The Solo Operator's SOP Bundle

Ten written procedures for the client work that slips once you’re running two or three clients at once.

With one client, you remember everything. With two or three, the kickoff email goes out late, the invoice reminder gets forgotten, the scope conversation gets put off a week, and the case study never gets written. It’s rarely a skill problem; usually the moment that should have set the procedure off went by unnoticed. Each SOP is one Markdown file that says when to run it, why it exists and the steps in order, with a Claude prompt for the steps Claude can draft and the mistakes people commonly make.

Here’s the first script in the scope-creep SOP, for a client’s “quick favor,” like a look at their pricing page while you’re at it. You absorb it once and name it: “Happy to look at the pricing page — that’s a quick add. For context, that’s outside the engagement scope, so let me flag it for you so we both know. If similar asks come up, we should talk about an amendment so I’m not silently expanding the work.” The SOP has three more patterns, ending with the hardest one, where a deliverable is late and the client is asking for more.

We run our own business on written procedures, one for every job that repeats, and we make our products with AI inside that system. Each product has a standard to meet and checks to pass, and a person signs off before it goes on sale.

The ten SOPs

1. Client kickoff covers the first hour after a deal closes, and the four things that show a new client they’re in good hands.
2. Weekly client update is a five-section Friday update, a small effort that keeps the client informed between calls.
3. Invoice and late-payment reminders go out on day 1, 7 and 14, and the day-14 one pauses the work.
4. Project retrospective is the end-of-engagement debrief, with the one-line lesson you carry into the next one.
5. Case-study harvest turns one project wrap into a case study and three social posts in 30 minutes.
6. Scope-creep conversation gives you four common patterns and a ready script for each, as above.
7. Discovery prep and debrief covers the pre-brief, the debrief and the follow-up around any important call.
8. Proposal workflow is the short version, and the full eight-prompt version is the Proposal-Closer Prompt Pack.
9. Client offboarding and referral ask gives you a clean exit, plus the referral request that’s easy to skip.
10. Monthly pipeline review is a 30-minute monthly check you can actually keep up.

How to use it

Print the one-page cheatsheet and keep it by your desk. It lists what should set off each SOP, because things mostly slip when that moment goes by, not because the procedure was done badly. Then pick the SOP for the next thing on your calendar (there’s no need to start all ten at once), copy it or its Notion version into that client’s folder, and adjust it for them. Run the Claude prompt when you want the time back. Every SOP works without it, too.

Questions

How is this different from the free SOP templates from Asana, Miro or Scribe? Those are written for every industry and every size of business, so they have to stay general. These are written for consultants running a few engagements at a time, so the language matches the work, and each one comes with a Claude prompt for the steps Claude can draft, like the update, the script or the case study.

How does it overlap with the AI Playbook? Four of the ten SOPs cross-reference Playbook chapters: the project retrospective, the case-study harvest, discovery prep and debrief, and the proposal workflow. The Playbook explains why those workflows matter, and the SOPs are the documents you copy into client folders and run. The Mega Bundle has both, at $177.

Do I need Claude? No. Every SOP works without its Claude prompt. The prompts save time on the drafting steps, and they work in ChatGPT too.

Is this a course? No. It’s ten Markdown files and a one-page cheatsheet, with no videos, no community and nothing live.

Will the Notion version work in my workspace? Yes. The Notion folder holds the same ten SOPs, ready to import. In Notion, right-click in your sidebar, choose Import → Markdown & CSV, and drag the folder in, and Notion creates one page per SOP.

Who is it for? Independent consultants, fractional executives and small agencies of one to five people, with at least five to ten engagements behind them. You’ve started to see the same things slip from client to client, and you’d like the procedure to do the remembering.

Who is it not for? First-time consultants, because these assume past engagements to map onto (bookmark it for later). Anyone with no active clients, since there’s nothing to run the procedures on yet. And anyone who’d rather read procedures than run them, because they only help when the moment comes and you actually follow the steps.

Can I get a refund? We don’t refund digital downloads, since there’s nothing to send back. If something genuinely doesn’t work for your situation, reply to your purchase receipt and we’ll make it right.

Pairs with

The Solo Consultant’s AI Playbook ($47) explains the approach in eight chapters, and this bundle is the set of working documents that go in your client folders. The Proposal-Closer Prompt Pack ($37) is the full eight-prompt version of SOP #8, and the more direct fix if proposals slow you down most. The Solo Operator’s Mega Bundle ($177) puts this bundle, the Playbook and the Pack in one zip, for $34 less than buying all three.

Format & delivery

An instant download, as one zip with the ten SOPs as Markdown files, the same ten formatted for Notion import, a one-page printable PDF cheatsheet and a start-here guide that walks you through the set. Updates are free.