Process & SOP Automation

Operating System for One Program

One area of work, like onboarding or launches, rebuilt as an Airtable workflow with the SOPs and KPIs inside, run by your team.

Everything gets done… as long as you're the one chasing it. Pick the program that still runs through you.

30 minutes · Google Meet

Your Game Plan Starts With 30 Minutes

  • Talk it through with the person who'd lead the work
  • Nothing to prepare. No pitch, no slides.
  • A written game plan follows, yours to keep

Pick a weekday time that works on the next page. The invite lands in your inbox right away.

  • DailySteals
  • Georgia Probate Law Group
  • ILNP
  • Mazaeus
  • RMMD
  • Atlas
  • MedicalRite
  • Dealmed
  • Teleties

Does Any of This Sound Like Your Week?

Same cause every time. The process lives in a few heads, so it only runs when someone chases it. Usually you.

01It Only Goes Right When You're Watching
Sound Familiar?

It Only Goes Right When You're Watching

You took one Friday off. By ten you'd answered eleven texts from a parking lot. The one launch you didn't check went out before the page was live.

What Changes

Put Every Step, Owner and Sign-Off in the Workflow

Airtable automations pass the work to the next person the moment a step is done. It goes right because the system knows the order.

02Every Question Finds Its Way Back to You
Sound Familiar?

Every Question Finds Its Way Back to You

It's 8:47pm and your phone lights up. Explaining it again takes longer than doing it, so you do it. And the team learns to ask you next time.

What Changes

Put the Answer Inside the Step Where It's Needed

The SOP lives in the fields your team fills in, right where the question comes up. They find the answer before they find you.

03It Takes a Meeting to Learn Where Things Stand
Sound Familiar?

It Takes a Meeting to Learn Where Things Stand

Your Monday meeting runs ninety minutes. Half of it was true on Thursday. You never wanted to be the micromanager. Some weeks that's all you are.

What Changes

See Every Number Without Asking a Soul

A KPI dashboard shows what's open, what's late and how long each step takes, updated as the work moves. Monday goes to decisions.

04You Bought the Tool. It Became a Ghost Town.
Sound Familiar?

You Bought the Tool. It Became a Ghost Town.

Sure… you tried. Asana, ClickUp, Notion. Within a month the work drifted back to email and Slack, and "new system" now gets an eye roll.

What Changes

Get a System That Does the Chasing for You

Your team shapes it around their real work, and the automations send the reminders. Nobody has to nag, including you.

The Evil Plan to Get It Off Your Plate for Good

Map, Design, Build, Run. About six weeks, then two weeks where your team runs it with no help. That's when it's done.

  1. Weeks 1 to 2

    Map How It Really Works

    Short interviews with the people who do the work, to find where it gets stuck, never who's slow. From you, a short kickoff.

  2. End of Week 2

    Design It, and You Say Yes

    One sitting with the design: every step, owner, automation and KPI. It's the first milestone, so nothing gets built until you've seen it.

  3. Weeks 3 to 6

    Build It, Then Run It Together

    Built in Airtable with this month's live work inside. Your team runs real work through it, and whatever rubs gets fixed on the spot.

  4. Weeks 7 to 8

    Your Team Runs It Alone

    Your team runs it on its own for two weeks. Then the handover: recorded walkthrough, plain-English guide, admin access. Done means they've run it.

What You'll Have When the Keys Change Hands

A day where your business runs smoothly without you seems like a distant dream. It's closer than it feels on a Sunday night.

A Workflow That Moves Itself

Airtable automations hand each step to the right person, send the reminders and flag anything stuck. Nobody chases.

The SOPs, Written Into the Work

Each step carries its own instructions, checklist and sign-off. No 200-page manual. New hires learn by doing.

AI on the Routine Steps

AI sorts what comes in, drafts the updates and fills in the obvious fields. A person checks whatever matters to you.

A KPI Dashboard You Can Read

What's open, what's late, how long each step takes and who's waiting on whom. Full transparency, no asking around.

The Keys, in Your Hands

A trained team, a plain-English guide, a recorded walkthrough and admin access, all in your accounts. Remove access and nothing breaks.

Client Onboarding

12Open

2Late

3.4 daysAvg. time

New

Welcome packAI drafted
Kickoff callAuto-booked

In Progress

Account setupSam
Brand assetsAna

Review

First deliveryNeeds OK

Done

Contract signed
Invoice sentAuto

Built Once. Run by the Team Every Single Day.

An 8-figure e-commerce brand fixed its analytics first. Then its programs were built out in Airtable, with the SOPs and the KPIs written right into the workflow. Today the team runs those systems every single day.

I have experienced employees, freelancers, and agencies of all levels. I can say without a doubt Exceptional Web is at the top of that list.

Daniel Becker, Owner, RMMD

Why Now

The Weeks It Runs Through You Don't Come Back

Every week this still runs through you is a week you don't get back. The same questions, the same chasing, the same Friday you didn't really take off.

And it gets heavier as you grow. The next launch, busy season or new hire… imagine the system already running when it arrives. Only a small handful of projects run at once, so start dates fill up.

The Details

What You Get, and When

The exact scope comes out of the 30-minute call, built around your tools and your team.

Delivery About 6 weeks + 2 on its own

Get Your Game Plan

What's Included

  • Map, design and build of one program in Airtable
  • Automations, SOPs in the workflow and a KPI dashboard
  • Team training, recorded walkthrough, plain-English guide
Where It Leads Next: Governed AI Workflow Once the program runs, one job inside it can go to AI, with a person checking whatever matters to you. Explore This Outcome

Questions, Answered

Anything else? Bring it to the 30 minutes.

What if the team just doesn't use it?

Fair worry, after the last tool. Your team helps shape it and trains on live work, and it isn't done until they've run it for two weeks with no help.

Does everything have to move to Airtable?

The program runs in Airtable, because that's where the automations and the KPIs live. Your team can keep talking in Slack and email, and the workflow can reach them there.

Everything is built in your own accounts.

Should you start with the Operations Map instead?

If you know which program keeps landing on your desk, start here. If everything feels stuck and you can't say where, start with the Map.

How much of your time will this take?

A short kickoff and one design review. Your people give a few short interviews and train on their own work. The build asks almost nothing of you.

What happens if something breaks after handover?

If something built doesn't work the way it was promised, it gets fixed.

Which Program Still Runs Through You?

Name it in 30 minutes. Get a written game plan to take it off your plate.

Get My Operations Game Plan

Everything stays yours. Only a small handful of clients at a time.