Templates Library
Free AI Templates for Growing Businesses
12 free, production-ready AI templates for organisations: AI policy (Word + PDF), RFP / tender, implementation checklist, training plan, ROI model and more. Written in plain English, aligned with UK GDPR and ICO guidance. Edit-ready, no consultants required.
AI Lead Scoring Template (Salesforce + HubSpot)
An Excel-first AI lead scoring framework for UK B2B sales teams using Salesforce or HubSpot. Plug in your historical close-rate data, run the scoring formulas, and either keep the model in Excel or import the rules into your CRM. UK-tuned defaults — buyer-intent signals weighted for UK SME procurement patterns, not US enterprise deal velocity.
AI Adoption Roadmap (12-Week Template)
A 12-week, week-by-week AI adoption roadmap for businesses serious about shipping AI without losing the team. Notion-duplicatable template with milestones, owner roles, RACI, exit gates, and a pre-built risk register. Built from four production WayaNerd deployments — not theoretical.
AI Policy Template (UK GDPR Compliant)
A production-ready AI usage policy for organisations, aligned with UK GDPR, the ICO's AI guidance and the UK government's pro-innovation approach. Cover acceptable use, data handling, approved tools and accountability in one document your team will actually read.
AI RFP / Tender Template
A comprehensive RFP template for procuring AI products and services in the UK. Structured questions covering capability, data handling, security, pricing, support and exit — designed to compare vendors on a like-for-like basis.
AI Implementation Checklist
A pragmatic end-to-end checklist for organisations rolling out AI. Covers discovery, data readiness, build, testing, deployment, training and post-launch support — so nothing falls through the cracks on the day of go-live.
AI Training Plan Template
A structured AI training programme for UK teams — from executive awareness to hands-on prompt craft. Ready-to-deliver lesson plans, learning outcomes, exercises and evaluation forms built for plain English workplaces.
AI ROI Calculation Spreadsheet Template
A board-ready Excel model for calculating the ROI of AI initiatives in GBP. Capture costs, benefits, risk adjustments and sensitivity analysis in a model your CFO will trust — built for businesses and HMRC-friendly categorisation.
Prompt Engineering Template Pack
Over 80 battle-tested prompt templates for UK business workflows — sales, marketing, operations, HR, finance and support. Every prompt is written in plain English, engineered for consistent output, and version-controlled.
AI Vendor Evaluation Scorecard
A weighted scorecard for evaluating AI vendors on capability, security, risk, cost and strategic fit. Compare three suppliers side-by-side on a single page — ready for leadership decision-making.
AI Risk Assessment Template
A structured AI risk assessment aligned with ICO guidance, the NIST AI Risk Management Framework and sector-specific UK regulation. Identify, score and mitigate risks across the AI lifecycle — with defensible documentation for auditors.
Data Readiness Checklist
A 60-item checklist to verify your data is ready to support AI. Coverage, quality, access, lineage, governance, UK GDPR lawful basis — all the things that sink AI projects, diagnosed before you spend a penny on modelling.
AI Use Case Prioritisation Matrix
A structured matrix for ranking AI use cases by value, feasibility, risk and strategic fit. Turn a long list of ideas into a defensible, sequenced roadmap your leadership team will actually back.
Need something bespoke?
These templates are a strong starting point. For tailored AI policy, governance or implementation support aligned to your specific business, book a free consultation with our team.
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