Templates

Downloadable SMB templates for AI integration, data privacy, SOPs, vendor review, and operational documentation — ready to adapt for your business.

AI Integration Roadmap Template preview
A Year-1 plan for adopting AI across small-business operations, structured around three integration patterns (AI as content, tool, and workflow) with optional NIST AI RMF mapping, quarterly milestones, a risk register, and success metrics.
AI Tool Stack Template preview
A structured inventory template for the AI tools your team actually uses.
AI Usage Policy Template preview
A customizable internal policy for approved tools, acceptable uses, and data handling rules.
SMB Data Privacy Checklist preview
A plain checklist for getting your data house in order — five sections, no compliance claim.
SOP Writing Template Pack preview
Workflow & Operations
Five SOP templates for client onboarding, reporting, vendor review, handoff, and incident basics.
Vendor Data Review Template preview
A structured template for reviewing what your vendors and tools do with your data.
Do Not Sell My Data