Your team is already using AI.Do you know what they're putting into it?
Shadow tools, unclear rules, and client data in the wrong places are the new operational risk. We help you set clear boundaries: assessment, written policy, training, and documented risk—fixed scope, founder-executed.
Clear scope. Fixed pricing. Serving Northern Kentucky & Greater Cincinnati.
The gap
Everyone’s using AI. Almost no one has clear rules.
The risk isn’t that AI doesn’t work—it’s that it works well enough that people use it every day without a shared standard. We close that gap with assessment, policy, and training sized for real operations—not a generic slide deck.
Shadow AI
People already use ChatGPT, Copilot, and a dozen other tools. Leadership often has no inventory of what’s in play.
No written rules
If someone asked for your AI policy today, could you hand them a document? For most teams, the answer is still no.
Data in the wrong place
Client records, drafts, and internal strategy can end up in tools that train on prompts or retain data in ways you didn’t intend.
Regulatory gray area
HIPAA, privilege, financial rules—AI use intersects with obligations you already have. Hope is not a control.
Outcomes
What you walk away with
Founder-executed. Fixed scope. Outcomes you can enforce—not a certificate and a PDF from a vendor who never met your team.
Written policy your team can follow
Acceptable-use language tied to how you work—not boilerplate nobody reads. Clear boundaries for what belongs in AI tools and what does not.
Training that matches the policy
A live session so people see the rules in context, with a recording for onboarding new hires. Questions welcome; confusion is the enemy.
Documented risk and priorities
A practical view of where exposure sits today and what to fix first—so leadership can act without guessing.
A simple decision framework
When someone is unsure whether to paste something into a tool, they have a path: ask first, escalate, or stop—without slowing the whole org.
Fixed price
Clear scope. Fixed price.
We scope each tier to your size, industry, and how your team actually uses AI—then deliver written policy, training, and documented risk.
Most teams start with Governance Starter.
2–3 weeks · Most teams start here
Teams of roughly 5–75 using AI tools without a written policy—or with a policy nobody follows.
Includes
- AI usage assessment (current tools and exposure)
- Written acceptable-use policy
- Team decision framework (practical boundaries)
- One live training session (recorded)
- Prioritized risk register
- 30-day follow-up
Need ongoing judgment after rollout? See Technology Advisory. For builds and integrations, see AI Integration & Automation.
FAQ
Frequently asked questions
Is this legal advice?
No. We provide operational and technical guidance: how AI tools handle data, what belongs in policy, and how to train your team. Final policy language for regulated environments should be reviewed by your attorney or compliance counsel.
What if we already have an AI policy?
We review what you have, pressure-test it against how your team actually works, and upgrade gaps: tool coverage, data boundaries, and practical enforcement. The goal is a policy people follow—not a PDF nobody reads.
Do you work with regulated industries?
Yes. Healthcare, financial services, and legal are common. The Compliance tier adds structured mapping to obligations you already have and documentation leadership can share with counsel or partners.
How is this different from an AI training course?
Courses teach prompts. This engagement gives you written rules, documented risk, and a trained team aligned to how your business handles data. Training is included—it sits on top of policy and assessment, not instead of them.
What happens after the 30-day follow-up?
Many teams move to Technology Advisory for ongoing questions, vendor reviews, and policy updates as tools change. Builds and integrations stay separate if you need systems work.
Will this slow our team down?
Clear rules usually speed teams up: less second-guessing, fewer one-off approvals, and less fear of doing the wrong thing. We scope policy to how you actually operate.
Who is this for?
Leadership and operators who know AI is in daily use but cannot yet answer “what’s our policy?” or “what can’t go into these tools?” Typical size is roughly 5–75 people; larger or multi-department orgs use Enterprise.
How do we get started?
Start with a 15-minute fit call—no commitment. We confirm fit, outline the right tier, and send a written scope with fixed pricing before work begins.
Get started
Get rules your team can actually follow
Tell us your industry, team size, and what keeps you up at night. We’ll confirm fit and send a written scope with fixed pricing—no obligation.
Not sure where your tech stands overall? Start with a Technology Assessment.