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AI Governance Toolkit for Marketing & CRM Teams

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Is your organisation ready to govern AI responsibly? Our team have created a practical five-step toolkit — recorded sessions, ready-to-use templates, and a 90-day action plan — built for professionals using AI in their organisations right now.

Bart Kowalczyk
CEO

 

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Built for practitioners, not lawyers

You do not need a legal background or technical expertise. You need a clear process and the right questions to ask — that is what this toolkit provides.

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Who is this for

  • Head of Marketing

    A marketing professional responsible for AI-assisted content, campaigns, or lead generation.

  • RevOps Professionals

    A CRM or RevOps professional using AI features in HubSpot, Salesforce, or similar platforms.

  • Sales Leaders

    A sales leader overseeing automated lead scoring or AI-driven outreach sequences.

  • Operations Managers

    An operations manager who has been asked to "sort out AI governance" without a clear starting point.
Sam Circle

How it works

  • Purchase the toolkit — you get immediate access to Step 1 and its template on day one.
  • Watch the recorded session — each video walks you through the step with context, real examples, and worked HubSpot scenarios.
  • Complete the template — apply the framework directly to your own organisation's AI tools and use cases.
  • A new step is released each week — giving you time to apply each step properly before the next one arrives.
  • By week five — you have a complete, documented AI governance framework ready for internal review or regulatory scrutiny.