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SOP TemplatesInbox Zero SOP for Executives
A plug-and-play standard operating procedure for achieving and maintaining inbox zero. Includes labeling system, priority filters, delegation triggers, and daily routines.
5 pages · PDF
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Recruitment Pipeline SOP
End-to-end hiring workflow from job brief to signed offer. Covers sourcing, screening rubrics, interview scheduling, and candidate communication templates.
5 pages · PDF
Lead Generation Outreach SOP
Proven outreach process covering ICP research, list building, cold email sequences, LinkedIn DMs, follow-ups, and CRM logging. Ready to hand off to a VA.
5 pages · PDF
Customer Support Ticket SOP
Step-by-step triage, response, and escalation process for handling support tickets. Includes canned response templates and a priority matrix.
5 pages · PDF
Social Media Publishing SOP
Full workflow for creating, scheduling, and reporting on social media content. Covers platforms, approval stages, and engagement routines.
5 pages · PDF
Popular
GuidesThe Remote Ops Starter Guide
Everything a founder needs to set up a lean, scalable remote operations stack. Covers tools, communication norms, KPI tracking, and VA management.
20 pages · Google Docs
How to Hire & Manage Your First VA
A practical guide on scoping, posting, interviewing, onboarding, and managing your first virtual assistant. Avoid the most common costly mistakes.
15 pages · Google Docs
Automating Your Business Admin (Zapier Edition)
Step-by-step breakdown of 10 automation workflows any business can set up in a weekend. No code required. Save 10+ hours every week.
18 pages · Google Docs
Popular
GuidesCircle.so Community Setup Guide
How to build, structure, and launch a Circle.so community from scratch. Covers space architecture, onboarding flows, automations, and engagement systems.
22 pages · Google Docs
New Client Onboarding Checklist
35-point checklist to onboard a new client smoothly — from contract to first deliverable. Never miss a step again.
2 pages · Google Docs
New Hire Remote Onboarding Checklist
Everything you need to onboard a remote team member in under 48 hours. Covers accounts, tools, SOPs, and first-week tasks.
2 pages · Google Docs
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ChecklistsWeekly CEO / Founder Checklist
A prioritized weekly checklist to help founders stay focused on high-leverage tasks and delegate the rest. Stop firefighting, start leading.
1 page · Google Docs
Content Calendar Toolkit
Plug-and-play content calendar with monthly planning templates, caption prompt banks, hashtag sets, and a weekly scheduling workflow. Works for any platform.
4 templates · Google Sheets
Weekly Ops KPI Dashboard
Google Sheets dashboard to track team performance, project statuses, and key metrics in real time. Built for remote ops managers and founders.
3 templates · Google Sheets
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ToolkitsLead Tracker & Outreach Toolkit
Google Sheets CRM for tracking prospects, outreach stages, follow-up dates, and conversion rates. Simple, visual, and powerful.
2 templates · Google Sheets
Customer Support Response Templates
25 ready-to-use email and chat response templates for the most common support scenarios. Cut response time in half while sounding professional.
25 templates · Google Docs
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