SOPs are the backbone of every well-run agency, but creating them from scratch? Not exactly the most exciting item on your to-do list.
Whether you’re onboarding a new team member, handing off work to a contractor, or simply trying to scale your operations without dropping the ball, having clear, standardised processes is non-negotiable.
In this post, we’ll break down how to create SOP templates for your agency, which ones you actually need, and how to build them in a way your team will actually use.
Why Agencies Need SOP Templates
Agencies juggle a lot: multiple clients, overlapping deadlines, moving parts, and team members who need to stay aligned.
Even one dropped task or unclear message can lead to:
- Delays
- Client frustration
- Scope creep
- Missed revenue
SOPs (standard operating procedures) keep your agency consistent, even when you’re scaling or switching up your team. They’re what allow you to step back without things falling apart.
Core SOPs Every Agency Should Have
Not every process needs documenting, but your core, repeatable tasks definitely do. Here’s a simple breakdown of SOPs worth creating:
Admin & Operations
- Client onboarding process
- Internal file naming + storage structure
- Invoicing & payment collection
Marketing
- Blog or podcast publishing workflow
- Social media scheduling + approval process
- Newsletter creation + scheduling
Client Delivery
- Project kickoff checklist
- Revision + feedback cycles
- Client offboarding + testimonial request
Team + Hiring
- Contractor onboarding process
- Weekly team sync agenda
- Performance feedback + review template
Start with whatever you’re doing over and over again, especially the stuff you hate explaining more than once.
How to Create Your Own SOP Templates (Step-by-Step)
If you’re ready to build these from scratch, follow this simple 5-step process:
1. Choose a process you repeat regularly
Start with one that’s already documented in your head. Bonus points if it’s something you’d love to delegate soon.
2. Break it into clear steps
Keep it detailed, but not overwhelming. Think: someone with no context should be able to follow it.
3. Add tools, links, and screenshots
Make it visual and foolproof. Include links to folders, templates, or software logins.
4. Assign ownership
Who’s responsible? When is it done? SOPs without ownership fall flat.
5. Store it where your team works
Whether you use ClickUp, Notion, Google Docs, or something else — consistency matters more than the tool.
Shortcut: Use Pre-Written Templates Built for Agencies
Don’t want to start from a blank doc? You don’t have to.
The SOP Template Pack from Olivier Consultancy includes 40 ready-to-use SOPs across admin, operations, marketing, and client delivery, all written with agency owners in mind.
You get:
- A clear structure for each SOP
- Customisable steps for your agency tools, roles, timelines
- Editable formats (copy + paste to use in Notion, ClickUp, Docs etc.)
- Lifetime access for just €49
Instead of spending hours figuring out what to write, you can just plug-and-play.
Creating SOP templates doesn’t have to be a chore, and it doesn’t have to take days of your time.
Start small, keep it simple, and let your SOPs evolve as your agency grows.
And if you’re ready to skip the blank page and just get it done?
👉 Check out the SOP Template Pack here
