Know your AI use.
Set the rules.
Answer your clients.
Consulting edition · Industry guide and worked example included
Three practical kits for connected tasks. Start with the work in front of you and reuse the records you already have.
For you if you need to work on your tool inventory, team policy and client responses.
$847 separately. Save $198.
See the included kitsWhat you’ll have ready
Start where you are
Choose the kit for your immediate task. An existing inventory, policy or client response is a useful starting point.
Excel and CSV import included.
- Import AI inventory and actions in Shadow AI and Policy; actions in Questionnaire.
- Match your columns and review duplicates in each kit.
- Manual import and an optional work-approved AI preparation prompt are included.
Choose your next piece of work
Each kit works independently. If starting from scratch, begin with Shadow AI, then Policy, then Questionnaire. Use each kit’s planning estimate: discovery, policy approval and buyer-response review take different amounts of time.
Reuse the records
Enter your company once. Open Connect kits to save a company profile and load it into the other kits. Transfer relevant reviewed records with Export records and Import record transfer.
Return the output to your team
Review the report or buyer pack, then share it through your existing documents, meetings and approval process.
See the finished examples
Each kit includes Sample-Report.pdf: fictional Northline Advisory records, watermarked Fictional example. Reports need your review before sharing.
Files included in your download
- START-HERE.html The starting guide for your bundle.
- READ-ME-FIRST.txt The recommended order and where each kit starts.
- Shadow AI Risk Kit, AI Policy & Rollout Kit, AI Questionnaire Response Kit Each kit’s folder, with its own dashboard, guide, editable materials and Sample-Report.pdf.
- CHECK-YOUR-COMPUTER.html Run this once before the first kit.
- INDUSTRY-GUIDE.html Consulting scenarios and review points for every kit in the bundle.
- STAFF-EXERCISE.txt A short fictional exercise for a team discussion.
- LICENSE.txt, PURCHASE-TERMS.txt and REFUND-POLICY.txt Your license, purchase terms and refund policy.
How the records connect
Review transferred records before using them in another kit. An inventory or approval record can support the next task. Each kit keeps its own work file; transfers do not create automatic synchronization.
Questions
License
Standard kits cover internal use by one purchasing company. A consultancy can use a standard kit for its own business. Delivering branded kit copies to clients requires the separate Practitioner License and its client allocations.
Updates
Updates are included for 12 months from purchase.
Refund
Not the right fit? Contact us within 14 days of purchase for a refund. See our refund policy.
Built around Management, strategy and business consultancies
Organize research, associate-consultant use and engagement restrictions, then prepare answers backed by your records.
- Which engagement permits AI use, and for what purpose?
- Who verifies the sources behind a recommendation?
- Can associates reuse client material in another engagement?
Your download includes INDUSTRY-GUIDE.html, STAFF-EXERCISE.txt and a worked Northline Advisory example alongside the complete core kit. The editable workspace starts with your own blank records.
Examples cover internal research and advisory delivery. They do not establish permission to use client material or replace engagement and professional review.