A complete, free step-by-step guide. One checklist for the manager. One for the team member executing. Fill in your company details and both checklists update automatically.
ISO 9001Standard Covered
2 ViewsManager + Executor
FreeNo Signup Needed
PrintableA4 · Both Views
Track every step live in Clicarity — update status, upload proof, see your whole team's progress on one dashboard
💡 Use Clicarity alongside this checklist — update each step's status, upload your documents, and give your manager a live view of progress. No more WhatsApp follow-ups.
Fill in your company details — they auto-fill throughout both checklists
Type once below. Every [Company Name], [CEO Name], and [City] updates everywhere automatically. Then print both checklists personalised to your company — manager version and executor version together.
✓ All details update automatically throughout both checklists as you type
Manager progress0 of 0 done
👔 Manager Checklist — ISO 9001:2015
For: the CEO / Business Owner · You make decisions, sign documents, and answer your team member's questions. You do not need to know ISO. Just follow this list. Your executor does the day-to-day work — you give them what they need to move forward.
1
Understand What You Are Committing To
Read alone · Takes 1 hour · Do this before anything else
Understand what ISO 9001 means for [Company Name]
ISO 9001 is a certificate that proves [Company Name] has a documented quality system. It means your processes are written down, you measure performance, and you fix problems when they happen. It opens doors to larger clients, enterprise contracts, and government tenders.
MANAGER
Assign [Executor Name] to execute this checklist
They get the Executor checklist. Your job is to be available when they ask a specific question — usually 15–30 minutes a week. The more clearly you answer, the faster the process moves.
MANAGER
📊 In Clicarity
Create a new job called "ISO 9001 Certification — [Company Name]". Assign it to [Executor Name]. Every time a stage is completed, they update the status in Clicarity. You see the live progress on your dashboard without asking anyone.
Confirm the scope of certification
Read the scope statement below. This exact sentence will appear on your ISO 9001 certificate. Edit it in the Company Details section at the top of this page if anything is wrong.
Your ISO 9001 Scope Statement
[Your scope appears here once you fill in Company Details above]
This is correct — I am happy with this scope
MANAGER
Confirm Udyam MSME registration is active
With an active Udyam registration, [Company Name] can claim 50–70% reimbursement of certification costs after getting certified. Go to udyamregistration.gov.in to check or register — it is free.
MANAGER
step 1 done — move to step 2
2
Sign the Quality Policy
30 minutes · Your executor prepares it · You review and sign
Review the Quality Policy document [Executor Name] prepares
They bring it printed on letterhead. Check it says: commitment to quality, continuous improvement, meeting legal requirements, and setting measurable objectives. If anything is wrong — tell them exactly what to change.
📋 5 things that must be in the policy
[Company Name] is committed to delivering consistent quality
Commitment to continuous improvement
Commitment to meeting customer and legal requirements
Quality objectives will be set and reviewed regularly
Your signature, name, title, and date at the bottom
MANAGER
📊 In Clicarity — Stage: Quality Policy
When you sign the policy, [Executor Name] marks the Quality Policy stage as Signed & Filed in Clicarity and uploads the scanned PDF as proof. You will see it update on your dashboard instantly.
Sign and date the policy with a real pen · Share it with the whole team
Pen signature only. Write today's date. Hand it back to [Executor Name] to scan. Then send the signed PDF to the whole team on WhatsApp — this WhatsApp send is required proof for the auditor.
MANAGER
step 2 done — move to step 3
3
Review and Approve the Risk Register
1 hour · Sit with executor · You answer, they write
Sit with [Executor Name] for 1 hour to go through risks
They read each risk. You say: does this apply to [Company Name]? Give a Likelihood score (1–5) and an Impact score (1–5). They write it down. You don't need to know ISO — you just need to know your own business.
📋 Types of risks you'll be asked about
Delivery delay to customer
Quality failure or defect reaching the customer
Key person leaving — process knowledge lost
Main supplier failing to deliver
Customer complaint not resolved in time
Equipment or system breakdown
Legal or regulatory change
MANAGER
📊 In Clicarity — Stage: Risk Register
After the session, [Executor Name] marks Risk Register as Completed & Signed and uploads the document. The stage moves forward. You see it done.
Sign the completed Risk Register
Review the final version your executor types up. Sign and date at the bottom. This is an official document — the auditor will ask to see it. Review it again every 6 months.
