Agency checklist
Procurement pack for AI agencies
AI agencies and automation studios often look lightweight until a serious client asks for security, subprocessors, and AI-use documentation. A small documentation packet can make the sales process feel calmer and more credible.
What to prepare before the client asks
- A plain-English security overview.
- A reusable security questionnaire answer bank.
- A subprocessor and AI vendor register.
- A client AI disclosure clause.
- A do-not-paste guide for confidential or regulated data.
- A human-review statement for AI-assisted deliverables.
- An incident response outline.
Why agencies need a team license
A solo founder may only need one internal copy. Agencies often need a working copy for a few internal users and permission to adapt documents as part of client delivery. That is what the Team License is for.
What not to promise
Do not promise certification, compliance, audit readiness, or guaranteed security from templates. Use the documents to describe actual practices and get qualified review where the stakes are high.
Need the full packet?
The Growth Procurement Stack includes trust-center, AI disclosure, and enterprise pilot templates. The Starter Bundle is the lighter option when pilot documents are not needed.
See Growth Stack See Starter BundleScope limit
This guide and the related templates are documentation starters. They are not legal advice, privacy advice, cybersecurity advice, procurement advice, certification, audit readiness, or a guarantee of client approval.