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AI Policy + Guardrails Starter Kit for Small Business

Get your business out of your head before you put more of it into AI.

Turn what you know about your business into structured AI context, clear guardrails and a practical AI Use Policy.

The Starter Kit helps you:

  • Create an AI-ready picture of your business

  • Set Allowed / Caution / Never information rules

  • Decide what must stay human

  • Review the AI tools already being used

  • Identify your best AI opportunities

  • Build a draft AI Use Policy

  • Keep that policy current as your business changes

$249 CAD per business

Includes the AI Ready Business + Guardrails Workbook, AI Policy Builder, recorded onboarding, 90 days of weekly implementation office hours and 12 months of updates.

GET THE STARTER KIT FOR $249

AI works better when it understands your business.

  • Most small businesses start using AI before they create the structure around it. 

  • Important information still lives in the owner's head.

  • Different people use different tools. Nobody is quite sure what information is safe to share. 

  • And AI is expected to give useful advice without enough business context.

This Starter Kit helps you fix that first.

Create your AI Business Context File

Complete the workbook once and create a structured source of truth for your business.

Use it with an approved AI workspace so AI better understands your goals, customers, priorities, business rules and information boundaries.

When something changes, update the workbook.

Then use the included Policy Update Prompt to create a revised draft AI Use Policy without starting again.

AI drafts.

You review and approve.

Does a small business need an AI policy?

If people in your business are using tools such as ChatGPT, Microsoft Copilot, Gemini, Claude or AI features built into other software, your business should have clear expectations for how AI can be used.

An AI policy helps document those expectations.  But a policy alone is not enough.

Your team also needs to know:

  • What information can and cannot be shared with AI
  • Which AI tools are approved
  • When human review is required
  • Who is responsible for AI use
  • How new AI tools and use cases are approved
  • What happens if something goes wrong

That is why this Starter Kit goes beyond creating a policy.

It helps you create the structure behind the policy.

Who is this for?

The Starter Kit is built for small business owners and professional service firms that are already using AI or preparing to use it.

It is particularly useful if:

  • AI use is happening without clear company rules

  • Important business knowledge still lives with the owner

  • Different employees use AI differently

  • You are unsure what information should go into AI

  • You want an AI policy but do not want to start from a blank page

  • You want AI to better understand your business

  • You want a practical starting point before hiring consultants or lawyers

  • Businesses operating in highly regulated or higher-risk environments may require additional professional review.

What will you have when you finish?

A structured picture of your business

An Evalu8 business snapshot

Important owner knowledge documented

  • A record of current AI tools
  • Priority AI use cases
  • Allowed / Caution / Never information rules
  • Human-review requirements
  • Basic AI governance roles
  • An AI incident process
  • An AI Business Context File
  • A 90-day AI action plan
  • A draft AI Use Policy
  • A repeatable process for keeping your policy current

Start yourself. Upgrade only if you need help.

The Starter Kit is designed so you can do much of this yourself.

If you discover that you need more personalized support, your $249 investment is not lost.

Apply your full $249 toward your next step.

Upgrade within 90 days and your full Starter Kit purchase will be credited toward a qualifying Evalu8-Evolve service.

AI Strategy Session - $495 CAD

Starter Kit credit: $249, You pay: $246; AI Guardrails + Guidelines

Starting at $4,995 CAD

Your full $249 Starter Kit purchase is credited toward the engagement.

One credit per business. Credit is not transferable or redeemable for cash.

Looking to bring this to a business community?

The AI Guardrails + Guidelines Lunch & Learn Series brings the same business-first approach to Chambers, economic development organizations, accelerators, associations and business networks.

Organizations can also ask about multi-business licensing for the Starter Kit.

EXPLORE AI GUARDRAILS WORKSHOPASK ABOUT PARTNER LICENSING

About Sara Phelan

Sara Phelan is a Strategic Business + AI Advisor, Certified Business and Executive Coach, author of AI-Driven Success: Ask the Right Questions and creator of the Evalu8 Framework.

Through Evalu8-Evolve, Sara helps small businesses turn scattered AI use into practical structure, clearer guardrails, stronger business context and better decisions.

Her approach starts with the business.

Not the tool.

Structure First. Then AI.

Learn More About Sara
Do small businesses need an AI policy?

If AI is being used inside your business, clear rules are a practical starting point.

An AI policy can document those expectations, but businesses should also define information boundaries, human-review requirements, approved tools and responsibility.

What should a small business AI policy include?

A practical AI policy should address approved use, prohibited use, information and privacy boundaries, human oversight, responsibility for AI-generated work, tool approval, incident reporting and policy review.

What is the difference between an AI policy and AI guardrails?

An AI policy documents your expectations.

AI guardrails turn those expectations into practical day-to-day rules.

You need the policy and the operating rules behind it.

odo elementum.

What information should employees never put into AI?

Businesses should establish clear rules around passwords, credentials, confidential information, personal information, financial information, employee information, customer information and information restricted by contracts or other obligations.

The exact rules depend on the business, the tool and the information involved.

Can employees use ChatGPT, Copilot, Gemini or Claude at work?

That is a business decision.

Before widespread use, decide which tools are approved, what information employees may enter, what activities AI may support and where human review is required.

What is an AI Business Context File?

An AI business context file is a structured summary of the business information an AI system needs in order to provide more relevant support.

It can include your business model, customers, goals, priorities, important processes, approved AI use, information boundaries and human-review requirements.

Can I upload the completed workbook into AI?

Yes, once you have completed the Safe to Upload check and are using an AI tool approved by your business.

The workbook is designed to help you avoid including information AI does not need.

Does this make my business compliant with Canadian privacy or AI law?

No.

The Starter Kit provides business-governance guidance, prompts, frameworks and starting-point templates.

It does not provide legal advice or certify compliance with any law, regulation or standard.

How often should we review our AI policy?

Review it whenever an important AI tool, use case, business process, information practice or regulatory requirement changes.

You should also set a regular review date rather than treating the policy as a one-time exercise.

What happens if I need help?

Your purchase includes 90 days of weekly Implementation Office Hours.

You can also move into a Strategy Session or customized AI Guardrails + Guidelines engagement and apply your $249 Starter Kit purchase toward a qualifying upgrade within 90 days.

Important Scope

The AI Policy + Guardrails Starter Kit is an educational and business-governance resource.

It provides frameworks, prompts, templates and implementation guidance to help businesses create structured AI practices.

It does not provide legal, privacy, cybersecurity, employment, financial, regulatory or other professional advice and does not guarantee compliance with any law, regulation or standard.

Your business remains responsible for reviewing and approving its own policies, AI tools, information practices and AI-supported decisions and for obtaining qualified professional advice when required.

Current Version: September 2026