SafeStart add-on · Consultants and coaches
AI Rules for Consultants and Coaches
Protects client confidences and your name when you use AI for research, reports, and coaching sessions.
Clients pay you for judgment they can trust. AI can speed up the work, but your name is still on every page.
This add-on covers the risks particular to advisory work: client secrets in the wrong tool, AI errors in a deliverable, recording coaching sessions, and marketing claims you can't back up.
14 pages · Works with the SafeStart Kit
Includes one year of free updates. Renew later for $19 a year if you want them.
Every fact is checked against official sources. Sources listed in each guide.
Pending review by an independent industry expert.
What's inside
What's inside, and what each part does
A 14-page PDF with rules, checklists, and forms you can use the same day.
Eight client work rules
Ready to copy into your one-page AI policy, so clients and staff see the same rules.
Client confidentiality
A three-question check before you paste client material, and a client AI terms checklist.
Telling clients about AI
Example engagement letter wording, and what to say when a client asks "Did you use AI on this?"
Checking deliverables
A deliverable check and a source and figure log, so every fact is confirmed before it goes out.
Coaching sessions
Rules for recording sessions, keeping coaching notes out of AI tools, and a session checklist.
Marketing your practice
A claim check for results you can prove, with no made-up testimonials or income promises.
Requests to copy and paste
Ready-made AI requests for consulting and coaching, and a one-page practice checklist.
Is it right for you?
Who it's for
Written for
- Independent consultants and small consulting firms
- Business, executive, career, and leadership coaches
- Anyone who sells expertise, reports, or advisory sessions
Works with SafeStart
- Built to sit on top of the AI Policy Handbook in the SafeStart Kit. It builds on SafeStart's data rules, approved tool list, and incident checklist.
- It points back to the handbook instead of repeating it, so keep it handy.
- No SafeStart Kit yet? It is $99 for all five guides.
Pricing
One price for your whole company
AI Rules for Consultants and Coaches
$19 includes one year of updates
- 14-page PDF
- Eight rules to add to your AI policy
- Checklists, forms, and a one-page checklist
- Company-wide license
- Includes one year of free updates. Renew later for $19 a year if you want them
Refunds: If the add-on isn't what this page describes, email hello@terrapilgrim.org within 30 days for a full refund.
License: share it across your company. No resale or republishing.
Updates: Free updates for the first year. After that, we'll email you a reminder, and you can choose to renew updates to what you bought for $19 a year. Nothing renews automatically. If you don't renew, you keep everything you already have. Updates are released as needed and at least quarterly.
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