Client Onboarding SOPs
Standard Operating Procedures that support the Client Onboarding process.
Available SOPs
Client Communication SOP
Standards and templates for professional client communication throughout onboarding.
Covers:
- Email templates (welcome, follow-up, proposal)
- Phone call scripts
- Communication tone and brand voice
- Response time expectations
- Escalation protocols
Proposal Template SOP
Standard structure and content for client proposals.
Covers:
- Proposal sections and required content
- Pricing presentation formats
- Visual timeline creation
- Terms and conditions
- Revision and approval process
SOP Maintenance
SOPs are reviewed and updated quarterly to reflect:
- Process improvements and lessons learned
- Template refinements based on client feedback
- New tools or systems integration
- Legal or compliance requirement changes
Last Review: 2026-01-15 Next Review: 2026-04-15 Owner: Sales Director
Suggesting Improvements
To suggest SOP improvements:
- Post in #process-improvements Slack channel
- Add entry to "SOP Feedback" Notion database
- Contact Sales Director directly for urgent changes
All suggestions reviewed monthly at Sales team meeting.