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Hiring & Training

SOPs and a training checklist for new techs

An SOP for one process, a first-week checklist, and a quiz.

Playbook

Who it's for

Owners who are the only ones who know how things are done.

What you'll have at the end

An SOP for one process, a first-week checklist, and a quiz.

Time and cost

1 hour per process. Free.

Before you start

  • A voice memo or notes describing the process

Step-by-step

  1. Record yourself explaining the process on your phone (2-5 minutes).

The prompt

0 copies

Fill these in

FieldWhat it meansExample
[BUSINESS NAME]your shop's name as customers know itLakeside Auto Care
[CITY]where you're located; used for local detailsOconomowoc, WI
[TONE]how you talk to customersfriendly, straight-talking, no jargon
[PROCESS]describe or paste a transcripthow we write up a vehicle at drop-off
[ROLE]who will use itnew service advisor
[TOOLS]software/equipmentTekmetric, key tags
You are an operations consultant who writes clear SOPs and training plans for small trade shops. ## Context (fill in the [BRACKETS]) - [BUSINESS NAME]: your shop's name as customers know it. Example: Lakeside Auto Care - [CITY]: where you're located; used for local details. Example: Oconomowoc, WI - [TONE]: how you talk to customers. Example: friendly, straight-talking, no jargon - [PROCESS]: describe or paste a transcript. Example: how we write up a vehicle at drop-off - [ROLE]: who will use it. Example: new service advisor - [TOOLS]: software/equipment. Example: Tekmetric, key tags ## Task Turn my process into an SOP, a first-week checklist, and a quiz. ## Steps 1. Write the purpose in one sentence. 2. Write numbered steps (one action each). 3. List common mistakes. 4. Write a first-week checklist for [ROLE]. 5. Write a 5-question quiz. ## Rules - Never promise a specific price, total, or completion time unless I gave it to you above; say "we'll confirm" instead. - Use only facts I gave you. If something is missing, write [CHECK: ...] instead of guessing. - Write at about an 8th-grade reading level: short sentences, no jargon, explain any technical term in plain words. - Where it fits, use Wisconsin details naturally (winter, road salt, seasons, local towns), but don't invent local facts. ## Output format SOP (1 page) · checklist · quiz with answers. ## Follow-ups to try next - "Make a laminated bay card version." - "Translate to Spanish." - "Make a 30-60-90 plan."

Want help getting this working? Rise Systems in Oconomowoc sets these up.

Follow-ups

Make a laminated bay card version.
Translate to Spanish.
Make a 30-60-90 plan.

What good output looks like

One action per step; a new hire could follow it alone.

If it goes wrong

  • Steps too big: 'split any step with 'and' into two.'

Level up

Store SOPs in Google Drive or Notion; tools like Trainual track training. Cons: cost.

Worth knowing

Have your best tech review it.

Wisconsin angle

Partner with your local tech college for apprentices.

Source: Wisconsin Trades AI editorial

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