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
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SOP: Handling a Client Complaint
A calm, consistent process for turning a complaint into a resolved issue and a fixed process.
- SOPs and ChecklistsFree
SOP: Responding to New Leads
How every inquiry gets acknowledged, qualified, and moved forward — within a set time, every time.
Sales ProcesssopleadsRead it now - SOPs and ChecklistsMembers
SOP: Running a Discovery Call
The standard way discovery calls are prepared, run, and followed up so the outcome doesn't depend on who takes the call.
Sales ProcesssopdiscoveryPreview - SOPs and ChecklistsMembers
SOP: Sending a Proposal
From discovery notes to a delivered, followed-up proposal — with pricing checked and nothing forgotten.
Sales ProcesssopproposalPreview
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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