Add-On Service: SOP Library Build

SOPs help reduce decision fatigue, improve delegation, and create consistency across your operations:

10 SOPs

This list provides a handful of ideas for SOPs, but this list is not exhaustive.

1. Client Onboarding SOP
   Outlines the exact steps to welcome new clients — from signed contract and intake form to welcome emails, invoice, and folder setup.

2. Content Publishing Workflow
   Step-by-step process for turning a draft blog post, email, or social media idea into a scheduled piece of content (including graphics, review, and scheduling platforms).

3. Weekly Team Meeting SOP
   Agenda template and cadence for your team calls, including roles, priorities review, project check-ins, and follow-ups.

4. Lead Intake & Follow-Up SOP
   How to track, tag, and follow up with new leads — including automation, CRM updates, and email templates.

5. Contract & Invoice Management SOP
   Covers sending contracts, collecting signatures, issuing invoices, and tracking payments.

6. Digital File Management SOP
   Folder structure and naming conventions for Google Drive, Dropbox, or Notion — so everyone knows where to find assets.

7. Customer Service & Email Response SOP
   Templates and tone guidelines for your inbox, FAQs, and escalation process for refund requests, complaints, or tech issues.

8. Project Launch SOP
   Timeline and checklist for launching a new product, course, or campaign — from planning to post-launch debrief.

9. Hiring & Onboarding a New Team Member SOP
   From writing the job description and posting it to setting up accounts, sharing SOPs, and conducting first-week check-ins.

10. Monthly Metrics & Dashboard Review SOP
    Instructions for pulling KPIs (sales, email open rates, leads, etc.), updating your dashboard, and interpreting trends for decision-making.