Most founders are already putting customer data, code and business plans into AI tools. Very few have checked what happens to it after they hit enter. This hour is about where your data goes, who owns what you build with AI, and what enterprise buyers will ask you about it. Check the settings on the tools you use, then draft a one-page AI use policy you can share with your team.
Current practice from people who deal with this every week. Not legal advice.
Personal plans work differently from business and enterprise plans. Turning off "train on my data" isn't the whole story. What each tier covers, and when you need to move up.
Which company, customer and sensitive information you can use with which tools, and what to keep out.
Where your ideas and code stop being only yours, and why it matters more for a unique algorithm than for a new market idea.
SOC 2, security questionnaires, agreements with your AI vendors, and why any tool that processes your customers' data needs to be on that list.
If an agent deletes customer data, your business owns that. What to let an agent read, write or run, and why it should never touch production.
Your users' AI tools will try to get around your guardrails to finish a task. The basics, like rate limits, before you ship an AI feature.
The deck, the key takeaways and the four handouts from the session. Drop your email to unlock the downloads.
The slides, the settings checklist, the policy template, the security review cheat sheet and an example audit, all in one place. Plus the occasional note from Momentum on what we're building next.
Seven takeaways: sort your data, plan over settings, audit every tool, redact for direction, keep crown jewels local, prep for security reviews, and agent permissions.
Download takeawaysThe full presentation: plans and tiers, what's safe to paste, IP, enterprise reviews, agents and guardrails.
Download slidesFifteen minutes, once a quarter. List every AI tool your team uses, including the ones you forget, and give each one a colour.
Download checklistOne page your team can read in two minutes. Fill in the blanks, share it Monday, review it every quarter.
Download templateThe AI questions enterprise buyers ask now, with sample answers you can adapt. Only say what's true.
Download cheat sheetA made-up 8-person B2B SaaS company. What an honest audit looks like, including the AI they forgot was there.
Download exampleTwo minutes of feedback shapes the next three sessions more than anything else. Tell us what worked, what didn't, and what you'd want next time.
Share feedbackJoin the Momentum Product Co. Slack to share your policy draft, ask the questions you didn't get to in the room, and see what everyone else is making.