MANAGER
step 3 done — move to step 4
4
Set Quality Objectives (Your KPIs)
1 hour · You decide the numbers · Executor records them
Give [Executor Name] your measurable targets
ISO 9001 requires specific numbers — not vague statements. Fill in your targets below. These are what you will be measured against by the auditor.
📋 Write your targets here
On-time delivery target:%
Customer complaint response:hours
Defect / rejection rate:%
Customer satisfaction:/5 rating
Your own target:
MANAGER
📊 In Clicarity — Stage: KPI Tracking
Tell [Executor Name] to record actual KPI numbers every month in Clicarity. The auditor needs 3 months of real data. If you start tracking in Clicarity from Day 1, by the time the auditor arrives — your data is already there, timestamped, and organised.
step 4 done — move to step 5
5
Review and Approve the 10 SOPs
Executor writes all 10 · You review and initial each one
Answer [Executor Name]'s questions clearly for each SOP
They will come to you with specific questions for each procedure — how does onboarding work, how do we handle complaints, etc. Answer with real steps not ideal steps. The SOP must describe what actually happens today at [Company Name].
MANAGER
Read each completed SOP · Initial and date each one
If it matches reality — initial the bottom. If it doesn't — correct it. The auditor will check whether your documented procedures match what actually happens. A SOP that describes a perfect process you don't follow will fail the audit.
MANAGER
📊 In Clicarity — Stage: SOPs
As each SOP is approved, [Executor Name] marks it done in Clicarity and uploads the initialled version. You can see at a glance which SOPs are approved and which are still being written — without asking anyone.
step 5 done — move to step 6
6
Sit for the Internal Audit
1 full day · Executor runs it · You answer questions and show proof
Block a full day for the internal audit with [Executor Name]
This is the rehearsal for the real certification audit. They ask 14 questions. For each one you must show proof. If you cannot show proof — that item fails and must be fixed before the real auditor arrives.
MANAGER
Fix every failed item (NC) · Assign a due date for each
Every NC must be corrected before contacting the Certification Body. Tell [Executor Name] who fixes what and by when. They track this in Clicarity.
MANAGER
step 6 done — move to step 7
7
Chair the Management Review Meeting
2 hours · You chair · Executor writes minutes
Go through all 12 agenda items with [Executor Name]
This is a formal meeting — not a casual chat. They print the 12-item agenda. You answer each one. They write the notes. This meeting must happen at least once a year and the signed minutes are required for certification.
📋 The 12 agenda items
Status of actions from last review
Internal audit results
Customer feedback and complaints
KPI performance vs targets
Process performance — strong and weak areas
Supplier performance
Risks — any new or changed
Resources needed
Changes affecting the quality system
Opportunities for improvement
Review of quality objectives
Actions from this meeting — owner and due date
MANAGER
📊 In Clicarity — Stage: Management Review
After the meeting, [Executor Name] marks this stage complete and uploads the signed minutes. If a consultant or future auditor is given access to your Clicarity account, they can see this record directly — no need to email documents back and forth.
Sign the typed minutes within 2 days of the meeting
Review, sign, date. Hand back to [Executor Name] to scan and file. These minutes are a required document — the auditor will ask for them.
MANAGER
step 7 done — final step
8
Choose the Certification Body and Book the Audit
Executor handles emails · You make the final decision
Review 3 quotes from Certification Bodies that [Executor Name] collects
Compare: total Year 1 cost, annual surveillance cost, NABCB accreditation status, and estimated timeline. All NABCB-accredited CBs carry equal weight. The cheapest accredited option is perfectly valid.
MANAGER
📊 In Clicarity — Stage: CB Booked
Once you choose a CB, [Executor Name] updates the final Clicarity stage with the CB name, audit date, and quote document. Your entire ISO journey is now documented in one place — from Day 1 to certification day.
Apply for MSME subsidy after receiving your certificate
With Udyam + ISO certificate, apply to your District Industries Centre (DIC) for reimbursement under the MSME Technology Upgradation Scheme. [Company Name] can recover 50–70% of what was spent on certification.
MANAGER
✏️ Executor Checklist — ISO 9001:2015
For: the team member doing the work · You do not need to know ISO. Follow this list one step at a time. Orange boxes = what to ask. Blue boxes = where to find things. Green boxes = what to write or check. After each step — update Clicarity so your manager can see your progress live.
1
Set Up Your Folder and Clicarity Job
30 minutes · Do this alone first
Open Google Drive · Go to drive.google.com
Log in with the [Company Name] Google account. If you don't have the login — ask [CEO Name].
