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Building SOPs so the business runs without me — my documentation framework

MikeBuysBusinessesMarch 16, 2026
I own 3 businesses and I can't be in all of them every day. SOPs are what make that possible. But most operators either don't document anything or write 50-page manuals that nobody reads. Here's my framework for SOPs that actually get used: Format: Every SOP is a one-page Google Doc with 3 sections: 1. WHEN to use this SOP (trigger event) 2. STEPS (numbered, no step longer than one sentence) 3. IF SOMETHING GOES WRONG (who to call, what to do) Examples: - "New customer call comes in" → 8 steps from greeting to job booking - "Tech can't fix the problem on-site" → 5 steps for escalation - "Customer wants a refund" → 6 steps including approval thresholds Rules I follow: - No SOP longer than 1 page. If it's longer, break it into 2 SOPs. - Every SOP has an owner (one person responsible for keeping it updated). - We review SOPs quarterly. Anything that hasn't been updated in 6 months gets questioned — is it still accurate? - New employees read the 10 most common SOPs in their first week and sign off that they understood them. How I build them: - I don't write them at my desk. I stand next to the person doing the task and write down exactly what they do, step by step. - Then I ask "what could go wrong?" and add the troubleshooting section. - Then I hand it back to them and ask "would this make sense to someone who's never done this before?" If not, we revise. We have 43 SOPs across 3 businesses. It took about 6 months to build the library. Now I spend maybe 2 hours a month maintaining them. The real test: when someone quits or goes on vacation, their replacement can pick up the SOPs and handle 80% of the job on day one. That's the goal.
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Replies (6)

The one-page rule is so important. I've been guilty of writing 10-page SOPs that nobody reads. Going to go back and ruthlessly cut everything down. If you can't explain it in one page, you probably don't understand it well enough.
The quarterly review is key. I've seen businesses with beautiful SOP binders that are 3 years out of date. The processes changed but nobody updated the docs. Then a new hire follows the old SOP and everything goes sideways. An SOP that's wrong is worse than no SOP at all.
Do you use Google Docs for all of them or have you tried tools like Trainual or SweetProcess? I've been evaluating those but they seem like overkill for a small operation.
Google Docs. Tried Trainual for a month and it was way too much for our needs. We have a shared Google Drive folder called "SOPs" with subfolders for each business. Simple, free, everyone already knows how to use Google Docs. Don't overcomplicate it.
43 SOPs across 3 businesses is impressive. I have maybe 10 for my laundromats and I thought that was a lot. What's the most unexpected SOP you've written?
"What to do when a customer yells at you." Not joking. It's the most-used SOP we have. Steps include: don't interrupt, acknowledge their frustration, offer a specific solution, if they're abusive you're allowed to end the call. Techs love having "permission" to handle it a certain way instead of freezing up.