Changelog

Search the AI and data rules log

October 23, 2026

The rules page is now a searchable log of AI and data rules small businesses ask about, with five new entries.

• New: Texas TRAIGA, Illinois HB 3773, the Utah AI Policy Act, the 2026 Connecticut privacy amendments and CAN-SPAM.
• Search by state, topic or word, or tap a topic such as employment, chatbots or email.
• Each entry links to the free tool, guide or template that helps keep the records it mentions. Whether a rule applies to you is a question for your attorney.

Platform prices are now on the pricing page

October 23, 2026

Essentials, Pro and Consultant now show their monthly and yearly prices and what each includes, ahead of early access.

• Essentials $9, Pro $19 and Consultant $39 a month; yearly plans cost ten months.
• Early access opens in stages by invitation. Request a spot from the pricing page; joining the waitlist is free.
• Prices may change before general availability.

Find the AI tools nobody mentioned

October 18, 2026

The AI Use Register Kit (version 3.1) has a new Find Your Shadow AI tab for the AI tools your team started using on their own.

• Ten places to look, from card statements to AI features inside software you already pay for, using records your business already has.
• Five questions to ask your team, and a column that shows which tools are not on your register yet.
• Existing buyers can download the new version from the store where they bought the kit.

See where your client data goes, on one map

October 17, 2026

The free AI tool list now draws a map of which AI tools receive which kinds of data, from your own entries.

• Name up to 10 tools, pick the account each runs on and tick the data that goes in; the map redraws as you type.
• It shows only what you entered and never rates a tool. Nothing you type leaves the page.
• New guide for tax and bookkeeping firms: how to fill in the free IRS template for a written information security plan, plus a section for your AI tools.

Every free tool now ends with a next step you can take today

October 17, 2026

Free tools and guides now lead to a template you can use today, and our written reviews are replaced by one done-for-you setup service.

• The free AI tool list shows a sample register and the AI Use Register Kit right after your result.
• Six new guides, including how to answer a client AI security questionnaire, plus dated summaries of AI rules at /ai-rules.
• AI Register and Policy Setup replaces the three written reviews. Like our other services, it opens after our service terms are updated.

Free checklist: find the AI tools your team already uses

October 14, 2026

A new free checklist for "shadow AI": the AI tools people started using on their own, before anyone decided on them.

• Ten places to look, from card statements to AI features inside software you already pay for, using records your business already has.
• Five questions to ask your team, and one ground rule: business records only, and tell your team first.

Both sharing checklists on one page

October 13, 2026

The free checklists for turning on the AI assistant in your office apps now have their own page, linked from the homepage.

• Pick your office suite at /checklists and open the matching step-by-step checklist.
• Product pages now list file formats (.xlsx and .docx), so you can see at a glance what opens in the apps you already use.

A homepage that starts with your client’s question

October 13, 2026

The homepage now starts where most of our customers do: a client asking how they use AI. It shows two ways to answer, then the steps from a free AI tool list to a written policy.

• New free checklists for turning on Copilot or Gemini: tidy who can open what first, in your own account.
• Try the AI Use Register Kit on the page: change a tool in the sample register and watch the usage policy fill in.
• See where everything lives: Google Workspace, Notion, Excel and Word.
• Compare three ways to start: the $49 kit, the $197 Complete Operator Bundle, or the AI-Readiness Review once services reopen.

Every template in one shop

October 11, 2026

The shop now lists all eleven products we sell, each with links to buy on Payhip or Gumroad.

• New on the shop page: SOP Starter System, Client Intake & Onboarding System, Digital Seller Money Kit, KPI Dashboard Kit, Solo Founder Launch System, Small Business Ops Command Center, Complete Operator Bundle and Real Estate Deal & Client Pipeline.
• The pricing page answers whether you have to pay: the platform is paid, and the free tools stay free.

Clearer terms for every purchase

October 11, 2026

We updated our Terms of Service, Services Terms and Privacy Policy so they say plainly what our tools and services are, and are not.

