TouchStone Key Features

Each feature is designed to replace SOP chaos with clarity, consistency, and accountability — all in one intuitive platform.

Turn Processes into results

TouchStone transforms documentation into execution connecting every process to a role, making accountability measurable, and giving employees clear steps to follow. Growth doesn’t depend on guesswork it’s built into the system.

Build smarter systems, not just training manuals

Organizational Chart

Bring structure to your business by defining exactly who does what — and how. TouchStone's interactive org chart ties every job role to the processes they're responsible for. This eliminates people-dependency, so your business runs on systems, not personalities. You can plan for growth, identify gaps, and onboard new team members with ease.

Use it to:

Replace tribal knowledge with clear roles
Show who's accountable for what tasks
Map out future hires as your company scales
Create a visual blueprint for your entire operation

The Four Key Functions

No more random folders or uncategorized SOPs. TouchStone organizes every process under the Four Key Functions of business: Marketing, Sales, Operations, and Administration. This structure makes it easy to see where your systems are strong — and where you're missing key processes.

Use it to:

Categorize all SOPs in a logical, strategic framework
Spot gaps in systems across departments
Build a complete, functional business map
Eliminate the chaos of siloed systems and unclear ownership

Process Documentation

Documenting SOPs doesn't have to be hard! TouchStone offers intuitive templates — including work plans, checklists, scripts, videos, policy notes, and forms — all designed to simplify the process. These templates have been refined over 25 years to ensure consistency and continuity across your processes. By using TouchStone's templates, you standardize documentation, making it easier to create and update SOPs that are clear, effective, and easy for your team to follow.

Every process follows a standardized format, eliminating messy Word docs and shared drives. These templates ensure every task is executed the same way, every time, and are stored in one centralized location for easy access. Whether you're creating a new SOP or revising an old one, TouchStone makes it simple to keep your processes organized and up to date.

Use it to:

Eliminate messy Word docs and shared drives
Standardize SOP creation across your business
Create clear, usable SOPs your team will actually follow
Add visuals, forms, and attachments for greater clarity

Built-In AI Process Creation

No time to write SOPs from scratch? TouchStone's built-in AI is here to help! With just a few inputs, our AI drafts process documentation for you — from outlining key steps to formatting and streamlining the process. It suggests the structure, provides a clear flow, and helps you get your SOPs created faster than ever. Whether you're building new processes or updating old ones, the AI makes the process quick, efficient, and stress-free.

This feature allows you to turn your knowledge into fully documented systems in minutes, so you can keep your business running smoothly without getting bogged down by manual documentation. No more overwhelming blank pages or tedious formatting — just clear, expert-like SOPs that fit seamlessly into your workflow. Skip the consultant and let AI do the heavy lifting.

Use it to:

Speed up SOP creation and reduce effort
Turn tacit knowledge into documented systems in minutes
Eliminate the frustration of starting from scratch
Get expert-level structure and formatting without a consultant

Visual Documentation with Scribe and Loom

Tired of SOPs that no one reads? TouchStone integrates seamlessly with Scribe and Loom to make your documentation more engaging and effective. With Scribe, you can automatically capture workflows as you perform them, turning your real-time actions into clear step-by-step guides. Loom allows you to record video walkthroughs that visually explain each step of your processes. These tools make your SOPs more accessible, ensuring your team can easily follow and understand them.

By embedding Scribe guides and Loom videos directly into your processes, you create dynamic, visual SOPs that appeal to different learning styles. No more sifting through text-heavy documents. Now, your team can watch and follow along, reducing confusion and improving engagement. With less time spent answering questions and more time spent executing tasks, training becomes more efficient, and processes become clearer.

Use it to:

Make SOPs easier to follow and understand with visual aids
Support different learning styles with video and visuals
Capture steps as you work — no need to write them from scratch
Increase training efficiency and reduce questions by providing clear, engaging documentation

Process Library

Don't start with a blank page — start with a proven system. TouchStone's Process Library gives you instant access to a collection of pre-built, ready-to-use SOPs covering key areas of business like hiring, onboarding, marketing, finance, operations, and more. Each process has been developed and refined over decades, ensuring best practices are baked right in.

