New software, adopted the first week

Record the new workflow once, turn it into a guide with screenshots and assign it to everyone who needs to switch.

Tools fail when training is an afterthought

You pay for the new CRM on day one, but half the team is still doing it the old way in month three. A launch email is not training. A short guide with screenshots, assigned to each person with a due date, is.

How it works in SOPCompass

  1. 1

    Record the workflow

    Do the task in the new tool with screen recording on. Narrate as you go.

  2. 2

    Publish the guide

    SOPCompass drafts the steps and screenshots. Edit, place it under Company tools, done.

  3. 3

    Assign and track

    Assign the guide to everyone switching over and follow up with whoever has not finished.

What changes

  • Faster adoption of the tools you pay for
  • One current guide instead of scattered Loom links
  • Easy to re-record when the tool changes
Northside SoundInvented exampleCRM settings, commission reporting and sales fundamentals in one placeSee the example

Point every process the same way

Try SOPCompass free for 14 days. Interview the AI, import what you have and see your workspace come together.