Professional Services & Agency Management
Build an agency SOP and playbook hub
Kliv is an AI app builder. Describe the agency SOP and playbook hub you need — owners, review dates, staff search, onboarding, Slack updates, and walls — and it builds it.
Just enter your idea into the text box and AI will build it for you
What is Kliv?
Kliv isn’t a wiki product you sign up for and configure — it’s an AI app builder that builds software for you.
You describe the app you need in plain words, and Kliv builds it: the data, the logic, the screens, and the workflow. What you get is a real working app that’s yours. You own it, run it on your own domain or accounts, and keep changing it later by asking. It isn’t a template with your name on it.
On this page, that app is a custom internal SOP and playbook hub for your agency. Kliv builds all kinds of web apps; this is one example.
Why the playbook leaves when people do
Agency process often lives in founders’ heads, old documents, exports, and Slack explanations. When people leave, the process leaves with them. New hires interrupt senior staff because the written version is hard to find or out of date.
Kliv builds process as a working system. SOPs have owners, versions, and review dates. Staff can search and ask questions from the agency’s own documents. New-hire onboarding runs on a schedule, and Slack hears about changes.
What the hub keeps current
An operating manual works when it has ownership, reminders, and access rules.
SOPs and owners
Each procedure, from campaign launch to client offboarding, has a named owner. Unowned process is visible and fixable.
Versions and review dates
Each SOP keeps history and a review-by date. When the date passes, the owner gets reminded.
The onboarding track
Each role can have a 30-day sequence of readings, tasks, and checkpoints. Completion writes back to the hire’s record.
The question log
Staff questions and answers are stored. Unanswered questions become the ops lead’s list of missing SOPs.
The Slack wire
A revised SOP can post its change note to #ops. A new-hire milestone can notify the manager.
Function walls
Freelancers can see SOPs for their function and nothing else. Rate cards and client terms stay out of their result set.
An example: Sam and Rivka’s paid-media agency
Here’s how one agency might use it. It’s only an example — you would describe your own SOPs, roles, onboarding tracks, review rules, and Slack channels.
A founder turns memory into an SOP
Rivka talks through the campaign-launch procedure once. It becomes an SOP with steps, screenshots, an owner, and a review date.
Old documents become useful immediately
Sixty scattered docs upload and join search the same day. Owners and review dates are a cleanup pass, not a launch blocker.
Search answers the way staff ask
An account manager asks how to pause spend during a blackout week. The hub finds the procedure even though the question does not match the document title.
A new hire gets a scheduled ramp
Day one sends account setup and reading. Day three sends the reporting SOP. Day ten sends the shadowing checklist. Completion is recorded.
SOP changes reach the team
After a platform update, Rivka revises the launch SOP. The new version replaces the old, and #ops gets the change note and link.
Process health is visible
Before a large client onboarding, Sam checks that every required SOP is within review date and every hire is current on their track.
Describe the playbook hub you need
Kliv builds from your description, so the more detail you give, the closer the first version. Include SOP types, owners, review cadence, onboarding, Slack, and access rules. Here are three to build on:
Media-buying playbook
Procedures, owners, review dates, and reminders.
“Build an internal playbook hub for my paid-media agency. Each SOP should have an owner, version history, and review date. Staff search in plain language, ask questions from our own documents, and overdue reviews nag the owner every Monday until updated.”
New-hire ramp
Thirty days of scheduled onboarding.
“Build an onboarding system for our agency. Each role gets a 30-day track with readings, checkpoint tasks, manager sign-offs, and scheduled emails on days 1, 3, 7, 14, and 30. Managers see completion per hire.”
Ops hub with Slack
Procedure changes announced automatically.
“Build an SOP hub for our studio. Procedure changes should post to our Slack #ops channel with the change note and link, staff can ask process questions answered from our documents, and unanswered questions become a backlog for the ops lead.”
What runs the runbook
The corpus answers process questions. An agent grounded in your SOPs answers how-to questions from your documents, not general internet advice. Every exchange lands in the question log.
Week one can teach itself. The onboarding drip is a scheduled job. Readings, checkpoints, and nudges go out on the hire’s calendar and write completion back to their record.
Slack delivers updates, but the hub stays the record. SOP changes and ramp milestones can post to the channel, while the governed version remains in the hub.
An SOP hub is one internal tool among many. Internal tools on Kliv covers the rest.
Common questions
What exactly is Kliv?
Kliv is an AI app builder. You describe your SOP hub, and Kliv builds the real app with documents, owners, review dates, search, onboarding, Slack updates, and roles.
Do I get a real app, or a template?
A real app. Your SOP fields, review cadence, onboarding tracks, Slack rules, and access rules shape the hub.
Can I change it after it’s built?
Yes. You can add SOP fields, change review cadence, add onboarding steps, update Slack notifications, or adjust roles later.
How do messy Google Docs become a playbook?
Upload them as they are. They can join search right away, while assigning owners and review dates happens as a cleanup pass.
Can freelancers see the whole playbook?
Only if you allow it. Access can be scoped by function, so a paid-search freelancer sees paid-search SOPs and not pricing or client terms.
What stops SOPs from going stale again?
Review dates and scheduled reminders. Owners get nudged, overdue SOPs can be flagged, and Slack can escalate if needed.
Isn’t this just a wiki?
No. A wiki stores pages. This hub also tracks ownership, runs onboarding, answers from the corpus, logs gaps, and reports process health.
Can it answer staff questions?
Yes. Staff can ask in plain language and get answers from your own SOPs, with unanswered questions saved for follow-up.
Can updates post to Slack?
Yes. SOP changes, review reminders, and onboarding milestones can post to the channels you choose.
Can I use my own domain?
Yes. The internal hub can run on your own domain.
Can I move off Kliv later?
Yes. The app’s code syncs to your own Git repository, so leaving is a git pull, not a rebuild.
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Put agency process where staff can use it
Describe the SOPs, owners, review dates, onboarding, Slack updates, and access rules in detail. Kliv builds the hub that keeps the playbook alive.
