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Agency AI Policy Kit

An AI policy bundle for agencies and consultancies using AI in client work, including client-data rules, disclosure guidance, review workflow, and tool approval.

CHF 399

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Who buys this

  • marketing agencies
  • consultancies
  • design studios
  • client-service firms

Deliverables

  • Agency AI use policy
  • Client-data and disclosure rules
  • AI-assisted work review checklist
  • Client-facing AI use note and internal approval workflow
  • Client permission matrix and disclosure language bank
  • Client-data incident response workflow

Business outcomes

  • Reduce client trust risk when employees use AI in deliverables
  • Create rules for confidential client data, review, disclosure, and approved tools
  • Give account teams a repeatable workflow for AI-assisted work

What you receive

Included assets

  • Agency-specific AI policy, client-data rules, review checklist, disclosure language, and approval workflow.
  • Editable internal guidance for account, creative, strategy, and operations teams.
  • Client permission matrix, disclosure language bank, deliverable QA checklist, incident workflow, and account-team launch plan.

Example artifacts

  • Agency AI acceptable-use policy
  • Client-data restriction checklist
  • AI-assisted deliverable review and disclosure workflow
  • Client permission matrix and disclosure language bank

Buyer fit

Best for

  • Agencies and consultancies already using AI in client work.
  • Teams with scattered AI usage and no consistent client-data rules.
  • Owners who want practical risk control without slowing all creative or research work.

Not for

  • Agencies needing jurisdiction-specific legal advice.
  • Firms requiring bespoke client-contract review.
  • Teams expecting AI output to be used without human review.

Decision support

The kit is aimed at agencies where AI can speed work but client trust can be damaged by unclear data handling or unchecked output.
It is more valuable than a generic AI policy because it addresses client confidentiality, deliverable review, and disclosure pressure.

Proof points

  • Targets a specific high-adoption segment where employees use AI in client-facing work.
  • Covers client confidentiality, disclosure, quality review, hallucination checks, copyright caution, and tool approval.
  • Adds client permission tracking, disclosure variants, deliverable QA, incident response, and account-team launch steps.

Asset proof

Agency AI Policy Kit DOCX implementation guide preview
DOCX implementation guideRedacted render from the editable DOCX implementation document included after purchase.Open redacted preview
Agency AI Policy Kit XLSX operating tracker preview
XLSX operating trackerRedacted render from the structured XLSX tracker included after purchase.Open redacted preview

Buyer confidence

Real editable filesEach paid product includes a Markdown delivery document plus editable DOCX and XLSX assets where the product calls for documents, registers, trackers, or checklists.
Redacted asset previewsProduct pages show redacted renders from the delivered DOCX/XLSX files so buyers can inspect structure without exposing the paid content publicly.
Verified digital deliveryOrder pages and downloads require server-side Stripe payment verification before files are unlocked.
Internal-use licenseTemplates may be adapted for internal commercial use inside one buyer organization unless a product states a narrower rule.

Quality standard

  • Implementation-oriented language with owners, decisions, review cadence, and escalation paths.
  • Editable DOCX documents for policy, rollout, review, and operating guidance.
  • Structured XLSX trackers or registers with example rows, status fields, owners, dates, and evidence prompts.
  • Public samples and redacted file previews before checkout.
  • Buyer-fit and not-a-fit guidance so teams understand when professional review is still needed.

Preview

Client data rule: do not upload non-public client materials, credentials, campaign data, personal data, or strategy documents to unapproved AI tools.
Review rule: AI-assisted output must be checked for factual accuracy, tone, brand fit, confidentiality, claims, and source sensitivity before client delivery.
Client permission matrix: AI allowed, disclosure required, client data allowed, approved tools, approver, and review requirement.

Public sample

Set client-data, disclosure, review, and tool-approval rules for agencies using AI in client work.

Client data rule: do not upload non-public client materials, credentials, campaign data, personal data, or strategy documents to unapproved AI tools.
Review rule: AI-assisted output must be checked for factual accuracy, tone, brand fit, confidentiality, claims, and source sensitivity before client delivery.
Disclosure note: when required by contract or client policy, explain how AI supported drafting, analysis, ideation, or production.

Review full sample

Next governance step

Included in Agency AI Ops Pack

Client-service AI policy, disclosure, review, and approval material for agencies using AI in client work.

Review the pack

Agency AI policy template

AI policy guidance for agencies and consultancies using generative AI in client work while protecting client data and trust.

Read the guide

AI policy for agencies

Protect client data and quality when agency teams use AI for research, content, strategy, creative, or analysis.

See the use case

Buyer FAQ

Is this only for marketing agencies?

No. It can also fit consultancies, design studios, content teams, and client-service firms.

Does it require us to disclose all AI use?

No. It gives disclosure guidance and client-facing language where disclosure is required by contract, policy, or judgment.