Who it's for
The same product, said ten ways
It works the same way whoever you are. Do the job once, and Steptree writes the SOP with the judgement calls, not just the clicks. A person approves it. Then your team follows it and your AI reads it.
Pick your week
Ten versions of the same argument
Each one is written in the words that trade uses. If two of them sound like you, read both. Plenty of people are two of these at once.
| If you are | Usually | What you already say about it |
|---|---|---|
| Enterprise knowledge and AI programmes | Heads of operational excellence, L&D and AI enablement, knowledge managers, CIOs | “We're rolling AI out to everyone, and most of how we work was never written down.” |
| Process documentation owners | Operations leads, heads of training, whoever owns the SOP folder | “We wrote the procedures. Nobody follows them and nobody trusts them.” |
| Accounting and bookkeeping practices | Practice owners, practice managers, senior accountants | “The person who knows the tricky jobs is the one I can least afford to lose.” |
| MSPs and IT operations | MSP owners, service delivery managers, senior technicians | “Everything is documented except the things only one person knows.” |
| BPO, offshore teams and VA agencies | Heads of delivery, training leads, client services directors | “We lose them before they are productive, and the client trains someone from scratch again.” |
| Mortgage and insurance brokers | Principal brokers, practice managers, loan processors | “Every lender wants it done differently, and only I remember how.” |
| Manufacturing, distribution and logistics | Finance directors, operations managers, ERP super-users | “Month-end in our ERP lives in one person's head, and she'd like a holiday.” |
| RevOps and business systems | RevOps and BizOps managers, heads of business systems | “I am the documentation for six systems, and I am also the queue.” |
| Consultants and small business owners | Founders, independent consultants, fractional operators | “I am the bottleneck, and I cannot hand anything over because it is all in my head.” |
| Automation agencies and integrators | Agency principals, automation consultants, solutions engineers | “Discovery is the part I cannot bill enough for, and I still get the spec wrong.” |
Not on the list?
This list covers what we have researched, not who the product can help. Does your week hold the same job done slightly differently by whoever picks it up, in software nobody wrote a manual for? Then the argument is the same one. Read the general version or tell us what you do.
Next
Or start with the product itself
How it works
From pressing record to an approved SOP your team follows and your AI reads, stage by stage.
What an SOP holds
The goal, the steps and the judgement calls, approved by a person and read by your AI.
What it costs
What a seat is, the free plan to prove it on first, and what happens to your procedures if you stop paying.
Do one real job once, and read the SOP Steptree writes
Record it on Windows or Mac. Steptree writes the SOP with the goal, the steps and the judgement calls. Approve it, share it with your team, and connect your AI. Free to start, no card.
