Free downloadable templates

AI implementation templates

The templates we use with clients — cost models, RFP templates, compliance checklists, risk registers. Free to download, free to embed, free to fork.

Cost Modelling · Google Sheets + Excel

AI Workflow Cost Model — Google Sheets template

The exact spreadsheet we use with clients to model AI workflow ROI. 5 tabs: baseline cost, automation share, engagement cost, sensitivity, NPV.

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Discovery · Notion template (one-click clone) + PDF

30/60/90 Discovery Sprint — Notion template

Two-week Discovery sprint plan ready to clone into Notion. Daily tasks, deliverables, sign-off gates, Build SOW template included.

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Compliance · Interactive PDF (220 questions across 7 verticals)

AI Compliance Checklist by Vertical — Interactive PDF

Vertical-specific compliance checklist: HIPAA for healthcare, FINRA + GLBA for finance, NAIC for insurance, UAE PDPL for UAE, EU AI Act 2026 for EU.

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Procurement · Word document + Markdown

AI Vendor RFP Template — Word + Markdown

Procurement-ready RFP template for evaluating AI implementation vendors. 8 sections covering scope, security, compliance, pricing, SLA, exit terms.

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Risk · Excel + Notion

AI Risk Register Starter — Excel + Notion

Pre-populated AI risk register with 40 common failure modes, mitigations, named-owner template, and quarterly review cadence.

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Vendor Selection · Google Sheets (live) + CSV download

LLM Provider Comparison Matrix — live-updated quarterly

Live-updated spreadsheet comparing Claude (Sonnet/Opus/Haiku), GPT-4 (Turbo/4o), Gemini 2.5 (Pro/Flash) across 22 dimensions. Re-validated each quarter.

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