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Steptree

For consultants and solo operators

Do the job once. Get the SOP your team follows and your AI can read.

Writing it up loses to client work every week, so the whole job still lives in your head.

Do the task once with Steptree recording. Steptree writes the SOP, with screenshots under the steps and the notes you add as you go.

Fix anything, approve it and send your VA the link. Connect Claude too, and stop pasting your process into a chat or explaining it one more time.

Start freeSee an SOP it writes

Free plan: 300 AI credits a month and two recordings, no card. Claude can connect on any plan.

Three steps

One real job is the whole setup

Press record during work you were doing anyway. Nothing is published until you approve it.

  1. Do the job as you always do, with recording on

    Any app on Windows or Mac, from the spreadsheet to the client portal. Stop for a moment where you make a judgement call, and say why.

    Password fields are never recorded.

  2. Read the SOP Steptree writes, and fix it

    The steps in order with screenshots under them, your judgement calls as decision points, and your notes as things to know. Edit anything wrong like a doc, then approve it.

  3. Send your VA the link, and connect Claude

    Share it with your team, or as a public link that needs no sign-in. Connect Claude, Codex or GitHub Copilot, and it reads the same SOP your VA does.

Start free

The artefact

The SOP is the only proof worth showing you

This is what Steptree writes from one recorded job, judgement calls included.

What the SOP actually holds

A goal in your words, the steps with screenshots under them, and every judgement call with the reason you gave. Claude, Codex or GitHub Copilot can read it once connected, and any SOP can become a SKILL.md skill file.

What to hand over first

The jobs your VA could take this month

  • The onboarding pack you rebuild every time

    Same folders, same welcome note, same checklist, retyped for each new client. Record it once, and your VA follows the SOP.

  • The weekly status report

    Pulling last week out of your notes and your inbox, then writing the same shape of update again. Show your VA how, once.

  • Invoicing off your own time entries

    Reading the timer, matching lines to the engagement, then typing it into the invoice. Exact work, and none of it needs you.

Questions

What consultants ask before they sign up

What do I have by the end of the first job?
An SOP you can read, fix and approve the same day. If it is not worth having, you have lost nothing: you were doing that job anyway.
Do I have to speak to anybody?
No. You sign up, install the app and record. There is no gate in front of the free plan and no call in front of the paid ones.
Is this here to replace me?
No. You are what your clients are buying. Steptree writes the steps down so your VA can take the admin, and judgement, advice and the relationship stay with you.
Does my VA need an account to read it?
Not for a public link, which opens with no sign-in. On the free plan that page carries a small Made with Steptree footer.
How does Claude read my SOPs?
Connect Claude, Codex or GitHub Copilot over MCP, the standard AI tools use to connect. It comes with every plan, free included, and it ends pasting your process into a chat.
My work is in desktop software, not a browser.
That is fine. The Steptree App and the Recording App record any application on Windows or Mac, the browser included.
Can I use this inside a client's business?
Yes. You record and fix the SOP, the client keeps their own workspace, and their team works from it.

Next

Where to go from here

Start with one job and see what comes back

Record one real job and read the SOP it becomes before you touch a card. It's 300 AI credits a month and two recordings, free.

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Someone at a wall of sticky notes talking a seated team through a process.