Setup Basic

Setup Basic is a free collection of simple, structured SOP and workflow templates designed to help you document how your business actually runs. Instead of keeping processes in your head or scattered across chats and notes, Setup Basic gives you a starting framework you can quickly adapt to your own tools, offers and team. What you get: concise templates for mapping out recurring tasks, client onboarding steps, lead intake and qualification, and internal handoffs.

Each document is laid out so you can fill in your specifics without having to design a system from scratch. The goal is to create a single source of truth for how work gets done, so anyone on your team—or any new lead you interact with—knows what happens next. How it helps: when your processes are written down and consistent, your leads are better prepared before they ever talk to sales.

They understand what information is needed, what steps come next and what outcomes to expect. That reduces friction on sales calls, cuts down on repetitive questions and speeds up decision-making. Internally, Setup Basic supports smoother onboarding for contractors or hires, more predictable service delivery and fewer errors caused by guesswork.

Because it’s hosted on Whop, you can access Setup Basic quickly, keep everything in one place, and upgrade to more advanced systems or related resources as you grow. If you want a low-risk way to start systemising your business and tightening up your lead journey, this free pack is built to give you a clear, practical first step.