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Templates

SOP Template

A professional SOP template for documenting repeatable work in a way that is easy to review, hand off, and improve.

Purpose

Why this template exists

Use this template to document recurring workflows so the team can execute them consistently without relying on memory.

When To Use

Best fit

  • A process happens regularly and quality matters
  • Multiple people may need to perform the same workflow
  • You want AI tools or new hires to follow a reliable structure
Instructions

How to use it

  1. Name the process clearly.
  2. Define purpose, owner, and tools.
  3. Write only the essential steps in execution order.
  4. Add review notes and expected outcome.
  5. Store it where the team can find and update it.
Template Structure

Copyable template

1. SOP Overview

SOP Title:
Name of the process or task.

Department / Area:
(e.g., Operations, Marketing, Admin, Customer Support)

Owner:
Person responsible for maintaining this SOP.

Last Updated:
Date of last revision.

Purpose:
Explain briefly why this SOP exists and what problem it solves.

2. Scope

Included:

  • Reviewing submitted forms
  • Updating job notes
  • Organizing photos
  • Setting job status

Not Included:

  • Handling customer complaints
  • Creating new client profiles

3. Tools & Access Required

Tool Purpose Access Location
Connecteam Review submitted reports Admin dashboard
Jobber Update job records Client management
Slack Internal communication Team workspace
Google Drive File storage Shared folder

4. Example Code Block

[RA] Job Completion Review

* Technician notes
* Issues reported
* Photos moved to client folder
Example Usage

How it might look in practice

A client onboarding SOP could define the owner, tool links, welcome email steps, kickoff scheduling, and the final handoff to delivery.