You don't need to stop operations to build training. We work alongside your team, on your schedule, and deliver structured systems your people actually follow.
We map your processes end-to-end — who does what, where the handoffs happen, and where knowledge is concentrated in single points of failure. For every process, we capture three things: the purpose (why this process exists and what business outcome it serves), the decision points (where someone has to make a judgment call, and what the right call looks like), and the step-by-step how from the person actually doing the work.
The output is a visual process map in Lucidchart and a knowledge risk assessment showing exactly where your business is most vulnerable to someone leaving.
Once we know how the work actually gets done, we turn it into training your team can follow. We record the practitioner doing their job — screen recordings, narrated walkthroughs, real-time demos — then structure that into SOPs and video training content.
Every SOP is built from reality, not memory. The person doing the recording is the person who does the work every day. AI accelerates the production (transcription, formatting, annotation) — but the knowledge always comes from your people.
Content that lives in a Google Drive folder doesn't get used. We deploy everything to Trainual, PlaybookBuilder, or your platform of choice — organized by role, tagged by process, with completion tracking so you know who's trained and who isn't.
And because processes change, we keep your systems current. New hires, new tools, updated workflows — we update the documentation so it never becomes the dusty binder nobody opens.
Every business is different, but here's the general arc. Most clients see meaningful progress in the first month and significant transformation by month three.
We identify your highest-risk tribal knowledge — where one person leaving would cause the most damage. You'll leave with a clear picture of where to start, even if you don't hire us.
We map your critical processes end-to-end — capturing the purpose, the decision points, and the step-by-step from the people doing the work. You see the full picture, usually for the first time.
We schedule recording sessions with your practitioners. They do their job; we capture it. Screen recordings, narrated walkthroughs, real-time demos. Your team's time commitment: 2-4 hours per process.
We produce SOPs, video training, and documentation. You review and approve. We refine until it's right. AI accelerates production; your team validates accuracy.
Everything gets loaded into your training platform — organized by role, tagged by process, trackable by completion. Your team starts using it immediately.
Processes change. People leave. New tools get added. We keep your systems current so they never become the outdated binder nobody opens. Month-to-month, as long as you need us.
| Typical SOP Consultant | The Systems Effect | |
|---|---|---|
| Knowledge source | Interviews the manager | Records the practitioner doing the work |
| Method | Single perspective | Purpose + decision points + practitioner step-by-step |
| Format | Written document from memory | Video + written SOPs from live recordings |
| Platform deployment | Hands you a PDF or Google Doc | Deployed to Trainual / PlaybookBuilder with tracking |
| Ongoing updates | One-time deliverable | Living documents, updated as processes change |
| Contract | Project-based or annual retainer | Month-to-month, cancel anytime |
| Team time required | Weeks of interviews and reviews | 2-4 hours per process |
A 30-minute discovery call. We'll identify your highest-risk tribal knowledge, tell you exactly where to start, and give you a realistic timeline. No pitch deck. No pressure.
Schedule Your Discovery CallMonth-to-month. No contracts. Cancel anytime.
