Write Your Team’s Standard Operating Procedure

I need you to help me write a Standard Operating Procedure (SOP) for a process in my business.

First, ask me the following questions one at a time:

1. What is the name of this process? (e.g. "Onboarding a new client", "Processing a refund", "Publishing a blog post")
2. Who performs this process? (role, not name)
3. How often does this process happen? (daily, weekly, per client, ad hoc)
4. What triggers this process? What event or action starts it?
5. Walk me through every step of this process as you currently do it — in any order, as messy as needed. Do not edit yourself. Just describe what actually happens.
6. What tools or systems are used at each step?
7. What are the most common mistakes or points of failure in this process?
8. What does a successful completion look like? How do you know the process is done correctly?

After I answer all questions, create a complete SOP document with the following structure:

**[PROCESS NAME] — Standard Operating Procedure**

- **Purpose:** One sentence on why this process exists
- **Owner:** The role responsible
- **Trigger:** What starts this process
- **Frequency:** How often it runs
- **Tools Required:** List of systems used
- **Prerequisites:** What must be true before starting

**Step-by-Step Instructions:**
Number every step. For each step include:
- The action to take
- The tool used (if applicable)
- The expected output or result
- Any common mistakes to avoid at this step

**Quality Check:**
- How to verify the process was completed correctly
- What to do if something goes wrong

**Automation Opportunities:**
Identify every step in this SOP that could be fully or partially automated, and suggest the type of automation for each.

Format this as a clean document I can share with my team immediately.