Templates & Checklists
The RFPs, launch plans, guardrail and GEO checklists our team uses with clients, packaged for your team.
AI partner RFP template
The questions to ask any AI consultancy or dev shop, with a scoring sheet.
Board AI briefing deck
A ten-slide structure for explaining your AI plan, costs and risks to a board.
Agent guardrails checklist
Permissions, approvals, logging and evals to put in place before an agent takes real actions.
Eval dataset starter kit
How to build your first golden dataset and scoring rubric, with worked examples.
GEO audit checklist
Twenty checks for how your company shows up in search and AI assistant answers.
GPU capacity planning worksheet
Size training and inference capacity from expected usage, with utilization targets.
T-90 launch plan template
Every phase, owner and asset from strategy through the first month after launch.
Competitive battlecard template
One page per competitor: where you win, traps to set and proof to bring.
AI governance one-pager
Decision rights, data rules and review steps sized for a mid-market company.
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