After purchase, check your email for access to your digital download PDF - Click on the link from the downloaded instructions to open the SOP template bundle.

If you use Notion: Click Duplicate (top right) to add the Playbook directly into your Notion account.

If you don’t use Notion: Simply open each SOP, then copy and paste them into your preferred editing tool to customize them before you transfer them to an SOP platform of your choice (Trainual, Lightspeed VT, etc.).

Customize the SOP templates with your company’s name, policies, and specific procedures. Notion users can customize SOPs directly within Notion. Non-Notion users can customize SOPs into a preferred editing tool before transferring the final versions to an SOP platform of your choice (Trainual, Lightspeed VT, etc.).

Transfer your finalized custom SOPs to an SOP platform of your choice (for non-Notion users).

Refresh the link anytime to access the latest version - new SOPs are added regularly! Notion users will have to duplicate any updated version to their workspace.