Step-by-step process templates for common business workflows. Pick a template, follow the steps, then record it with Claudia to turn it into a living SOP that never goes stale.
How to onboard a new contractor in under 30 minutes — contract, tools, kickoff, and first-week setup.
View template → E-commerceAn 8-minute daily process to catch low-stock SKUs, reconcile pending orders, and keep your store current.
View template → FinanceA consistent process for collecting receipts, categorizing spend, and getting expense reports approved on time.
View template → AgencyNine steps to go from signed contract to first deliverable — without anything falling through the cracks.
View template → MarketingFrom reviewed draft to live post — a repeatable checklist covering QA, SEO, publishing, and distribution.
View template → FinanceHow to verify, enter, approve, and pay vendor invoices consistently — no missed payments or duplicate entries.
View template → Customer OpsAn 8-step process to respond to credit card chargebacks with the right evidence before the 7-day window closes.
View template → FinanceCatch unused software charges before they renew. A monthly 6-step process to review, flag, and cancel dead tools.
View template →Follow the template steps once while Claudia records. You get a structured SOP that updates itself every time the process changes.
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