Write it down once. Stop explaining it forever.
An SOP consultant documents how work gets done, removes the steps that shouldn't exist, and hands the process to your team in a form they'll actually use. Lockhold builds the system around the SOP, so the process holds up without you.
What we build
- Process maps: how the work really moves today, and where it gets stuck.
- SOPs people use: short, plain, and kept where the work happens.
- Systems around them: checklists, automations, and owners, so steps don't get skipped.
- Handoff: your team trained, and you out of the loop.
How engagements work
- Set scope. In writing, before work starts.
- Fixed price. No open-ended hourly billing.
- Run until done. Finished when your team runs it without you.
Who's behind it
Lockhold is owned and run by Joe and Ro. Joe has been through two exits and helped take a company public. Read our story.
The AI & Operations Teardown
A paid, two-week look at how your business actually runs. We find where AI and better systems take work off your plate first. You get a written plan, plus a build scope and a fixed quote. If you go ahead with the build, the Teardown fee is credited toward it.
- About two weeks
- Written plan you keep
- Build scope and fixed quote
- Fee credited toward the build
Questions about systems and SOPs
What is an SOP consultant?
Someone who documents a business's standard operating procedures, simplifies them, and hands them to the team.
How do you document business processes?
Watch how the work is actually done, write the steps plainly, cut what doesn't need to exist, and test it with the people who'll use it.
Will my team actually use the SOPs?
That's the point of building them with your team and keeping them short. If an SOP isn't used, it isn't done.
What is an SOP?
An SOP is a written, step-by-step description of how a recurring task is done, so anyone trained on it can do it the same way. Good SOPs are short and kept where the work happens.
What does SOP stand for?
SOP stands for standard operating procedure: the documented way a business does a recurring task.
How do I create an SOP?
Watch the task being done, write each step plainly and in order, and test it with someone who hasn't done it before. Then cut anything unclear or unnecessary, name an owner, and store it where the work happens.
Why are SOPs important?
SOPs let work get done the same way no matter who does it, which cuts mistakes and stops the business depending on one person. They also make training faster and make a business easier to hand off.
What should be included in an SOP?
A clear title and purpose, who owns it, when it applies, the steps in order, and what “done” looks like. Add links to the tools or templates it uses, and the date it was last reviewed.
How do I write a process document?
Describe the process from start to finish: what triggers it, who does each step, which tools are used, and what it produces. Keep it short enough that people will use it, and link to SOPs for step-by-step detail.
What is process mapping?
Process mapping is drawing how a process actually moves from step to step and person to person, usually as a simple flowchart. It shows where work waits, repeats, or gets dropped, which is where improvement starts.
What's the difference between an SOP and an operations manual?
An SOP covers one task; an operations manual collects how the whole business runs, including roles, policies, and the SOPs themselves. Most small businesses get more from a handful of good SOPs first.
Which process lives only in your head?
Tell us in a few lines. If it's a fit, we'll come back with a scope.
Scope your project