The Queen of Automation

The Queen of Automation

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The Queen of Automation
The Queen of Automation
How to create a video SOP and onboard new teammates with Loom!

How to create a video SOP and onboard new teammates with Loom!

In 5 minutes or less!

Meghan Donnelly's avatar
Meghan Donnelly
Nov 15, 2022
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The Queen of Automation
The Queen of Automation
How to create a video SOP and onboard new teammates with Loom!
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Onboarding new teammates suck’s!

Don’t get me wrong, I LOVE adding new people to my team, but onboarding means taking time out of our day to teach someone new how we do, well, everything.

We don’t realize how much we do in a day until we have to show someone else how to do it.

Teaching someone how to use all the systems you have in place, how to access different assets, and how things operate on a day-to-day basis is daunting. Does it feel good in the long run? Yes! But putting in all that time upfront makes business owners think twice about bringing on help.

The good news? I have a solution to that, Loom!

Loom can be used to create SOP videos for all the ins and outs of your business. Take the time upfront to record everything and compile all the links in a document.

You can record videos on Loom in X simple steps:

  1. Record an intro screen using Loom’s Canvas tool by clicking the purple record button inside your Loom account and selecting “Canvas” under creator tools.

  2. Record your SOP video ta…

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