Guidde is the tool that makes SOP documentation a productized service rather than a custom project. Record one screen walkthrough and it simultaneously produces a narrated video and a step-by-step written guide — no video editor, no technical writer, no back-and-forth with the client to explain what "the usual way we do it" actually means. Small and mid-size businesses have undocumented processes everywhere; you turn that backlog into a deliverable library in 2–3 weeks.
The offer packages cleanly: a documentation sprint (10–25 core workflows, delivered as a searchable knowledge base) plus an ongoing retainer as their processes evolve. Clients who have never had documented SOPs don't stop adding new ones after the sprint — they just stop doing it themselves when they have someone to call.
The tools
Guidde
Guidde does the heavy lift. Magic Capture auto-detects screen actions and generates step-by-step annotations from a single recording — you don't manually timestamp or label anything. The dual output (video + written guide) from one recording is the economics of the offer: what used to require a video editor and a technical writer now takes one person 30–90 minutes per process. Magic Redaction on the Business plan automatically detects and blurs PII on screen, which matters when you're recording inside a client's CRM or accounting system.
The embeddable player drops into any Notion page, Confluence space, or HubSpot knowledge base — wherever the client already works. Analytics tell you which guides get viewed and where people stop watching, so you can identify the processes that need a follow-up explainer without asking the client.
Price: Free (25 videos, basic sharing). Pro $23/creator/mo (unlimited videos, brand customization). Business $50/creator/mo (AI voices, desktop recording, Magic Redaction, privacy controls). Enterprise: custom. 30% recurring affiliate commission — first year. What operators charge: $1,500–$3,500 for a 10–25 process documentation sprint over 2–3 weeks. $500–$1,000/mo retainer to add new guides as processes change and maintain the library.
Loom
Loom handles the longer-form explainers that Guidde's screen-action format doesn't suit: the 10-minute walkthrough of "how our entire onboarding flow works," the video message to a remote team about a process change, the recorded training session that new hires watch on day one. Loom and Guidde are complementary — Guidde for step-by-step task documentation, Loom for narrative context and longer training content.
Embed both inside the same Notion knowledge base and the client gets a two-layer system: Guidde's short, annotated task guides for daily reference, and Loom's longer explainers for orientation and training.
Price: Starter free (25 videos, 5 min/video). Business $12.50/creator/mo annual (unlimited videos and duration, AI filler-word removal, custom branding). What operators charge: Fold Loom into the retainer overhead. The explainer videos it stores in your Notion delivery package are part of the sprint deliverable, not billed separately.
Notion
Notion is the delivery layer: where the SOP library lives, gets searched, and gets expanded over time. Build a master SOP workspace for each client — organized by department or function — and embed every Guidde widget and Loom video directly in the page. Notion's database views let you show all SOPs by owner, last-updated date, and status in one place. The client's team sees it as their system; you manage it from a single template you replicate across clients.
For the retainer model, Notion is also where you track the documentation backlog. The client submits a new process they need documented via a simple Notion page — you get a notification, schedule the recording session, deliver the guide within 48 hours, and mark it complete. That workflow is what turns a one-time project into a monthly recurring relationship.
Price: Free plan (10 guests, 1,000 blocks). Plus $10/user/mo annual. Business $15/user/mo annual (unlimited version history, advanced analytics). What operators charge: Charge for Notion setup as part of the sprint — a configured SOP workspace with templates, views, and intake process — not for the ongoing subscription. Include the client's Notion seat cost in the retainer or have them own it directly.
Claude
Claude drafts the written companion content that Guidde generates but doesn't polish. Guidde's auto-generated annotations are accurate and functional; they're not always clear to someone who doesn't already know the process. Paste the Guidde-generated guide text into Claude and ask it to rewrite for a new employee who has never seen the system — that delta is the difference between documentation that gets used and documentation that collects dust.
Claude also helps you scope the sprint. Before recording anything, conduct a process audit with the client: interview department heads about their most time-consuming tasks, most frequent new-hire questions, and the processes most likely to break when someone is out sick. Turn that interview into a prioritized list using Claude, and you're recording the 15 processes that matter most rather than the 15 processes the client listed first.
Price: Free tier available. Pro $20/mo ($17/mo billed annually). What operators charge: Build Claude into the labor cost of every engagement. It's not a line item — it's the tool that makes your documentation hour more productive than the client's own.
