Why This Policy Exists
Whether you're just getting started with AI or already using it and feeling stuck, I'm here to help. That means I need to lead by example when it comes to using it responsibly. This policy sets out how I use AI in my coaching, how I protect your information, and what you can expect from me.
How I Use AI
I use AI tools every day - both in my coaching practice and in my own work. Here's how:
- Preparing for coaching sessions - Reviewing notes, planning session structure
- Creating materials - Handouts, guides, and resources for workshops and sessions
- My own 8020Brain - A personal knowledge management system I use daily (and often demonstrate in sessions)
- Communication - Drafting follow-up emails and session summaries (always reviewed before sending)
I practice what I teach. If I recommend an approach to you, it's because I use it myself.
Your Privacy in Coaching Sessions
How your data is protected
I use Claude Pro (Anthropic's paid plan) as my primary AI tool. On paid plans, your data is not used to train AI models. This is Anthropic's policy for all paid subscriptions - Pro, Team, and Enterprise. Your information goes in, Claude uses it to respond, and that's where it ends. It is not fed back into training.
This is one reason I only recommend paid AI tools to coaching clients - free tiers may use your conversations for model training, paid tiers do not.
What I put into AI tools
- Client business names, campaign data, and account information (protected by the paid plan's no-training policy)
- Search terms, ad copy, landing page content, and performance data
- My own session prep notes and coaching materials
- Publicly available information (e.g., LinkedIn posts, published work)
What I never put into AI tools
- Passwords, login credentials, or payment information
- Personal information you share in confidence during sessions (health, family, finances)
- Anything you tell me you'd prefer to keep private
The simple test: Business data that helps me do better work for you? Yes, with the protection of a paid, no-training plan. Personal or sensitive information shared in confidence? Never.
Transparency
- If I've used AI to help create a resource or handout, I'll tell you
- I won't pretend AI-generated content is entirely my own work
- In coaching sessions, when I demonstrate AI tools, I'll explain what's happening and why
- I don't use AI to make decisions about your coaching - that's my job as your coach
What I Teach About AI
My coaching follows these principles, and I encourage the same approach for anyone I work with:
- Start where you are - I recommend paid AI tools (such as Claude Pro) which don't use your data for training. Let's make sure you're getting the most from them
- Privacy first - Never put passwords, login credentials, or truly personal data into AI tools. Business data is fine on paid plans that don't train on your inputs
- You stay in control - AI is a thinking aid, not a decision-maker
- Check the output - Always review what AI gives you before using it
- You can't break it - Experimentation is how you learn
Human Oversight
AI supports my coaching - it doesn't replace it:
- Every session is led by me, not by AI
- All materials are reviewed by me before sharing
- Coaching decisions (what to cover, how to approach a topic, when to push and when to pause) are mine
- Follow-up communications are written or reviewed by me personally
Testimonials and Feedback
- I only share testimonials with your explicit permission
- I'll always check with you before using your name or likeness
- Anonymous feedback may be used to improve my services
Approved Tools
The AI tools I currently use and recommend:
- ChatGPT (OpenAI) - Often demonstrated in coaching as an accessible starting point
- Claude (Anthropic) - My primary AI assistant for daily work
- 8020Brain - The system I coach people on using
- Google's built-in AI features - Within Google Workspace, Google Ads, etc.
I only recommend tools I've personally used and reviewed.
Keeping This Policy Current
I review this policy at least once a year, or sooner if:
- I adopt new tools in my coaching
- Privacy or data handling regulations change
- A client raises a concern
- I expand into new coaching areas
Questions?
If anything here isn't clear, or if you have concerns about how I use AI, just ask. You can reach me on WhatsApp, Facebook, or through the 8020Brain Coaching Corner.
The whole point of my coaching is to make AI feel less intimidating - and that starts with being open about how I use it.