Instead of wondering “What should I write?” you can download, customize, and implement professional-grade SOPs right away. Whether you're building systems for the first time or just looking to improve what you have, the Process Library gives you a running start. It's the perfect way to build momentum, save time, and create consistency across your business from day one.

Use it to:

Skip the “what do I write?” problem and eliminate blank-page overwhelm
Launch with high-quality systems from day one
Customize templates to fit your unique operations
Build momentum fast with done-for-you content that works
Ensure consistency and continuity across departments with proven templates

Role-Based Process Lists

Confusion over who's supposed to do what? Not with TouchStone. Every process in your system can be assigned to a specific job role, so your team only sees what applies to them. This ensures clarity, cuts through overwhelm, and gives everyone a focused view of what they're responsible for — without clutter or cross-talk.

By mapping processes to roles, TouchStone not only streamlines day-to-day tasks but also strengthens accountability. Employees know exactly what's expected, while permissions keep documentation secure and prevent unauthorized changes. Your SOPs stay clean, relevant, and protected — and your team stays aligned.

Use it to:

Eliminate ambiguity around responsibilities
Prevent unauthorized editing or access to sensitive processes
Personalize process visibility based on roles
Keep your SOPs organized, secure, and easy to manage
Reinforce accountability and improve team performance

Process Assignment & Tracking

Having documented SOPs is just the beginning — making sure they're followed is what really matters. With TouchStone, you can assign processes, checklists, tasks, goals, metrics to individual employees, and track their completion in real time. It's how you turn systems into action.

This feature creates built-in accountability and eliminates the guesswork. You'll know exactly what's been completed, what's pending, and who's responsible — so nothing gets lost, skipped, or forgotten. It's your safeguard against inconsistency, and your tool for scaling with confidence.

Use it to:

Ensure SOPs are followed — not just stored
Create accountability across roles and departments
Track task completion, training, and execution
Replace verbal instructions with documented, repeatable systems
Identify gaps and ensure continuous improvement

Onboarding & Employee Training

Hiring someone new shouldn't mean reinventing the wheel. With TouchStone, every new hire is automatically connected to the SOPs and training materials tied to their role — so they know exactly what to do, how to do it, and where to find it.

Track training progress, mark employees as trained, and ensure everyone is learning the same, standardized procedures. This means faster onboarding, fewer mistakes, and a confident, capable team from day one. Whether you're hiring one person or scaling a department, your training stays consistent and scalable.

Use it to:

Automate onboarding and reduce ramp-up time
Train every employee to the same standard
Track who's trained in which processes
Build confidence and competence from day one
Eliminate the chaos of informal, inconsistent training

Reports

Without visibility, SOP chaos returns. TouchStone's built-in reporting tools give you real-time insight into the health of your systems — from last updated and process completion to documentation status and employee adoption.

Quickly identify what's done, what's overdue, and where updates are needed. With process completion reports, documentation audits, and performance tracking, you'll always know if your business is running as designed — or drifting off course.

Use it to:

Run process completion reports by person or role
Identify undocumented or outdated SOPs
Track who's following procedures (and who's not)
Maintain accountability and process consistency
Replace guesswork with structured oversight

Dashboard

TouchStone's personalized dashboards give every team member a clear view of what matters most — their assigned tasks, relevant SOPs, and training progress. It's a central hub for day-to-day execution, accountability, and performance tracking.

For managers, it offers real-time visibility into who's on track, who has been trained and who hasn't, who needs support, and how processes are being followed. For employees, it removes the guesswork and helps them stay focused on what they're responsible for — with everything in one place.

Use it to:

Keep employees focused on their role-specific responsibilities
Track training completion and process assignments
Eliminate confusion and excuse-making
Promote accountability and boost follow-through