# SOP TEMPLATE VAULT
## 15+ Ready-to-Use SOPs for AI Agents

---

# SOP TEMPLATE STRUCTURE

Use this structure for all SOPs:

```markdown
# SOP: [NAME]

## Purpose
[One sentence: what this SOP accomplishes]

## Trigger
[When to execute this SOP]

## Inputs Required
- [Input 1]
- [Input 2]

## Steps
1. [Step 1 — be specific]
2. [Step 2 — include decision points]
3. [Step 3 — note any tools to use]

## Output
[What the completed task looks like]

## Quality Checks
- [ ] [Check 1]
- [ ] [Check 2]

## Common Errors
- [Error 1] → [Fix]
- [Error 2] → [Fix]
```

---

# SOP 1: LEAD QUALIFICATION

## Purpose
Score and qualify incoming leads to prioritize sales effort.

## Trigger
New lead enters the pipeline from any source.

## Inputs Required
- Lead name and contact info
- Source of lead
- Any form responses or context

## Steps
1. Check if email is valid (no typos, real domain)
2. Research company: size, industry, revenue indicators
3. Research contact: title, tenure, decision authority
4. Score against ICP criteria:
   - Industry match: +20
   - Company size match: +20
   - Title/authority match: +20
   - Engagement level: +20
   - Timing indicators: +20
5. Assign qualification status:
   - 80-100: Hot (contact within 1 hour)
   - 60-79: Warm (contact within 24 hours)
   - 40-59: Cool (add to nurture sequence)
   - Below 40: Disqualify

## Output
Lead record updated with:
- Qualification score
- Status (Hot/Warm/Cool/Disqualified)
- Research notes
- Recommended next action

## Quality Checks
- [ ] Company research completed
- [ ] Contact verified as real person
- [ ] Score calculated correctly
- [ ] Next action scheduled

## Common Errors
- Skipping research → Always verify before scoring
- Over-qualifying bad leads → Stick to criteria strictly

---

# SOP 2: COLD EMAIL SEQUENCE

## Purpose
Create and deploy a cold email sequence for outbound prospecting.

## Trigger
New outbound campaign requested for a target ICP.

## Inputs Required
- ICP description
- Offer/service being sold
- Desired CTA (book call, reply, etc.)
- Any specific messaging angles

## Steps
1. Research the ICP: common pains, language they use, objections
2. Write Email 1 (Initial outreach):
   - Pattern interrupt first line
   - Pain point acknowledgment
   - Brief value prop
   - Soft CTA
3. Write Email 2 (Value add - Day 3):
   - New angle or insight
   - Social proof if available
   - Clear CTA
4. Write Email 3 (Case study - Day 6):
   - Specific result achieved
   - Relevance to their situation
   - CTA
5. Write Email 4 (Direct ask - Day 9):
   - Direct and assumptive
   - Time-bound if possible
   - CTA
6. Write Email 5 (Breakup - Day 14):
   - Acknowledge no response
   - Door open for future
   - Final CTA

## Output
- 5 emails in sequence format
- Subject lines for each (2 variations)
- Recommended send times
- Personalization tokens noted

## Quality Checks
- [ ] Each email under 100 words
- [ ] Mobile-readable formatting
- [ ] No spam trigger words
- [ ] Clear CTA in each email
- [ ] Personalization tokens included

## Common Errors
- Too long → Cut ruthlessly
- Too salesy → Sound like a human
- No clear CTA → Every email needs one ask

---

# SOP 3: LINKEDIN OUTREACH

## Purpose
Build connections and book calls via LinkedIn messaging.

## Trigger
LinkedIn outreach campaign requested.

## Inputs Required
- Target profile criteria
- Connection request message
- Follow-up sequence
- Offer/CTA

## Steps
1. Define search criteria in Sales Navigator
2. Write connection request (under 300 characters):
   - Personalized element
   - Reason for connecting
   - No pitch
3. Write Message 1 (after connection accepted):
   - Thank for connecting
   - Soft value offer
   - Question to engage
4. Write Message 2 (Day 3 if no reply):
   - Value-add content
   - Light CTA
5. Write Message 3 (Day 7 if no reply):
   - Direct ask
   - Calendar link

## Output
- Connection request template
- 3-message follow-up sequence
- Targeting criteria documented

## Quality Checks
- [ ] Connection request under 300 chars
- [ ] Messages feel conversational
- [ ] No copy/paste feel
- [ ] Clear path to call