EXECUTOR
💬 Ask [CEO Name] if needed
Can you give me the login for the company Google account? I need to set up the ISO folder.
Create a folder called: ISO 9001 — [Company Name]
Click + New → Folder → type the name → click Create. Share it with [CEO Name] as Editor.
EXECUTOR
Create these 8 sub-folders inside — copy the names exactly
8 folders to create
1 — Quality Policy
2 — Risk Register
3 — Objectives and KPIs
4 — Processes and SOPs
5 — Training Records
6 — Internal Audit
7 — Management Review
8 — Certification Body
EXECUTOR
📊 In Clicarity — Do this now
Ask [CEO Name] to create an ISO 9001 job in Clicarity and assign it to you. Every time you complete a step below, you will update that job's stage in Clicarity AND save the file to Google Drive. Both together. Google Drive = document storage. Clicarity = live progress tracking.
step 1 done — update Clicarity · move to step 2
2
Prepare the Quality Policy for Signing
Folder: 1 — Quality Policy · Half a day · [CEO Name] must sign
Open a new Word or Google Doc · Type the Quality Policy
Copy the text from the green box below exactly. Replace every [Company Name] with [Company Name]. Add the company logo at the top if you have it. This is the official letterhead version.
[Company Name] is committed to providing products and services that consistently meet or exceed the expectations of our customers.
We are committed to:
Delivering consistent quality in everything we do
Continuously improving our processes, products, and services
Meeting all applicable legal and regulatory requirements
Setting and reviewing measurable quality objectives regularly
Ensuring every team member understands their role in quality
This policy is reviewed annually and communicated to all staff.
Signed: _________________ Name: [CEO Name]
Title: CEO / Owner | Date: _________________
EXECUTOR
Print it · Take it to [CEO Name] · Get pen signature + date
Hand it to them. Wait while they sign. Real pen — not typed. They write today's date next to the signature.
EXECUTOR
💬 What to say to [CEO Name]
This is our Quality Policy for ISO 9001. I need your pen signature on the bottom line and today's date next to it. I will scan it after.
Scan or photograph the signed policy · Save as PDF · Send on WhatsApp
Full page visible. Signature clear. Nothing cut off. Save as: Quality-Policy-Signed.pdf → upload to folder 1 — Quality Policy. Then share the PDF in the team WhatsApp group: "This is our official Quality Policy. Please read it." Screenshot the sent message → save as Policy-Shared-Proof.jpg in the same folder.
EXECUTOR
📊 Update Clicarity — Stage: Quality Policy
Mark the Quality Policy stage as Done in Clicarity. Upload the signed PDF as the proof attachment. Add a note with today's date. [CEO Name] will see it updated on their dashboard.
step 2 done — update Clicarity · move to step 3
3
Fill In the Risk Register With [CEO Name]
Folder: 2 — Risk Register · 2–3 hours · Do together
Create a table in Word or Google Docs with 5 columns
Headings exactly: Risk Description | L (1–5) | I (1–5) | Score | What we do about it
EXECUTOR
Ask [CEO Name] to sit with you · Read each risk out loud · Write their scores
You read each risk. They give you a number for L and a number for I. You write it down. Score = L × I. Any score 15 or above is HIGH risk and needs a control in the last column.
📋 Scoring — what the numbers mean
L = Likelihood — 1 = very unlikely · 5 = very likely
I = Impact — 1 = tiny problem · 5 = huge problem
Score = L × I — 15 or above = HIGH risk
📋 Read these risks out loud to [CEO Name]
Customer order not delivered on time
Product or service quality failure
Key employee leaving — process knowledge lost
Main supplier failing to deliver
Customer complaint not resolved in time
Equipment or system breakdown stopping work
Legal or regulatory change affecting the business
New product launch causing problems with existing work
Cash flow problem affecting delivery
Data or records lost or damaged
EXECUTOR
💬 Ask [CEO Name]
Can we sit for 45 minutes? I will read each risk out loud. You give me a number 1–5 for how likely it is, and 1–5 for how bad it would be. I write it all down. That is all I need from you for this step.
Save as Risk-Register-v1.docx · Get [CEO Name] to sign · Upload to folder 2
Print, get signed, scan, save signed version too. Both unsigned and signed go in folder 2 — Risk Register.
