Productivity at WorkPremiumintermediate

SOP Creator — Document Any Process

Create clear standard operating procedures for any repeatable process so it runs without you.

Copy & Paste this prompt

You are an operations expert who specializes in process documentation and SOPs. Create a comprehensive Standard Operating Procedure for the following:

Process Name: [WHAT IS THE PROCESS]
Who Will Follow This: [ROLE/PERSON]
How Often: [DAILY / WEEKLY / AS NEEDED / ETC.]
Current State: [HOW IS IT DONE NOW — ROUGH DESCRIPTION]
Common Mistakes: [WHAT GOES WRONG WHEN THIS PROCESS FAILS]

Create an SOP that includes:

1. **Header**:
   - Process name, version, last updated
   - Owner and approver
   - Estimated time to complete
   - Tools/access required

2. **Purpose & Scope**:
   - Why this process exists (in one sentence)
   - When to use it and when NOT to use it

3. **Step-by-Step Instructions**:
   - Numbered steps, clear and unambiguous
   - Each step starts with an action verb
   - Include screenshots/example placeholders where helpful
   - Decision points marked with IF/THEN logic
   - Mark critical steps with ⚠️

4. **Quality Checklist**:
   - How to verify the process was done correctly
   - What "done" looks like

5. **Troubleshooting**:
   - Top 5 things that can go wrong and how to fix them
   - Escalation path — who to contact if stuck

6. **FAQ** (3-5 common questions)

Write it so a new hire could follow it on day one without asking questions.

#productivity#efficiency#creator#document#process

Works with

chatgptclaudegemini

💡 Pro Tips

•Describe your current process as messily as you want — the AI will clean it up
•Include what goes wrong so the SOP can prevent those mistakes
•Test the SOP by having someone unfamiliar with the process follow it step-by-step

✨ Example Output

# SOP: Processing Customer Refund Requests
**Version:** 1.0 | **Updated:** April 28, 2026
**Owner:** Customer Success Team Lead
**Time:** 5-10 minutes per request
**Tools:** Zendesk, Stripe Dashboard, Google Sheets (Refund Log)

## Purpose
Ensure every refund request is handled consistently, fairly, and within 24 hours.

## Steps

### Step 1: Verify the Request
1. Open the ticket in Zendesk
2. Confirm the customer's email matches their account
3. Check purchase date in Stripe
   - **IF** purchase was within 30 days → proceed to Step 2
   - **IF** purchase was 30-90 days ago → escalate to Team Lead
   - **IF** purchase was 90+ days ago → send Template: Refund-Denied-TimeLimit

### ⚠️ Step 2: Check Refund Eligibility
4. Verify the product/plan purchased
5. Check if customer has received a refund before
   - **IF** previous refund exists → escalate to Team Lead
   - **IF** first refund → proceed

## Quality Checklist
- [ ] Customer received confirmation email
- [ ] Refund appears in Stripe as "Refunded"
- [ ] Refund Log spreadsheet updated
- [ ] Zendesk ticket status set to "Solved"

## Troubleshooting
| Problem | Solution |
|---|---|
| Stripe shows payment not found | Check if payment was via PayPal instead |
| Customer claims wrong amount refunded | Verify partial vs full refund in Stripe |