Whats included
Custom SOP Library + Quick-Start Guide
Step-by-step documentation so your team knows exactly how to use AI tools safely and effectively.
01 / What's included
Quick-Start Guide (1-Pager)
A visual one-page reference: which AI tool to use for what, basic safety rules, and where to get help.
Lives on your shared drive, pinned in Slack, or printed and posted. Everyone has easy access.
Tool-Specific SOPs (5-8 documents)
Detailed guides for each AI tool you're adopting. How to log in, how to use it, what not to do, troubleshooting tips.
Example: “How to Use ChatGPT for Email Drafts (Without Exposing Client Data)”
Prompt Templates Library
Pre-written AI prompts for your most common tasks. Copy, paste, customize. No need to figure out prompt design from scratch.
Saves 80% of the learning curve. Your team gets results immediately.
Data Safety Checklist
A simple checklist to run before using AI on any task: “Does this involve client data? If yes, anonymize. If no, proceed.”
Makes compliance automatic. No one has to guess what's safe.
Troubleshooting Guide
Common issues and how to fix them. “AI output sounds robotic, what to do?” “Tool not working, try this.”
Reduces support requests. Empowers team to solve problems independently.
02 / Prompt template library examples
Meeting Summarization
Prompt: “Summarize these meeting notes in 5 bullet points. Focus on decisions made and action items.”
Use case: After every team meeting
Social Media Captions
Prompt: “Write 3 Instagram captions for [PRODUCT/SERVICE]. Tone: casual, engaging, under 150 words.”
Use case: Content planning
Research Synthesis
Prompt: “Read these 5 articles and extract the 3 most important trends. Format as a brief.”
Use case: Market research
Proposal Formatting
Prompt: “Take these rough notes and format them into a professional proposal outline.”
Use case: Client proposals
03 / Format & access
Notion or Google Drive
We deliver the SOP library in whatever format your team already uses. Easy to update and share.
Template structure is clean, searchable, and mobile-friendly.
Editable & Yours Forever
You own all documentation. Add new prompts, update tools, customize to your brand voice.
Living library that evolves with your needs.
04 / Training integration
The SOP library pairs with our team training workshops. We teach:
- • How to use each SOP effectively
- • When to follow the template vs. customize
- • How to troubleshoot common issues
- • How to suggest new prompts/improvements
Result: Team is confident, compliant, and productive with AI from Day 1.
05 / ROI example
Wellness Studio (6-person team)
That's 200+ hours per year, equivalent to adding a part-time team member without payroll costs.
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Included in Flow Rebuild
The Custom SOP Library is created as part of our 6-week Flow Rebuild package, along with AI tool implementation and team training.
View Flow Rebuild Package