Part 10 of 12FREE
How Do You Scale?
People, Systems & Operations
You Have a Job vs. You Have a Business
The 5 Core SOPs Every Business Needs
A Standard Operating Procedure is simply the answer to: 'How do we do this, every single time, regardless of who is doing it?'
1
Client Onboarding
What happens from first contact to first delivery? Every touchpoint documented and repeatable.
2
Service Delivery
The exact steps to deliver your service at your quality standard. Checklists, not memory.
3
Client Communication
How do you respond to inquiries, complaints, referrals? Standard response times. Who handles what.
4
Invoicing & Collections
When are invoices sent? What happens at 30 days? 60 days? Who makes the call?
5
New Employee Onboarding
First 30 days of a new hire. What they learn, in what order, assessed by what standard.
Build Your First SOP
SOP Builder
Step 1
People Management: Three Fundamentals
Hire for Values, Train for Skills
Skills can be taught. The belief that quality matters, that clients deserve respect, that deadlines are sacred, these are harder to teach. Define your 3 non-negotiable values before any job posting.
Measure What Matters
For each role: 2-3 metrics that indicate success, a threshold that triggers a conversation, and a standard that earns recognition.
The Feedback System
Weekly 5-minute check-in. Monthly 15-minute review. Quarterly 30-minute growth conversation. Owners who do weekly check-ins have employees who stay 40% longer.
Are You Ready to Hire?
Hiring Readiness Calculator
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From The Practice
As you scale, your capacity utilization and quality metrics tell you when it's time to hire, not your feelings. Use the math you just learned: when the cost of NOT hiring exceeds the cost of hiring, the decision makes itself.
Knowledge Check
Primary purpose of an SOP?
Legal documentation
Make great outcomes reproducible without you
Satisfy investors
Create employee accountability
Pass the knowledge check above to complete this module.