About Sopify.ai
At Sopify, we believe small businesses shouldn't be held back by messy processes, tribal knowledge, or inconsistent training. Whether you're managing a team of VAs, running an insurance agency, dispatching home service techs, or juggling dozens of client deliverables in a BPO, you've got enough on your plate.
That’s why we built Sopify:
A smarter, faster way to document how work gets done.
What’s Holding Teams Back
The Big Problem
Most small businesses run on hustle and habit.- When someone leaves, the process leaves with them.
- When someone new starts, you explain things all over again.
- Writing SOPs? It’s time-consuming, draining, and always at the bottom of the list. We get it because we lived it.
A Note from Our Founder
Hi, I’m Carl Prieto, Founder of Sopify. Before building this product, I ran a multi-line insurance and financial services business. Like many small business owners, I knew I needed better systems but every time I sat down to create an SOP, I hit a wall.
In 2024, I set out to build two thorough SOPs for one of our core job functions. When I finished, the clarity it brought my team was incredible. But I had invested 30+ hours over six weeks to complete them—completely unsustainable for busy owners and managers.
Worse yet, so much of the business still lived in my head. Every time a team member quit or a new hire joined, I had to explain everything all over again. I tried other tools, but they still made me do most of the heavy lifting. That’s when the vision for Sopify came alive:
“What if SOPs could write themselves based on how we already work? That one question sparked everything that followed.”
What We Built
Sopify.ai is an AI-powered, video-first SOP builder that turns your screen recordings into structured training docs, checklists, and SOPs automatically.
Just record your process. We’ll handle the documentation.
Your team stays aligned. Your systems scale. You stop being the bottleneck.
Who We Serve
We’re built for process-heavy small businesses across industries like:
Virtual Assistants & BPO Firms
Eliminate repetitive explanations. Create repeatable SOPs for every client task from inbox management to CRM updates once and reuse them across accounts.
Insurance & Financial Services Agencies
Standardize new client onboarding, claims handling, quoting, and compliance procedures. Get new team members up to speed fast with guided training docs.
Home Services Businesses
Whether it’s HVAC installs, plumbing checklists, or field tech onboarding, document your service playbooks with ease even from the job site.
Growth Minded SMBs
Any business can turn their know-how into scalable systems. Marketing, hiring, customer service—it's all SOP-ifiable.
Our Team
We’re a scrappy, global team of entrepreneurs, product builders, AI engineers, and creative operators. We’ve worked in the trenches of insurance, field services, offshore teams, and small business operations. We know what it’s like to:
Wear too many hats- Onboard without a plan
- Lose sleep over inconsistent execution
And we’re here to help you solve it once and for all.
