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Free Tools & Templates

Practical SOPs, guides, checklists, and toolkits built from real remote operations experience. All free — just enter your name and email to access.

16Free Resources
4Resource Types
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SOP Templates

Inbox 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.

OperationsEmailProductivity

5 pages · PDF

SOP Templates

Recruitment Pipeline SOP

End-to-end hiring workflow from job brief to signed offer. Covers sourcing, screening rubrics, interview scheduling, and candidate communication templates.

RecruitmentHRHiring

5 pages · PDF

SOP Templates

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.

Lead GenSalesCRM

5 pages · PDF

SOP Templates

Customer Support Ticket SOP

Step-by-step triage, response, and escalation process for handling support tickets. Includes canned response templates and a priority matrix.

SupportCustomer SuccessOperations

5 pages · PDF

SOP Templates

Social Media Publishing SOP

Full workflow for creating, scheduling, and reporting on social media content. Covers platforms, approval stages, and engagement routines.

Social MediaContentProductivity

5 pages · PDF

Popular
Guides

The 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.

OperationsRemote WorkFounders

20 pages · Google Docs

Guides

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.

HiringVADelegation

15 pages · Google Docs

Guides

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.

AutomationZapierSystems

18 pages · Google Docs

Popular
Guides

Circle.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.

CommunityCircle.soOperations

22 pages · Google Docs

Checklists

New Client Onboarding Checklist

35-point checklist to onboard a new client smoothly — from contract to first deliverable. Never miss a step again.

OperationsClient ManagementOnboarding

2 pages · Google Docs

Checklists

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.

HRHiringRemote Work

2 pages · Google Docs

Popular
Checklists

Weekly CEO / Founder Checklist

A prioritized weekly checklist to help founders stay focused on high-leverage tasks and delegate the rest. Stop firefighting, start leading.

ProductivityFoundersOperations

1 page · Google Docs

Toolkits

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.

Social MediaContentPlanning

4 templates · Google Sheets

Toolkits

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.

ReportingKPIsOperations

3 templates · Google Sheets

Popular
Toolkits

Lead Tracker & Outreach Toolkit

Google Sheets CRM for tracking prospects, outreach stages, follow-up dates, and conversion rates. Simple, visual, and powerful.

Lead GenCRMSales

2 templates · Google Sheets

Toolkits

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.

SupportCustomer SuccessEmail

25 templates · Google Docs

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