SOP Build Out
Package

Your team is capable. What they're missing is a system they can trust. This package takes one core business function and transforms it into a documented, repeatable process — so nothing important depends on who's in the room or how long someone's been there.

Timeline

2–3 weeks depending on function complexity and stakeholder availability. Scoped clearly before we begin.

Platform

Delivered in Google Docs, Notion, or your preferred platform — built into your existing ecosystem, not on top of it.

Choose your focus area

S

Sales

Pipeline, handoffs, follow-up, onboarding new clients

O

Operations

Day-to-day workflows, team coordination, reporting

A

Accounting

Month-end close, AP/AR, reconciliation, audit prep

This is for you if —

Your team has grown but your processes haven't scaled with them

Key processes live in one person's head and that's a risk

Mistakes keep happening in the same spots and no one can agree on the right way to do it

Onboarding new hires takes too long because nothing is written down

You're reinventing the wheel every month-end, every client onboarding, every handoff

You want consistency and accountability without micromanaging

What's included

Full Process Mapping

We start with stakeholder interviews to understand how work actually flows, not just how it's supposed to. Every step, every handoff, every decision point documented.

1

Custom SOPs

Clear, actionable SOPs built in your preferred platform. Written for the people who will actually use them — not a compliance document no one reads.

2

Workflow Review & Optimization

As we document, we identify gaps and redundancies. You'll get recommendations for how to streamline — not just a record of what exists today.

3

1-Hour SOP Walk-Through & Team Training

A live session with your team to walk through the new SOPs, answer questions, and make sure adoption actually sticks.

4

Bundling discount available

Building SOPs across multiple functions — Sales + Ops, or Ops + Accounting? Bundled engagements are scoped at a reduced rate. Reach out to discuss what makes sense for your team.