Platform
SOPs are documents. Checklists are execution.
Convert any SOP into assigned tasks with due dates, dependencies, blockers, and status.
SOP → Checklist conversion
SOP · static document
- Schedule kickoff within 5 days
- Send migration checklist
- Confirm training plan
- Complete onboarding review
⇒
Checklist · execution layer
| Task | Owner | Due | Status |
|---|---|---|---|
| Schedule kickoff | CSM | Day 1 | Done |
| Migration checklist | Eng | Day 5 | Blocked |
| Training plan | CSM | Day 10 | Pending |
Customer onboarding checklist
| Task | Assignee | Due | Dependency | Blocker | Status |
|---|---|---|---|---|---|
| Create customer account | Ops | Day 1 | — | — | Done |
| Assign CSM | CS Lead | Day 1 | Account created | — | Done |
| Send kickoff email | CSM | Day 2 | CSM assigned | — | In progress |
| Data migration | Engineering | Day 5 | Kickoff complete | SSO pending IT | Blocked |
| Training session | CSM | Day 10 | Migration done | — | Pending |
| Onboarding review | CS Manager | Day 14 | All tasks done | — | Pending |
Checklist scenarios
New hire onboardingProduct launchCustomer onboardingSupport upgradeMonthly reports
Repair operational chaos before it becomes company process
Turn scattered Slack threads, missing SOPs, and manual approvals into clean workflow lanes.