Request a callAI governance for B2B marketing teams: policy, review and risk in 2027
Marketing teams need simple AI rules: which tools are approved, what data may never be entered, what must be reviewed by a human and who is accountable. Keep the policy short, train the team and audit regularly so the team can move fast without exposing the company to risk.
Key takeaways
- Approve tools and define off-limits data.
- Require human review for anything public.
- Name an owner for the policy.
- Review and update the rules every quarter.
Start with the basics
- List of approved AI tools.
- Data that must never be entered, such as customer or personal data.
- Rules on disclosure and brand voice.
Review and accountability
- A person checks facts, claims and tone before publishing.
- Claims and statistics need a source.
- Legal reviews regulated or sensitive content.
- One named owner maintains the policy.
Enable, do not only restrict
Give the team good workflows and prompts so safe use is also the easy path. Our Claude implementation and AI adoption services help teams do this.
Audit
Sample published content and review incidents each quarter, then update the rules.
Frequently asked questions
Do we need a long policy?
No. A short one that people read and follow is better than a long one nobody uses.
Who should own it?
A marketing leader with input from legal, security and IT.
Can AI write our content?
It can assist, but people remain accountable for accuracy and quality.
Related service: AI adoption and process optimization. See also pricing and client results.