Free templates
Word forms and checklists you can fill in, and email templates you can open as a draft, edit and send. Each one comes from one of our guides, which explains how to use it.
Buying AI help
Writing the brief and inviting proposals
AI project brief template
Before you speak to anyone: the same brief goes to every consultant.
Download: Word (115 KB)
From the guide: How to write an AI project brief
Inviting consultants to propose
When you send your brief, the same one to every consultant on your list.
Download: email template, .eml (1 KB)
From the guide: How to write an AI project brief
Security questions for an AI supplier
Send them with your brief, and ask every supplier for written answers.
Download: Word (113 KB) · email template, .eml (2 KB)
From the guide: Security questions to ask an AI supplier or consultant
Speaking to consultants
First-call questions for an AI consultant
Take it into each first call, and use the same sheet for every consultant.
Download: Word (112 KB)
From the guide: Questions to ask an AI consultant before you hire
Checking a consultant
Red flags checklist
Before you sign, to see which questions are still open.
Download: Word (112 KB)
From the guide: Red flags when hiring an AI consultant
Questions to ask a reference
Before you sign, when you speak to a past customer of the consultant.
Download: Word (113 KB) · email template, .eml (1 KB)
From the guide: How to check an AI consultant's credentials
Agreeing the work
Agreeing how success is measured
Before you sign, to agree measures, a baseline and a review date with the consultant.
Download: Word (112 KB)
From the guide: How will your AI consultant measure success?
Working as a consultant
Evidence and references
Asking a past client to be a reference
When a piece of work ends, before you name the client or offer them as a reference.
Download: email template, .eml (1 KB)
From the guide: How to offer fractional AI leadership services
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