SOP Template (Standard Operating Procedure)
A free, editable Word document built for agencies and consultants documenting a repeatable process — not a generic all-purpose template.
An SOP exists so a process doesn’t live only in one person’s head. The moment that person is on leave, or leaves the business entirely, an undocumented process becomes a real operational risk.
This template covers purpose, scope, step-by-step procedure, and responsibilities — written to be handed to someone new and followed without needing to ask clarifying questions.
This template is provided for general informational purposes and does not constitute legal, financial, or HR advice. Have it reviewed by a qualified professional before using it with a real client or employee.
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Once this is in place, startbuddi for agencies handles the client, invoicing, and follow-ups that come after — automatically.
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How detailed should an SOP be?
Detailed enough that someone unfamiliar with the process could follow it without help, but not so granular that it needs rewriting every time a minor tool or step changes.
How often should SOPs be reviewed?
Whenever the underlying process changes, plus a periodic review (quarterly or twice a year) to catch drift between what’s documented and what actually happens.
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