Free SOP templates

Complete, working standard operating procedures you can copy or download as Markdown. No email, no signup. Use them as they are, or let SOPCompass interview you and adapt one to how your business actually runs.

Standard operating procedure (SOP) templateWhat a good SOP contains, which format to pick for which kind of task, and a complete worked example you can copy. Download all four formats as editable Markdown.

SOP templates by department

The procedures every business runs, whatever it sells.

Employee onboarding SOP templateA complete onboarding procedure from signed offer to the 90-day check-in: paperwork, accounts, equipment, the first day and the first three months.HR or office manager · Every new hire
Payroll processing SOP templateA complete payroll run, from collecting timesheets to filing the register: reconcile hours, get approval, run payroll through your provider and check the results.Payroll administrator or bookkeeper · Every pay period
Invoicing and collections SOP templateHow to invoice accurately, remind customers on a fixed schedule, match payments and handle overdue accounts before they become write-offs.Bookkeeper or accounts receivable · Every invoice, with a weekly review
Sales discovery call SOP templateA repeatable discovery call: research before the call, a clear agenda, questions that uncover the real problem, an honest qualification decision and a same-day follow-up.Sales lead · Every first sales call
Client onboarding SOP templateEverything from signed contract to the 30-day check-in: an internal handoff from sales, a welcome, a kickoff call, access and setup, and a first win the client can see.Client success or account manager · Every new client
Content publishing SOP templateOne repeatable path for every blog post, newsletter or page: brief, draft, edit, approve, publish, promote and check results.Marketing lead or content manager · Every piece of content
Customer support escalation SOP templateClear severity levels, the exact point to escalate, what to hand over, how often to update the customer and how to stop the same issue coming back.Support lead · Every escalated ticket
Marketing campaign launch SOP templateOne repeatable path for launching any campaign, from a product launch to a seasonal promotion: brief, plan, build, track, check, go live, monitor and review.Marketing lead or campaign manager · Every campaign
Employee offboarding SOP templateA complete exit procedure for anyone leaving: knowledge handover, access removed on time, equipment back, final pay right and a respectful goodbye.HR or office manager · Every departure
Paid ad campaign launch SOP templateOne repeatable path for launching a paid ad campaign on any ad platform: goal, budget, audience, tracking, ad build, QA, approval, go live, monitor, report and close.Paid media lead or campaign manager · Every paid campaign
Hiring process SOP templateA repeatable recruitment procedure from open role to accepted offer: role brief, job posting, screening, structured interviews, reference checks, the offer and the handoff to onboarding.Hiring manager with HR or office manager · Every open role

SOP templates by industry

Starter sets for a particular kind of business.

SOP templates for an event companySeven core SOPs for an event planning or production company, from the first inquiry to the post-event wrap-up, with the steps written out.Owner or operations manager · Set up once, reviewed each season
SOP templates for a DJ or entertainment businessSeven core SOPs for a DJ or entertainment company: inquiries, consultations, booking, event planning, the gig itself, reviews and commission reporting.Owner or office manager · Set up once, reviewed each season
SOP templates for an IT services company or MSPSeven core SOPs for a managed service provider or IT services firm, from prospecting to quarterly business reviews, with the steps written out.Owner or service manager · Set up once, reviewed quarterly
SOP templates for a home services businessSeven core SOPs for a home services company with field crews, from the first call to the follow-up after the job, written to be followed on a phone.Owner or operations manager · Set up once, reviewed each season
SOP templates for a marketing agencySeven core SOPs for a marketing or creative agency, from the first inquiry to monthly reporting, so client work runs the same whoever is on the account.Agency owner or operations lead · Set up once, reviewed quarterly
SOP templates for a coaching businessSeven core SOPs for a coaching or consulting practice, from attracting clients to renewals, plus onboarding an assistant so the practice does not rest on one person.Coach or practice manager · Set up once, reviewed quarterly

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