Free SOP templates.
The same structure we use with clients: one owner, a clear trigger, numbered steps, checks and exceptions. Replace the [brackets], test it with the person who does the work, done.
Customer refund request
Step-by-step process for handling a customer refund request, from first contact to payout. For support teams at online stores and service businesses.
Open the templateFinance · Every supplier invoiceSupplier invoice approval and payment
How to receive, check, approve and pay a supplier invoice with clear approval limits and records. For finance and operations teams in growing businesses.
Open the templateFulfilment · Every order that cannot shipOrder exception (out of stock or damaged)
How to handle an order that cannot ship because of missing stock, damage or an address problem. For fulfilment and support teams in online stores.
Open the templatePeople · Every new hireNew employee first week
A day-by-day onboarding process for a new employee's first week, covering access, equipment, introductions and check-ins. For managers and HR or ops.
Open the templateWant these written for your actual processes, and the boring steps automated? See Consulting & SOPs.