• Service intake forms now ask you to agree to the Terms of Service and Services Terms before you send.
• Signed-in customers will be asked to accept the updated Terms.
• The Terms now say plainly that no output, recommendation or written review is professional or expert advice of any kind.
• Done-for-you setup and written reviews are paused while our service terms are reviewed. Templates and free tools are not affected.

One paid plan, and the free tools stay free

October 9, 2026

The platform is now one paid plan, Pro. The free tools stay free and need no account, including the calculators, the AI tool exposure calculator and the vendor data questions.

• The waitlist now tells you when Pro opens. The early-access discount has ended.
• The homepage now names the four problems we help with: AI governance, workflow automation, data analytics and data privacy.
• Every privacy promise on the homepage links to how it works: no tracking cookies, no raw IP addresses stored, and drafts you keep.

We confirm every message, and the chat says when it does not know

October 8, 2026

When you send the contact form or a service intake, you now get an email confirming we received it. A person replies within one business day.

• If the support chat has no published answer to your question, it says so and points you to the FAQ and to a person, instead of guessing.
• Signed-in customers can ask for a person from the chat.

Your next three, after the free AI tool list

October 8, 2026

The free AI tool exposure calculator now ends with your next three: three steps of about 30 minutes each, picked from your own answers, with one link to the fix and a date to look again.

• Each step says why it comes first, based on what you told us.
• Email yourself the result and your next three. Your answers are not stored, and your address is kept only if you confirm.

See sample drafts before you sign up

October 5, 2026

Sample drafts shows what the AI Orchestrator produces for four sample small businesses: an AI usage policy, a privacy checklist, a service-call SOP and a monthly reporting plan.

• The businesses are fictional. There is nothing to type and nothing is stored.
• In the app, running a sample business uses no credits.

Our policies are in effect

October 5, 2026

Our Terms, Privacy Policy and other policies are now in effect.

• Confirm your email on the waitlist and we email you when Pro opens.

We removed our cookie banner

October 5, 2026

Our public site now sets no cookies and stores nothing on your device when you visit, so we removed the cookie banner. Our own analytics count visits without any identifier for you.

• A visit is counted when a page is loaded from another website or typed in directly. We no longer compute a daily code from your IP address and browser.
• The support chat remembers your conversation only after you send your first message.
• Our pricing lists only features you can use today.

Our policies now match how the site works

October 5, 2026

We checked every policy page against what the site and app actually do, and corrected the drafts. The policies are still drafts awaiting attorney review.

• The Privacy Policy now names every store we sell through (Payhip, Gumroad and Etsy) and explains exactly what our cookieless analytics records and for how long.
• The Cookie Policy lists every cookie and browser-storage key we use, and the cookie banner no longer pre-selects optional choices.
• The Terms now include a plain template license and cover templates bought through outside stores; the Services Terms cover the Digital Foundation, including how account access works.

Easier to read, in light and dark mode

October 5, 2026

We checked our main public pages with automated accessibility tests and fixed what they found. Small coloured labels on the homepage are now darker and easier to read, and buttons in dark mode now use dark text on the blue background.

• Every main public page now passes automated WCAG 2.2 AA checks with no serious or critical issues, in light and dark mode.
• Joining the waitlist and reaching a buy link work with a keyboard alone, with a visible focus outline.
• Our Accessibility Statement now says exactly what we checked and when. We are working toward WCAG 2.2 AA and do not claim conformance yet.

Buy our services online

October 3, 2026

You can now buy Template Setup and our three written reviews directly, with secure checkout through Gumroad. After you pay, a short intake form gets your project started.

• Done-for-You Template Setup: Standard ($149) and Plus ($299).
• Operations Workflow ($397), Data-Readiness ($647) and AI-Readiness ($747) reviews.
• Sales tax is handled at checkout where it applies.

