All SOPs
6 procedures
Recently Updated
Most Used
Client Onboarding SOP
Complete 15-phase client onboarding process (Phase 0–14) covering everything from sales handoff and kickoff call through account setup, strategy, campaign launch, and transition to ongoing delivery. The single source of truth for bringing on any new client.
Team Calendar and Time Blocking SOP
Standard operating procedure for team calendar management and time blocking. Covers daily structure, meeting cadences, focus blocks, client scheduling protocols, and weekly review processes to maximize team output.
Executive Assistant Master Reference
Comprehensive master reference guide for Executive Assistants. Covers role expectations, communication protocols, inbox management, calendar ops, client communication, task management, file organization, financial admin, meeting prep, tools guide, and escalation procedures.
New Client Onboarding — Google Drive Setup
Complete step-by-step process for setting up a new client's Google Drive workspace, including folder structure, permissions, and shared assets. Required reading for all account managers.
Meta Ads Campaign Launch Checklist
End-to-end checklist for launching a new Meta Ads campaign — from pixel verification and audience setup through creative upload, budget allocation, and post-launch QA. Covers both prospecting and retargeting.
GHL Automation Setup Guide
How to build and deploy automation workflows inside GoHighLevel — triggers, actions, conditional logic, and webhook integrations. Covers the most common agency automations for lead nurture and appointment booking.