Sample engagement: a 25-person creative agency where client onboarding depended on one or two people. I mapped, simplified and documented it end to end.
Process map: who does what, from signed contract to first deliverable
The SOP: purpose, scope, roles, tools and version control
Step-by-step procedure with owners and timings
Rollout checklist: 3 weeks from mapping to live
RACI matrix: one accountable person per activity
Tools: Notion · ClickUp · Google Workspace
Want this for your team? See my SOP & Workflow Build-Out service: https://contra.com/s/MF6r7BvB-sop-and-workflow-build-out-systems-your-team-will-follow
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Posted Oct 24, 2026
Turning processes that live in someone's head into SOPs a team actually follows.