Strong businesses are built on clear systems—and it starts with your first SOP.

Create Your First SOP, an Agent.so guide, walks you through the exact steps to document a business process from start to finish. Whether you’re a solo operator or managing a growing team, this guide makes it simple to capture your workflows and create a repeatable standard that improves efficiency and reduces errors.

You’ll leave with more than just a document—you’ll have a system that scales with your business.

Lay the groundwork for clarity and consistency

This guide helps you identify the best process to start with, based on impact and frequency. You’ll learn how to break down complex tasks into simple, step-by-step instructions, define roles and responsibilities, and choose the right tools to support execution.

Each section is designed to be beginner-friendly, giving you the confidence to move from idea to implementation—without overcomplicating the process.

Test, refine, and train your team for success

Once your SOP is drafted, it’s time to make it actionable. This Agent.so guide shows you how to build in quality checks, gather feedback, and test the procedure to ensure it’s clear and effective. You’ll also learn how to introduce the SOP to your team with training templates and implementation checklists that promote adoption and consistency.

Whether you’re looking to improve delegation, reduce errors, or free up your time, this guide provides the foundation you need to systematize your operations—starting with one simple, effective SOP.

Use this guide to turn what you do every day into a documented system your business can grow on.