BUSINESS TEMPLATE · T04

SOP Outline

A simple SOP skeleton for recurring work.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Purpose

Explain why this SOP exists and what outcome it should produce.

ExampleEnsure every new client is onboarded consistently.

Trigger

State what starts the process.

ExampleSigned agreement and first payment received.

Owner

Name the role responsible for completing the process.

ExampleClient Success Coordinator

Inputs

List information, access, or materials needed before starting.

ExampleSigned agreement; contact information; service package.

Steps

Write the process in the order it should happen.

ExampleCreate account; send welcome email; schedule kickoff; confirm access.

Quality checks

State how someone verifies the process was completed correctly.

ExampleAll required fields complete; kickoff confirmed; client received welcome materials.

Exceptions

Describe common situations that require a different path.

ExamplePayment pending; multiple locations; missing system access.

Completion evidence

Define what proves the SOP is finished.

ExampleKickoff scheduled and onboarding checklist marked complete.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.