Run your business on autopilot

Future-proof your firm with custom-built SOPs that drive efficiency, consistency, and value.

Get in touch

Get in touch

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Trusted by established firms

Our Services

Everything Your Business Needs to Run Without You

We design, develop, and build a cloud-based suite of SOPs tailored to your firm. Each one is crafted to remove bottlenecks, protect institutional knowledge, and keep your team performing at its best.

All Tasks

Waiting for approval

  • Finance

    Due on 2nd july

  • Talent Development

    2 days ago

  • Blog post

    Cancelled by user

  • Checklist Items

    70% prepared

  • Invoice reminder

    sent to selected clients

All Tasks

Waiting for approval

  • Finance

    Due on 2nd july

  • Talent Development

    2 days ago

  • Blog post

    Cancelled by user

  • Checklist Items

    70% prepared

  • Invoice reminder

    sent to selected clients

All Tasks

Waiting for approval

  • Finance

    Due on 2nd july

  • Talent Development

    2 days ago

  • Blog post

    Cancelled by user

  • Checklist Items

    70% prepared

  • Invoice reminder

    sent to selected clients

Tasks & Workflows

Streamline Every Process

Map, refine, and document your firm's processes so every task is clear, consistent, and repeatable.

SOPs

Knowledge Hubs

Ongoing Optimization

Support for the Journey

Keep your systems sharp with updates, refinements, and additions as your business evolves

Support

Updates

Monitoring

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

research

What can I help with?

Weather you want help in customer handling or make changes in your system just give me command

|

Add document

Analyze

Generate Image

People Directory

Leadership

Vice Presidents

Entry Level

Draft

In Review

Done

People Directory

Leadership

Vice Presidents

Entry Level

Draft

In Review

Done

People Directory

Leadership

Vice Presidents

Entry Level

Draft

In Review

Done

Organized by Department

Delegate With Confidence

Ensure that each member of your team understands their responsibility for each key workflow in real-time.

Profiles

Roles

Search

Your Custom Dashboard

Systematize Your Business

Whether you're starting from scratch or enhancing an existing system, we offer strategic consulting and develop custom AI projects aligned with your unique goals.

Strategy

Custom AI

Consulting

Hey John!

Here is your comprehensive SOP suite

Ongoing SOP :

How to automate administrative paperwork

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey John!

Here is your comprehensive SOP suite

Ongoing SOP :

How to automate administrative paperwork

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Hey John!

Here is your comprehensive SOP suite

Ongoing SOP :

How to automate administrative paperwork

90% Finsihed

Schedule

Mo

Tu

We

Th

Fr

Sa

Su

Discovery call

10:00 am to 10:30 am

Custom automation

06:00 pm to 06:30 pm

Our Process

Building your operational backbone

Our process transforms scattered knowledge into a unified platform that powers efficiency and growth.

Step 1

Due Diligence

We review your existing materials to uncover gaps, inefficiencies, and opportunities for improvement.

Analyzing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Analyzing current workflow..

System check

Process check

Speed check

Manual work

Repetative task

Step 2

Extract Expertise

In-depth data gathering allows us to document your expertise in a way that's clear, concise, and actionable.

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

  • class AutomationTrigger:
    def __init__(self, threshold):
    self.threshold = threshold
    self.status = "inactive"

    def check_trigger(self, value):
    if value > self.threshold:
    self.status = "active"
    return "Automation triggered!"
    else:
    return "No action taken."
    def get_status(self):
    return f"Status: {self.status}"

Step 3

Seamless Integration

We embed your SOPs into the tools your team already uses, ensuring adoption from day one.

Our solution

Your stack

Our solution

Your stack

Step 4

Continuous Optimization

Your platform stays live and evolves with updates that keep your systems sharp as your business grows.

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Chatbot system

Efficiency will increase by 20%

Workflow system

Update available..

Sales system

Up to date

Case Studies

See How Catalyst
Transforms Businesses

See how firms like yours have removed bottlenecks, accelerated efficiency, and increased enterprise value with our custom SOPs and knowledge hubs.

DRAG TO EXPLORE

DRAG TO EXPLORE

"AI-driven forecasting cut inventory waste by 40% for TrailForge"

TrailForge, a suitcase brand, faced stock issues and inefficiencies. Our AI forecasting optimized inventory and production cycles, helping them save costs and deliver faster.

Impact :

40% Less Inventory Waste

35% Faster Production

20% More Accurate Forecasting

25% Faster Fulfillment

"AI-driven forecasting cut inventory waste by 40% for TrailForge"

TrailForge, a suitcase brand, faced stock issues and inefficiencies. Our AI forecasting optimized inventory and production cycles, helping them save costs and deliver faster.

