Your first week of AI governance.

Five steps for an agency operations lead, in the order that pays off fastest. The first four are free and need no email.

Step 1 · 10 minutes · Free · No email
Read the Agency field guide
You leave with
One client deliverable traced back to the AI use, accounts and approvals behind it.
Done when
You can answer “did you use AI on this?” for one deliverable from your records.
Open the field guide
Step 2 · 30 minutes · Free · No email
Draft your client questionnaire answers
You leave with
A first draft of the AI section, built from your own policies and held for review.
Done when
Each answer names its source, or is marked for follow-up.
Open the Client AI Questionnaire Starter
Step 3 · 3 minutes · Free · No email
Take the Shadow AI Check
You leave with
An action brief covering staff and freelancer accounts, client information and connected tools.
Done when
Each gap has an owner and a review date.
Take the free Shadow AI Check
Step 4 · 10 minutes · Free · No email
Start your AI policy
You leave with
An editable acceptable use policy draft with the open decisions marked.
Done when
The draft names a policy owner, and each open decision has someone deciding it.
Create a free policy starter
Step 5 · When you need it on record
Keep the answers, approvals and reports in one place
When a client wants evidence rather than a draft, move the work into an Agency edition kit.
One-time purchases. 14-day refund policy.

Read the Agency field guide