Turn "ask Sarah" into a training system anyone can use.
Every business has a Sarah: the person who knows how everything works. When Sarah's on vacation, things stall. When Sarah leaves, it's a crisis. AI agents can turn what Sarah knows (and your binders, PDFs and screen recordings) into searchable SOPs and training modules your team will actually use.
Included in the flat rate, starting at $499 a month.
Businesses where the know-how lives in a few heads
SOPs and training pay off when knowledge is concentrated and the cost of losing it is high. It's a good fit if:
- New hires take months to get up to speed. Because training means shadowing whoever has time.
- The same questions get asked every week. And the same one or two people answer them.
- You have binders nobody opens. Or a shared drive full of documents that contradict each other.
- You're planning to grow, sell or step back. A business that runs on documented process is easier to hand off.
If your team is three people who've worked together for a decade, formal SOPs may matter less today. They'll matter the day someone new joins.
What gets built
- SOPs drafted from voice memos, screen recordings, interviews and existing documents
- Training modules organized by role and department
- Onboarding tracks for new hires
- An internal helper that answers staff questions from your own SOPs
- A simple process for keeping everything current as things change
SOPs and training are items on your list like anything else, covered by the same flat monthly rate.
How it works
Pick the processes that hurt most
We pick the processes that cause the most questions or mistakes. That's where documentation pays off first.
Talk it through or record it
You (or Sarah) talk through each one for 10 minutes, or record your screen doing it. No writing required.
Agents draft, I check
Agents draft the SOP and the training module; I check them for accuracy against the recording and flag anything unclear.
Your team reviews, then it goes live
Your team reviews, and it goes live where they already work.
See a training hub I built
On the work page there's an anonymous case study of a training hub built for a fire protection contractor: how the content was gathered, organized by role and turned into something field staff could use.
Example: a dental office front desk
Sample business, invented scenario. It shows how the pieces fit, not a result from a real client.
Picture a dental office where one longtime front desk lead knows how to handle insurance verification, rescheduling rules, new-patient paperwork and the quirks of the practice software. Two newer team members ask her questions all day.
We pick five processes that generate the most questions. She records her screen doing each one and narrates as she goes, about ten minutes apiece. Agents turn each recording into a step-by-step SOP with screenshots, a short training module with a five-question check at the end, and a one-page quick reference. I compare every step against the recording and send back three questions where the narration skipped something.
After her review, everything goes into the shared drive the team already uses, plus an internal helper the staff can ask: "What do I do if a patient's insurance changed since the last visit?" It answers from the office's own SOPs and points to the right page. No patient information goes into any of it.
What SOPs can't fix
- Documents don't train people by themselves. Someone still has to expect the team to use them. I can make SOPs easy to find and follow; I can't make them mandatory.
- SOPs go stale. Software updates and rules change. That's why upkeep is part of the service, but it depends on someone telling me when a process changes.
- Accuracy depends on the source. If the recording shows a workaround nobody should be using, the SOP will too. Your review step is where that gets caught.
- Sensitive information stays out. SOPs describe how to do the work; they don't hold customer or patient records.
Questions about AI SOPs and training
Do we need special software?
No. SOPs can live in Google Drive, SharePoint or a simple training hub we build for you.
How long does it take?
Most single SOPs take days, not weeks. A full training hub is a few weeks of list items.
Who keeps the SOPs up to date?
I do, as part of your list. When a process changes, tell me or send a new recording, and the SOP and training module get updated.
Is this priced separately?
No. It's included in the same flat monthly rate as everything else on your list, starting at $499 a month.
Available across St. Louis
Recordings and reviews work remotely, and I'll come on site when watching the work in person helps. See the areas I serve.
Get what Sarah knows out of Sarah's head.
Book a call and tell me which processes cause the most questions. We'll document the first one this month. Or call my AI agent at (314) 970-4001 any time.