Impact :

40% Less Inventory Waste

35% Faster Production

20% More Accurate Forecasting

25% Faster Fulfillment

"Owner involvement in daily operations cut by 60% in 2 months"

Mid-sized advisory firm relied heavily on Founder for every day decisions. After documenting and optimizing every core process, today, they operate ith full confidence the business will run seamlessly post-succession.

Impact :

60% reduction in owner involvement

3x faster new hire onboarding

100% SOP adoption

30% increase in firm valuation

"Owner involvement in daily operations cut by 60% in 2 months"

Mid-sized advisory firm relied heavily on Founder for every day decisions. After documenting and optimizing every core process, today, they operate ith full confidence the business will run seamlessly post-succession.

Impact :

60% reduction in owner involvement

3x faster new hire onboarding

100% SOP adoption

30% increase in firm valuation

"AI integration helped ScaleByte close 3x more deals in less time"

ScaleByte’s sales team struggled with follow-up delays. Our AI sales assistant automated outreach, lead scoring, and CRM updates—resulting in faster responses and more closed deals.

Impact :

3x More Deals

40% Faster Responses

95% Lead Accuracy

CRM Fully Synced

"AI integration helped ScaleByte close 3x more deals in less time"

ScaleByte’s sales team struggled with follow-up delays. Our AI sales assistant automated outreach, lead scoring, and CRM updates—resulting in faster responses and more closed deals.

Impact :

3x More Deals

40% Faster Responses

95% Lead Accuracy

CRM Fully Synced

"Automating 50% of operations saved 20% in costs in 2 months"

FinSolve, a financial services firm, was overloaded with repetitive tasks. By automating workflows and integrating data systems, they streamlined operations and significantly reduced overhead.

Impact :

50% Operations Automated

20% Cost Reduction

70+ Hours Saved/Month

2x Faster Client Onboarding

"Automating 50% of operations saved 20% in costs in 2 months"

FinSolve, a financial services firm, was overloaded with repetitive tasks. By automating workflows and integrating data systems, they streamlined operations and significantly reduced overhead.

Impact :

50% Operations Automated

20% Cost Reduction

70+ Hours Saved/Month

2x Faster Client Onboarding

Benefits

The Key Benefits of Catalyst SOPs for Your Business Growth

From removing bottlenecks to boosting enterprise value, we give you the clarity, consistency, and control to run your business with confidence.

Remove Bottlenecks

Free up leadership from daily decisions by making every process accessible and actionable for your team.

Remove Bottlenecks

Free up leadership from daily decisions by making every process accessible and actionable for your team.

Remove Bottlenecks

Free up leadership from daily decisions by making every process accessible and actionable for your team.

Organized Expertise

Safeguard your firm’s critical expertise in a central hub that lives beyond any single individual.

Organized Expertise

Safeguard your firm’s critical expertise in a central hub that lives beyond any single individual.

Organized Expertise

Safeguard your firm’s critical expertise in a central hub that lives beyond any single individual.

Improve Consistency

Ensure every department delivers the same high-quality output, no matter who’s performing the task.

Improve Consistency

Ensure every department delivers the same high-quality output, no matter who’s performing the task.

Improve Consistency

Ensure every department delivers the same high-quality output, no matter who’s performing the task.

Increase Efficiency

Streamline workflows, eliminate redundancies, and keep your team focused on the work that drives results.

Increase Efficiency

Streamline workflows, eliminate redundancies, and keep your team focused on the work that drives results.

Increase Efficiency

Streamline workflows, eliminate redundancies, and keep your team focused on the work that drives results.

Accelerate Onboarding

Bring new hires up to speed in weeks instead of months with clear, role-specific SOPs and training materials.

Accelerate Onboarding

Bring new hires up to speed in weeks instead of months with clear, role-specific SOPs and training materials.

Accelerate Onboarding

Bring new hires up to speed in weeks instead of months with clear, role-specific SOPs and training materials.

Boost Valuation

Demonstrate scalable, owner-independent operations that make your firm more attractive to buyers and investors.

Boost Valuation

Demonstrate scalable, owner-independent operations that make your firm more attractive to buyers and investors.

Boost Valuation

Demonstrate scalable, owner-independent operations that make your firm more attractive to buyers and investors.

Pricing

Flexible Packages for
Firms of Every Size

Choose a plan designed to match your needs and growth plans.

