Services & Training That Go Beyond Software

Procedure Documentation Software Services

Your SOP Partner in Training & Implementation

Whether you want us to guide your team step by step or build processes for you, we'll ensure your systems are clear, usable, and effective.

Backed by 25 years of process-building experience, our team combines proven methods with cutting-edge AI to deliver systems your business can rely on.

You don't need to start from scratch or figure it out alone. We'll help you using our proven methods, pre-built tools, and the latest in AI-enhanced technology like AI, Scribe, Loom, and HeyGen. Whether you need training, done-for-you process documentation, or expert guidance from a real SOP coach—we're here to help.

Trust us—we've systemized thousands of businesses. And now, we're putting that knowledge in your hands

SOP Coach

Help when you need it, wherever you are in your business

You'll work directly with an experienced SOP Coach who understands your business and your goals. We guide you through every step of building your Operating System—your org chart, job roles, and the processes that power your operations.

  • Perfect for overwhelmed owners or small teams
  • Personalized, hands-on help
  • Expert insight from a certified process developer
You don't need to be an expert in documentation—because we are.
SystemScaping Program

Your Fast Track to a Fully Operational System

Need to get set up quickly? Our SystemScaping Program provides everything you need to build your foundation fast while creating a repeatable framework for turning a business into a process‑driven organization.

  • Vision — Start with a clear purpose and use it to guide strategy, onboarding, and daily operations.
  • Org Chart - Build a functional org chart that maps out both management and working relationships.
  • Process Identification - Break your business into core functions (e.g., sales, operations, support) and list out all the key processes.
  • Linking - Associate each process with roles and org chart positions to create position‑specific operating manuals (what he refers to as the “processscape”).
  • Execution & Iteration - Prioritize development, then train, execute, review, and refine continually.
You'll walk away with a fully mapped system and confidence in how to use it.
TouchStone Technical Training Series

Live + On-Demand Trainings for the System-Minded Business Owners

Learn how to use TouchStone to its fullest with our weekly training series designed to teach both strategy and software.

  • Real-world systemization tips
  • Deep dives into platform features
  • Best practices for long-term scalability
Live or on-demand—train at your pace, on your schedule.
Process Documentation - (Done For You)

Custom Process Writing, Powered by Experts and AI

Our process experts will document your operations for you—using interviews, existing materials, and AI-powered tools like ChatGPT, Scribe, Loom, and HeyGen to speed things up without losing accuracy or quality.

  • Turn existing knowledge into clear, usable SOPs
  • Use modern tools to fast-track development
  • Eliminate guesswork and avoid starting from a blank page
We build your documentation with you and for you.
TouchStone Technical Training Series

Live + On-Demand Trainings for the System-Minded Business Owner

Learn how to use TouchStone to its fullest with our weekly training series designed to teach both strategy and software.

  • Real-world systemization tips
  • Deep dives into platform features
  • Best practices for long-term scalability
Live or on-demand—train at your pace, on your schedule.
Drop-In Sessions

Interactive, Live Q&A—Get the Help You Need When You Need It

Got a quick question? Hit a wall? Want to see how other users are solving similar challenges? Join our Drop-In Sessions—open-format virtual meetings where you can:

  • Ask questions in real time
  • Get personalized tips from our team
  • Connect with other business owners
You're never alone in the systemization journey.
Process Migration Services

Bring Your Existing Content Into TouchStone—We'll Handle It

Already have SOPs in Word, Google Docs, Dropbox, or video format? We'll migrate them into TouchStone for you—organized, searchable, and assignable.

  • First 20 processes migrated free
  • Organized by role and function
  • No content left behind
We'll transform your old files into a living, working system.
TouchStone Resource Center

Your On-Demand Hub for Training, Templates, and Systemization Guidance

The TouchStone Resource Center is your go-to destination for learning, support, and ready-to-use tools—all curated by expert process developers with decades of experience.

What You'll Find:

  • Video Tutorials & Walkthroughs

    Step-by-step instructions to master every feature in TouchStone—at your pace. From first login to advanced automation, it's all covered.

  • Guides & How-Tos

    Articles and playbooks on everything from designing an org chart to conducting process audits—written by real SOP pros.

  • Recorded Webinars

    Replays of live trainings, including strategy sessions, technical deep-dives, and small-business systemization case studies.

  • FAQs & Quick Tips

    Find answers fast, with bite-sized solutions to common questions and roadblocks.

Why TouchStone Works

Your On-Demand Hub for Training, Templates, and Systemization Guidancee

The TouchStone Resource Center is your go-to destination for learning, support, and ready-to-use tools—all curated by expert process developers with decades of experience.

  • Usability Is Key. With so much content out there, the hard part is turning it into something you and your team can actually use.

  • We Know What You're Doing. Our team of process experts has seen it all—and built it all.

  • AI Meets Experience. By combining modern tools with proven structure, we help you move fast and smart.

Ready to Get Started?

Schedule a Walk Through