How do I create SOPs for my agency?
Pick the processes that repeat (onboarding, monthly content, reporting, billing), write each as a short checklist with owners and timings, test it with the team, store it where work happens, and turn it into checklists or recurring tasks so it runs automatically. PalmGro Flow turns checklists into tasks with deadlines.
Which SOPs to write first
- Client onboarding.
- Monthly content planning and production.
- Approval and scheduling.
- Monthly client report.
- Invoicing and payment follow-up.
- New employee onboarding.
- Client offboarding (access removal, handover).
How to write one
- Title and purpose: one line.
- Trigger: when it starts (new client signed, 25th of the month).
- Steps: numbered, one action each, with owner role and timing.
- Done means: what the result looks like.
- Links: templates, examples, tools.
Keep it to one page. If it needs more, split it.
Make SOPs live, not documents
A document nobody opens does not help. Turn SOPs into checklists that create tasks with deadlines when triggered. Then the process happens even when the person who wrote it is on leave.
Keep them current
Review every quarter. When someone finds a better way, update the SOP and tell the team.
How PalmGro Flow helps
PalmGro Flow lets you save onboarding checklists that create tasks with deadlines for every new client, and recurring tasks that create monthly work automatically. Your SOPs become real tasks on the board, assigned to the right person, instead of files in a drive. See recurring tasks.
Questions people ask
How detailed should an SOP be?
Detailed enough that a new team member can follow it without asking. Usually 8 to 15 steps.
Who should write SOPs?
The person who does the work best, reviewed by the owner or team lead.
Do small agencies need SOPs?
Yes. Even a 3-person agency saves time and avoids mistakes with simple checklists.
PalmGro Flow brings your team, clients, tasks, attendance and money into one place, on phone and computer. Try it free, no card needed.Set it up for your team in minutes.