solution was to create a private, internal Expert AI Coach using ConfiGPT, ensuring their proprietary knowledge remained entirely within their control.

Phase 1: Knowledge Transfer (RAG) We securely uploaded their entire "secret sauce" library (manuals, case studies, assessments) into their private ConfiGPT instance. Our Retrieval-Augmented Generation (RAG) system indexed this knowledge, turning passive documents into an immediately accessible, intelligent resource.

Phase 2: Internal Scaling (The Bottleneck Solution) The first goal was to free the lead expert. The internal trainers gained access to the Expert AI Coach, allowing them to ask complex, scenario-specific questions about the methodology and training materials instantly.

Result (Estimated Metric): The Expert AI Coach is estimated to have offloaded 50-70% of repetitive Q&A time from the lead expert, redirecting those high-value hours toward client acquisition and strategic growth.

Phase 3: Client Value Expansion (Personalized Support) The project then expanded to a powerful, post-training client service. The AI Coach was configured to help clients with specific, personal scenarios and goals after their main engagement.

Critically, we were able to offer this multilingual support: training was originally only in French, but the AI Coach is now being developed and deployed for many other languages, immediately opening up new markets.

Key Takeaways for Consultants and Coaches

This project offers vital lessons for any small business built on proprietary knowledge:

Stop Trading Time for Growth: Your time as the expert is finite. Using ConfiGPT to automate expert Q&A turns your expertise into a scalable asset, multiplying your capacity without hiring more people.
Consistency is Quality Assurance: The AI Coach always responds with the company's approved, high-quality answer, ensuring every trainer and every client receives the same accurate, compliant guidance, standardizing your service delivery.
The Privacy Imperative: For a coaching business, trust is everything. They could never upload client scenarios or proprietary methodology to a public AI tool. ConfiGPT, hosted entirely in Switzerland, was the only choice because it guarantees that client goals and company secrets are processed locally and never shared. Protecting confidentiality is protecting your brand.

Ready to scale your expertise without sacrificing your time or your clients' trust? Explore how ConfiGPT can be your Expert Multiplier. Contact Us.