Standard Operating Procedures for Entrepreneurs

Are you tired of reinventing the wheel every time you onboard a client, train a team member, or launch a new project? Do you wish you had clear, step-by-step processes to keep your business running smoothly—even when you’re not around? You’re in the right place! This Standard Operating Procedures (SOPs) Directory is your ultimate resource for pre-built, customizable workflows designed for:

  • Solopreneurs & Freelancers – Automate repetitive tasks and free up time.
  • Coaches & Trainers – Systemize client onboarding and program delivery.
  • Small Business Owners – Ensure consistency and reduce operational chaos.
  • Creators & Agencies – Scale efficiently with documented processes.

Browse our categorized SOP library below and start optimizing your business today!

(NOTE:This is a work on progress and will be updated with new and improved SOPs. Please bookmark the page for future reference!)

Content Creation & Publishing SOP

Objective:

To ensure a consistent, high-quality, SEO-optimized content creation and publishing process across all platforms.

Scope:

Applicable to blog posts, Medium articles, Substack newsletters, and PLR content.

Tools:

  • Writing & SEO: Notion, Grammarly, SurferSEO, Clearscope
  • Publishing: WordPress, Medium, Substack
  • Automation: Make (formerly Integromat), Buffer, Zapier

Metrics:

  • Content engagement: Time on page, bounce rate
  • SEO performance: Keyword ranking, backlinks
  • Conversion rate: Opt-ins, leads generated

Procedure:

  1. Research & Planning:
    • Identify topics based on SEO analysis and audience needs.
    • Use Google Keyword Planner or Ahrefs to find high-traffic keywords.
    • Outline article structure in Notion.
  2. Content Development:
    • Write first draft in Google Docs or Notion.
    • Proofread using Grammarly and Hemingway Editor.
    • Optimize for SEO (meta description, H1/H2 tags, internal/external links).
  3. Approval & Editing:
    • Review content against SEO guidelines.
    • Ensure brand voice consistency.
  4. Publishing & Distribution:
    • Publish on WordPress, Medium, and Substack.
    • Schedule social media posts via Buffer or Hootsuite.
    • Track performance via Google Analytics.

Social Media Management SOP

Objective:

To maintain a consistent social media presence, engage with the audience, and grow followers organically.

Scope:

Covers LinkedIn, Twitter, TikTok, Instagram, and Pinterest.

Tools:

  • Scheduling: Buffer, Hootsuite
  • Analytics: Google Analytics, Twitter Analytics
  • Content Creation: Canva, CapCut, Descript

Metrics:

  • Engagement rate (likes, shares, comments)
  • Follower growth
  • Click-through rate (CTR)

Procedure:

  1. Develop Monthly Content Calendar in Notion.
  2. Create Graphics/Videos using Canva and CapCut.
  3. Write Captions and include hashtags using RiteTag.
  4. Schedule Posts in Buffer.
  5. Engage with Comments & Messages within 24 hours.
  6. Analyze Performance Weekly via Google Analytics.

Lead Magnet & Email Marketing SOP

Objective:

To generate leads using free resources and nurture them through automated email sequences.

Scope:

Covers lead magnets, email automation, and segmentation.

Tools:

  • ConvertKit, MailerLite, Zapier
  • Google Forms (for lead collection)
  • Payhip, Gumroad (for downloads)

Metrics:

  • Email open rate
  • Click-through rate
  • Subscriber conversion rate

Procedure:

  1. Create Lead Magnet (PLR guide, Notion template, checklist).
  2. Design Landing Page with opt-in form (ConvertKit, MailerLite).
  3. Automate Welcome Sequence (3-5 emails introducing services, offers).
  4. Segment Audience based on behavior (opens, clicks, interests).
  5. Analyze Performance monthly.

Client Onboarding & Consultation SOP

Objective:

To streamline the onboarding process for coaching, AI consultation, and Notion development clients.

Tools:

  • Calendly (for scheduling)
  • Notion (for CRM & tracking)
  • Google Docs (for contracts & proposals)

Metrics:

  • Lead-to-client conversion rate
  • Client satisfaction (via feedback forms)

Procedure:

  1. Client Inquiry Received → Auto-reply with booking link (Calendly).
  2. Discovery Call (30 min) → Discuss needs, budget, and expectations.
  3. Proposal Sent → Outline deliverables, timeline, pricing.
  4. Contract & Invoice Sent → Use Google Docs + Stripe/PayPal.
  5. Onboarding Call → Provide access to Notion dashboard & resources.

AI Prompt Engineering & Customization SOP

Objective:

To create high-quality AI prompts tailored for clients’ needs.

Tools:

  • ChatGPT, Claude, Bard
  • Notion (prompt repository)

Metrics:

  • Client satisfaction
  • Prompt effectiveness (success rate)

Procedure:

  1. Gather Requirements → Define purpose & scope of prompts.
  2. Develop Prompts → Create structured, optimized inputs.
  3. Test & Refine → Iterate based on AI-generated responses.
  4. Deliver & Train Clients → Provide usage guidelines.

Product Development & Launch SOP

Objective:

To create and launch digital products effectively.

Tools:

  • Payhip, Gumroad, Amazon KDP
  • Google Docs, Canva (for assets)

Metrics:

  • Sales volume
  • Conversion rate

Procedure:

  1. Validate Product Idea (polls, competitor analysis).
  2. Create MVP (PLR pack, Notion template, eBook).
  3. Develop Sales Page (Compelling copy, CTA).
  4. Launch with Email Campaign (Substack, ConvertKit).

Online Course Creation SOP

Objective:

To build structured, high-value online courses.

Tools:

  • Thinkific, Teachable, Notion LMS
  • Loom, OBS Studio (for recording)

Metrics:

  • Course completion rate
  • Student engagement

Procedure:

  1. Define Course Structure & Goals.
  2. Develop Course Content (scripts, slides, videos).
  3. Set Up Course Platform & Payment.
  4. Launch via Email & Social Media.

Notion CRM & Task Management SOP

Objective:

To manage client relationships and tasks efficiently.

Tools:

  • Notion (CRM system)
  • Zapier (automations)

Procedure:

  1. Set Up Client Database in Notion.
  2. Automate Task Reminders using Zapier.
  3. Track Client Interactions & Follow-Ups.

Affiliate Marketing & Passive Income SOP

Objective:

To generate recurring revenue through affiliate programs.

Procedure:

  1. Identify High-Paying Affiliates (Amazon, PartnerStack).
  2. Create Review Content (articles, videos).
  3. Optimize for SEO & track conversions.

Business Finance & Reporting SOP

Objective:

To manage finances and ensure profitability.

Tools:

  • QuickBooks, Google Sheets

Procedure:

  1. Track Monthly Income & Expenses.
  2. Automate Invoices & Payouts.
  3. Review Financial Reports Quarterly.