Task-level SOPs
Every task carries clear, for-dummies instructions and video tutorials, right where the work happens.
For agencies · SOPs & Team Enablement
Every teammate delivers like a senior.
SOPs and AI copilots built into your project-management tools, so any team member ships senior-level SEO, ads, dev and social work, consistently.
60-90dTo full rollout
24/7Embedded training
5PM tools supported
Consistency doesn't come from hiring harder.
As an agency scales, quality gets uneven: the work is only as good as whoever picked up the task, and training new people eats the senior time you can least spare.
We fix that at the system level. Battle-tested SOPs live inside the tasks themselves, now paired with AI copilots that draft, check and guide, so the standard is built into the workflow instead of living in one person's head.
What's included
The full scope.
Enablement is built into the tools your team already uses, and includes:
AI copilots in-workflow
AI that drafts, reviews and guides each task, so junior work ships at a senior standard.
One-click project templates
Pre-configured templates launch a full campaign or build in a single click.
Logic-based intake forms
Smart intake that triggers the right workflow automatically from a client request.
PM tool integration
Works inside Teamwork, Monday, Asana, Basecamp or Trello, with no new system to learn.
Always-on training
Guidance embedded 24/7 in your PM system, so onboarding and upskilling never stop.
Tools & platforms
TeamworkMondayAsanaTrelloOpenAIMake.com
Who it's for
Agencies scaling past the point where one or two seniors can personally check everything, and who need delivery to stay consistent as the team grows.
It helps leaner teams too: the same SOPs and AI copilots let a small agency punch well above its headcount.
How we work
A clear path, start to finish.
01
Audit workflows
We map how your team delivers and where quality slips.
02
Build SOPs & copilots
We write the SOPs and set up the AI copilots.
03
Embed in your tools
Everything goes inside your existing PM system.
04
Roll out & refine
We train the team and tune it over 60 to 90 days.
Questions
Good to know.
Which PM tools do you support?
Teamwork, Monday, Asana, Basecamp and Trello. We build the SOPs and copilots inside the tool you already use, so there's nothing new to adopt.
How is this different from a wiki?
A wiki sits off to the side and gets ignored. Our SOPs live inside the task, with tutorials and AI copilots right where the work is done.
What do the AI copilots do?
They draft first passes, check work against the SOP, and answer questions in context, so a junior can produce senior-level output faster.
How long to implement?
Full rollout typically takes 60 to 90 days, depending on how many workflows you want covered. We prioritize your highest-volume tasks first.
Will our team actually use it?
Yes, because it's in their existing workflow, not a separate system. The guidance appears exactly when they need it.
Can you tailor SOPs to our methods?
Absolutely. We build around how your agency already works, then layer in improvements, rather than forcing a generic playbook.
Explore more
More for agencies.
Let's talk about SOPs & Team Enablement.
Tell us the outcome you want. We'll scope it, price it, and show you the path in one call.