AI Didn't Replace Our Process. It Built It.

Most teams think they have a process.
In reality, they’ve got muscle memory, Slack threads, and “just ask Sarah” energy holding it all together.

That’s not scalable.

It’s also the reason deals get dropped, new hires struggle to ramp, and leadership has to constantly step back into the weeds.

So we fixed it, with a 3-minute Loom (free) and ChatGPT premium.

Check it out here.

The problem with process documentation? It's broken before it starts.

Let’s be real. SOPs usually suck.

• They take too long to write
  
  
• They get outdated within a quarter
  
  
• And nobody actually follows them
  
  

The traditional way of documenting processes is built for corporate red tape, not for growth-stage companies trying to move fast and stay consistent.

We needed a way to extract what was in people’s heads and turn it into something usable, without blocking progress or hijacking the whole team’s week.

Here’s the system we built (and now use with clients):

1. Record a Loom of yourself explaining the process like you’re training someone.
   
   
2. Drop the transcript into ChatGPT.
   
   
3. Use our AI SOP prompt to generate a repeatable, clear, and checklist-driven process.
   
   

That’s it.

No starting from scratch. No staring at a blank Google Doc.

The AI handles structure. You provide clarity.

Want to make it even better? Customize it to how your team thinks.

Here’s where most “AI process” hacks fall short, they treat every team member like a robot.

But people don’t read or think the same way.

That’s why we started feeding personality profiles (DISC, Working Genius, etc.) into the prompt to tailor the output:

• High-D team members get concise, outcome-driven steps
  
  
• High-C operators get detailed timelines and structured checklists
  
  
• Visual communicators get labeled stages, symbols, and formatting they’ll actually use
  
  

The result?
Processes that aren’t just created—they’re followed.

Want to try it? Here’s the prompt.

This is the exact prompt we use to turn talk into clarity:

Take this transcript from a Loom video where a team member explains a process, and turn it into a clear, standardized Standard Operating Procedure (SOP).

 

Requirements:

- Break it into clear sections with numbered steps

- Use checklist-style bullets under each step

- Include guidance on when each step should happen

- Add a reminder for how often this SOP should be reviewed

 

Optional: If a working style or personality profile is uploaded, adjust the formatting or tone to suit that person (e.g., detail-oriented, action-first, or visual learner).

🎯 Pro tip: Start with something like your sales follow-up flow or onboarding checklist. You’ll be shocked how fast it turns into a scalable system your team can use immediately.

You’re not behind. But you will be if you keep “winging it.”

This isn’t about replacing people.
It’s about removing friction and scaling what already works.

If you’ve got processes that live in someone’s head, you’re one Loom and one prompt away from making them usable, repeatable, and scalable, with AI doing the heavy lifting.

Here’s the SOP video we recorded to show how it’s done.

Let’s stop pretending process is hard, and let AI turn your ideas into systems. Contact us today to see how you can align your sales and marketing efforts to reap the benefits of your newfound love of process.