Client Onboarding SOP for Marketing Agencies
The SOP craft applied to the highest-value case. What the procedure must contain, written as a pattern rather than a template to copy.
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The SOP craft applied to the highest-value case. What the procedure must contain, written as a pattern rather than a template to copy.
Where the numbers live, what assembles the narrative, the human checkpoint before a client sees it, and what happens when a source tool changes.
The most over-sold phrase in the category, answered honestly for a 5 to 50 person agency. What you can deploy today, and what is still a demo.
Headcount capacity and delivery capacity are different numbers. How to build a forward view from what you already have, and when it says hire.
What the passes are, what you should receive, and why the output is a sequenced list rather than a wish list of everything that could be automated.
The choreography, not the theory: the kickoff agenda that prevents rework, and the moment a project is genuinely underway rather than nominally started.
Clarity and adoption against visual status and client boards. Judged on agency delivery, with a verdict by agency type.
The second-highest-return automation in most agencies, built out in full. Starting with the rule that you cannot automate what you have not defined.
Pods, functional teams, or hybrid. The trade-offs and failure mode of each, and the two headcounts where the model has to change.
Writing an SOP where a checklist would do is the most common documentation waste in agencies. The rule for telling them apart.
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