For IT providers and IT leads
Offer clients a ruling and an owner for each AI use
Each client starts a free AI Execution Plan from their own work, with a named owner, an approval, and a reported result for each process. You see every client's plan in one place.
Client letters and proposals
DraftingThis is drafting work: you describe what the document needs to say, AI writes the first draft, and you correct it, cut it, and make it yours.
First move
Open an AI chat. Paste the three facts the draft must carry and who will read it. Ask for a first draft. Edit until you would sign it.
Check: Never send a draft you have not corrected at least once. The first version is raw material.
Who approves a new AI tool where you work today?
The owner or leader
Owner The person who signs or sends the finished document owns this process and answers for every draft that leaves the firm.
Approval The owner or leader approves it in writing before the first draft: which tool, what material may go into it, and who owns the process.
What to check Every name, figure, date, and quote in the draft matches its source before it goes out. Confidential material goes into the tool only as the approval allows.
Reported result Once a month the process owner tells the leader how many drafts went out and any error found after sending.
IT or the outside IT provider
Owner The person who signs or sends the finished document owns this process, and IT supports the tool it runs in.
Approval The leader approves it as a business decision. Before the first draft, IT or the outside IT provider confirms the tool, the account, and where drafts are stored.
What to check Every name, figure, date, and quote in the draft matches its source before it goes out. Drafts and source material stay in the account IT confirmed.
Reported result Once a month the process owner tells the leader how many drafts went out and any error found, and tells IT about any tool problem.
Nobody yet
Owner The person who signs or sends the finished document owns this process, named in writing when the first approval is set.
Approval No approval is in place yet, so this sets the first one: the owner or leader decides in writing which tool and what material, before the first draft.
What to check Every name, figure, date, and quote in the draft matches its source before it goes out. Until a written rule exists, confidential material stays out of the tool.
Reported result After thirty days the process owner tells the leader what went out and what needed fixing, and the leader decides whether the process continues.
What the research found
The AI decision lands on IT by default, and IT calls it a business decision.1
Your client's plan puts each process in front of the leader as a business decision. You confirm the tool, the account, and where the data goes.
1. "Executive AI governance pain," research report, October 2026.
For each client
A named owner, an approval, and a reported result for each process
Approval At your firm today, IT or the outside IT provider approves a new AI tool. Each process in this plan starts as a business decision by the leader; IT then confirms the tool, the account, and where the data goes before the first run.
For your firm
What your firm gets
- Make a link for a client, with a message ready to send.
- Your clients' plans, every client who starts from your link, in one view.
- A prep page for each strategy call: the client's plan, their three answers, and who referred them.
- Your booking link on each client's plan, so their strategy call is with you.
- Each client's plan sent to your CRM when it is ready.
Who owns what
The client should always know who is responsible.
Unleash Epic
We own the platform, the plan and its guidance, and our part of assisted delivery.
Your firm
You own the client relationship, verify the client's environment, deliver the work your expertise supports, and keep the continuing account.
The client's leader
The leader decides what goes first, names the owner, and approves each process as a business decision.
Coming later
A planned live view where each approved process reports when it starts and when it ends, so the leader sees what ran, what finished, and what needs a person.
See what the live dashboard will doQuestions
How does the plan connect to the work we sell?
When IT approves new AI tools, each process in the plan asks IT to confirm the tool, the account, and where the data goes before the first run. The build and the support that follow are yours to deliver.
What does the plan cost a client?
Nothing. The workshop and the thirty-day builds are quoted on the strategy call.
What should we bring to the first conversation?
Bring one client AI question that is already live, the relationship context, and a plain description of what your firm could deliver if the need is there. You do not need a finished offer or a volume commitment.
The first conversation