⚙️ Operations

SOP Document Builder

Convert messy processes into clear Standard Operating Procedures anyone can follow.

Turn "the way we've always done it" into documented, repeatable processes. This prompt takes your informal process description and transforms it into a professional SOP with numbered steps, decision trees for edge cases, role responsibilities, required tools, and quality checkpoints. Perfect for scaling teams or reducing key-person dependency.
**SOP: Client Onboarding Process**\n**Version:** 1.0 | **Owner:** Operations Manager\n**Last Updated:** March 2026\n\n**Purpose:** Ensure every new client has a consistent, high-quality onboarding experience within 48 hours of contract signing.\n\n**Step 1: Account Setup (Account Manager, Day 0)**\n- [ ] Create client workspace in project management tool\n- [ ] Add client contacts to CRM with "Onboarding" status\n- [ ] Schedule kickoff call within 48 hours\n\n**Decision Point:** Is this a Standard or Enterprise client?\n- Standard: Skip to Step 3\n- Enterprise: Proceed to Step 2 (Custom Setup)