Social Media Agency SOP Starter Kit
Free
Policies, an SOP template, a social media agency SOP vault and an AI SOP builder, so your team stops asking you.
See what's insideThe Marketing Agency SOP Starter Kit
Free
Everything you need to get how your marketing agency runs out of your head and into SOPs your team can use without asking you.
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When every handoff between your specialists has to go through you, campaigns stall the moment you step away from Slack. This kit gives you a simple way to write down how your marketing agency already works, starting with the policies that shape how your team operates and the SOPs they open when they need to complete a specific task, so you stop being the person everyone messages to ask how something gets done.
What's inside
- A five-minute tutorial that shows you where to start
- Five starter policies with marketing agency examples to write from
- A Google Docs SOP template with a finished example
- The Marketing Agency SOP Vault, sorted into what to write first, next and as you grow
- An AI SOP builder for Claude and ChatGPT that turns a screen recording transcript into a first draft
The SOPs to write first
These are the processes most marketing agencies lean on every week, which makes them the ones that pull you in most often.
- Channel Strategy Handoff Between Specialists
- Campaign Launch Checklist
- Cross-Team Creative Brief
- Ad Account Access Setup
Who this is for
Marketing agency founders with a small team who have already hired help but still find every question coming back to them, and who want their team to run the work without waiting on a reply.
Questions people ask
Is the Marketing Agency SOP Starter Kit free?
Yes. Enter your name and email and the kit lands in your inbox.
What is an SOP for a marketing agency?
An SOP (standard operating procedure) is a one-page document that shows your team how to complete one specific task, like channel strategy handoff between specialists, the same way every time without asking you.
Which SOPs should a marketing agency write first?
Start with the tasks that pull you in most often. For most marketing agencies that means channel strategy handoff between specialists, campaign launch checklist and cross-team creative brief.
Do I need a paid AI tool to use the SOP builder?
No. The kit includes a Claude skill and a ChatGPT setup for paid plans, plus a prompt that works on free plans of Claude, ChatGPT and Gemini.
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Free
Policies, an SOP template, a email marketing agency SOP vault and an AI SOP builder, so your team stops asking you.
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