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.
Shortcut
The AI Procurement Starter Bundle includes both the Mini Trust Center Kit and the AI Client Disclosure Pack. Choose the Team License if multiple internal users or client-delivery use is needed.
Compare licenses See the bundle