Rough notes to a one-page SOP: notes, prompts and a review checklist
(From the Stepthrough lesson "ChatGPT: turn rough notes into a one-page SOP in an editable document". Harbor Point Accounting and its rules are made up.)

1. THE FIRST MESSAGE FROM THE LESSON (notes included)
Use canvas. Turn these rough notes into a one-page SOP for new front-desk coordinators at Harbor Point Accounting: client calls in -> answer in 3 rings, say firm name and your name. check calendar for the preparer, if free transfer, if not take message in the CRM not on sticky notes. tax season (Feb-Apr) after 5pm calls go to voicemail, check it at 8am and 1pm. never give out refund status or any SSN info over the phone, send them to the portal. walk-ins: greet in 30 sec, have them sign in on the tablet. questions i dont know -> ask Dana (office manager) dont guess.

2. YOUR OWN VERSION (fill in, then paste your notes after the colon)
Use canvas. Turn these rough notes into a one-page SOP for [WHO WILL FOLLOW IT] at [BUSINESS]. Use only the rules in my notes, and mark anything you add so I can check it: [PASTE YOUR NOTES]

3. CHANGE ONE PART (select the paragraph, click Ask for changes, then type)
Add what to say on the voicemail greeting, in one short sentence a coordinator can read aloud.
Your version: [WHAT TO ADD OR FIX] in [HOW LONG].

4. IF IT OPENS AS A CHAT REPLY OR A WORD FILE INSTEAD
Say "use canvas" again, or ask for "an editable document beside the chat".

REVIEW CHECKLIST (before anyone follows it)
- Every rule matches a line in your notes.
- Anything new (marked in blue) is checked. In the lesson, ChatGPT promised to return every call, which nobody said.
- Names, times and numbers are right (3 rings, 8am and 1pm, February to April).
- Nothing private is in it: no client names, tax details or SSNs.
- The person who owns the process (in the lesson, Dana the office manager) has read it.
- Downloaded as Microsoft Word if someone will keep editing it, or PDF to send as it is.