Out of your head
SOP Library
Delivery, sales and admin SOPs: the procedures our members run their agencies on. Each one comes with the quarter of the mastermind that builds it, so quality stops depending on who happens to be on the project.
- Delivery
- Sales
- Admin and reporting
Where the SOPs run
- SalesSales SOPs, cross selling and staff augmentation
- DeliveryBlueprints, account management and SLAs
- AdminWeekly EOS reports, calendar and time tracking
Written byHamid MahmoodFounder, serial digital entrepreneur- Weeks of roadmap behind the SOPs
- 52Weeks of roadmap behind the SOPs
- Agencies in a mastermind cohort, at most
- 20Agencies in a mastermind cohort, at most
- Bootcamp sessions, each with its resources
- 14Bootcamp sessions, each with its resources
- Staff the lead coaches run across New York and Lahore
- 75+Staff the lead coaches run across New York and Lahore
Procedures that live somewhere other than your head
Overview
Every agency has procedures. Most of them live in one person’s head, which is why a project goes well when the right person is on it and goes badly when they are away. The fix is not a thicker manual nobody opens. It is a short set of SOPs people actually follow, stored where they will find them, and kept current.
The SOP Library covers the three places an agency runs on habit: sales, delivery and admin. Delivery is where quality is won or lost, so it comes first: the second quarter of the mastermind builds the procedures, templates and blueprints that standardise most of your deliveries, and the third quarter adds account management and delivery SLAs.
Sales and admin follow in the systems quarter, which tightens how the sales team is managed, starts weekly EOS reports by department alongside a calendar review, and revamps project management and time tracking. From then on the agency can be read from its own reports rather than from your memory.
Each SOP comes with the quarter that teaches it and the coach who covers it. The coaches run companies with more than seventy five staff across New York and Lahore, so they teach procedures as people who depend on them every day.
Winning the work
- Sales SOPsWinning the work
- Delivery SOPsDoing the work
- Admin SOPsRunning the agency
Running the agency
Sales, delivery, admin
What Is Inside
The library in three kinds, from winning the work to running the agency around it. Choose what to compare, and each kind answers.
Winning the work
Sales SOPs
Read more about Sales SOPsWhat it covers: Sales resources and SOPs, plus the cross selling and staff augmentation SOPs
When the year builds it: The third quarter, with the sales management follow up
Who coaches it: Umair Amjad, the sales and staffing coach
Doing the work
Delivery SOPs
Read more about Delivery SOPsWhat it covers: Procedures, templates and blueprints that standardise most of your deliveries, with account management and delivery SLAs behind them
When the year builds it: The second quarter builds the blueprints; the third quarter sets account management and SLAs
Who coaches it: Umair Amjad, for the blueprints
Running the agency
Admin SOPs
Read more about Admin SOPsWhat it covers: Weekly EOS reports by department, the calendar review, project management and time tracking
When the year builds it: The third quarter, from the first weekly report, with calendar management in the fourth
Who coaches it: Hamid Mahmood, who covers most of the systems topics himself
That is what the library covers. This is where to start in it.
Start from what keeps going wrong
How To Use It
Pick the problem closest to your agency this month, and see which SOP answers it and the quarter that builds it.
Delivery
What it should fix
Standardise most of your deliveries so quality stops depending on one person.
- What the library covers
- Procedures, templates and blueprints for most of your deliveries
- Where it comes from
- Quarter 2, with Umair Amjad
Delivery
What it should fix
A client should know what to expect without having to ask.
- What the library covers
- Account management and delivery SLAs
- Where it comes from
- Quarter 3, account management and SLAs
Sales
What it should fix
One sales process the whole team runs the same way.
- What the library covers
- Sales resources and SOPs, plus the cross selling and staff augmentation SOPs
- Where it comes from
- Quarter 3, with Umair Amjad
Admin
What it should fix
Every department reports weekly, so you read the agency instead of guessing it.
- What the library covers
- EOS weekly reports by department, and the calendar review
- Where it comes from
- Quarter 3, with Hamid Mahmood
Admin
What it should fix
Process should live where onboarding takes days rather than months.
- What the library covers
- SOPs people actually follow, where to store them, and how to keep them current
- Where it comes from
- Systems & Operations
Read next
Related Resources
The pages closest to the SOPs.
- The agency templates libraryEvery kind of template members work from, with where each one is built.
- Agency contract templatesClient, employee, vendor, partner and NDA agreements, built in the third quarter.
- Systems & OperationsThe coaching track behind every SOP, report and SLA on this page.
- Quarter 3: SystemsThe systems quarter, where the agency’s rules get written down.
- Section 2 of the book: Effective SystemsThe section that holds the chapter on systems, processes and blueprints.
Built from the second quarter
Get Access
The SOPs come with membership. The bootcamp’s cohort tiers carry the SOPs and blueprints, and the mastermind builds them through the second and third quarters.
Coached by operators running more than seventy five staff across New York and Lahore.