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What we do: train your team, automate the rest

Every team has SOPs. Most sit in a folder nobody opens. We take that same source material and turn it into two working things at once. Same source, two outputs.

One SOP
The source

Write it once. We turn it into two things that share the same source.

A training course
video / quizzes / certification
An automation
n8n / Zapier / Power Automate
1

AI Enablement and Training

This is the door. Before we automate anything, we get your team comfortable using AI in their day-to-day work.

We train your people on the tools that fit how they already operate. Real prompts, real workflows, real tasks from your business, not a generic seminar. For a lot of clients, this is enough to start. It also tells us exactly where the manual pain lives, which is what we automate next.

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2

SOPs to Training System

Next, we turn your procedures into a real training and onboarding system.

We convert each SOP into an AI-generated course. Video walkthroughs that show the work. Quizzes that confirm understanding. Certification that proves someone is cleared to do the job. Owners and managers get a reporting dashboard showing who has completed what and where people struggle.

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3

SOPs to Automations

Now we take the long, painful, manual tasks and build them into automations.

Lead capture and follow-up. Appointment scheduling and reminders. Client onboarding steps. Reporting that someone copies and pastes every Friday. We build those into automations using n8n, Zapier, or Power Automate, and bundle them into the engagement. We have published 25 templates with more than 10,000 total uses.

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4

Coaching and Consulting Calls

Software does not stick on its own. People have questions, and questions do not wait for the next quarter.

We run recurring coaching and consulting calls, bi-weekly or monthly, where anyone on your team can hop on. Stuck on a workflow, want to build something new, need a second set of eyes on a process, bring it to the call. When you need a real build, we take it on as additional consulting.

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5

Hosting and Maintenance: the Care Plan

Every engagement ends at a recurring baseline, not at zero.

We host and maintain your training system and your automations on a monthly care plan. We keep the integrations running, update courses as your processes change, and fix things before they become your problem. This is how a project becomes a relationship.

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How it works

Land, build, automate, coach, retain

The five offers are not a menu you pick from once. They are a journey. Most clients start at the door, see it work, and grow into the rest.

01
Land

We start by training your team on AI. Low risk, fast value, and it shows us where the work hurts.

02
Build

Your SOPs become a real training and onboarding system with video, quizzes, certification, and an owner dashboard.

03
Automate

The painful manual tasks get built into automations and bundled in.

04
Coach

Recurring calls keep your team using the system and building new things.

05
Retain

The care plan hosts and maintains everything, so it keeps working long after launch.

Proof

Structure Properties

We replaced rewriting SOPs by hand with a full AI-powered training and onboarding system: a 39-course video library across seven roles, AI-automated course creation, and Claude-powered quizzes.

65%less onboarding time and fewer repeat questions
36%fewer SOP-related mistakes
7 roleswith automated certification and compliance reporting

Frequently asked questions

What is the SOP double-duty mechanic?

We take each SOP and turn it into two things from one source. First, a training course with AI-generated video, quizzes, and certification. Second, an automation that runs the task itself in n8n, Zapier, or Power Automate. One SOP becomes both how people learn the job and how the work gets done without them.

Do we have to buy all five services at once?

No. Most clients start with AI enablement and training, see it work, and grow into the training system, automations, coaching, and the care plan over time. The offers are a journey, not a fixed package.

What tools do you build automations on?

We build on n8n, Zapier, and Power Automate, depending on what fits your stack. QuarterSmart has 25 published automation templates in the n8n public library with more than 10,000 total uses.

What happens after the system is built?

Every engagement ends at a recurring baseline, not at zero. Our care plan hosts and maintains your training system and automations monthly, keeps integrations running, and updates courses as your processes change.

Ready to put your SOPs to work?

Tell us what your team does by hand today. We will show you how the same SOPs can teach it and run it.