For small businesses, agencies and consultants
When a client asks how you use AI, have the answer ready.
List the AI tools you use and what client data goes into them. In 10 minutes you will see your gaps; within a week you can send a written AI policy.
From: A client
Quick questions before we renew
- Which AI tools do you use on our account?
- Does any of our data go into them?
- Do you have a written AI policy we can see?
- We use a few AI tools, mostly the usual chat assistant. We are careful with it.
- We don’t think much of your data goes in.
- Nothing is written down yet, but we can put something together.
Sounds unsure. The client starts asking more questions.
Sample email and replies. Nothing here is sent anywhere.
Your path
From “not sure” to “here’s our policy” in five steps.
The first step is free. Stop at whichever step answers your client.
- 1
List
Free · 10 min
Answer a few questions about your AI tools and the client data that goes into them. Get your next three steps by email if you ask.
List your AI tools - 2
Fix
$49
The AI Use Register Kit: a tool register in Google Sheets or Excel, a Word usage policy that fills in from it, and a staff "before you paste" card.
See what is inside - 3Paused
Get help
$747
The AI-Readiness Review: a written report on your AI tools, your biggest gap and the steps that matter most. No calls needed.
Ask to be told when it opens - 4
Run it
$197
Write down the work your AI tools touch: SOPs, client onboarding and a weekly ops review, in Google Sheets, Excel or Notion.
See the Operator Bundle - 5
Keep it current
Essentials · Pro · Consultant
One business profile keeps your register, policy, SOPs and checklists in agreement as your tools change. Plans open in stages.
Get notified when plans open
Reviews and setup services are paused while we update our service terms. Templates and free tools are available now.
Turning on Copilot or Gemini?
Both can use any file a person in your business can open. Tidy who can open what first, with a free checklist you do in your own account.
Sample run · try it, no sign-up
See your next three before you list your own tools.
Four answers in. A gap summary, a draft and a 90-day checklist out.
- Gap summary first
- A draft for your pillar
- 90-day checklist
- No account needed
- Step 1, done:Read intakeFour answers set the context
- Step 2, done:Gap summaryWhat is missing
- Step 3, done:DraftBuilt on the gap summary
- Step 4, done:90-day checklistOrdered next actions
Industry
Team size
Priority pillar
Existing documents
Answers update the output as you click. In the output, pick the gap to close first and tick off checklist items.
Close first: No list of the AI tools the team uses.
This is a draft starting point. Review and adapt before use. Not legal, financial, or compliance advice.
That was a sample. Now list your own AI tools: free, about 10 minutes, no account.
Now list your own AI toolsWhat the kit gives you
Change the register. Watch the policy write itself.
In the AI Use Register Kit, your usage policy fills in from your tool list. Click a cell below to try it.
AI tool register
| Tool | Account | Client data | Owner |
|---|---|---|---|
| Chat assistant | Operations | ||
| Meeting notetaker | Account lead | ||
| Image generator | Design lead | ||
| Writing help in email | Operations |
Click an account or a data rule to change it.
- Gap: Meeting notetaker handles client information on a personal account.
- 1.Approved tools: Chat assistant, Image generator and Writing help in email.
- 2.Not approved until moved to a business account: Meeting notetaker.
- 3.No client information in: Image generator and Writing help in email.
- 4.Client information only with names removed: Chat assistant.
- 5.New tools: ask Operations before first use.
- 6.Review: every six months, and whenever a tool is added.
Fills in from the register on the left. You adapt and sign it.
Sample data. Nothing you click is saved or sent.
Works where you already work
No new app to learn.
Everything you buy runs in accounts you already own.
Google Workspace
The kit’s register opens in Google Sheets and the usage policy in Google Docs, in your own Google account.
Turning on Gemini? Free sharing checklist →Microsoft 365
Every kit also opens in Excel and Word, so the register and policy can live in your OneDrive or SharePoint.
Turning on Copilot? Free sharing checklist →Notion
Run clients, projects, invoices and hours from the Freelance Business Tracker ($29), next to your written AI rules.
Done for you
PausedTemplate setup in your own Google or Notion account ($149, or $299 for three), and Digital Foundation ($497) to get Google Workspace running on your own domain.
Pick where to start
Three ways in. One goal.
Not ready to buy? The free AI tool list is always there.
AI Use Register Kit
$49
one-time
- Best for
- Answering the client this week
- You get
- Tool register, usage policy, staff card and sign-off page
- Works in
- Google Sheets, Excel, Word
- Best value
Complete Operator Bundle
$197
one-time · $361 if bought separately
- Best for
- Writing down the whole back office
- You get
- All seven kits: the AI register, SOPs, onboarding, KPIs, the ops command center and more
- Works in
- Google Sheets, Excel, Word
AI-Readiness Review
Paused$747
fixed fee
- Best for
- Having someone work through it with you
- You get
- A written report: what works, the biggest gap and sequenced next steps
- Works in
- A short intake form, then your report
For consultants and agencies
Run this for every client.
Your clients are getting the same AI questions you are. Use the kits to run your own practice and build your method. Handing kit files to clients is not covered by the template licence; the Consultant licence, with a separate profile and document set for each client, opens in stages and will say what you may give clients.
Why you can trust it
Your clients’ data stays with you.
The free tool list never asks for client data.
It asks a few questions about your tools and how you use them. Nothing about your clients.
Kits run in your own accounts.
Google, Microsoft or Notion. We never see the files you fill in.
No tracking cookies on this site.
We count visits, not people, and never store your IP address.
TechEd Analyst helps you write things down and gives you drafts to adapt. It is operational guidance, not legal or compliance advice; your lawyer still has the final word.
Common questions
Who is TechEd Analyst for?
Small business owners, agency operators and independent consultants who use AI tools, are being asked by clients how they handle data and AI, and want their answers and processes written down. Kits work in Google Workspace, Microsoft 365 or Notion.
What do I get from the free AI tool list?
You answer a few questions about the AI tools your business uses and what information goes into them. It takes about 10 minutes, needs no account and shows where the gaps are. If you ask, we email you the result and the next three things to put in order.
Which should I buy first?
If a client is asking now, start with the AI Use Register Kit. If you want to write down the whole back office, the Complete Operator Bundle includes it and six more kits. If you want someone to work through it with you, the AI-Readiness Review is a written report; services are paused for now while we update our service terms.
Do I need Google Workspace or Notion?
No. Every kit opens in Google Sheets or Excel, and the policies open in Google Docs or Word. The Freelance Business Tracker is a Notion template. If your team works from personal accounts, Digital Foundation sets up Google Workspace on your own domain once services reopen.
Is this legal or compliance advice?
No. Everything on TechEd Analyst, from the free tools to the templates and drafts, is operational guidance only. None of it determines whether your business complies with any law or regulation. For legal, compliance or regulatory questions, consult a licensed attorney in your state.
Can consultants use this with clients?
Use the kits to run your own practice and build your method. The template licence covers your own business, not handing kit files to clients. The Consultant licence, with a separate profile and document set for each client, opens in stages and will say what you may give clients; join the waitlist to be told when.
The next client email is coming. Answer it with a file, not a scramble.
List your AI tools in about 10 minutes, with no account. You can have a written policy within a week.