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Operations

SOP & Employee Training Builder

Your best processes live in your head, so training a new hire is slow and you're the bottleneck.

You get

A written SOP or training doc that gets a process out of your head and onto paper.

Who it's for
Owners who want to stop being the only person who knows how things run.
When to use it
When you need to document a process or train someone on it.
What it needs
  • A description of the process
  • The steps as you'd explain them out loud
What it produces
A clear, written SOP or training document with numbered steps and checks, ready to review and share.
Files you receive
Three formats, so it works with whatever you already use:
  • Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
  • ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
  • Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
Time to first result
1 to 2 hours per process documented

The owner says

"How we take in a car: check it in, photograph any damage, log the customer and issue, tag the key, and schedule it. Turn that into something I can hand a new hire."

It hands back

SOP — VEHICLE CHECK-IN (hand this to a new hire)
Purpose: every car enters the shop the same way, no surprises later.

1. Greet + confirm the issue in the customer's words. Write it verbatim.
2. Walk-around WITH the customer. Photograph all four corners + any existing
   damage (minimum 6 photos). Photos save to the job folder.
3. Log in the system: customer, contact, vehicle, issue, promised time.
4. Tag the key (customer name + last-4 of plate) and hang on the board.
5. Schedule the bay and text the customer their confirmation.

Checkpoint for trainers: a check-in is done when photos are in the folder,
the key is tagged, and the customer has the confirmation text.
Quiz (3 questions) included for week-one sign-off.

Illustrative example — not a customer result.

How it works

  1. 1Takes your description and steps.
  2. 2Turns them into a clear, numbered SOP or training doc.
  3. 3Adds simple checks and a quick reference checklist.
  4. 4Leaves review and rollout to you.

Catches what is slipping

Catches the process that still lives only in your head.

ManualSweepScheduledoptional

You show it

Your recurring tasks and roles, noting which already have a written SOP

What gets flagged

  • Flags recurring processes with no written SOP
  • Flags roles or new hires with no training doc
  • Ranks the most frequent and most owner dependent first

Internal documents only. Nothing ever goes to a customer.

What you need to run it

You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)

Included inCompletePart of the Run a Tighter Business solution

Works well with

Sales15 to 30 min per call

Sales Call Preparation Assistant

You walk into sales calls unprepared, so you miss the chance to address what actually matters to the customer.

You get

A short prep brief and talk track so you walk in ready.

  • Claude
  • ChatGPT
  • Universal

Example: A roofer prepping for a call about a full replacement

See how it works
Business SetupSet up once; saves rework on every task after

Business Context Builder

You have no reusable business context for AI, so every task starts from a blank page and sounds generic.

You get

A structured, reusable Business Profile that every other skill draws on to sound like you.

  • Claude
  • ChatGPT
  • Universal

Example: A gutter cleaning crew capturing its services, service area, and how the owner writes

See how it works