Most small businesses run on tribal knowledge — everything important lives in the owner's head and nowhere else. Clearform fixes that. We write SOPs, onboarding guides, client-facing process documents, and business proposals — answer a few questions and it's ready by end of week.
Standard operating procedure
Client Onboarding Process
When everything lives in the owner's head, growth hits a ceiling. Here's how it plays out.
01
New staff struggle
There's no guide to follow, so they do things differently — or follow the owner around asking questions all day.
02
You become the bottleneck
Every decision needs you. Every process runs through you. The business can't scale — and you can't step away.
03
Value stays trapped
A business where everything lives in one person's head is worth less to buyers and harder to grow into a second location.
"The cruel irony: the faster you grow, the worse this problem gets — and the less time you have to fix it."
Choose your document
Pick from SOPs, onboarding guides, client-facing process documents, or business proposals.
Answer a few questions
A short intake form captures what we need to know about your business and the specific process.
We do the writing
We produce a polished, professional document written specifically for your business — not a generic template.
Ready by end of week
Your document arrives in your inbox, ready to use. One free revision included if anything needs adjusting.
Each document is written specifically for your business, your industry, and your team.
Standard operating procedure (SOP)
Step-by-step process documentation for any repeatable business function. How things get done, written down properly.
From $149 — ready by end of week →
Staff onboarding guide
A role-specific guide for new hires covering what they do, how they do it, and what good looks like. Get new staff up to speed without babysitting.
From $179 — ready by end of week →
Client-facing process document
Explains your service process to clients in a polished, professional format — what they can expect, what you need from them, and how you work together.
From $169 — ready by end of week →
Business proposal
A scoped, professional proposal for winning client work. Clear scope, clear pricing, clear next steps. Proposals that actually get read.
From $249 — ready by end of week →
Order a single document or save with a bundle. Every document includes one free revision.
Single document
$149
SOPs from $149 · Onboarding $179 · Process docs $169 · Proposals $249
Operations pack
$599
save $165 vs. individual pricing
Starter pack
$399
save $78 vs. individual pricing
★★★★★
"I'd been meaning to document our onboarding process for two years. Clearform had it done before the end of the week."
Principal, accounting firm — Brisbane
★★★★★
"The proposal template alone has paid for itself three times over. Professional, clear, and actually gets read."
Director, management consulting — Sydney
★★★★★
"We used the operations pack when we opened our second office. Saved us weeks of work and everything ran smoothly from day one."
Principal, real estate agency — Melbourne
Answer a few questions. We do the writing. Ready by end of week.
Start your order →Order by Wednesday and it's with you this Friday.