SOPs
5 documented procedures
Source:Notion·SAMPLE
How We Use This System
approvedCommand Center operator manual
Curtisreviewed Jul 20808 words
New Client Discovery and Proposal SOP
approvedFrom first-touch to signed engagement letter
Curtisreviewed Jul 20881 words
Weekly Client Meeting (L10) SOP
approvedHow to run and prep an L10
Curtisreviewed Jul 13801 words
Client Onboarding SOP
approvedFrom contract signature to first L10
Curtisreviewed Jun 29908 words
Financial Operations SOP
approvedInvoicing, collections, and monthly close
Curtisreviewed Jun 8684 words