1 min read 105 words Updated Mar 17, 2026 Created Mar 17, 2026
#sop/sales

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Purpose

Why does this process exist? What problem does it solve?

Trigger

What kicks off this process? (e.g. new enquiry comes in, quote requested, order placed)

Process

Steps

Decision Points

Where in this process does someone need to make a judgement call? What guides that decision?

Scripts & Talking Points

Key phrases, objection handling, or messaging to use during this process.

Handoffs

Who does this get passed to next, and what do they need from you?

Success Looks Like

How do you know this was done well?