SOPs and Checklists
Step-by-step procedures and checklists
Step-by-step procedures with quality checks, ready to hand to a teammate or contractor.
15 resources
Free to try — no signup
SOP: Handling a Client Complaint
A calm, consistent process for turning a complaint into a resolved issue and a fixed process.
- SOPs and ChecklistsMembers
SOP: Creating a Weekly Social Media Plan
A 60-minute weekly session that produces every post for the week ahead.
Marketingsopsocial mediaPreview - SOPs and ChecklistsMembers
SOP: Publishing a Social Media Post
The pre-flight check that stops typos, broken links, and posts going out on the wrong account.
Marketingsopsocial mediaPreview - SOPs and ChecklistsMembers
SOP: Responding to Comments and DMs
How to handle public comments and private messages, including the negative ones.
Marketingsopsocial mediaPreview - SOPs and ChecklistsMembers
SOP: Sending a Monthly Email Newsletter
From blank page to sent newsletter, with the compliance and testing steps built in.
MarketingsopemailPreview - SOPs and ChecklistsMembers
SOP: Tracking Marketing Performance
How and when marketing numbers get collected, so decisions are based on evidence rather than impressions.
MarketingsopmarketingPreview
Questions about SOPs and Checklists
What is an SOP?
A standard operating procedure: the written steps for doing a recurring task the same way every time.
How detailed should an SOP be?
Detailed enough that a capable new person can follow it without asking you.
How do I keep SOPs current?
Assign an owner and review date, and update the SOP whenever the process changes.
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