For SMBs, clinics and firms

AI policy and staff training for your team, in one week

Your staff already use ChatGPT, Copilot and Gemini. We give you a written acceptable-use policy, an approved-tools list and a live 90 minute training so they use AI without exposing client data.

CA$1,490CAD, taxes extra, one-time
  • About 1 week
  • 90 min live training on Google Meet
  • 100% remote, Canada-wide
Illustration for AI Policy + Staff Training Pack

Most small businesses have no written rule about AI. Employees paste emails, contracts and client files into public chatbots because nobody told them not to, and nobody told them what is allowed. A short, clear policy plus one good training session closes that gap quickly and cheaply.

This pack is built for owners and managers who want something practical, not a 60 page governance framework. You get documents your team will actually read, and a session where they can ask real questions about the tools they already use.

What you get

Written AI acceptable-use policy

A plain-language policy template adapted to your business: what staff may do with AI, what they must never paste in, who approves new tools, and what happens when something goes wrong.

Approved-tools list

A one-page list of the AI tools your team may use, the account type required (business, not personal), and the privacy settings to switch on before first use.

Data classification guide

A simple three-level guide (public, internal, confidential) so staff can decide in seconds whether information can go into an AI tool.

90 minute live training

One Google Meet session for up to 15 staff, with real examples from your sector, live demonstrations of safe and unsafe prompts, and time for questions.

One-page cheat sheet

A printable summary for every desk: do, do not, and who to ask. Designed to be pinned next to the monitor.

Short follow-up Q&A

A written follow-up of the questions raised in the session, so absent staff and new hires can catch up.

Who it is for

Businesses with about 5 to 50 staff where people use AI tools but nobody owns the rules.

  • Professional firms (accounting, legal, consulting) that handle confidential client files
  • Clinics and health-adjacent practices that must be careful with personal information
  • Agencies, engineering and construction offices that share drawings and contracts
  • Retail, distribution and service companies with admin staff using chatbots daily
  • Any owner who wants a defensible position before a client or insurer asks "what is your AI policy?"

How it works

1. Pay online

Add the pack to your cart and pay. You receive a short intake form and a booking link for the training date.

2. Secure intake

You tell us which AI tools are in use, your sector and your size. No passwords by email, ever. We only need information about tools and practices.

3. We write

We draft the policy, approved-tools list, data guide and cheat sheet for your context and send them for your comments within about 5 business days.

4. Training and readout

We run the 90 minute Meet session, then deliver final documents and the follow-up Q&A.

Scope and limits

  • The policy is a template with operational guidance. It is not legal advice and is not a guarantee of legal compliance.
  • We recommend that your lawyer reviews the final policy before you adopt it, especially if you handle health, financial or other sensitive data.
  • Training covers up to 15 staff in one session. Larger teams can attend a second session, quoted separately.
  • We do not install software, configure your tenant or audit your existing usage. For that, see the AI Data-Leak Risk Audit.
  • We do not enforce the policy or monitor your staff. Adoption and enforcement stay with your management.
Important: the documents in this pack are templates and operational guidance, not legal advice. We recommend a legal review before adoption. They do not make your business compliant with any law or standard.

Why a written policy matters

Without a written rule, every employee invents their own. One person pastes a client contract into a free chatbot to summarize it, another uses a personal account because it is faster, and a third assumes the company licence protects everything. None of them is acting in bad faith. They simply have no guidance.

A clear policy changes the conversation. It gives managers something to point to, gives staff permission to use approved tools confidently, and gives clients and insurers a document to read when they ask how you handle AI. We keep it short on purpose, because a policy that nobody reads protects nobody.

Pricing

AI Policy + Staff Training Pack

CA$1,490
One-time, CAD, taxes extra
  • Written AI acceptable-use policy
  • Approved-tools list and data guide
  • 90 min Meet training, up to 15 staff
  • 1-page cheat sheet and written Q&A
  • About 1 week from intake

No subscription and no hidden fees. Taxes are added at checkout. Need a quick opinion first? Book the 119.99 CAD consultation and we will tell you honestly whether this pack fits.

Questions and answers

Is the AI policy legal advice?
No. The policy is a template with operational guidance written for small businesses. It is not legal advice and does not guarantee legal compliance. We recommend that your lawyer reviews it before you adopt it.
Do you need access to our systems?
No. For this pack we only need to know which AI tools your team uses and a few details about your business. We do not need passwords or access to your systems, and we do not store your clients' personal data.
Can we cover more than 15 employees?
The standard session is for up to 15 people. If you have more, we can run a second session, quoted separately, or you can record the session for internal use after we agree on it.
Which tools does the training cover?
ChatGPT, Microsoft Copilot and Google Gemini in the version your team uses, plus any other tool you tell us about at intake. We focus on behaviour and settings rather than product feature tours.
How fast can we start?
Booking is usually possible within a week of payment. Documents are delivered in about 5 business days after intake and the training takes place on a date you choose.
Does the pack make us compliant with Loi 25?
No single document does. The pack helps your staff handle personal information more carefully when using AI. For a structured gap review of AI tools handling personal data, see the Loi 25 + AI Readiness Add-on. Obligations always remain with your business.

Give your team clear AI rules this month

Add the pack to your cart, or call us if you want to talk it through first.