New hires learn your processes
3x faster.

Every time someone asks "how do we do this?" — that's a question that should already be answered.

SOPdraft turns your messy process descriptions into consultant-quality SOPs in 60 seconds.

Free to start — 3 SOPs, no credit card · Then $9.99/month

SOPdraft

Standard Operating Procedure

SOP-2026-001 · v1.0

New Customer Inquiry Intake

Apex Roofing & Construction

Role:Sales Rep
Est. Time:15–20 min
Frequency:Every occurrence
Risk Level:Medium
Effective:June 12, 2026
Review By:Apr 26, 2027
Steps
1

Answer the call and ask for the customer's full name, callback number, and the service they need.

2

Log the inquiry in Jobber immediately — do not rely on the whiteboard or memory.

NOTE: All leads must be in Jobber before end of call.

3

Qualify the job within 2 minutes. If outside service area, refer to partner contractor and document referral.

Quality Checklist

Confirmed lead logged in Jobber

Quote sent within 48 hours

+ 8 more steps · Exception handling · KPIs · Sign-off

Sound Familiar?

Every growing business has this problem.

Take a restaurant owner with 11 employees. When a new hire starts, your team loses 3–5 days helping them get up to speed. That's roughly $3,000 in labor value sitting in your head — knowledge that walks out the door the day someone quits or takes a different role.

What if you could capture that knowledge once and hand it to every new person on day one? That's not just faster. That's how you scale without burning out.

"Where do new leads go again?"

SOPdraft: Lead Intake SOP. Done in 60 sec.

"What's the password for that site?"

SOPdraft: any process, documented in 60 sec.

"Do we start with the credit check or jump straight to quoting?"

SOPdraft: one source of truth, your way.

"How does payroll work? I thought someone already explained this."

SOPdraft: Onboarding SOP. Answer once, forever.

"We use Gusto — just grab the app and sign in."

SOPdraft: your knowledge, captured and shareable.

"Ask three people. Get three different answers."

SOPdraft: one source of truth, your way.

"PTO and holidays? That always seems to be a mystery."

SOPdraft: SOPs that don't get skipped.

The problem isn't your people.
The problem is nothing is written down.

Write it once. Answer it never again.

01

Tell Drafty Your Process

Describe your process in plain English. No templates, no jargon. Just walk us through what you do.

02

Answer 6 AI-Guided Questions

Drafty asks clarifying questions to fill in the gaps. Takes about 5–10 minutes. We're capturing the stuff you'd have to explain anyway.

03

Claude Structures Your SOP

Our AI organizes your answers into a professional 10-section SOP: steps, roles, checklists, KPIs, exception handling, and sign-off.

04

Download Your PDF

Get a professionally designed PDF — free to start (3 SOPs, no credit card), then $9.99/month for unlimited. Yours to keep, share, and hand to every new hire.

Most SOPs take 15–20 minutes from start to professional PDF.

Before & After

See a real example.

What the owner typed

When someone calls in asking about a job, whoever answers writes their name and number on the whiteboard. Then when I have time I call them back and figure out what they need. If it sounds like something we do I tell them I'll come by for a quote. I usually do the quote same week. After I do the quote I write it up and text it to them. If they say yes I put them on the schedule in the google calendar and text the crew the night before.

What SOPdraft generates

SOPdraftJune 12, 2026

SOP-2026-001 · v1.0

New Customer Inquiry — Intake to Schedule

Apex Roofing & Construction

Role: Owner / Whoever answersEst. Time: 20–30 minutesFrequency: Every occurrenceRisk Level: MediumEffective: June 12, 2026Review By: June 12, 2027
Steps
1

Answer the call and collect the caller's full name, callback number, and the nature of the job.

2

Log the inquiry in the CRM (Jobber) immediately — do not write it on the whiteboard only.

NOTE: Never leave a lead unlogged. If call drops, call back within 5 minutes.

3

Qualify the job type. If outside service area or scope, refer to a partner contractor and document the referral.

4

Schedule the on-site quote within the same week. Confirm the appointment date and time with the customer before ending the call.

5

Complete the quote on-site and enter it into Jobber. Send via text to the customer within 24 hours.

+ 6 more steps...

Exception Handling
If the customer has not responded to the quote after 48 hours, call (not text) to follow up. If no response after 72 hours, mark the lead as "Inactive" in Jobber and move on.
Quality Checklist

Confirmed inquiry logged in Jobber with full customer details

Quote delivered within 24 hours of site visit

Job scheduled in Google Calendar with crew notification sent

Completed by: _______________Date: ___________

Sample Output

See What You'll Get

SOPdraftStandard Operating Procedure

SOP-2026-002 · v1.0

New Employee First Day Onboarding SOP

Applies to: HR Manager / Direct Supervisor

Purpose

Ensure every new hire experiences a consistent, professional first day that sets clear expectations, completes required paperwork, and builds early confidence.

Role: HR / Supervisor
Est. Time: 4–6 hours
Frequency: Every new hire
Risk Level: Medium
Steps
1

Prepare workspace and welcome packet

Ensure the new employee's desk, computer, and access credentials are ready before 8:00 AM on their start date. Print and assemble the welcome packet including the employee handbook, benefits summary, and org chart.

2

Complete HR paperwork

Guide the employee through all required forms: I-9 identity verification, W-4 tax withholding, direct deposit authorization, and any state-specific forms. Scan and upload all completed documents to the HR system within 24 hours.

3

System access and tool setup

Set up email, Slack, and all role-specific software accounts. Walk the employee through the password manager and two-factor authentication setup. Confirm all logins are working before proceeding.

4

Facility and safety orientation

Tour the office: restrooms, break room, emergency exits, first aid kit location, and parking. Review emergency procedures and ensure the employee signs the safety acknowledgment form.

5

Role-specific training schedule

Provide the employee with their 30-day training plan. Introduce them to their assigned mentor and schedule daily 15-minute check-ins for the first two weeks.

6

Team introductions and lunch

Introduce the new hire to each team member individually. Arrange a team lunch or video call for remote employees. Assign a peer buddy for the first 30 days.

7

Review key policies and procedures

Walk through PTO policy, communication norms, expense reporting, and performance review cadence. Confirm the employee has read and acknowledged all required policies.

8

End-of-day check-in

Meet with the new employee at end of day to answer questions, confirm action items, and set expectations for day two. Log any outstanding tasks in the HR system.

Notes
  • If the employee cannot complete I-9 on day one due to missing documents, they have 3 business days to provide them.
  • Remote employees follow the same process via video call — ship equipment at least 2 business days in advance.
  • Log all completed onboarding tasks in the HRIS by end of day one.

Free to start — 3 SOPs, no credit card

Every SOP SOPdraft generates follows this structure — formatted, numbered, and ready to hand to your team.

Pricing

Start free. Keep going for $9.99/month.

Hiring a consultant to write one SOP: $300–$500. SOPdraft: free to start, then $9.99/month.

Free Trial

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3 SOPs

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  • Full structured PDF document
  • Cover block + revision history
  • Industry-specific language

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FAQ

Common Questions

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