Agency SOP templates
Agencies live and die by repeatable client work. These SOP templates cover the high-leverage processes — onboarding, reporting, creative QA — that protect margin as you scale.
Featured template
Onboard a new client at a digital marketing agency, from signed contract to project kickoff
Full example: Client onboarding SOP
Purpose: Move a new client from signed contract to project kickoff within 5 business days.
Scope: Account manager owns the process; involves finance, design lead, and project manager.
Procedure
- Send the welcome email and onboarding form within 24 hours of contract signature.
- Create the client folder structure in shared storage (Brief, Assets, Deliverables, Reporting).
- Set up billing in the finance system and send the first invoice.
- Schedule the kickoff call with the client and assigned project manager.
- Confirm logins, brand assets, and access to ad accounts received.
- Run internal kickoff with design and PM teams to assign roles.
- Deliver kickoff deck and project plan within 5 business days of signature.
FAQs
- Why do agencies need SOPs?
- SOPs let you delegate client work without quality drift, onboard new account managers in days instead of months, and prove process maturity to enterprise prospects.
- How specific should an agency SOP be?
- Specific enough that a new hire can execute on day one without asking. Include tool names, folder paths, and timing — not just principles.
Browse all SOP templates, see worked SOP examples, or read the canonical SOP format.
Other industries: Restaurant, SaaS support, E-commerce, Real estate. Or generate a custom SOP for your exact task.