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Service · The Systems Effect

Procedure Setup and Build-Out

We interview and record your people, then turn the work into step-by-step SOPs and video training, organized by role. You approve what we write.

SOP and video training development

We turn your real work into training through screen recordings and walkthroughs. AI speeds up transcription, formatting and annotation. The knowledge always comes from your people.

How it runs

  1. Interview and record. We run the sessions and turn the recordings into step-by-step procedures.
  2. Ask follow-up questions. We close the gaps so nothing depends on memory.
  3. Write it clearly. Short procedures with visuals a new person can follow.
  4. Organize the training. Procedures grouped into training outlines by role.

Where it lives

We break large projects into weekly steps and load the SOPs into your platform. We work most often in Trainual and PlaybookBuilder, and also build in tools like Process Street.

How it runs

From their heads to a trained team.

  1. Discover and documentWeeks 1 to 2

    Interview the people who know

    Owners, managers, front line.

  2. 2 to 3 sessions a week

    Capture the work

    Screens, jobs, every decision.

  3. Procedure setup and build-outAbout 30 days a job

    Build the playbook

    Checked by whoever does the job.

  4. Launch

    Train your team

    Loaded and walked through.

  5. A living playbookEvery month

    Keep it current

    Audited as the business changes.

Some knowledge only shows up on site. So do we.

  • Lake County, IN and Chicago
  • On site nationwide
  • Travel at cost

Pricing

What it costs

  • Systems Sprint

    Starting at

    $3,500

    About 30 days per role

    One role's chapter and its SOPs, done by a date.

    FitsOne role, or one person about to leave.

  • Optimization and Implementation

    Starting at

    $12,500

    One system, about 60 to 90 days

    One system mapped, fixed and rolled out across its roles.

    FitsOne broken system, like dispatch or one EOS core process.

  • Systems Partner

    Recommended
    Starting at

    $4,500/mo

    Three-month blocks, billed monthlyStarting at $13,500 a block

    Your whole playbook, built and kept current.

    FitsThe whole business, a sale in 1 to 3 years, or every EOS core process.

Every plan: we run and record the interviews. About 2 hours a week from each person we interview.

Discovery call
Free
Upkeep after a project
Starting at $1,500/mo
Custom software from The Software Effect
Custom pricing
On-site days and travel
Agreed first, billed on top

Your platform subscription is billed by its vendor, not by us.

Questions

What people ask first.

How do you turn our work into SOPs?

We run the sessions: your people walk us through the work while we record. We turn the recordings into procedures, ask follow-up questions, and organize everything by role.

Do you use AI to write the SOPs?

AI speeds up transcription, formatting and annotation. The knowledge always comes from your people.

How much of our team's time does it take?

About 2 hours a week from each person we interview. We run and record every session and write every page.

What does it cost?

One role is starting at $3,500. A Partner that covers the roles around it is starting at $4,500 a month, in three-month blocks.

Ready to talk through Procedure Setup and Build-Out?