Your employees are already using AI.
Do you know what they’re putting into it?
AI tools like ChatGPT, Claude, Copilot, and browser-based assistants are showing up in businesses fast. Some are approved. Some are not. The real question isn’t which tools to use – it’s whether your business has the right foundation in place before AI creates a security, privacy, or compliance problem.
What to expect from your Strategy Session
We will help you understand:
Expert-led review
A paid, one-on-one session with a Coastal expert focused on how AI is showing up in your business and what it means for your data, processes, and risk posture.
Guided discovery conversation
A structured conversation covering AI usage, data exposure, compliance considerations, and whether your current policies are keeping pace.
Automated domain scan
A scan of your business domain to highlight visible security exposures and potential weak points.
Personalized PDF report
A clear, shareable report you can keep, showing where you stand and what practical steps to take next.
Who it’s for
- Small and midsized business owners, leaders, and senior decision-makers who want to use AI safely without exposing sensitive data.
- Businesses in professional services, legal, healthcare-adjacent industries, government contracting, and local organizations.
- Organizations that handle client, employee, financial, or compliance-sensitive information.
- Companies already working with an IT provider but unsure whether AI governance, data exposure, and employee AI usage are being properly addressed.
Why you need it
Your employees may already be using AI tools to save time. The concern isn’t AI itself – it’s what company information may be entered, uploaded, or exposed without leadership knowing.
Before your business chases AI tools, you need the right foundation: a clear AI policy, proper data structure, defined permissions, and strong cybersecurity practices. That’s the conversation most businesses haven’t had yet.
This session gives you visibility into where you stand, what your real risks are, and what needs to happen next – without overcomplicating it.
Book Your Strategy Session
This Strategy Session is $995 and includes an expert-led discovery conversation, automated domain scan, personalized PDF report, and practical next steps tailored to your business.
If you move forward with a Coastal project or managed services engagement, your full $995 session fee is credited toward that work.