---

# SOP 4: NO-SHOW RECOVERY

## Purpose
Re-engage prospects who missed their scheduled call.

## Trigger
Appointment marked as no-show.

## Steps
1. Wait 10 minutes past appointment time
2. Send SMS: "Hey [Name] — we missed each other. Want to reschedule or should I close this out? [Calendar link]"
3. If no response in 4 hours, send email with same message
4. If no response in 24 hours, send final attempt: "Bumping this one more time — still open to chat or should I move on?"
5. If no response in 48 hours, move to nurture sequence

## Output
- Contact status updated
- Either: rescheduled appointment OR moved to nurture

## Quality Checks
- [ ] All messages sent on schedule
- [ ] Tone is casual, not guilt-trippy
- [ ] Calendar link included

---

# SOP 5: PIPELINE STAGE MANAGEMENT

## Purpose
Ensure all pipeline records are in the correct stage with clear next steps.

## Trigger
Daily pipeline review (morning).

## Steps
1. Pull all active deals from pipeline
2. For each deal, verify:
   - Current stage is accurate
   - Last activity date
   - Next step is scheduled
   - Notes are current
3. Flag deals with issues:
   - No activity >3 days
   - No clear next step
   - Stalled in stage >7 days
4. Update any incorrect stages
5. Schedule missing next steps
6. Generate daily pipeline report

## Output
- Pipeline accuracy verified
- Flagged deals listed
- Next steps scheduled
- Daily report generated

## Quality Checks
- [ ] Every deal reviewed
- [ ] No deal without next step
- [ ] Flags communicated to team

---

# SOP 6: WEEKLY REPORTING

## Purpose
Generate weekly performance report for pipeline and sales activity.

## Trigger
Every Monday at 9 AM.

## Steps
1. Pull metrics for previous week:
   - Leads added
   - Leads qualified
   - Calls booked
   - Calls completed
   - Show rate
   - Deals won
   - Deals lost
   - Revenue collected
2. Compare to previous week and targets
3. Identify top 3 wins
4. Identify top 3 issues/blockers
5. Recommend actions for current week
6. Format report and distribute

## Output
Weekly report with:
- Key metrics vs targets
- Week-over-week comparison
- Wins and issues
- Action items

---

# SOP 7: CLIENT ONBOARDING

## Purpose
Successfully onboard a new client in the first 7 days.

## Trigger
New client contract signed.

## Steps
Day 0:
1. Send welcome email with next steps
2. Send onboarding questionnaire
3. Schedule kickoff call (within 48 hours)
4. Create client folder in workspace

Day 1-2 (Kickoff Call):
1. Review questionnaire responses
2. Confirm ICP and offer positioning
3. Discuss goals and KPIs
4. Set communication preferences
5. Outline 30-day plan

Day 3-5:
1. Build pipeline in GHL
2. Set up automations
3. Create sequences
4. Configure calendar

Day 6-7:
1. Test entire system
2. QA all automations
3. Client walkthrough
4. Go live

## Output
- Client fully onboarded
- System live and tested
- Client trained on basics
- 30-day plan documented

## Quality Checks
- [ ] Kickoff call completed
- [ ] All systems built and tested
- [ ] Client has access
- [ ] Go-live confirmed

---

# SOP 8: MEETING PREP

## Purpose
Prepare briefing materials before important calls.

## Trigger
Meeting scheduled with prospect or client (24 hours before).

## Steps
1. Research the person:
   - LinkedIn profile
   - Recent posts/activity
   - Company news
2. Research the company:
   - Website
   - Recent announcements
   - Competitors
3. Review previous interactions:
   - Email history
   - Call notes
   - Pipeline stage
4. Prepare:
   - 3 talking points
   - 3 questions to ask
   - Potential objections and responses
   - Clear objective for the call
5. Create one-page brief

## Output
Meeting brief with:
- Person and company summary
- Previous interaction notes
- Talking points and questions
- Call objective

---

# SOP 9: FOLLOW-UP CADENCE

## Purpose
Systematic follow-up with prospects who haven't responded.

## Trigger
No response to initial outreach after 48 hours.

## Steps
Day 2: Follow-up #1
- Different angle or value add
- Reference original message

Day 5: Follow-up #2
- New insight or resource
- Ask a question

Day 8: Follow-up #3
- Social proof / case study
- Stronger CTA

Day 12: Follow-up #4
- Direct and assumptive
- Time-sensitive element if possible

Day 16: Breakup
- Acknowledge silence
- Leave door open
- Move to long-term nurture

## Output
- Follow-up messages sent on schedule
- Responses handled immediately
- Non-responders moved to nurture

---

# SOP 10: OBJECTION RESPONSE

## Purpose
Handle common sales objections effectively.

## Trigger
Prospect raises objection during conversation.

## Common Objections & Responses:

**"It's too expensive"**
→ "I hear you. Quick question — is it the number itself, or are you not sure it's worth it? Because if we look at the ROI..."