EXECUTOR
📊 Update Clicarity — Stage: Risk Register
Mark Risk Register as Done. Upload the signed document. Add a note: date completed and how many risks were identified.
step 3 done — update Clicarity · move to step 4
4
Record Quality Objectives and Start KPI Tracking
Folder: 3 — Objectives and KPIs · Get numbers from [CEO Name]
Ask [CEO Name] for their quality targets · Write them in a 5-column table
Column headings: Objective | Target | How we measure | How often | Who checks. Fill one row for each target they give you.
EXECUTOR
💬 Ask [CEO Name]
I need your quality targets for the ISO documents. What is our target for on-time delivery? Complaint response time? Defect rate? Customer satisfaction score? I will write them all down.
Create a monthly KPI tracking spreadsheet · Start filling it from today
The auditor needs 3 months of real data. If you don't start now — you will have nothing to show. One row per month. Actual numbers for each target. Even if the numbers are not perfect — record them honestly.
EXECUTOR
📊 Update Clicarity — Stage: Objectives Set
Mark Objectives and KPIs as Done. Upload the objectives table. Add a note that monthly tracking has started. Save the tracking spreadsheet in Google Drive folder 3 AND attach a copy to this Clicarity stage.
step 4 done — update Clicarity · move to step 5
5
Write the 10 Procedure Documents (SOPs)
Folder: 4 — Processes and SOPs · Biggest step · One SOP per day
Understand what an SOP is before you start
SOP = Standard Operating Procedure. A simple 1-page document explaining how [Company Name] does something. Written in numbered steps. Simple words. What actually happens — not what you wish happened.
📋 Every SOP must start with these 4 lines at the top
SOP Number and Name — e.g. SOP-01 Customer Onboarding
Version and Date — e.g. Version 1.0 · April 2026
Owner — the person responsible
Steps — numbered list in order
EXECUTOR
SOP 1 — Customer Onboarding · Save as SOP-01-Onboarding.docx
From the moment a customer orders or signs up — to when they are fully set up. Who does what? In what order? How long?
EXECUTOR
💬 Ask [CEO Name]
Walk me through our customer onboarding steps one by one — from when they sign up to when they are fully set up. I will write them down as you talk.
SOP 2 — Customer Complaint Handling · Save as SOP-02-Complaints.docx
Customer is unhappy. Who receives the complaint? Who responds? By when? How is it fixed? How do we confirm they are satisfied?
EXECUTOR
SOP 3 — Main Production or Service Process · Save as SOP-03-Production.docx
The core steps of what [Company Name] does every day to deliver its product or service. Stage by stage from start to finished and delivered.
EXECUTOR
SOP 4 — Quality Check Before Delivery · Save as SOP-04-QualityCheck.docx
What checks happen before something leaves? Who checks? What are they looking for? What happens if something fails?
EXECUTOR
💬 Ask [CEO Name]
What quality checks do we do before we send something to a customer? Who is responsible and what exactly do they check for?
SOP 5 — Supplier and Vendor Management · Save as SOP-05-Suppliers.docx
Who are the main suppliers? How are they chosen? How do we review them? What happens if one fails?
EXECUTOR
SOP 6 — New Employee Training · Save as SOP-06-Training.docx
When someone joins — what training do they receive? Who trains them? How long? How do we know they are ready?
EXECUTOR
SOP 7 — Document and Version Control · Save as SOP-07-Documents.docx
All ISO documents have version numbers (v1.0, v2.0). When something changes — new version created. Old version kept but labelled OLD. You are responsible for filing all ISO documents correctly.
EXECUTOR
SOP 8 — What to Do When Something Goes Wrong · Save as SOP-08-Nonconformity.docx
A mistake, defect, or complaint. Write: who logs it, how it is investigated, what action fixes it, how we prevent it happening again.
EXECUTOR
SOP 9 — Annual Supplier Review · Save as SOP-09-SupplierReview.docx
Once a year, [CEO Name] reviews each key supplier — quality, delivery, terms. The result is written down and kept on file.
EXECUTOR
SOP 10 — How the Internal Audit Is Run · Save as SOP-10-Audit.docx
Internal audit once a year. One person checks another person's work. Findings written down. Problems fixed with a deadline. Report saved.
EXECUTOR
Ask [CEO Name] to read and initial every SOP · Save all 10 in folder 4
Print each SOP. They initial the bottom of each page. Scan. All 10 signed SOPs go in folder 4 — Processes and SOPs.
EXECUTOR
📊 Update Clicarity — Stage: SOPs
As each SOP is approved, mark it done in Clicarity and upload the signed version. When all 10 are done, mark the SOPs stage as Complete. Your manager sees 10/10 approved without you having to send a single update message.
step 5 done — update Clicarity · move to step 6
6
Collect Training Records for All Staff
Folder: 5 — Training Records · 1–2 hours
Create a training record for every employee at [Company Name]
For each person: name, job role, what training they received, date of training, who trained them. A simple table in Word is fine.