Zapier
Zapier automates the operational layer that makes the retainer scalable. Connect the client's project management tool (Asana, Monday, Jira) to a Notion database: when a new task type is added or a process ticket is flagged, a Zapier automation creates a documentation request entry in the client's Notion SOP intake board. Connect Guidde webhooks to a Slack notification so the client's team gets pinged when a new guide goes live. Connect the SOP library to new-hire onboarding: when HR adds an employee in their HRIS, Zapier triggers an onboarding checklist that links to the relevant Guidde guides for that role.
You're not just delivering documentation — you're wiring the documentation into the systems the client already uses.
Price: Free (5 Zaps, 100 tasks/mo). Professional $19.99/mo annual. Team $69/mo annual. What operators charge: Zapier setup is a $500–$1,000 add-on to the sprint for clients who want the documentation wired into existing tooling. Bundle it into a higher-tier sprint package rather than selling it separately.
A workflow that sells
The SOP sprint, start to finish:
- Process audit with Claude. Conduct a 60-minute intake interview with the client (video call or async via Loom). Document every process they mention. Use Claude to organize the list by impact (frequency × failure cost) and identify the top 15–20 for the sprint. Share the prioritized list for approval before recording anything.
- Record in Guidde. Schedule 3–4 focused recording sessions across the sprint. Work through the approved process list — 30–90 minutes of recording per session covers 4–8 guides. Guidde generates the annotation draft; you review and clean it up.
- Polish with Claude. Paste the auto-generated guide text into Claude. Ask it to rewrite for clarity and for a new employee. Review the output, adjust for the client's terminology, and approve.
- Build the Notion SOP library. Organize guides by department into a templated Notion workspace. Embed every Guidde widget inline. Add Loom context videos for the 3–5 processes that need narrative framing beyond step-by-step instructions.
- Wire it in with Zapier. Set up the new-guide Slack notification, the documentation intake board, and any onboarding automations the client needs.
- Hand over with a 30-minute walkthrough. Record the handover session in Loom. The client's team can rewatch it — they will.
Two to three weeks from audit to delivered library. The retainer kicks in immediately after delivery.
The money
The sprint is the entry point; the retainer is the business.
- SOP sprint, standard (10–15 processes, Notion workspace, Guidde + Loom embed): $1,500–$2,500. Timeline: 2 weeks.
- SOP sprint, full (20–25 processes, Notion workspace, Guidde + Loom, Zapier automation wiring): $3,000–$3,500. Timeline: 3 weeks.
- Monthly retainer (up to 4 new guides/month, library maintenance, quarterly audit of outdated processes): $500–$1,000/mo.
Tool overhead: Guidde Business ($50/mo), Loom Business ($12.50/mo), Claude Pro ($17/mo), Zapier Professional ($19.99/mo) = ~$100/mo. Charge the retainer at $500/mo minimum and this is 80%+ margin from month two onward.
For context on how this fits into a broader consulting offer, see AI Tools for Consultants and AI Automation Consultant — the SOP library pairs naturally with a workflow automation build.
FAQ
Who buys SOP documentation services?
SMBs scaling past 10–15 employees hit the same wall: processes that lived in one person's head are breaking down. The triggering event is usually a bad new-hire experience, an operational failure when a key employee was out, or an upcoming audit. Selling to ops directors, COOs of growth-stage companies, or the owner of a trades business who just hired their third crew — anyone watching their team make the same mistakes repeatedly.
How long does each guide take to create?
Recording in Guidde: 15–30 minutes per process (screen walkthrough + cleanup). Claude polish: 10–15 minutes. Notion embed and formatting: 5–10 minutes. Plan for 45–60 minutes per guide at full production speed. That puts 15 guides comfortably in a 2-week sprint at 3 days per week of focused documentation work.
What if the client's processes are complex — too long for a Guidde guide?
Break the process into stages and create a guide for each stage. A multi-step client onboarding workflow becomes 4–6 separate Guidde guides — one per phase — organized inside a Notion page that shows the full sequence. The modular approach is actually better than a single long guide: team members reference only the stage they're on, and you can update one stage without re-recording everything.
Can the client add guides themselves after the sprint?
Yes — that's the point of the retainer. The 30-minute handover session teaches the client to record their own Guidde guides. Most clients start one or two on their own and quickly realize they'd rather pay you $500/mo to maintain quality and consistency than manage it themselves. The ones who do it themselves usually come back with a "can you clean this up?" request that turns into a retainer anyway.
How is this different from just giving them a Guidde subscription?
You add the process audit, the information architecture, the Claude polish, the Notion delivery layer, the Zapier automation, and the editorial judgment about which processes to document first. A Guidde subscription is a recording tool. You deliver a working knowledge management system. The client doesn't want to learn a new tool — they want the problem solved.