Clearer refund rule for AI credits

October 3, 2026

Our Refund Policy now says what happens to AI credits when we refund a subscription payment in full: we remove up to the number of credits that payment added. Credits you already used are never charged back, and your balance never goes below zero.

New service: Small Business Digital Foundation

October 2, 2026

A fixed-fee setup of the accounts your business runs on, in accounts you own: Google Workspace email on your domain, sign-in security basics, a shared password manager, and a booking page. $497, one-time.

• Google Workspace set up or cleaned up for up to 5 users, with the email records that make your mail less likely to land in spam.
• Bitwarden password manager set up, plus a Google Calendar booking page and a new-customer form.
• A 30-minute walkthrough and a written handover doc in your Drive.
• If we sign you up for Google Workspace, we may use a referral link and may earn a referral fee. You always own your accounts.

Clearer facts for people and AI assistants

October 2, 2026

Our services now publish their prices and turnaround in a form search engines and AI assistants can read, and the homepage says plainly where it shows sample data.

• Each fixed-fee service lists its price, currency, and turnaround as structured information.
• The analytics preview on the homepage is labeled as sample data.
• Calculator counts now match everywhere on the site.

New Lab page

October 2, 2026

A new Lab page shows the automation, data and AI projects we are building for small-business operations, each marked Planned or In progress.

• Four projects so far: lead triage with n8n, a real-estate deal pipeline template, a read-only MCP server for business data, and a sales logger for template stores.
• Each project lists the problem, the approach and tools, and what we will share when it is ready.
• Find it at /lab or in the footer under Guides & research.
• TikTok is now linked in the footer alongside our other profiles.

Blog and search improvements

September 29, 2026

Blog posts now link only to pages you can open today, end with the templates, services and free calculators that are available now, and read comfortably on phones.

• Links to tools that open at launch now point to the waitlist instead of a sign-in page.
• Free templates that needed an account can now be sent to your email instead, so you can download them before sign-up opens.
• Blog, guide, and comparison pages carry structured article information so search engines and AI assistants can cite them accurately.

Shop, services, and a simpler homepage

September 28, 2026

You can now buy TechEd Analyst templates and book fixed-fee services directly from the site. The homepage tells the full story as a regular page — no animation to sit through — and the free calculators are open to everyone.

• New shop with product pages for the Profit & Tax Tracker and the Small Business AI Prompt Pack; checkout, delivery, and sales tax are handled by our store partners.
• New services page: Done-for-You Template Setup ($149 / $299) and written Operations, Data-Readiness, and AI-Readiness Reviews ($397 / $647 / $747).
• After you buy a service, a short intake form on the site collects what we need to get started.
• The eight free planning calculators are now available without an account.
• Clearer pricing: templates and services first; platform plans are in early access with a waitlist.
• Legal pages now name the seller, and new Services Terms (draft) cover scope, delivery, revisions, and refunds.
• Pages fit small phone screens, and every button says where it goes.
• The menus now show every tool and app we are building — items marked Waitlist open when we launch.
• Better accessibility: every form field is announced correctly by screen readers, and links in text are underlined.
• Forms check what you type more carefully: clear messages for blank or hidden characters, and longer checks behind the scenes so bad input never breaks a page.

Platform buildout — assistant, guides, second workflow

June 9, 2026

The AI Assistant is now live at /home/assistant — a streaming thinking partner for questions across the four pillars. Eight real guide articles are published at /guides covering workflow automation, data analytics, data privacy, and AI governance. A second free workflow — the Data Privacy Baseline — is now available alongside the AI Readiness Workflow. The dashboard now shows live counts of your saved workflow documents and available workflows.

Artifact builder — inventory and readout steps now functional

June 9, 2026

The inventory and readout steps in the AI Readiness Workflow now produce real documents that save to your account. Your inventory is a structured table of AI tools your team uses. Your readout compiles your findings into a shareable document. Both are available in your artifacts vault at /home/artifacts with copy-to-clipboard export.

