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AI policy templates
One-page starting policies for a practice, a clinic, a provider and a field business. See them
Starting prompt library
The briefs behind the documents most businesses write constantly, with the structure exposed. See them
Vendor checklist
Nine questions for any vendor adding AI features to software you already pay for. See it
Why these aren't behind an email form
A template you can read in two minutes proves more about whether we know this work than a landing page does. The people who need help writing the real version tend to get in touch anyway, and the ones who don't were never going to.
What's here and what each one is for
- AI policy templates — starting drafts to mark up. Turning up to a policy session with objections to a draft is far faster than turning up with a blank page.
- Starting prompt library — deliberately short. A handful that match real jobs beats fifty that teach copying.
- Vendor checklist — the questions to ask any AI product aimed at your industry, including the two most vendors would rather you didn't ask.
No email address required for any of them, no download gate, no follow-up sequence. They're on the page.
How to use them without us
- Take the policy template and delete everything that doesn't describe your business. What's left is closer to right than most finished policies.
- Name the tool and the account type in it. This is the single most skipped line and the one that matters most.
- Rewrite the never list using your own document names — not "personal information" but "client files, patient notes, participant plans", whatever yours are called.
- Put one name against the checking step, and one name against "who to ask".
- Hand it out. A page people read beats a manual people don't.
If step three is where it stalls — and it usually is — that's the conversation we have most often.
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