Business knowledge retention

Knowledge Capture Build.

When a senior person leaves, so does everything they knew that was never written down — and you find out what's missing the next time it comes up.

A structured process to capture that know-how into documented, searchable form while they're still here.

Book a scoping call →

How it works

What's included

1

Structured capture interviews

A defined set of sessions with the person who knows, focused on process and decisions, not open-ended chat.

2

Converts to written SOPs

What gets captured is turned into documentation your team can actually reference, not raw notes.

3

Organized by process, not person

Documentation is filed by task and workflow, so it's findable without knowing who wrote it.

4

Handoff-ready output

The result is what a replacement or the rest of the team needs to pick up the work, not a general summary.

SCOPED ENGAGEMENT
Knowledge Capture Build

A structured process to document a senior employee's know-how into written SOPs.

Custom quoted after a scoping call

A delivered engagement, not a Momentum plan feature — the price depends on how many processes and how many sessions it takes to capture them.

One-time engagementNo subscription required

Delivered as a fixed-scope engagement, quoted before any work starts.

Structured capture interviewsConversion into written SOPsOrganized by process & workflowHandoff-ready documentation
Works around the departing employee's scheduleNo new documentation software requiredFixed scope, agreed before we startSupport from a real team
Book a scoping callNo work starts before you have the quote.

This is capture and documentation work priced on its own, separate from any Momentum subscription. Prices in USD, exclusive of tax.

Built for real workflows

Why local service businesses choose Momentum.

Turns into real SOPs

Not raw meeting notes

Done before they leave

Not reconstructed after

Structured interviews

Focused on process & decisions

Backed by real people

Calgary-based support

Common questions

Frequently asked questions

Structured capture interviews with the employee who holds the knowledge, converted into written, organized SOPs your team can reference after they're gone.

Ready to get started?

Put every customer conversation in motion

Start your Momentum account and connect lead capture, follow-up, scheduling, and sales in one workflow.

Get Started