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Advanced SOP Template

About

(Purpose)
Roles and Responsibilities
1
Role
Responsibilities
2
​
​
3
​
​
There are no rows in this table
⁠
Inputs
Name
Type
App
1
Client Name
Field
Airtable
2
Client Email Address
Field
Airtable
3
Form URL
Form
Fillout
There are no rows in this table
⁠

Procedure

Trigger

Type
Details
Frequency Interval
Frequency
1
When a record matches a condition
When the contact status changes to “client”
​
As Needed
There are no rows in this table
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Actions

(Add in your steps or embed a task template from your task/project manager)

Section 1

(Start with a verb - ex: Send/Type/Add/Submit/Download/etc.)
(Start with a verb - ex: Send/Type/Add/Submit/Download/etc.)

Section 2

(Start with a verb - ex: Send/Type/Add/Submit/Download/etc.)
(Start with a verb - ex: Send/Type/Add/Submit/Download/etc.)
Outputs
Name
Type
App
1
Welcome Email
Template
Gmail
2
Contract
Document
Docusign
There are no rows in this table
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⁠

Resources

🔗 [Link]
🔗 [Link]
🔗 [Link]
⁠

FAQ

Question 1

(Answer)

Question 2

(Answer)


⁠
Last Updated
Owner
System
Function
1/1/2024

Client Experience
Onboarding
There are no rows in this table
⁠

About
Roles and Responsibilities
Inputs
Procedure
Trigger
Actions
Section 1
Section 2
Outputs
Resources
FAQ
Question 1
Question 2
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