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AI-assisted services

SOPs and Process Documentation with AI

Turn how a small business actually works into clear step-by-step procedures using screen recordings and Claude.

Beginner-IntermediateAbout 10 to 14 hours over 3 to 4 weeksRoute A: $0. Route B: about $20/month.

What you will get

You will have an SOP template, 3 sample SOPs, a repeatable interview and a client offer.

4 phases, 9 tasks, 5 copy-and-paste prompts, 5 tools reviewed, plus a list of places to find your first buyers.

Choose your route

Route A - $0
Claude Free, Google Docs and a free screen recorder. Interview by call.
Route B - about $20/month
Paid Claude for longer transcripts and faster drafting.

Straight talk

Owners say they need systems, but they will only pay once they feel the pain. Pick tasks that repeat weekly. Keep confidential details out of AI tools unless the client agrees.

Roadmap

  1. 1
    Learn what a good SOP looks like 60 minAn SOP template.
  2. 2
    Make three sample SOPs 180 min3 sample SOPs for common small-business tasks.
  3. 3
    Find people to offer it to 150 minA list of 20 real prospects and 10 messages sent.
  4. 4
    Price it, agree and deliver 75 minA one-page offer, a price, and a delivery checklist.

Free sample

The first task of phase 1 in full, so you can judge the style before you buy.

Create the templateclaude

  1. Paste the prompt below.
  2. Copy into Google Docs. Add header: title, owner, last updated.
PROMPT: SOP template
Create a one-page SOP template: purpose, who does it, tools needed, numbered steps with the expected result after each, common mistakes, and a checklist. Use plain language.
YOU SHOULD SEEA reusable template.

Everything else, unlocked with purchase

Phase 1: Learn what a good SOP looks like
Create the template
Phase 2: Make three sample SOPs
Record and transcribe · Draft the SOP
Phase 3: Find people to offer it to
Pick 3 places to look · Build a list of 20 · Set up free alerts · Write and send 10 short messages
Phase 4: Price it, agree and deliver
Set a first price · Write the agreement and delivery checklist
Safeguard checks, tool reviews with free and paid limits, and named places to find buyers.

Draft guide. Researched from public sources and not tested by running the business. For educational purposes only: this guide does not guarantee or promise any earnings. Tool facts checked 6 Nov 2026; confirm before you pay for anything.

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