Original, ready-to-run standard operating procedures for sales, marketing, customer success, operations, finance, HR, engineering, and more. Each one is built for both people and AI agents. Free to download as Markdown or run live in OrgTP.
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A 90-minute weekly leadership cadence: check-in, scorecard, rocks, headlines, to-dos, then solve the top three issues to root cause.
View SOP →A quarter-close process that reviews honestly, mines customer themes, and sets three to five owned rocks with a real definition of done.
View SOP →A monthly investor and board update built around the numbers and one honest "where I am stuck" paragraph that drives real engagement.
View SOP →A lightweight habit of logging consequential decisions with their context and assumptions, so future reviews learn from reasoning, not hindsight.
View SOP →A run-sheet for an annual planning offsite that sets a one-year picture, three-year targets, and the first quarter's rocks.
View SOP →A 20-minute Friday or Sunday ritual that names the three outcomes that must happen next week and protects time for them.
View SOP →A repeatable 90-minute daily block to source, verify, and personalize cold outreach to ICP-matched accounts without spray-and-pray.
View SOP →How to handle a positive reply to cold outreach so a warm prospect books a call before a competitor reaches them.
View SOP →A 30-minute Monday discipline that keeps the pipeline honest by forcing a next action on every open opportunity.
View SOP →A structured discovery call that qualifies budget, authority, need, and timeline without pitching in the first twenty minutes.
View SOP →How to move a qualified discovery into a proposal that gets read, by scheduling the review before the proposal is written.
View SOP →A monthly review that turns closed deals into a sharper sequence and scorecard by writing the real reason you won or lost each one.
View SOP →The handoff from a verbal yes to a signed contract, with a clean trigger into billing and onboarding so nothing falls between teams.
View SOP →A 60-minute Monday planning cadence that picks three evidence-anchored content pieces and assigns each a single owner.
View SOP →A 15-minute daily pass to confirm posts fired, reply to comments inside 24 hours, and promote anything outperforming.
View SOP →A monthly check that catches ranking drops and AI-search citation decay across ChatGPT, Perplexity, and AI Overviews.
View SOP →A monthly process to publish one specific, verbatim-quoted customer story with explicit approval and attribution.
View SOP →A quarterly audit that flags where content drifted toward generic AI and updates the voice guide from real failures.
View SOP →A pre-flight and launch-day checklist that ships a multi-channel campaign with tracking, assets, and a defined success metric.
View SOP →A process to produce a gated asset that earns the email, from topic validation through the delivery and nurture handoff.
View SOP →A 20-minute daily scan that catches churn signals three weeks early by tracking health-score swings in both directions.
View SOP →A structured QBR that spends most of the time on delivered outcomes and risks, and ends with an explicit ask and commitment.
View SOP →A gate that confirms three growth signals before any expansion pitch, so you surface expansion rather than push it.
View SOP →An escalating outreach ladder for accounts that have gone quiet, because polite silence is the most common churn pattern.
View SOP →A first-30-days onboarding plan that drives a customer to their first real outcome, the strongest predictor of retention.
View SOP →A clean offboarding that learns from the loss and keeps the relationship warm, because a graceful exit out-refers a clumsy save.
View SOP →A weekly review of operational metrics against targets that turns red numbers into owned issues instead of quiet drift.
View SOP →A process to bring on a new vendor with the contract, access, security review, and a named internal owner before any spend.
View SOP →A calm, sequenced response to an operational incident that contains impact first, communicates clearly, and learns afterward.
View SOP →A recurring check of demand against team capacity that catches overload before it becomes missed deadlines or burnout.
View SOP →A meta-SOP for capturing any repeatable task as a clear, runnable procedure that a new person or an agent can follow unattended.
View SOP →A month-end operational close that reconciles delivery, updates trackers, and hands clean numbers to finance and leadership.
View SOP →A month-end close that reconciles accounts, books accruals, and produces a clean P&L and balance sheet on a predictable date.
View SOP →An invoicing process that bills accurately and on time from a confirmed source of truth, so revenue is collected and recorded cleanly.
View SOP →A respectful, escalating collections cadence that protects cash flow without damaging the customer relationship.
View SOP →A spend-approval process with clear thresholds and budget checks that controls cost without becoming a bottleneck.
View SOP →A weekly rolling 13-week cash forecast that turns runway from a guess into a number leadership can act on early.
View SOP →A monthly review of spend and revenue against budget that explains every material variance and feeds the next forecast.
View SOP →A consistent hiring process from scorecard to offer that reduces bias and predicts on-the-job performance better than gut feel.
View SOP →A first-90-days onboarding plan that gets a new hire to real contribution fast with access, context, and clear early wins.
View SOP →A periodic review built on documented examples and clear expectations that develops people instead of surprising them.
View SOP →A recurring manager-report one-on-one owned by the report that surfaces blockers and growth before they become problems.
View SOP →A fair, time-boxed improvement plan that gives a struggling employee a real chance to succeed with clear, measurable expectations.
View SOP →A respectful, secure offboarding that protects the company, captures knowledge, and treats the departing person well.
View SOP →A focused code-review process that catches correctness and clarity issues fast without becoming a bottleneck or a nitpick war.
View SOP →A safe deploy process with pre-flight checks, a clear rollback path, and post-deploy verification so shipping is routine, not risky.
View SOP →A triage process that turns a noisy bug queue into a prioritized list with severity, reproduction, and a clear owner per item.
View SOP →A sprint-planning process that commits to a realistic, prioritized scope the team actually believes it can finish.
View SOP →A lightweight spec process that aligns on the problem, the user, and the done criteria before any code is written.
View SOP →A blameless retrospective that converts what went well and what hurt into a small number of owned improvements.
View SOP →A least-privilege provisioning process that grants new team members exactly the access they need through a single identity system.
View SOP →A recurring review that removes stale and over-broad access before it becomes the path an attacker or mistake takes.
View SOP →A disciplined response to a suspected security incident that contains the threat, preserves evidence, and meets disclosure obligations.
View SOP →A recurring test that proves backups actually restore, because an untested backup is a guess, not a recovery plan.
View SOP →A secure baseline for any new work device so endpoints are protected, managed, and recoverable from day one.
View SOP →A recurring process to apply security patches on a predictable cadence while expediting anything actively exploited.
View SOP →A repeatable inbox-triage routine that surfaces what is urgent, drafts the routine replies, and keeps a clean signal-to-noise ratio.
View SOP →A process for booking meetings that respects focus time, confirms attendees, and arrives with an agenda so the time is not wasted.
View SOP →A process to book business travel within policy with a complete itinerary, so the traveler never has to wonder what comes next.
View SOP →A consistent filing and naming convention that makes any document findable in seconds instead of lost in a folder maze.
View SOP →A clean expense-submission process with complete receipts and correct coding so reports get approved and reimbursed without back-and-forth.
View SOP →A note-taking process that turns a meeting into a short record and, more importantly, a list of owned actions with due dates.
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