Let’s talk about something that’s killing your growth without you even realizing it: the absence of solid playbooks.
If your team is still stuck asking, “How do we do that again?” or your onboarding feels like reinventing the wheel every time someone new joins, this is your wake-up call.
Playbooks aren’t just nice to have.
They’re the foundation of scalable systems.
They eliminate confusion, accelerate training, and turn chaos into clarity.
And the best part?
With tools like ChatGPT and Loom, building them no longer has to feel like a full-time job.
Here’s the process we use and teach to create high-impact playbooks efficiently using AI.
Why Most Playbooks Suck (And How to Fix That)
Most playbooks fail because they’re:
- Incomplete
- Hard to update
- Written once, then forgotten
- Too complex or too vague
The real problem?
Most people treat documentation as a task to check off, not a system to scale.
But if you want to build something that lasts, something that doesn’t fall apart the second you step away, you need a better system.
Let’s fix that.
The Playbook Creation System That Works
Here’s the 4-part method that’s changed the game for hundreds of business owners Cris has coached:
1. Start with Context
Use a simple context table. This is your cheat sheet.
- What is this SOP about?
- Who is it for?
- Why does it matter?
- When is it used?
Think of this like giving ChatGPT GPS coordinates before you ask it to drive.
Without this, you’ll get vague junk that isn’t usable.
2. Use the Camcorder Method
This is key: record your screen while you’re doing the task.
Use Loom, it’s free, simple, and insanely powerful.
Walk through the task exactly how you’d do it in real life.
Don’t overthink it.
Speak as if you’re training someone on your team.
Bonus: Loom transcribes your video, which makes the next step even easier.
3. Feed the Transcript to ChatGPT
Once you’ve got your video and transcript, now it’s time to make magic.
Use this ChatGPT prompt sequence (in this exact order):
Prompt 1:
“I’m going to give you information about internal SOPs and processes for [Company Name]. Note and acknowledge. Do not respond. Wait for further instructions.”
Prompt 2:
“This is the video transcript: [insert transcript]. Note and acknowledge. Do not respond. Wait for further instructions.”
Prompt 3:
“The SOP should be formatted in step-by-step bullet points with sub-bullets and reference [Name of Process]. Include detailed, actionable steps.”
Prompt 4:
“Begin writing the SOP with all of the provided information above.”
Prompt 5:
“Now take the main bullet points and turn them into a checklist in a question format. Only include high-level steps.”
With these prompts, you’ll turn a raw video into a crystal-clear, actionable playbook in minutes.
The Template You Should Use
Your playbook should follow this simple structure:
- Context Table
- Camcorder Method (your loom video)
- Course Documentation (detailed SOP)
- Checklist (for execution and accountability)
Stick to this structure.
Over-complicate it and your team won’t use it.
Why This Works
This isn’t theory.
This is what Cris does for her businesses, and what we teach at Grow Pro.
Why?
Because:
- It’s fast
- It’s repeatable
- It’s scalable
And most importantly, it puts the how into the hands of your team without making you the bottleneck.
Your First Action Step
Don’t overthink it. Just start.
Pick one process, something you do regularly that your team needs to learn.
Record it in Loom.
Drop the transcript into ChatGPT.
Use the prompts above.
Then save the SOP and share it with your team.
That’s your first playbook. And from there, the snowball effect begins.
Final Thought
If you’re serious about building a real business, one that can grow without burning you out, then playbooks aren’t optional.
They’re non-negotiable.
Stop solving the same problems over and over.
Document them once.
Systematize them.
Let AI handle the heavy lifting.
You’re not just creating SOPs.
You’re creating freedom.
Now go build.