Starter

For smaller firms ready to document and standardize their most critical workflows.

Choose this plan

Choose this plan

What's Included:

Starter SOP development

Up to 25 workflows

Up to 5 hours of interviews

Basic team onboarding

Email and chat support

Professional

Popular

For growing firms looking to scale efficiently and centralize knowledge.

Choose this plan

Choose this plan

What's Included:

Professional SOP suite

Up to 75 workflows

Up to 20 hours of interviews

Knowledge hub eligibility

6-month optimization plan

Enterprise

For established firms building a fully owner-independent operation

Schedule a call

Schedule a call

What's Included:

Full SOP suite

Up to 100 workflows

Up to 30 hours of interviews

Advanced onboarding program

12-month opimization plan

Starter

For smaller firms ready to document and standardize their most critical workflows.

Choose this plan

Choose this plan

What's Included:

Starter SOP development

Up to 25 workflows

Up to 5 hours of interviews

Basic team onboarding

Email and chat support

Professional

Popular

For growing firms looking to scale efficiently and centralize knowledge.

Choose this plan

Choose this plan

What's Included:

Professional SOP suite

Up to 75 workflows

Up to 20 hours of interviews

Knowledge hub eligibility

6-month optimization plan

Enterprise

For established firms building a fully owner-independent operation

Schedule a call

Schedule a call

What's Included:

Full SOP suite

Up to 100 workflows

Up to 30 hours of interviews

Advanced onboarding program

12-month opimization plan

Starter

For smaller firms ready to document and standardize their most critical workflows.

Choose this plan

Choose this plan

What's Included:

Starter SOP development

Up to 25 workflows

Up to 5 hours of interviews

Basic team onboarding

Email and chat support

Professional

Popular

For growing firms looking to scale efficiently and centralize knowledge.

Choose this plan

Choose this plan

What's Included:

Professional SOP suite

Up to 75 workflows

Up to 20 hours of interviews

Knowledge hub eligibility

6-month optimization plan

Enterprise

For established firms building a fully owner-independent operation

Schedule a call

Schedule a call

What's Included:

Full SOP suite

Up to 100 workflows

Up to 30 hours of interviews

Advanced onboarding program

12-month opimization plan

Testimonials

Why Businesses Love Our Solutions

Real businesses, real results.

"Catalyst gave us the structure we didn't know we were missing. We now have a living playbook that keeps our processes consistent and frees up our leadership team to focus on growth."

Bill Reeser

Chief Investment Officer at UFICO

"Catalyst gave us the structure we didn't know we were missing. We now have a living playbook that keeps our processes consistent and frees up our leadership team to focus on growth."

Bill Reeser

Chief Investment Officer at UFICO

"Before Catalyst, our processes lived in people's heads. Now, every workflow is documented, centralized, and accessible. This made our last regulatory audit the smoothest we've ever had."

Anders Bjorkstal

Co-Founder at Solarstein Capital

"Before Catalyst, our processes lived in people's heads. Now, every workflow is documented, centralized, and accessible. This made our last regulatory audit the smoothest we've ever had."

Anders Bjorkstal

Co-Founder at Solarstein Capital

"We reduced onbording time for new advisors from three months to just four weeks. The clarity and conistency in our SOPs has been a game-changer for productivity."

Sebastian Steyne

Managing Director at J.P. Morgan Private Bank

"We reduced onbording time for new advisors from three months to just four weeks. The clarity and conistency in our SOPs has been a game-changer for productivity."

Sebastian Steyne

Managing Director at J.P. Morgan Private Bank

"When we started succession planning, Catalyst helped us show potential buyers that our business could run autonomously. It directly contributed to a higher valuation."

Bob Catto

Managing Director at Investec Wealth & Investment

"When we started succession planning, Catalyst helped us show potential buyers that our business could run autonomously. It directly contributed to a higher valuation."

Bob Catto

Managing Director at Investec Wealth & Investment

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your questions.

How long does the process take?

Will this disrupt our day-to-day operations?

How do you keep the information up-to-date?

How do you handle sensitive information and cybersecurity?

Is this relevant if we’re not planning to sell soon?

How long does the process take?

Will this disrupt our day-to-day operations?

How do you keep the information up-to-date?

How do you handle sensitive information and cybersecurity?

Is this relevant if we’re not planning to sell soon?

Take The Bottlenecks
Out of Your Business

Book a call today to get started.

Book a free call

Book a free call

Get Started

Get Started

© 2025 Catalyst Writing. All rights reserved.

© 2025 Catalyst Writing. All rights reserved.