Admin · Process Documentation
StandardOperating Procedures.
Process documentation drawn from 8+ years of real CS and sales operations — covering lead processing, complaint handling, EOD reporting, and client onboarding. Grounded in real workflows and self-initiated builds across CRM, lead gen, and VA management.
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CRM · Lead Gen
HubSpot / GHL Lead Processing
6-step SOP — lead entry, duplicate check, qualification, deal creation, follow-up, and EOD logging. Covers HubSpot and GoHighLevel.
Customer Service
Customer Complaint Handling
6-step SOP — acknowledge, verify, root cause, resolution, confirmation, and follow-up. Chat and ticket channels. CSAT: 9.0+.
Admin · Daily Ops
EOD Report & Daily Operations
6-step SOP — template setup, CRM data pull, lead activity log, role-specific KPIs, blocker notes, and end-of-shift submission.
VA · Client Management
Client Onboarding
6-step SOP — discovery call, proposal, CRM setup, tool access, tailored SOP build, and first-week check-in. Timeline: 3–5 business days.
↑ Click any tile to view the document