Standard Operating Procedures

Proven Marketing SystemsThat Scale

Step-by-step operational procedures for outbound, appointment setting, sales, and GTM operations. These SOPs are generic—you can often use them as-is, or customize them to your business.

Comprehensive frameworks

Proven methodologies

Marketing Systems & Frameworks

Standard Operating Procedures

Repeatable playbooks for outbound, appointment setting, sales, client success, and operations. Browse below and apply what fits. Most work as-is; some you'll adapt to your team and tools. Start with Onboarding & Setup.

Onboarding & Setup

Start here: mission & vision, ICP & GTM strategy, GTM hub setup, training programs

Mission & Vision

Company purpose, values, and strategic direction. Do this first.

Creating your own GTM Hub & SOPs

Use GTM-GPT and set up your internal hub in Google Docs or similar.

Training Programs

Client services training and repurposing for workshops.

Outbound

Cold outreach, email campaigns, and meeting booking

Appointment Setting

Convert positive outbound responses into qualified discovery meetings. Routing rules, calendar links, and handoff to sales.

Outbound

End-to-end cold outreach: list building, sequencing, response handling, and meeting booking.

Outbound Setup

Technical infrastructure for cold outbound: domains, auth, warm-up, and go/no-go checklist.

Email Campaigns

Campaign structure, copy rules, volume management, and when to pause or iterate.

Sales

Discovery, demos, scripts, and objection handling

Sales Scripts

Discovery call flow, demo structure, objection handling, and qualification criteria.

Sales Process Offer Ladder

Consultative enterprise selling: discovery (audit/demo/gap analysis), pilot/prototype (2–3 months), upsell. For clients.

Client Success

Onboarding, delivery, expansion, and handoffs

Enterprise Client Success

Onboarding, delivery cadence, value realization, and expansion. Delivery > Value > Expansion.

Sales > Delivery Handoff

Handoff protocol from Sales to CS post-close. (Coming Soon)

Expansion Signal Handoff

CS to Sales handoff when expansion signals are detected. (Coming Soon)

Operations

Content, SEO, video, web dev, tenders, and team ops

Content Development

Briefing, review cycles, brand voice, and approval for client content.

Website Development & SEO

Web build (CMS/editable or full code), deployment, and SEO: keyword research, on-page and technical SEO, and ongoing monitoring.

Video Production

Scripting, recording, editing, and delivery for video content.

Webinar & Event

GTM-oriented webinars for authority building, narrative validation, and strategic conversations.

Tender SOPs

Government bid writing, tender search, and submission workflows.

Ops Management

Team coordination, VA hiring, and scalable delivery structure.