The Practice SOP Builder

What It Is

This prompt turns any process that currently lives in your head — or in one key team member's head — into a fully executable Standard Operating Procedure (SOP). Using a recursive decomposition method borrowed from aerospace engineering, it breaks your process into stages, steps, sub-steps, decision trees, and error-recovery actions so that a competent person who has never done it before can execute it successfully on their first attempt without asking you a single question.

You'll walk away with a complete, production-ready SOP that includes a stage-by-stage procedure, embedded decision points with IF/THEN logic, inline error handling, and a quick-reference checklist for experienced team members who just need a memory jogger.

Who It Is For

Any Trusted Advisor whose practice has at least one critical process that only one person knows how to do — and where that person being out sick, on vacation, or leaving the team would cause the process to grind to a halt. Common examples in advisory practices:

• Client Onboarding — the sequence from signed agreement to fully onboarded client (account setup, paperwork, custodian transfers, first review scheduling).
• Annual Review Process — how you prepare, conduct, and follow up on annual client reviews, from pulling reports to sending the recap.
• Referral Intake — what happens from the moment a referral is received through the first meeting, so no warm lead falls through the cracks.
• Compliance Workflows — any recurring compliance-driven process (suitability reviews, documentation filing, disclosure delivery) that must happen exactly right.

Note on compliance: This prompt produces a procedural framework. All SOPs involving regulated activities should be reviewed by your compliance officer or OSJ before being used as official firm procedures.