AI policy for employees
Plain-language rules on which tools staff may use and which client data never goes in.
$750 flat1 week
How to use AI in a small business without paying for seats nobody opens
Rules first, tools second, a trained team third. Book one, or book them in order.
Start the free workflow diagnostic
For owner-led firms of 5 to 100 people. Every price on this page is published and flat.
Does any of this sound like your office?
You pay for the AI licenses every month. Nobody opens them. Meanwhile, someone pastes a client file into a free chatbot. Three illustrations, not client stories:
- Picture a 30-person accounting firm in March. Associates paste client files into a free chatbot because no one told them not to.
- Or a 15-person physical therapy clinic on its fourth AI scribe demo, with no way to tell the vendors apart.
- Or a 40-person insurance agency still paying for Microsoft Copilot seats that went quiet a month after the rollout email.
None of these is a technology problem. Each is a decision nobody owns yet. What is allowed? What should you buy? What should people do with the tool on a Tuesday afternoon?
Which of the three should you start with?
Staff already use AI on their own? Start with the policy. About to sign with a vendor? Start with selection. Bought licenses the team ignores? Start with training.
Vendor selection
A scored shortlist and a written recommendation before any contract gets signed.
$1,200 flat2 weeks
Staff AI training
Up to 15 people practicing on their own tasks in the tools you already license.
$1,500 flatHalf-day session within 2 weeks of booking, after 1 week of prep
All three are paid in full at booking. Raquel runs each one herself, from the first call to the final handoff.
Not sure it's worth it yet? The workflow diagnostic is free. And every price here is flat and published, so you know the full cost before you book.
How does this connect to the rest of the work?
Workflow automation
Your team uses AI safely by hand. Next, pick one weekly chore that can run without the copy and paste.
Data and knowledge
Tools only help when they can read information that is current and in one place.
Department solutions
A sales or support team that already follows the policy is ready for a build of its own.
Data analytics
How you'll tell, months from now, whether those licenses earned their renewal.
Get the rules, the tools, and the habits settled before the next renewal.
Start the free workflow diagnostic
Free, about four minutes, and read by Raquel herself.