The SOP system my clients and I use

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In today’s newsletter we will go over the following:

• The SOP Plug-N-Play system I use for myself and my clients

• How you should use it

• Why this is important

And a whole lot more

Operational Idea of the Week

Use your client journey to analyze where you can delegate, eliminate, and automate tasks in your agency to save yourself more and more time

This should be a weekly task where you find out what you do for each client for fulfillment and remove the fluff, then delegate or automation

This gives you more time to focus on acquisition

Deep Dive

Let’s talk about SOPs

I look at SOPs in two ways

1. Step by step process

2. Frameworks to have the team adopt

Hormozi and a few other big people in the space often talk about how useless SOPs are, and I agree

Look at it this way, if you hire a CMO, are you going to give them SOPs?

Probably not, because they understand how to do things well

Chances are when you hire these key posistions you won’t need to give them SOPs

Instead you might give them frameworks on how your company does things

The culture you have and so on

Rarely are SOPs needed for c suite and executive roles

SOPs are really only needed for those that are starting out and hire someone like a VA, where they need to understand how you go about doing the task

But you can’t always give them SOPs, you can’t give them plug and play step by steps all the time

Rather you should give them the key SOPs and frameworks

And if they have good problem solving skills and proper skills for that role, they’ll be able to actually go about doing that role well

I’ve worked with companies that don’t do SOPs and just frameworks

And companies that give step by steps and SOPs

And they both work well

But most times the involvement needed when you give them the frameworks are less compared to the latter

So have this principle in mind when going about what SOPs you need in the moment

Here is how I go about building SOPs:

1. What are we teaching? Is there a framework I can give instead that will not need me to make an SOP?

2. If we need an SOP go over a 5 minute concise process as to what we are teaching, your team doesn’t want to watch 30 minute SOPs unless its highly relevant and valuable

3. Record a loom video going over the SOP

4. Once finished recording the SOP, have it write you a SOP with the loom ai feature

5. Then toss the SOP into notion, airtable, or where you house your SOPs

And thats it rinse and repeat over and over again

You can also look back at the SOP a week later and see if it was valuable or not

If it wasn’t then go back and make it even better

The better a SOP is the better understanding your team will have

Don’t make a useless SOP where you just ramble for 20 minutes of total nonsense

This is a very easy and simple process you can follow

Let me know how you get on with this

Ciao,

Tyler

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How I Can Help

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