Rebuilding audit-ready SOPs in six weeks.
A COO at a 38-person B2B fintech rebuilt the SOP library before SOC 2, without writing a single new doc.
01
The SOPs lived in Notion. Each was written when its process was set up: payment reconciliation, KYC review, customer churn investigation. Then they aged. Some still mentioned tools the company had stopped using. Most were too abstract to follow.
When the SOC 2 audit kicked off, the gap surfaced fast. The auditor wanted evidence that a control was actually executed, not just described. Screenshots from January. A walkthrough of the reconciliation flow as it ran today.
Eighteen SOPs, each requiring a rewrite plus screenshot evidence. At two hours per SOP and one rewriter, that meant a month of evenings. The audit window was six weeks.
02
Each SOP owner got the Capture extension and one instruction: do the process, talk through it, hit stop. The first one took twenty-five minutes. The third took ten. By week three, eleven SOPs were back, each with a guide, screenshots from the live system, and the owner narration captured as text.
The auditor's reaction was the give-away. 'This is the cleanest SOC 2 evidence I have seen.' The follow-up requests for new documentation stopped in week two.
03
- 01Owner records the process.
Each SOP has one accountable owner. They record once a quarter, or when the process changes.
- 02Screen evidence comes free.
Every step is timestamped, screenshotted, and narrated. No separate evidence pack to compile.
- 03Owners maintain their own.
The COO is no longer the bottleneck. Process owner records when the process changes.
- 04Audit-ready by default.
Capture exports as PDF with timestamps, click counts, and narrator audio if requested.
- 05Onboarding included.
New hires read the SOPs they will own before they touch the live system.
04
The audit closed two weeks early. The auditor cited the documentation in the post-engagement note. Sunday evenings came back.
The deeper win: SOPs stopped rotting. Owners maintain what they own. Quarterly reviews now find about 80% of the library already current.
Record one workflow.
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Customer Success retired the onboarding Zoom.
45-minute calls became 12-minute guides. Territory grew 80% without adding headcount.
IT cut Tier 1 tickets by a third.
Twenty repeat questions, twenty guides, eight weeks. Mondays got their afternoons back.
People Ops shipped role-based onboarding.
Five to eight guides per role. New hires running their stack by day two.