AI Risk Advisory Services for SMBs Governance‑First, Vendor‑Agnostic Support

AI Risk Advisory – Intake

Before our discovery call, this brief intake helps us understand your goals, current AI usage, and any concerns you may have. Your responses ensure our conversation is focused, efficient, and tailored to your organization’s needs. It should take less than five minutes to complete.

Organization Snapshot

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Thank you for your response. ✨

Company Name

Primary Contact Name & Role

Number of Employees

Industry

Current IT Support Model

Current AI Use

How is AI Being Used Today?

Any known or suspected “shadow AI” use?

Governance & Policies

Do you have any AI‑related guidance or policies?

If Yes, briefly describe

Has leadership communicated expectations around AI use?

Data & Risk Considerations

What types of data are involved in your AI use?

What concerns you most about AI adoption?

Goals for the Engagement

What are your top priorities?

If Other, please describe

Timeline you’re working toward:

Any addtional thoughts…