SOP + Succession Buildout™
Document the business before life demands it.
Service Description
The SOP + Succession Buildout™ is a private 180-minute Zoom session for business owners who need to start documenting how their business actually runs before illness, growth, travel, burnout, transition, or emergency makes that documentation necessary. This is not corporate paperwork. This is not complicated operations theory. This is not about creating a giant manual nobody will use. This is a structured buildout session to help you identify what needs to be documented, simplified, organized, and made easier for someone else to understand if they ever needed to support, manage, pause, or continue parts of the business. Many microbusinesses are built around the owner’s memory. The owner knows the passwords, the customers, the process, the vendors, the payment links, the files, the recurring tasks, and the order of operations. That may feel normal until the owner gets sick, overwhelmed, unavailable, or ready to delegate. That is what this session addresses. ⚜️ This session may help you: ▪️ Identify the core tasks that keep your business running ▪️ Map daily, weekly, monthly, and seasonal operations ▪️ Start building simple SOPs for repeatable business tasks ▪️ Document customer intake, sales, fulfillment, content, and follow-up processes ▪️ Identify what someone else would need to know in an emergency ▪️ Create a basic owner handoff structure ▪️ Decide what belongs in a business binder, digital folder, checklist, or emergency file ▪️ Reduce the risk of your business depending completely on your memory This session is best for business owners who want their business to become more durable, transferable, and easier to support. CEO DriveHer’s approach is analog-first, AI-assisted, and operator-controlled. Documentation is not busywork. It is stewardship. You leave with a clearer SOP + Succession Map™ so your business is not trapped inside your head.
Cancellation Policy
Thank you for booking a Private Execution session with CEO DriveHer. By submitting a booking request, you agree to the terms below. ⚜️ Booking Approval + Payment All bookings are manually reviewed. Submitting a request does not guarantee approval or permanently reserve your session. If approved, CEO DriveHer will send an invoice. The invoice must be paid immediately to confirm your appointment. Your session is not finalized until payment is received. No loyalty points, discounts, coupons, credits, or promotions may be applied unless CEO DriveHer approves an exception in writing. ▪️ Refunds + Rescheduling All private consulting sessions are 100% non-refundable. No refunds, exchanges, transfers, or credits will be issued after purchase. One reschedule is allowed if requested at least 24 hours before the scheduled session. No-shows and late cancellations are non-refundable and may not be rescheduled. If you arrive late, the session still ends at the original time. No extra time will be added. ▪️ Session Format This is a private online working session by video conference unless otherwise stated. Please arrive prepared, focused, and ready to work live. ▪️ Client Responsibility Clients are responsible for their own business decisions, platform accounts, passwords, content, publishing, implementation, and follow-through after the session. Do not share passwords, payment information, private client records, confidential files, or sensitive access credentials during the session. ▪️ Scope + Disclaimer CEO DriveHer does not provide legal, financial, tax, accounting, investment, fiduciary, technical security, HR, compliance, or professional advice. Sessions are educational, organizational, and execution-supportive in nature. CEO DriveHer helps clients organize information, clarify decisions, identify operational gaps, and work through structured business tasks. Clients remain responsible for all final decisions, approvals, publishing, submissions, purchases, platform actions, and professional guidance. ▪️ Professional Conduct Professional conduct is required. CEO DriveHer may end a session without refund if a client is abusive, inappropriate, disruptive, unprepared, or refuses to respect the stated boundaries. By booking, you confirm that you have read and agreed to this policy.
Contact Details
Martin Luther King Junior Boulevard, Macon, GA, USA
478-297-8256
hello@ceodriveher.com