Train People Faster
Give new hires something better than “follow Joe around for two weeks.”
SOPs • CHECKLISTS • PROCESS MAPS • ONBOARDING GUIDES
Your business shouldn’t
depend on any one person.
I turn the way your best people work into clear, repeatable systems the rest of your team can follow.
Built for owner-led companies where important know-how still depends on a few key people.
WHAT CHANGES
Less tribal knowledge. More repeatable work.
Get Consistent Results
Give your team one clear, shared way to handle the work that matters.
Stop Repeating Yourself
Give employees somewhere to look before they ask the same question again.
Keep Work Moving
Make it easier for someone else to step in when a key person is out or leaves.
WHAT YOU RECEIVE
From what’s in their heads to a page they can follow.
WHAT YOUR TEAM SAYS
A
“Calls usually go to Susan, unless a salesperson gets one directly.”
B
“Emergencies go to Mike. Regular jobs go into the CRM.”
C
“Don’t schedule until we get approval. Some customers need a PO.”
The finished SOP is built from what your team already knows.
THE FINISHED SOP
New Job Intake
Owner: Office Manager
PURPOSE
Every new job is captured, routed and approved before it reaches the schedule.
STEPS
- Susan takes the call and logs the customer and job details in the CRM.
- Emergency? Call Mike right away. Otherwise, add the job to the CRM queue.
- Confirm the customer has approved the work.
- If a PO is required, get it before scheduling.
- Done when the job record is complete. Then send it to dispatch.
EXCEPTION
Salesperson took the call? They enter the job; Susan reviews it.
IF SOMETHING’S MISSING
No approval or PO after two business days? Tell the Office Manager.
Illustrative example. Real documentation uses your team’s own steps, names and terminology.
HOW IT WORKS
Low burden on your team. Built around how the work actually happens.
Interview
Talk with the people doing the work
Capture
Steps, exceptions and handoffs
Build
SOPs and checklists
Verify
Your team reviews and corrects
Deliver
Editable files, one revision round
LOW BURDEN
Typical turnaround: about 2 weeks after your team’s interviews.
Your team’s time: just a few short interviews.
LOW RISK
You review and approve the first process before I build the rest.
SOP DOCUMENTATION PACKAGE
Get one critical part of your business out of people’s heads.
$2,000fixed fee
- Up to 5 processes in one operational area
- Each delivered as a concise SOP and/or checklist
- Process maps and onboarding guides as needed
- Team review and one revision round
ABOUT
Hi, I’m Jim.
I’m a professional writer and interviewer who helps growing businesses capture the knowledge that normally lives in the heads of owners and experienced employees and turn it into documentation the rest of the team can actually use.
Want to get one part of your business out of people’s heads?
Start with a 20-minute conversation.