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7FA SOP Example

Sales and Onboarding

Onboarding — Week 1 Strategy Deck

What

Section titled “What”

TODO — what goes in the deck and what does not.

Who owns it

Section titled “Who owns it”

TODO — Strategy Director.

Steps

Section titled “Steps”
  1. TODO — audit the current state (accounts, analytics, competitors).
  2. TODO — write the 90-day plan (what we ship each week, measurable goals).
  3. TODO — present live, not over email. Get sign-off on the plan.

Definition of done

Section titled “Definition of done”

TODO — client has signed off on the 90-day plan, first deliverable is scheduled for week 2.