Practical resources

Free AI resources for 30–300 person businesses

Every interactive tool, template and reference framework we publish, on one page. All free. All built from real SMB engagements — not vendor decks.

Honest format labels: Interactive means a live wizard, Template means copy-paste, Reference framework and In-post checklist are long-form pages with the artefact outlined inside. We don\u2019t gate everything behind PDF downloads.

More resources

Reference framework

AI ROI Calculator & methodology

Long-form page · ~15 min read · for CFO, COO building the business case

The math we use to translate AI investments into hours saved, revenue won, and costs avoided — with the ranges grounded in real client benchmarks rather than vendor decks.

  • 4-part ROI formula (hours × loaded cost × adoption × risk discount)
  • Per-opportunity worked examples for Copilot, agents, document automation
  • How we model "you already pay for it" (Microsoft / Google bundle uplift)
Open resource
Reference framework

9-document SMB AI Governance Pack

Long-form post · 14 min read · with downloadable outlines per document · for COO, Head of IT, DPO, in-house counsel

The minimum viable governance pack we set up before a client puts Copilot or agents in front of staff. Nine short documents, each with a defined owner — not a 60-page policy nobody reads.

  • AI Acceptable Use Policy (1 page) — the only doc end users see
  • Approved-tool list, vendor AI risk template, model card register
  • Incident-response addendum + sensitivity-label mapping
Open resource
Reference framework

6-document EU AI Act SMB response

Long-form post · 12 min read · with per-document outlines · for EU-operating SMBs adopting Copilot / Azure OpenAI

What the EU AI Act actually requires of a 30–300 person deployer in 2026, and the six-document file that gets you defensible without buying a GRC platform.

  • Plain-English deployer obligations — Articles 4, 26, 27 & 50
  • How the 9-doc governance pack maps onto the 6-doc AI Act response
  • Transparency-notice template, AI literacy programme outline, FRIA scope
Open resource
Template

Copilot Champion job description template

Long-form post · 11 min read · copy-paste JD · for COO, People Ops hiring or appointing an internal Champion

The internal job description we hand clients when they appoint a Copilot Champion. Outcomes, RACI, partner cadence, success metrics — drop into your HRIS and edit the company name.

  • Outcome-based JD (not a skills list) suitable for internal posting
  • RACI with COO, IT, DPO/legal, Star AI Consulting
  • 90-day, 6-month and 12-month success metrics
Open resource
In-post checklist

Copilot Champion 90-day onboarding checklist

Long-form post · 13 min read · week-by-week checklist · for Newly-appointed Champion + their manager

A week-by-week 13-week plan for the person who just got handed the Copilot Champion title. Every task has an owner, an artefact, and a "done looks like" definition.

  • Week 1–4: shadowing, baseline measurement, governance handshake
  • Week 5–9: pilot cohort selection, prompt-card library, office hours
  • Week 10–13: measured rollout, CFO ROI reporting cadence, handover
Open resource
Reference framework

Are we a fit? — 5-question buyer triage

Single page · ~5 minutes · for First-time visitors weighing whether to talk to us

The honest fit triage — where we add disproportionate value, where we don't, and the 5 questions that decide it. Designed to disqualify badly-fit prospects in their own interest.

  • Five "go / no-go" questions across stage, stack, governance, geography, urgency
  • Three "you should call us" patterns and three "you should call someone else"
  • Direct links to the right starting point per answer
Open resource

What you won’t find here

We deliberately don’t publish certain things, and we’d rather tell you why than have you hunt for them:

  • No 80-page “ultimate guides”. The frameworks here are deliberately short \u2014 they get used because they fit on a page or two.
  • No editable Word / Excel downloads (yet). The governance pack and JD template are full-text inside the posts so they’re indexed, citable and updatable in one place. We hand clients the editable versions inside an engagement.
  • No fake gating. Only the readiness assessment asks for an email \u2014 because it produces a personalised report we have to send back. Everything else is open.

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