For BPO and offshore delivery teams
Do the job once. Get the SOP your team follows and your AI can read.
The transition clock starts at signature, and the client's best expert has no week to spare for interviews before go-live.
Send them the Recording App. They do the job once, and Steptree writes the SOP with screenshots and the judgement calls they flag.
The client signs it off. Every new seat nests on the same SOP link instead of a shadow shift.
Free plan: 300 AI credits a month and two recordings, no card. Claude can connect on any plan.
Without the screen-share
Nobody has to sit with the client's expert for a week
The client's expert works the job once
A normal shift, not a walkthrough performed for a camera. The Recording App records any app on Windows or Mac, including the queue tool and the client's own portal.
Password fields are never recorded, and you can delete a step before the SOP is written.
They say why while they are still in it
The recorder bar has a button for a judgement call and one for a note. The expert taps them as the shift runs, in their own words.
Steptree writes the SOP, and the client signs it off
The goal, the steps with screenshots under them and the calls they flagged. Correcting a draft is a smaller ask than writing one from nothing, and nothing is published until someone approves it.
The artefact
This is what an interview never captures
- The goal the account is measured on
- One sentence at the top, stated before the recording starts. Every new seat reads it first.
- The exceptions an expert would never list
- The threshold that makes this one different, the record to check first. Flagged at the moment it is decided.
- One link per procedure
- Share it with your team or by public link, with no sign-in to read it. Connect your AI over MCP, and Claude reads the same SOPs.
What moves on the scorecard
Ramp time stops waiting on an SOP nobody wrote
- Every transition starts from an SOP, not a blank week
- This one is not the last. The SOPs stay in one library, so the next transfer or surge hire starts from something instead of another round of interviews.
- Turnover does not reset the account
- What the last seat learned is in the SOP, not only in their head. The next hire starts from the same page, and so does the one after that.
- Each client can have its own workspace
- Workspaces are walled off by the database itself, not by application code that has to remember a filter.
- A person approves every SOP before it is published
- Each one arrives as a draft. The person who recorded it, a team manager or an admin publishes it.
Questions
Delivery leads ask these before the pilot account is chosen
- We only have one transition right now. Why pay every month?
- Because turnover does not stop at this account. Every seat you lose costs another week of interviews unless the SOP is already sitting there, and that keeps happening long after this transition closes.
- Does this replace the seats we bill for?
- No. Your margin is the team, and nothing here bills fewer seats. What changes is how long a new seat takes to be worth its rate.
- The client will not give us their systems to record. What then?
- You never touch their systems. Their own expert signs in to the workspace and records a shift in the Recording App on their own machine. That is a smaller ask than the interview slots you are already chasing.
- Can the workspace belong to the client instead of us?
- Yes. Put the workspace in the client's name, add your delivery team to it, and the SOPs are theirs whether or not you keep the account.
- Can a new seat ask a question instead of reading the whole SOP?
- Yes. In the Steptree App, Steptree AI answers from the account's own SOPs. Claude can read the same library over MCP, on any plan.
Next
Where to go from here
Multi-client separation
What a client's security team asks first.
What an SOP holds
The goal, the steps and the calls the expert flagged.
What a delivery team pays
Per user, viewers free.
Ramp your next account from an SOP that already exists
Record the process a new hire always asks about first, on your hardest account. No card needed: 300 AI credits a month and two recordings are enough to read the SOP it writes.
