top of page
Team Meeting
Process Mapping Service + SOP Writing Service Agreement and Terms

After the submission of this form the prospective client will be taken to another link to submit payment. Payment is final and no refunds will be authorized. 

The Leo Process, LLC. will deliver, to the client, ONE (1) business process map AND FIVE (5) Standard Operating Procedure manuals via e-mail or by uploading to ClickUp, an online project management system.

After the initial session (booked after submitting this form) the client has a three week window to schedule enough sessions needed to complete ONE (1) business process map AND all FIVE (5) SOPs plus participate in the finalization meeting. Aside from circumstances beyond their control clients who fail to meet with The Leo Process, LLC. to provide enough details needed to complete all five (5) SOPS within a three-week period may be requested to pay an additional fee.

The Leo Process, LLC. offers this service Monday through Thursday.  

Meeting Expectations
The number of sessions needed will vary per client. For instance, who the client identifies to attend a scheduled session, how prepared they are for the session, and the number of distractions occurred during the writing session all determine how productive a session will be. Session/meeting attendees are expected to be prepared to answer questions about the process and procedure to be captured. During the sessions it is expected that the client limit any distractions to ensure efficiency and optimal productivity. After each writing session the client is expected to schedule their next writing session via Calendly, an online scheduling system.  

Missed Appointment
The client is expected to inform The Leo Process, LLC. via phone or email if the client (or its designee) is unable to make their scheduled appointment. Appointments can be rescheduled within the three week time period. In the event the client misses two (2) scheduled appointments in a row WITHOUT informing The Leo Process that they are unable to make the scheduled appointment the service agreement will be voided and all finished and partially finished work will be sent to the client via email. Under this circumstance, no refunds will be provided for any unfinished work. 

Method of Communication
Primarily, The Leo Process, LLC. will communicate with the client via email unless otherwise agreed. 
Sessions will be completed virtually via Zoom, unless otherwise agreed. Clients will be able to track the progress of the project via ClickUp, unless otherwise agreed. 

Receiving a SOP Draft and a Process Map Draft
After the onboarding + mapping session The Leo Process, LLC. will take the information gleaned from the meeting and finalize the process map using LucidChart, an online diagramming tool. 

After an appointment is held to capture the overall steps of a procedure The Leo Process, LLC. will take that information and flush it out into an easy-to-read yet visual manual. 

Within 48-hours the manual/SOP and/or the process map will be uploaded to ClickUp, a project management system. It is the client's responsibility to read the draft and offer feedback via ClickUp, or if comprehensive feedback is needed it shall be provided during the next scheduled meeting.  

Finalization Meeting 
After all five (5) SOPs are complete the client will be instructed to schedule a finalization meeting. This meeting must be scheduled within 10 business days of  being informed that all five (5) drafts are in their final stage. A "final" stage means that the client or their designee has provided initial feedback and The Leo Process, LLC. has updated the draft to reflect such. During the finalization meeting the client is expected to either accept the SOPs and process map as written or inform The Leo Process, LLC. of any necessary and final changes. The requested changes will be made during the meeting. Once the final changes are made the client is expected to "sign-off" on the project.

If the client fails to attend the finalization meeting, the unfinalized process map will be sent to the client via email and the contract will be voided. No refunds will be provided for any unfinished/unfinalized work resulting from the Client (or its designee) not attending a finalization meeting. 

Requesting Revisions

The client has 30 calendar days from the time of the Finalization Meeting to request, via email, revisions to any part of the process map. Only ONE revision request will be honored during this time. After the 30 day period, additional requests will be invoiced at The Leo Process, LLC.'s current hourly rate. 

However, requested revisions to the SOPs after the Finalization Meeting will be invoiced at The Leo Process, LLC.'s current hourly rate. 

Still have questions?! us or try bookin
g a free 20-minute discovery call first. 

bottom of page