The Marketing, Sales and Delivery SOPs You Need

Let’s dive into the final batch of SOPs you need for your business – Marketing, Sales and Delivery SOPs.

If you missed Part 1 – Admin and Finance SOPs – check it out << here >>

If you missed Part 2 – Team Management and Communication SOPs – check it out << here >>

And if you just need a general refresh on SOPs, go << here >>.

snake plant - marketing, sales and delivery sops you need

So let’s dive right in –

Marketing SOPs

These SOPs are the ones that will keep you on brand across all platforms and offers. Having documentation of all the moving pieces of your marketing is so important to the success of your business. SOPs ensure that the entire team knows what is going on across all platforms whether you are in nurture mode or launch mode. Templated checklists make it easy to stay consistent with documentation when you are creating and launching new offers/ products.

Marketing SOPs can be grouped into 4 categories: Management, Distribution Platforms, Marketing Technology, and Launches.

Management includes documenting areas such as:

  • Marketing plan
  • Marketing calendar

Distribution Platforms include areas like:

  • Content Creation
  • Repurposing content
  • Newsletter broadcasts
  • Blogs
  • Podcasts – publishing own
  • Podcasts – speaking on other podcasts
  • Social Media
  • Affiliate Marketing
  • Advertising

Marketing Technology covers areas such as:

  • Funnels
  • Email list maintenance
  • Tag management
  • Opt ins
  • Landing page management

Launches includes:

  • Pre – launch checklist
  • Post – launch checklist
  • Launch coverage

snake plant - marketing, sales and delivery sops you need

Sales SOPs

This list is a must have. Your entire team needs to know exactly what you offer and how much it costs. Think about the journey your client goes through from the minute they decide they want to purchase your course – each one of those steps needs documentation.

Documentation for Sales include areas such as:

  • Your Offers / Services
  • Pricing
  • Methods of purchase
  • Sales follow up
  • Client Agreements
  • Scheduling invoices

Delivery SOPs

We know that the client experience is everything – making sure our clients are happy and that we are consistently providing more than we promised is what gives us life. Which is why these SOPs are important.

Delivery SOPs include documenting things such as:

  • How are products / services delivered
  • Initial welcome
  • Onboarding
  • Client communications
  • Client reminders and check ins
  • Maintaining client rosters
  • Adding and maintaining client content
  • Feedback process
  • Live event SOPs

And that’s a wrap!! We dug deep across all 7 areas of your business. I’d love to know – what area do you feel like you have documented well and what area needs your attention? If you need a refresh on doing an SOP audit – this blog post would help.

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>> need help with an SOP audit or creating SOPs for your business? Let’s connect

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