What we do
- Review existing notes, recordings, forms and source material
- Capture the current process through guided review where needed
- Document steps, decisions, exceptions, roles and handoffs
- Produce checklist versions where useful
- Run one revision round against client reality
Good fit when
- Operations teams relying on tribal knowledge
- Growing companies onboarding new staff
- Teams preparing automation or handoff work
What we need from you
- Existing process material
- Access to the people who actually run the work where gaps remain
- Current forms/systems and decision owners
- Qualified review for regulated, licensed or safety-critical content
What done means
The procedure is usable by someone who was not in the drafting conversation and names the places where judgment or escalation remains necessary.
Boundary
Common questions
Can you start from a screen recording?
Yes. Recordings, notes, forms and existing documents can all be useful source material.
Do you redesign the process too?
The base package documents the current work and surfaces contradictions. Process redesign can be scoped separately.
What makes the SOP different from AI-generated instructions?
The procedure is grounded in admitted source material, names decisions and exceptions, and is reviewed against the actual operating process.
Start with the actual work.
Send the backlog, document set, queue or current process. We will confirm whether the straightforward scope fits before anything moves.
Ask about SOP & Process Documentation Book a 20-minute conversation