📋 Training records must show these 4 things per person
Their job role and responsibilities
On-the-job training received when they joined
Any quality or safety training done
Any certificates or qualifications they hold
EXECUTOR
Get each employee to sign next to their record · Save in folder 5
Name it: Training-Records-v1.docx. Their signature is proof the training happened. Scan or photograph the signed pages.
EXECUTOR
📊 Update Clicarity — Stage: Training Records
Mark Training Records as Done. Upload the signed document.
step 6 done — update Clicarity · move to step 7
7
Run the Internal Audit
Folder: 6 — Internal Audit · 1 full day · With [CEO Name]
Book a full day with [CEO Name] · Print the 14 audit questions below
You ask the questions. They show proof. You write C, NC, or OFI for each one.
📋 3 ratings — write one for each question
C = Conforming. We do this. We have proof.
NC = Nonconformity. We do NOT do this. Must be fixed before real audit.
OFI = Opportunity for Improvement. We do it but not perfectly.
📋 Ask these 14 questions — write C, NC, or OFI for each
Is the Quality Policy signed, dated, and shared with all staff?
Can [CEO Name] say what our quality objectives are from memory?
Is the Risk Register completed with scores for every row?
Are all 10 SOPs written, approved, and saved in the correct folder?
Do the SOPs describe what actually happens — not what we wish happened?
Do we have training records for every employee with signatures?
Do we have 3 months of KPI data recorded?
Are our KPI targets being met? If not — is there a corrective action?
If a customer complained this month — can we show what we did?
Is there a list of our approved suppliers?
Have we reviewed our main suppliers in the last 12 months?
If something went wrong recently — was a nonconformity report written?
Are all ISO documents saved in the correct Google Drive folders?
Are documents using version numbers (v1.0, v2.0)?
EXECUTOR
💬 Ask [CEO Name] to block this day
I need a full day with you for our ISO internal audit. I will ask you 14 questions. For each one you need to show me proof — a document, a photo, or a record. It takes about 6–7 hours. Can we book a date?
List every NC · Fix every one · Do not move to Step 8 until all NCs are gone
Make a list: NC item, what needs to be done, who does it, by when. Re-check each one after fixing. Only when every NC becomes C — move forward.
EXECUTOR
Write the Audit Report · Save in folder 6
One document: date of audit, who conducted it, all 14 questions with ratings, summary of what was fixed. Name it: Internal-Audit-Report-v1.docx
EXECUTOR
📊 Update Clicarity — Stage: Internal Audit
Mark Internal Audit as Done. Upload the audit report. Add a note: number of C, NC, and OFI items found, and confirmation that all NCs were fixed.
Book a 2-hour meeting with [CEO Name] · Print the 12-item agenda
This is a formal meeting. You bring the printed agenda. They answer each item. You write notes. Do not leave any agenda item blank — write something for every row.
📋 Print this agenda — write notes during the meeting
1. Actions from last review — all done?
2. Internal audit results — what were the findings?
3. Customer feedback — any complaints this period?
4. KPI performance — are we hitting targets?
5. Process performance — strong and weak areas
6. Supplier performance — any issues?
7. Risks — any new or changed?
8. Resources — need more people, tools, or training?
9. Changes — anything new affecting quality system?
10. Opportunities — where can we improve?
11. Objectives — are our quality targets still right?
12. Actions from this meeting — who does what by when?
EXECUTOR
💬 Ask [CEO Name]
I need 2 hours with you for the ISO Management Review meeting. I will print a 12-question agenda. You answer each one. I write the notes. We need the signed minutes before contacting the Certification Body.
Type up the notes as minutes · Print · Get [CEO Name] to sign · Scan · Save in folder 7
Add at top: meeting date, attendees, location. Signature line at the bottom for [CEO Name]. Save as: Management-Review-Minutes-v1.docx
EXECUTOR
📊 Update Clicarity — Stage: Management Review
Mark Management Review as Done. Upload the signed minutes. If a consultant has access to your Clicarity account, they can view this directly. No need to email documents.
step 8 done — update Clicarity · final step
✓
Contact the Certification Body
Folder: 8 — Certification Body · Only when every box above is ticked
Check all 8 Google Drive folders have files · Check all Clicarity stages are marked Done
Open each folder. Open Clicarity. Both must show complete before sending any emails. If any stage is not done — go back and finish it.
