Review current client facts

Client facts

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01
Organization
Northstar Support
02
Maturity
Series A / scaling
03
Mandate
Customer-facing copilots
04
Timeframe
2-week sprint
05
Risk areas
3 selected
06
Engagement
Governance + Eval Buildout
Decision posture
Critical

Customer-facing copilots is not launch-ready. Treat this as a control-build engagement before any expansion, with executive sign-off and evidence review before release.

Drafts stay in this browser. Scope rules run locally with no AI or background API call.
04Proposal preview

Issue a client-ready recommendation.

Review the commercial narrative, copy the proposal for delivery, and save the dossier into the local engagement register for status follow-up.

Proposal reflects 3 selected risk areas and a critical posture.
AGI Consultant
Consulting proposal / Confidential draft
Prepared for

Northstar Support

Governance + Eval Buildout

Term4-6 weeks
FeeScoped retainer
PostureCritical

Recommendation

Based on the current series a / scaling context, customer-facing copilots mandate, and 2-week sprint timeframe, we recommend a Governance + Eval Buildout.

Customer-facing copilots is not launch-ready. Treat this as a control-build engagement before any expansion, with executive sign-off and evidence review before release.

Proposed work

  1. 01Intake summary with assumptions, constraints, and launch decision criteria.
  2. 02AI system inventory covering data sources, model vendors, human review, and owners.
  3. 03Prioritized risk register with severity, owner, mitigation, and proof needed.
  4. 04Customer journey risk map with launch approval gates.
  5. 05Golden-task evaluation pack with acceptance thresholds.

Conditions before kickoff

  • Confirm named business, technical, security, and review owners before work starts.
  • Define stop/go gates for pilot, launch, and rollback decisions.
  • Require golden tasks, reviewer sampling, drift thresholds, and launch-blocking eval gates.
  • Map prohibited data, retention limits, redaction ownership, and vendor logging boundaries.

Next step

Schedule a 30-minute scoping call to confirm owners, available evidence, and the decision date. Final scope and commercial terms remain subject to client confirmation.

AGI ConsultantEvidence-led AI advisory
R

Local engagement register

Saved dossiers remain in this browser and can be advanced through delivery stages.

ClientPackageStatusNext decisionValue
Northstar HealthGrowth / Decision supportModel Risk AuditConfirm PHI boundary and clinical owner$18k
LedgerLoopSeries A / Agentic workflowsLaunch Readiness SprintMap tool permissions and approval policy$12k
CampusOpsSeed / Internal automationAutomation Feasibility SprintSend fixed-fee acceptance deadline$6k