Document pack
Small Business AI Use Policy Kit: Employee Policy Template, Do-Not-Paste Sheet, Tool Approval Checklist and Disclosure Guide
Put your team's AI rules in writing: which tools, what stays out of them and what customers are told.
$19 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Owners and managers of small businesses whose employees or contractors use AI chat assistants or AI features in everyday software.
Not the right fit if
No one in your business uses AI tools, or you're in a regulated industry and need a lawyer-drafted policy.
Why it is different
- Written for an owner with a few employees, not a corporate legal team.
- A tool approval checklist, so the policy names specific tools and settings.
- FTC statements are quoted from ftc.gov and dated; no state law is guessed at.
What is inside
- Employee AI use policy template. Thirteen editable sections: approved tools, what never to enter, checking output, decisions about people, honesty and security.
- What never to paste into AI tools. Client data, ID numbers, health information, passwords and confidential documents, with what to do instead.
- AI tool approval checklist. Training opt-out, data retention, access controls and the decision, one copy per tool.
- Customer disclosure language guide. Sample wording for websites, chat, images and recordings, with what the FTC has said about AI claims.
- Training acknowledgment form. Five training points and a signature line for each employee.
Get it
Small Business AI Use Policy Kit
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. A template, not legal advice. Have a lawyer review it if your business is regulated or has employees in more than one state. Not affiliated with any AI provider. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Small Business AI Use Policy Kit comes as a zip with five documents, each as an editable Word file and a printable PDF: Employee AI Use Policy Template, What Never to Paste Into AI Tools, AI Tool Approval Checklist, Customer Disclosure Language Guide, and AI Training Acknowledgment Form. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
A template, not legal advice. Have a lawyer review it if your business is regulated or has employees in more than one state.
Is it the right fit for me?
It is made for owners and managers of small businesses whose employees or contractors use AI chat assistants or AI features in everyday software. Skip it if no one in your business uses AI tools, or you're in a regulated industry and need a lawyer-drafted policy.
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