4 Tools We Use to Create SOPs That Actually Get Followed

Let’s be honest—writing SOPs (Standard Operating Procedures) can feel tedious. And if no one follows them? What’s the point?

At Velia’s Virtual Solutions, we’ve tried *all* the systems. These are the four tools we keep coming back to—because they make SOPs easy to create, easy to follow, and actually useful for your team.

🧠 Scribe – We’ve used Scribe to create walkthroughs like “How to update a client’s retainer in QuickBooks” and “How to load a new service package into HoneyBook.” It’s fast, visual, and incredibly useful for visual learners.

✅ ClickUp – We embed SOPs as interactive checklists inside task templates so everything is right where it’s needed. Each step is assignable, trackable, and never gets lost in a folder.

🎥 Loom – Some processes are easier to explain out loud. Loom lets you record a walkthrough of any workflow in minutes—and you can reuse the same video again and again.

📄 Google Docs – Good ol’ Docs are still a solid go-to for detailed explanations, team edits, or longer SOPs that need structure and reference links.

If your SOPs are collecting dust, they’re probably too long or too vague. Keep them visual, skimmable, and embedded in the tools your team already uses.

Need help building your SOP library? That’s where we shine. 😉