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Key takeaways
- Client-facing SOPs
- Internal SOPs
- Keep them usable
Client-facing SOPs
Write guides for lead follow-up, client onboarding and delivery handoff so every customer gets the same experience.
Internal SOPs
Document how you manage tasks, communicate in your team and handle invoices and reporting.
Keep them usable
Use short steps, checklists and screenshots, store them in one place and assign an owner to review each SOP.
Frequently asked questions
What is an SOP and why do I need one?
A standard operating procedure is a step-by-step guide for a task. SOPs make work consistent, speed up training and let you delegate with confidence.
Can you automate my processes as well?
Yes. After mapping each process we automate the repeatable steps using GoHighLevel, Zapier or Make.
Need help with this? Explore our Business Systems, Automation & SOP Development, see our packages or book a free 30-minute call.