Fixed fee. 45 days. One-time engagement.
Your team is already using AI. Nobody's governing it. Someone in accounting is running invoices through a free tool. Someone in sales pasted a customer contract into ChatGPT last week. None of them are being careless — they're being productive. But right now nobody's told them what's allowed, nobody knows where that data went, and when your cyber insurance renewal or a client's vendor questionnaire asks how you govern AI use, "we don't really" is an expensive answer.
This sprint fixes that in 45 days, fixed fee, with no ongoing commitment required to get it.
What you get:
- AI Usage Discovery. We find out what AI tools are already in use across your organization, by whom, and with what data. Most owners are surprised by this part.
- AI Use Policy. A written, plain-English policy your staff can actually follow — what's approved, what's prohibited, what requires sign-off, and what to do when someone isn't sure.
- Data Handling Rules. Clear lines around client data, employee records, financials, and anything under a confidentiality obligation. Which tools may touch which data, and which may never.
- Vendor Evaluation Framework. A repeatable way to assess any AI tool your team wants to bring in — before it's in.
- Staff Training. A real working session with your people. Not a compliance video. What AI is good at, where it lies to you, and how to use it without creating a problem.
- The Opportunity Map. Department by department, where AI actually fits in your business, ranked by return, with effort estimates attached.
- First Use Cases Live. We implement one to three of the highest-return items before the sprint ends. You see it working, not described.
How it works:
We scope the fixed fee to your headcount and the AI tools already in your environment, then quote it before anything starts — never hourly, never open-ended. Forty-five days later, you have a working policy, a trained team, and AI already doing something measurable. Not a slide deck.
Request your fixed-fee quote.
- Wisconsin businesses, roughly 20–150 employees, where AI adoption has already started informally and nobody owns it
- Leadership that's been asked about AI governance by a cyber insurer, a client vendor questionnaire, or an auditor — and doesn't have a real answer yet
- Businesses with institutional knowledge worth protecting (client data, pricing, drawings, contracts) and staff who've already discovered ChatGPT on their own
Who this isn't for
- Two-person shops with no real data exposure yet — say so directly, don't sell it anyway
- Businesses that want a free strategy session with no intent to fund the actual work
- Anyone looking for a tools shopping list instead of a governed rollout
Scope of work
1. AI Usage Discovery
- Inventory of AI tools currently in use across the organization, department by department
- Identification of what data is touching each tool — client records, financials, pricing, contracts, employee information
- Surfaces shadow AI use leadership doesn't know about yet
2. AI Use Policy
- Written, plain-English acceptable-use policy
- Defines what's approved, what's prohibited, and what requires sign-off
- Includes guidance for the "I'm not sure if this is allowed" moment, not just the clear-cut cases
3. Data Handling Rules
- Explicit boundaries for client data, employee records, financials, and anything under a confidentiality or contractual obligation
- Tool-by-tool mapping: which categories of data each approved tool may touch, and which it may never touch
4. Vendor Evaluation Framework
- A repeatable process for evaluating any new AI tool before it's adopted
- Prevents the next twelve months from becoming a new round of shadow IT
5. Staff Training
- Live working session, not a recorded compliance module
- Covers where AI is genuinely useful, where it fails or fabricates, and how to use it inside the new policy without creating exposure
6. The Opportunity Map
- Department-by-department breakdown of where AI fits in the business
- Ranked by expected return, with effort estimates attached to each item
- This is the piece that turns the sprint from a risk-management exercise into a growth plan
7. First Use Cases Live
- One to three of the highest-return items from the Opportunity Map are implemented before the sprint closes
- The client sees a working result, not a recommendation to go build one later
Process
- Scoping call (~20 min) — sizes the fixed fee against headcount, current AI tool usage, and regulatory profile. This replaces a "free fit call" as a separate offer; it's the sizing step for the paid sprint, not a parallel free product.
- AI Usage Discovery — tool inventory and data-exposure mapping across the organization.
- Policy and framework build — use policy, data handling rules, and vendor evaluation framework drafted.
- Staff training session delivered.
- Opportunity Map built and ranked.
- First use cases implemented before close.
- Delivery meeting — walked through with leadership, not emailed as a document.
Timeline
45 days, fixed. One-time engagement — confirmed on your existing page copy, no placeholder needed here.
Investment
- Fixed fee, quoted after the scoping call
- Scoped by headcount and current tool footprint: under 50 employees, 50–150 employees, 150+ (custom scope). This is scope-based sizing of one engagement, not a tiered menu. The deliverable list doesn't change, only the size of the discovery and policy work does.
- No free version of this offer. The free fit call scopes it; it doesn't replace it.
What happens after: the Advisory Retainer
- Monthly retainer, 12-month minimum — already correctly aligned to the doctrine floor for AI advisory engagements
- Covers: monthly strategy session, quarterly governance review, new use cases as they're identified, vendor/tool review before adoption, training refreshers, and a standing answer to "can we use this?"
- Optional, not assumed. The sprint output stands on its own; the retainer is what keeps the policy current as tools change
What this is not
- Not an open-ended consulting engagement — it's a defined 45-day deliverable
- Not a tool-buying exercise: the sprint governs and prioritizes, it doesn't hand over a shopping list and walk away
- Not the free fit call: that's a scoping conversation, not the product
- Not implementation of everything on the Opportunity Map, beyond the first 1–3 use cases, further build is quoted separately against the plan, never before it