SMB Systems & SOP Builder Toolkit
A complete method and fill-in templates to document how your business runs — so work gets done the same way every time, by anyone trained to do it.
Built for owners who…
Are the only person who knows how key work gets done
Want new hires productive without weeks of shadowing
Keep fixing the same mistakes in sales, delivery or billing
Want to step back from day-to-day work without things breaking
What it covers
- Part 1. Foundations: what to document first, process inventory and the priority test
- Part 2. The SOP method: six-step capture method, writing rules and the master SOP template
- Part 3. Twelve ready-made SOP outlines for sales, delivery, finance, people and admin
- Part 4. Supporting tools: RACI chart, checklist builder, training log and SOP register
- Part 5. A 30-day rollout plan to build, train and embed your SOPs
What you receive
- 23-page printable PDF toolkit
- Master SOP template and process inventory
- 12 SOP outlines including onboarding, quoting, invoicing, month-end close and offboarding
- RACI chart, checklist builder, training log and SOP register
- 30-day rollout plan
How it works
Buy
Check out securely for $297.
Download
Get your secure download link straight away.
Prioritise
List your processes and pick the first five.
Build
Write, test and roll out your SOPs over 30 days.
Common questions
What format is the toolkit?
A printable PDF (23 pages). Print the templates or copy them into your own documents or spreadsheets.
How do I get it after paying?
After checkout your order confirmation page and email include a secure download link. The file is not publicly accessible.
Do I need special software?
No. The method works on paper, in a shared drive or in any task tool you already use.
Will you write our SOPs for us?
The toolkit is self-serve. If you want help building systems, see our consulting packages.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
SMB Systems & SOP Builder Toolkit — $297
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.