EXECUTOR
Show [CEO Name] the Clicarity dashboard · Get their go-ahead to contact CBs
They see all stages marked Done. They confirm everything is correct. Only then send the emails.
EXECUTOR
Send this email to 3 Certification Bodies · Copy exactly
📧 Copy this email — send to all 3 below
Subject: ISO 9001:2015 Certification Quote — [Company Name], [Number of Employees] employees, [City]
Dear Team,
We are [Company Name], a [What Your Business Does] based in [City]. We are seeking ISO 9001:2015 certification.
Details: [Number of Employees] employees · Single location · Udyam registered MSME
Please send a quote for: (1) Stage 1 + Stage 2 audit, (2) Annual surveillance cost, (3) Total 3-year estimate.
Regards, [Executor Name] on behalf of [CEO Name] · [Company Name]
I have written the emails to the 3 Certification Bodies. Can you check my draft for 2 minutes before I send?
Save all 3 quotes in folder 8 · Show [CEO Name] all 3 · They decide which CB
Name them: Quote-BureauVeritas.pdf · Quote-SGS.pdf · Quote-DNV.pdf. [CEO Name] makes the final decision. Upload the chosen quote to the final Clicarity stage.
EXECUTOR
📊 Update Clicarity — Stage: CB Selected
Mark the final stage CB Selected as Done. Add the CB name, audit date, and quote amount. Your entire ISO 9001 journey is now documented end to end in Clicarity — timestamped, organised, and ready to show any auditor, consultant, or stakeholder.
CLICARITY
ISO 9001 Certification Toolkit
[Company Name]
Generated at clicarity.com
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EXECUTOR CHECKLIST → NEXT PAGE
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Powered by Clicarity
Every role has a job. Clicarity keeps them all in sync.
No more WhatsApp follow-ups. No more "where are we with ISO?" emails. Every person updates their stage in Clicarity. Everyone sees the same live picture.
👔
CEO / Manager
Decision Maker
You don't track. You review. Clicarity shows you exactly where the certification process stands — without asking anyone.
Live dashboard — see all stages at a glance
Get notified when a stage needs your signature
Review uploaded documents directly in the platform
See what is blocked and what is moving
✏️
Executor / Admin
Day-to-Day Driver
You do the work. After every step in this checklist — update the stage in Clicarity. Upload the proof. Move forward.
Update job stages with one click
Upload signed documents as proof at each stage
Add notes and dates at every step
Never lose track of what's done and what's next
🧑💼
Consultant
External Guide
Guide the process remotely. No site visits needed. Log in to your client's Clicarity account and see exactly where they are.
View client progress without calling or emailing
Comment on stages that need correction
Access uploaded documents for review
Guide multiple clients from one place
🔍
Certification Auditor
External Assessor
Instead of a table full of printed documents — give the auditor read-only access to Clicarity. Everything timestamped, organised, and linked.
Every stage completed with timestamp and proof
Uploaded documents linked to each process step
Clear audit trail from Day 1 to certification day
Impresses auditors — shows a mature quality system
The ISO 9001 journey as a Clicarity workflow — 9 stages, each tracked live
01
Setup & Scope
Company details
›
02
Quality Policy
Upload signed PDF
›
03
Risk Register
Scores + sign-off
›
04
Objectives & KPIs
Targets + tracking
›
05
10 SOPs
Written + approved
›
06
Training Records
All staff signed
›
07
Internal Audit
Report + NCs fixed
›
08
Mgmt Review
Signed minutes
›
09
CB Selected
Audit booked ✓
Want this workflow set up in Clicarity for your team?
Your team handles the execution. Clicarity handles the tracking. We set it up for you in 24 hours.
See how Clicarity maps your ISO journey — live, in 30 minutes
We will show you exactly how to set up the ISO 9001 workflow in your Clicarity account — so your team can start tracking from Day 1. No slides. No pitch. Just your actual workflow, live on screen.
We set up your ISO 9001 stages in Clicarity during the demo
Your manager sees the live dashboard from Day 1
Your executor knows exactly what to update and when
Consultants and auditors get read-only access — no document emails
Goes live in 24 hours — no long implementation
Flat rate pricing — no per-user fees as your team grows
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🎉
Demo Request Received!
We will WhatsApp you within 2 hours to confirm your demo time. In the meantime — fill in your company details above and start working through the checklist. Your progress will be ready to show during the demo.