FREE RESOURCE

Marketing & Sales SOP Template

Your firm probably has detailed processes for building a project—submittals, RFIs, scheduling, safety protocols—but when it comes to marketing and sales, most of those activities live in someone's head. When that person is busy, on vacation, or leaves the company, the process goes with them. The Marketing & Sales SOP Template gives you everything you need to start documenting the marketing and business development processes that drive revenue—so your growth system runs on a playbook, not on memory. This template provides:

A prioritized list of the top 10 marketing and sales processes to document first so you know exactly where to start

A simple, repeatable SOP template you can use for every process designed to be short enough that people actually read and follow it

Three fully completed example SOPs ready to adopt or customize