SOP + Workflow Buildout for Teams

Bethany Mckinzie

Starting at

850

About this service

Summary

This service helps growth-stage teams turn messy, inconsistent processes into clear SOPs and scalable systems. I document how work actually happens — using your tools and workflows — and deliver everything in one accessible hub. From visual workflows to onboarding checklists and async walkthroughs, your team will have the clarity to delegate, train, and grow.

FAQs

Do I need to have my processes already documented?
Not at all. I help extract and organize what’s already working (even if it’s in your head or scattered across tools).
What tools do you build SOPs in?
I typically use Notion for delivery and organization, and Google Docs for collaborative drafts. You’ll get clean, shareable links or exportable PDFs — whatever works best for your team.
Can you include automations or tech tools?
Yes — if your workflows include tools like ClickUp, Zapier, Airtable, etc., I can reflect that in your SOPs and visuals. Light automation mapping is included; full implementation may require a separate package.
How long does this take?
You’ll receive a full SOP package within 7 business days of our kickoff, with one round of revisions included.
Is this useful for onboarding new hires?
Absolutely. Many clients use these SOPs and checklists to onboard freelancers, VAs, or new employees — and reduce time spent training.

What's included

SOP + Workflow Buildout for Teams
Transform scattered processes into clear, repeatable systems. This service helps you document, visualize, and optimize your team’s workflows—so tasks stop living in people’s heads and start running smoothly across tools and teams.
3–5 Custom SOPs
Detailed, step-by-step guides built from your real processes, not generic templates. Each SOP reflects how work actually happens inside your business, ensuring clarity, consistency, and accountability.
Visual Workflow Map
A simple, clean diagram (Lucidchart or Notion) showing how tasks move between people, tools, and stages. Ideal for training, onboarding, or clarifying ownership across departments.
Onboarding & Adoption Checklist
A structured rollout checklist that helps teams adopt the new SOPs quickly—perfect for onboarding new hires or ensuring process consistency during transitions.
Loom Walkthrough Video
A 5–10 minute recorded overview that walks through your new system, how each SOP connects, and best practices for daily use.
Central SOP Hub
All materials are delivered in a unified Notion hub or Google Drive folder, formatted for easy access, updates, and sharing with your team.

Duration

7 days

Skills and tools

AI Automation

Operations Manager

Business Workflow Automation