SOP Starter Pack-Small Business

If it only lives in your head, you can’t hand it off

Standard operating procedures (SOPs) are how small businesses stop being run by one exhausted owner. The Small Business SOP Starter Pack gives you five ready-to-fill checklists for the tasks that eat most of your week.

The 5 foundation SOPs:

1. Universal Inbox: email triage rules anyone can follow
2. Client Onboarding: every step from “yes” to kickoff
3. Invoicing & Payments: billing, reminders and follow-up
4. Service Delivery: your process, written down so quality stays consistent
5. Team Access & Security: who has access to what, and how to add or remove people safely

Bonus: our screen-recording-to-SOP AI prompt. Record yourself doing a task once and turn it into a written procedure in minutes.

Who it’s for: owners getting ready to hire their first assistant or VA, and anyone who wants their business to run without them for a week.

Format: 16-page fillable PDF with 350+ fields, instant download.

Ready to hand it off? Ask about our Virtual Assistant packages.