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SOPs and Checklists
If it's only in your head, it can't scale. Your AI team turns how you do things into simple, usable procedures.
The problem it solves
New hires learn by shadowing, and every person does the job slightly differently. When someone is out, nobody knows the steps. Writing procedures never makes it to the top of the list.
What your AI team does, step by step
- Interviews you or your team, or reads existing notes and emails, about how a task is done.
- Drafts a clear step-by-step SOP and a short checklist version.
- Sends drafts for your review and revises them.
- Keeps a library of SOPs and reminds you when one hasn't been reviewed in a while.
What stays with you
You approve every procedure. Safety, legal and professional standards are yours to confirm. G&K builds, runs and fully manages this on our own system, connected only to the accounts and tools you choose, with each tool's own permissions. The setup is never handed over. In regulated fields like insurance, lending, finance, law and health care, the assistants do clerical work only. Advice, compliance sign-off and sensitive records stay with you and your licensed staff.
Pricing starts at a published base and is tailored to your business on the free Blueprint call. See the pricing guide.
Examples by industry
- Cleaning services: Room-by-room checklists for each service level.
- Restaurants: Opening, closing and prep checklists for each station.
- Home inspectors: Pre-inspection and report-delivery procedures for new inspectors.
SOPs and checklists is a good fit for cleaning services, restaurants, home inspectors and most businesses that handle this work by hand today. See every industry we work with
Getting started with SOPs and checklists
- On your free AI Team Blueprint call, we look at how SOPs and checklists happens in your business today and where it gets stuck.
- Together we set the rules for SOPs and checklists: what the team can do on its own, what needs your approval, and what always comes back to you.
- G&K builds it, connects the tools you choose and tests SOPs and checklists with real examples from your business before anything reaches a customer.
- Once SOPs and checklists is running, we watch the results, adjust wording and timing, and keep it working as part of your larger AI team.
SOPs and checklists: frequently asked questions
Can it turn a video or call into an SOP?
Yes, from a recording or transcript you share.
Where are SOPs stored?
Where your team already looks, such as shared drives or your wiki.
Will it keep them updated?
It reminds you to review and drafts updates when processes change.
Can SOPs and checklists be combined with other services?
Yes. Most AI teams pair SOPs and checklists with related work like client onboarding sequences and internal team updates, and it all runs under one setup that G&K fully manages.
Related services
Client onboarding sequences · Internal team updates · Documents prepared from your templates
Part of Operations: Repeatable processes that run on time. · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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