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Order Reception SOPs

Standard Operating Procedures for repeatable tasks in the Order Reception stage.

Available SOPs​

Brief Intake SOP​

Purpose: Ensure complete and consistent brief capture for every project

When to Use: During initial client consultation (phone, video, or in-person)

Duration: 30-60 minutes

Output: Completed brief document ready for design development

SOP Structure​

Each SOP includes:

  • Objective - What this SOP achieves
  • Prerequisites - What you need before starting
  • Step-by-Step Process - Detailed instructions
  • Quality Checks - How to verify success
  • Common Issues - Troubleshooting guide
  • Tools & Templates - Supporting resources

When to Use SOPs​

SOPs standardize our most critical, repeatable tasks:

✅ Use SOP when:

  • Task is performed regularly (weekly or more)
  • Task has clear steps that don't change
  • Consistency is critical to quality
  • Training new team members

❌ Don't need SOP when:

  • Task is one-off or highly variable
  • Task requires significant creative judgment
  • Process is still being refined

SOP Maintenance​

SOPs are living documents:

  • Review Frequency: Quarterly
  • Update Trigger: Process change, quality issue identified
  • Owner: Position responsible for the activity
  • Approver: Stage owner (Client Relations Manager)

Suggest Improvements: If you find a better way to do something, document it and suggest an SOP update to the Stage Owner.

Last Updated: 2026-02-02 Maintained By: Client Relations Manager