**"I need to think about it"**
→ "Totally get it. What specifically do you need to think about? Is it the money, the timing, or whether it'll work?"

**"I need to talk to my partner"**
→ "Makes sense. What questions do you think they'll have? Maybe I can answer them now so you're prepared."

**"Bad timing"**
→ "When would be better? And out of curiosity — what changes between now and then?"

**"Send me more info"**
→ "Happy to — but honestly, a 15-min call will answer more than any PDF. What's your calendar look like?"

**"I've been burned before"**
→ "I hear that a lot. What happened? ... That makes sense. Here's how we're different..."

## Steps
1. Acknowledge the objection (don't dismiss)
2. Ask clarifying question to understand real concern
3. Address the real concern
4. Confirm resolution: "Does that make sense?"
5. Re-engage toward next step

---

# SOP 11: DEAL CLOSING

## Purpose
Convert verbal commitment to signed contract and payment.

## Trigger
Prospect says "yes" or indicates they want to move forward.

## Steps
1. Confirm the commitment: "Great, let's get you started."
2. Don't celebrate or pause — move immediately
3. Collect information: "What email should I send the agreement to?"
4. Send agreement while on call if possible
5. Walk them through signing: "Takes 60 seconds, can you sign while we're on?"
6. Collect payment: "Agreement's done. Let me grab your card to get you started."
7. Confirm next steps: "You're all set. Onboarding call is [DATE]. Any questions?"
8. Send confirmation email with everything documented

## Output
- Signed contract
- Payment collected
- Onboarding scheduled
- Welcome email sent

## Quality Checks
- [ ] No pause between yes and paperwork
- [ ] Everything done on the call if possible
- [ ] Next steps crystal clear

---

# SOP 12: POST-CALL DOCUMENTATION

## Purpose
Document call outcomes and next steps immediately after every call.

## Trigger
Sales or client call completed.

## Steps
1. Within 5 minutes of call ending, document:
   - Call outcome (connected, voicemail, no answer)
   - Key discussion points
   - Objections raised
   - Commitments made (by us and them)
   - Next step and date
   - Deal stage update needed?
2. Update CRM record
3. Schedule next action
4. Send any promised follow-up materials
5. Set reminder for next touchpoint

## Output
- CRM updated with call notes
- Next step scheduled
- Follow-up materials sent
- Pipeline stage current

---

# SOP 13: CRM DATA ENTRY

## Purpose
Maintain clean, accurate, complete CRM records.

## Trigger
Any new information about a contact or deal.

## Standards
Every contact must have:
- [ ] Full name (spelled correctly)
- [ ] Email (verified)
- [ ] Phone (if available)
- [ ] Company name
- [ ] Title
- [ ] Lead source
- [ ] Current stage
- [ ] Last activity date
- [ ] Next step scheduled

Every deal must have:
- [ ] Associated contact
- [ ] Deal value
- [ ] Current stage
- [ ] Expected close date
- [ ] Last activity note
- [ ] Next step

## Common Errors
- Duplicate records → Search before creating
- Missing fields → Don't save until complete
- Outdated info → Update on every interaction

---

# SOP 14: CALENDAR MANAGEMENT

## Purpose
Optimize calendar for maximum productive call time.

## Rules
- No meetings before [PROTECTED TIME]
- Block 2 hours daily for deep work
- 15-minute buffer between all calls
- Prep time blocked before important meetings
- No back-to-back calls for more than 3 hours

## Steps for Scheduling
1. Check availability against rules above
2. Offer 2-3 specific time options
3. Send calendar invite with:
   - Clear title
   - Video link
   - Agenda or context
   - Any prep required
4. Trigger confirmation sequence

## Weekly Calendar Review
1. Audit upcoming week
2. Move any rule violations
3. Ensure prep time blocked
4. Confirm all meetings have context

---

# SOP 15: CONTENT RESEARCH

## Purpose
Gather intelligence for personalized outreach.

## Trigger
Preparing outreach to high-value prospect.

## Steps
1. LinkedIn deep dive:
   - Recent posts (engagement, topics)
   - Career history
   - Mutual connections
   - Activity patterns
2. Company research:
   - Recent news/PR
   - Job postings (indicate growth/pain)
   - Tech stack (if relevant)
   - Competitor moves
3. Personal research:
   - Podcast appearances
   - Published articles
   - Speaking engagements
   - Twitter/social presence
4. Synthesize into:
   - 1 personalized hook
   - 1 relevant insight
   - 1 connection point

## Output
Research brief with personalization angles ready for outreach.

---

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