3 SOPs (Standard Operating Procedures) you can [and probably most definitely should] adopt in your business today. Well, over the next 30 days because, Sugar, it's okay to take a break and pace yourself.
Where you create these don't matter. What matters is that you keep them together, maybe in the same folder, and that you USE and UPDATE them. As your business evolves, your SOPs will evolve, so there is no perfection.
Not sure what to include? I got you!
You definitely want to have instructions on how to welcome new clients to your business, or to a new service, even if you're not a coach or service provider.
Good onboarding experiences make a significant impression, so it's a good idea to make sure you have this documented and update often.
Your SOP for Client Onboarding can include:
Sugar, when you're introducing a new product/service, you needs a plan. Your SOP for Product Launches will be extensive as you evolve because it covers 4-5 different stages of launch.
Even though what you offer will differ, the steps for how that gets done should be consistent. Also? As you get more experience for launches, you may decide on different types of launches. When that happens, you'll have an SOP for each type of launch. For example: launch with ads, launch without ads
So here's what you can include:
Document steps, procedures, and tools to use for each of the phases. Also consider adding FAQs to address issues and possible hiccups!
We make data driven decisions around these parts. You get data by doing things... not thinking about them.
KPIs show you where you're doing well, what could use some adjustment, and let you know when to let go... based on actual happenings, not the what if scenarios in your head.
Here's what you can include in your KPI SOPs:
For KPIs that have multiple channels - like tracking social media metrics - you'll probably have a separate SOP for each.
You'll want to include how to collect, track, and store the data you want collected for your business.
Why would you do that?
You want to ensure that your SOPs have uniformity, and that there's an official record of how you want that done.
What to include?
SOPs may seem like a PITA, until you need them or the lack of them start costing you money. Start on them now and keep this in mind: