Engagement · AI Safe Use & Policy

A clean answer when your customer asks "what AI do you use?"

Your big customers are starting to ask how you use AI and how you keep their data safe. Most companies have no answer ready. So they scramble for a week while the customer waits. We help you write the answer once. A simple policy your team will follow. An audit log of who uses what. Clear rules for customer data. So the next time it comes up, you are ready.

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2–3 weeks

Typical time from kickoff to a policy and a ready answer

Write once

Answer the AI questionnaire once. Reuse it for every customer.

No fire drill

The next time a customer asks, you have a clean answer ready.

Why this becomes urgent fast

The Day a Big Customer Asks Is the Day This Gets Real

Here is what we see on Discovery calls, almost word for word.

A questionnaire shows up with no warning

A big customer sends a form with five to twenty AI questions. They need it back this week. Nobody on your team has answers. The deal is waiting on it.

You do not actually know who uses what

People across the team use AI tools in their own way. There is no list of which tools, for which work, with which data. So you cannot answer honestly even if you wanted to.

Customer data may be going where it should not

Someone may be pasting customer info into a personal AI account. Not out of bad intent. Because there was never a clear rule about where the line is.

A long policy nobody reads does not help

Some companies write a 30-page AI policy. Nobody reads it. Nobody follows it. A policy only works if it is short enough that your team actually remembers it.

What We Ship

What You Get After 2 to 3 Weeks

A short policy your team will follow. Proof you can show. And a reusable answer for customers.

A simple AI policy your team will follow

One or two pages, in plain language. What is okay. What is not. What to do when unsure. Short enough that people remember it.

Clear rules for customer data

What data can go into which tool. What never can. So your team knows the line, and so do you.

A record of who uses what AI for what

A clear list of the tools in use, the work they are used for, and the data they touch. The thing you wish you had when the questionnaire arrived.

An audit log and a simple dashboard

A way to see AI use over time. So you can show a customer or auditor what is actually happening, not a guess.

Ready answers for the AI questionnaire

The common customer and procurement questions, answered once, in a doc you reuse. No more week-long scramble per deal.

A way to keep it current

A short routine your team can follow when tools or rules change. So the policy and the answers do not go stale.

How It Works

Two to Three Weeks. Five Steps. No Legalese.

We write this in plain language, for your team, not for a courtroom.

See what is real

Two to three days. We learn which AI tools your team uses, for what work, with what data. The honest picture, not the assumed one.

Set the rules

Two to three days. We draft a short, plain-language policy and clear data rules with you. You decide where the lines are.

Turn on the log

A few days. We set up the audit log and a simple dashboard so AI use is visible, not guessed at.

Write the answers

A few days. We turn the common customer and procurement questions into a reusable answer doc.

Roll it out

One to two days. A short team briefing so people know the rules. Named owner. The routine to keep it current.

What You Take Away

Proof, Not Promises

No mystery boxes. No vendor lock-in. Everything is yours and is written down.

The policy

Short, plain, and yours. Your team will follow it because they can remember it.

The audit dashboard

A way to see AI use over time. Show it to a customer, an auditor, or your board.

Ready customer answers

The AI questionnaire, answered once, in a doc you reuse for every deal.

A way to keep it current

A short routine and a named owner. So it does not go stale the moment we leave.

Common Questions

What Businesses Ask Before They Start

Yes. That is the main reason this engagement exists. We help you write the answer once and keep it in a doc you reuse. The next time a customer or procurement team asks, you send a clean answer instead of scrambling for a week.

No, and no. We are not lawyers and this is not legal advice. We build the practical policy, the rules, the log, and the answers your team and customers need day to day. If your lawyers want to review the policy, that is easy. We write it so they can.

Three big ones. Employees paste customer data into personal AI accounts. Wrong AI answers go out to customers because nobody checked them. And you lose or stall a deal because you cannot answer a customer's AI questions. This engagement is built to remove all three.

A bad policy does. A good one speeds people up, because they stop second-guessing what is allowed. We keep it to one or two pages in plain language. The goal is a rule people can actually remember and follow.

With the right rules, your data stays yours. The business-level versions of the major AI tools do not use your prompts to train their AI. We write down what data can go where, set the rules to match, and document it so you can show customers and auditors.

Yes, and it matters more for you. We tailor the data rules and the answers to the kind of rules your industry runs on. For deep regulatory sign-off, your compliance or legal team still owns the final call. We give them something solid to work from.

Not always. If your tools are already in use, we can start here. Foundation Setup and this engagement pair well, because controls and rules reinforce each other. We tell you the right order in the first call.

You do, fully. We name an owner on your team and leave a short routine for keeping it current as tools and rules change. It is your document, in your words.

It runs in the background. Your team does not do extra work to make it happen. You get a simple dashboard to see AI use over time. The point is proof you can show, not a burden on your team.

Very little from us. The policy and answers are yours. Your team spends a small amount of time keeping them current. No required retainer. Most clients come back for more work later, but only when they are ready.

Two Ways to Start

Take the AI assessment for a structured read on your risk. Or talk to us if a customer already sent you the questionnaire.

Self-serve · 8 minutes

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A short structured read on where AI fits your business. Tailored plan in your inbox.

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Get a Quote

Tell us which AI tools your team uses today, and whether customers have started asking how you use AI. We will come back with a fixed quote and a kickoff date inside 3 business days.

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