SOP + Workflow Buildout for TeamsBethany Mckinzie
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.
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.
FAQs
Not at all. I help extract and organize what’s already working (even if it’s in your head or scattered across tools).
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.
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.
You’ll receive a full SOP package within 7 business days of our kickoff, with one round of revisions included.
Absolutely. Many clients use these SOPs and checklists to onboard freelancers, VAs, or new employees — and reduce time spent training.
Starting at$850
Duration7 days
Tags
Google Apps
Loom
LucidCharts
Notion
AI Automation
Business Workflow Automation
Operations Manager
Service provided by
Bethany Mckinzie proJoplin, USA
- 12
- Followers
SOP + Workflow Buildout for TeamsBethany Mckinzie
Starting at$850
Duration7 days
Tags
Google Apps
Loom
LucidCharts
Notion
AI Automation
Business Workflow Automation
Operations Manager
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.
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.
FAQs
Not at all. I help extract and organize what’s already working (even if it’s in your head or scattered across tools).
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.
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.
You’ll receive a full SOP package within 7 business days of our kickoff, with one round of revisions included.
Absolutely. Many clients use these SOPs and checklists to onboard freelancers, VAs, or new employees — and reduce time spent training.
$850