Industry AI policy / Industry AI Kits

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.

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

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-facing note language for AI-assisted work when disclosure is appropriate.

Example artifacts

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

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.
  • Designed for self-serve rollout by agency owners, operations leads, and account directors.

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.
Disclosure note: when required by contract or client policy, explain how AI supported drafting, analysis, ideation, or production.

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

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.