SOP & Knowledge Mgmt

Add-On Package

SOP & Knowledge Management — Process Documentation for Small Business Teams

When your business processes only exist inside your head, delegation is impossible and onboarding is painful. The SOP & Knowledge Management package extracts your existing processes through interviews or screen recordings, transforms them into clear, structured Standard Operating Procedures with screenshots and decision trees, and builds a centralized knowledge base your entire team can access. The result: a business that doesn't break down when you step away.

Best for: Business owners who have been meaning to "write things down" for years — and the teams trying to onboard, delegate, or scale without consistent documentation. Covers up to 4 distinct processes per month.
What's included
  • ✓Process extraction — Your workflows captured via interview or screen recording; no need to write anything yourself
  • ✓Full SOP document creation — Each process built into a clear, step-by-step document with annotated screenshots and decision trees where needed
  • ✓Knowledge base setup — Centralized documentation hub built in SharePoint, Notion, or Google Drive — wherever your team already works
  • ✓Ongoing documentation updates — Existing SOPs revised when processes change so your documentation stays accurate and usable
  • ✓Up to 4 processes per month — Structured capacity to systematically document your most critical workflows over time
How it works
01
We identify your priority processes A short intake conversation to determine which workflows cause the most friction — onboarding, recurring tasks, client processes, or anything currently living only in your head.
02
We capture the process your way Via a recorded walkthrough, screen recording, or structured interview — you explain it once, and we take it from there.
03
We build the documentation Each SOP is written in plain language with numbered steps, annotated screenshots, and decision trees for anything with branching paths.
04
We publish to your knowledge base All documentation organized and published in your chosen platform — SharePoint, Notion, or Google Drive — so your team can find it when they need it.

Ready to stop being the only person who knows how things work? Book a free call and we'll identify which processes to tackle first.

Book a Free Discovery Call