Kickoff & scope
Confirm business priorities, departments, systems, sensitive-data categories, and the people who should participate.
The Governance Track · Scope-Based Engagement
You can't govern the AI you can't see.
Once AI is woven through your business, the question stops being "should we use it?" and becomes "can we see and control it?" In two weeks I turn scattered AI activity into a documented risk picture and a practical set of next actions.
Confidential • Two weeks • Built on the CLEAR-AI™ method
The Governance Track
Already deep in AI? The two-week governance scan.
Once AI is woven through your business, the question shifts from "are we using it?" to "can we see and control it?" This focused, confidential engagement turns scattered AI activity into a documented risk picture and a practical set of next actions.
Pricing
Tailored proposal
We confirm scope during the free 30-minute introductory call and provide a clear price before any work begins.
Discovery
Run the 15-question diagnostic, interview key leaders, and catalog sanctioned, embedded, and employee-adopted AI tools.
Exposure analysis
Map where sensitive data touches AI, review governance gaps, and score the highest-priority tools and use cases.
Executive readout
Receive the risk report, inventory, exposure map, Top 10 priorities, and a clear 30/60/90-day action path.
Designed for: SMBs that are already using AI but lack a complete inventory, clear data rules, or an accountable governance owner.
Not a fit for: penetration testing, legal opinions, compliance certification, or enterprise software implementation.
See the Work
Know what you will receive before we talk.
Review the deliverable structure, pressure-test your current visibility, and see how CLEAR-AI turns findings into decisions.
CLEAR-AI Sample Risk Report
A clearly labeled sample showing the executive summary, prioritized findings, business exposure, and 30-day response plan.
View Sample ReportShadow AI Visibility Checklist
Ten leadership questions covering inventory, ownership, data, vendors, policy, review, intake, incidents, and quarterly cadence.
Download the ChecklistA typical 18-person agency
Starting point: useful AI adoption, personal accounts, embedded features, and no common approval path.
- 9 AI tools documented
- 14 material risks prioritized
- One accountable owner assigned per tool
- 30-day response sequenced for leadership
The Solution
The CLEAR-AI Framework
CLEAR-AI: Continuous Look for Exposure, Adoption, and Risk in AI. A repeatable system for uncovering hidden AI usage and building sustainable governance.
What CLEAR-AI delivers:
- A complete inventory of AI tool usage across the org
- A map of where sensitive data is exposed
- Guardrails, policies, and ongoing monitoring that keep pace with AI change
Why CLEAR-AI Exists
What you see is only the tip.
You can usually see the tools you've officially approved. You rarely see personal accounts, embedded AI features, extensions, and ad-hoc workflows.
That's why CLEAR-AI exists: to turn the "unknown unknowns" into a measurable risk posture.
After The Scan
Turning findings into an operating routine.
The scan tells you where you stand. These are the pieces that keep it from drifting back — scoped individually once we know what the inventory actually shows.
AI Governance Policy Development
Deliverables
- Acceptable-use policy + prompt hygiene guidelines
- Data handling rules (what can/can't be copied or uploaded)
- Vendor assessment criteria you can reuse
Employee AI Training & Awareness
Deliverables
- Training sessions (team-friendly, non-technical)
- Role-based "dos and don'ts"
- Practical examples and before/after workflows
Ongoing CLEAR-AI Monitoring
Deliverables
- Periodic reassessments (quarterly/biannual)
- Policy refresh updates
- Emerging risk briefings and mitigation plans
AI Risk Advisory for Leadership
Deliverables
- Board-ready reporting on AI exposure
- Executive-friendly risk posture summary
- 30/60/90 governance roadmap
Self-Service Resources
Not ready for a full engagement?
Browse practical AI governance templates, checklists, and guides you can put to work immediately — no consulting engagement required.
Browse Resources on Gumroad →
Just Getting Started?
If AI isn't everywhere yet, start smaller.
If your team is only lightly using AI and you mainly want the time savings, the $999 AI Tools Assessment is the better first step — with data-safety checks and one-tool implementation included.
See the $999 Assessment →Find out what's actually running.
Every engagement is scoped to your environment. After the free introductory call, you'll receive a clear proposal before work begins, then finish with an inventory, an exposure map, and a 30/60/90-day path your leadership team can act on.