What You Get
A set of standard operating procedures for common business operations. These cover the repeatable tasks that every service business performs but rarely documents. The SOPs turn implicit knowledge into explicit process, so your operations do not depend on any single person remembering how things are done.
Each procedure is written clearly enough for a new team member to follow on their first day. They cover the what, the when, and the how. There is no theory about why processes matter, just step-by-step instructions your team can execute. This pack sits alongside our other free downloads in the wider resources library.
What Is Inside
- Client Onboarding SOP covers the complete process from signed contract to first deliverable, including account setup, access provisioning, kickoff meetings, and initial data gathering
- Project Setup SOP shows how to set up a new project with the right structure, documentation, communication channels, and tracking from day one
- Quality Assurance SOP is a repeatable checklist for reviewing work before it goes to the client, covering functional testing, content review, and standards compliance
- Client Handover SOP is the structured process for delivering completed work, including documentation, training, access transfer, and sign-off
- Issue Escalation SOP sets clear criteria for when and how to escalate issues, who to contact, and what information to include
- Weekly Review SOP gives a structured format for team check-ins that surfaces blockers, tracks progress, and keeps projects moving
- Offboarding SOP is the process for cleanly closing a client relationship, covering data handling, access revocation, and documentation archive
- Password and Access Management SOP sets out procedures for securely handling credentials, provisioning access, and revoking it when people or projects change
If you want a single page that pulls these together at a glance, the checklists collection is the companion to this pack.
Who This Is For
This pack is for service businesses with teams of three or more people who want to standardise how they operate. If your business has grown past the point where everyone just knows how things work, but you have not documented your processes yet, this is the starting point.
It is particularly useful for agencies, consultancies, and professional services firms where operational consistency directly affects client experience and delivery quality.
How to Use This
Pick the SOP most relevant to your immediate pain point and implement it first. Do not try to roll out all eight at once, because that is a recipe for none of them sticking. Once one SOP is working and your team is using it naturally, add the next.
Adapt each SOP to your specific tools and workflow. The procedures reference generic steps (for example, “create a project in your project management tool”) rather than specific software, so they work regardless of your tech stack. Once a procedure is stable, it is also a good candidate to wire into a system: our business automation work turns manual SOPs into triggers and tracked tasks, and the same patterns sit behind our digital SOPs systems.
Review and update the SOPs quarterly. Processes that do not evolve with the business become outdated and ignored.
Why We Made This
We run our own business on documented SOPs, from client onboarding through to project delivery and ongoing support. Documented processes are what separate scalable operations from operations that depend on tribal knowledge. We have worked both ways, and documented processes win every time. If your work is more marketing than operations, the SEO SOP Pack is the version built for that side of the business.
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