Working templates
These are the documents you receive on an engagement, not marketing material: the proposal that fixes the scope, the project plan with RACI and risk register, the SLA for ongoing support and the quarterly review. Free to read, no sign-up, so you know what you will be signing before you write to us.
AI Consulting Case Study Template
Template for writing compelling AI consulting case studies. Sections cover client profile, challenge, solution, implementation, results, testimonial, and key metrics.
TemplateClient Onboarding Checklist
Comprehensive 30+ item checklist for onboarding new AI consulting clients. Covers NDA, data access, systems inventory, stakeholder mapping, kickoff meeting, communication plan, and success metrics.
TemplateAI Consulting Proposal Template
Professional proposal template for AI consulting engagements. Covers executive summary, challenge analysis, proposed solution, methodology, timeline, team, investment, and terms.
TemplateAI Deployment Project Plan Template
Full project plan template for AI deployment projects. Covers 6-phase methodology, Gantt-style timeline, RACI matrix, risk register, and milestone tracker.
TemplateQuarterly Business Review (QBR) Template
QBR template for presenting results to clients. Covers executive summary, KPI dashboard, achievements, challenges, recommendations, next quarter plan, and budget review.
TemplateAI Governance Roles & Responsibilities Matrix
A comprehensive RACI matrix defining roles and responsibilities for AI governance activities across all organisational levels — from board to individual users — aligned with EU AI Act deployer obligations.
raci-matrixService Level Agreement (SLA) Template
SLA template for ongoing AI support services. Covers scope, response times, uptime guarantees, escalation procedures, reporting, review cadence, and termination.
TemplateWhere each one fits: the six phases of an engagement →
Want these templates filled in for your case?
Describe the platform and the systems and we return the proposal with the scope written around your situation, not an example.