Workflow step pages and guided workflow scaffold

June 9, 2026

All four step types are now functional: orientation steps, AI-assisted prompt labs, artifact builders, and reflection notes. The AI Readiness Workflow is the first complete guided workflow — four steps, approximately 45 minutes, produces an AI Readiness Readout.

Privacy Analytics — owner dashboard for techedanalyst.com

June 9, 2026

A privacy-first, cookieless analytics dashboard is available at /home/analytics for first-party traffic on techedanalyst.com. No cookies, no raw IP stored.

SMB-native dashboard

June 9, 2026

The member dashboard has been rebuilt around the four pillars. The greeting, stat cards, and Start Here card now reflect your actual activity — workflow documents saved, available workflows, and 7-day pageviews from your connected site. The quick links surface the tools most relevant to where you are in the platform.

Platform launch on techedanalyst.com

June 9, 2026

TechEd Analyst is live. The platform is organized around four operational pillars — Workflow Automation, Data Analytics, Data Privacy, and AI Governance — and built for small businesses, agencies, and independent consultants. Every tool produces a concrete deliverable. Nothing is padded. Nothing certifies anything it cannot certify. The work starts here.

Template Generator reframed for SMB workflows

June 2026

The Template Generator now produces four SMB-focused output types: Workflow SOP draft, AI Usage Policy draft, Privacy Checklist draft, and Reporting Plan draft. Framing updated to reflect the platform's shift to small-business operational guidance.

• Four output types mapped to four SMB pillars: Workflow, Data, Privacy, AI Governance
• Prompts produce customizable starting drafts — not compliance determinations
• TEMPLATE_OPENING and TEMPLATE_DISCLAIMER constants added verbatim to every output
• Field names updated to SMB context: business description, workflow focus, tool stack

Written Review services launched

June 2026

Three fixed-scope written review services are now available: Operations Workflow Review, Data-Readiness Review, and AI-Readiness Review. Fixed fee, no calls, delivered as a written report.

• Operations Workflow Review: workflow mapping, risk identification, sequenced next steps
• Data-Readiness Review: data inventory, tool-use gaps, privacy-risk observations
• AI-Readiness Review: AI tool review, governance gap analysis, policy starting points
• Auth-gated intake form with SOW acceptance; written report delivered by TechEd Analyst

AI Readiness Baseline released

June 2026

The free AI Readiness Baseline gives any small business a documented snapshot of their workflow, data, and AI governance context — no account required.

• Six-question form covering workflow documentation, AI tool use, data handling, and team rules
• AI-organized snapshot: suggested starting point, area to watch, observations, and one next step
• Anonymous and free — no signup, no data stored, rate-limited
• Operational guidance only — not legal, financial, or compliance advice

Template Generator AI agent launched

May 2026

The Template Generator is a credit-based AI agent that produces customizable draft templates for small business operational work — SOPs, policies, checklists, and reporting plans.

• Generates draft templates in four output categories based on business context
• Credit-based usage: 20 credits per run; drafts save automatically
• Full output panel with markdown rendering and copy controls
• AI outputs are starting drafts — review and adapt before use

Playbook and template library added

April 2026

The playbook and template library gives small businesses ready-to-use starting points for workflow documentation, AI governance, and data privacy work.

• Workflow SOP templates, AI usage policy starters, data inventory checklists
• Built for SMB operational needs — practical starting points, not compliance tools
• Organized by four pillars: Workflow Automation, Data Analytics, Data Privacy, AI Governance
• Download and customize — outputs are yours to adapt

Platform foundation: accounts, billing, and dashboard

March 2026

TechEd Analyst launched with a full-stack platform foundation: personal and team accounts, Stripe-based subscription billing, credit system, and an operational dashboard.

• Personal and team account workspaces with role-based access
• Stripe subscription billing for the Pro and Team plans
• Credit system for AI agent usage with debit and refund logic
• Supabase Postgres with row-level security throughout