If everything in your business runs through you, the business does not scale — you do, and only as far as you are willing to burn out.
The twelve loops
- Sales follow-up
- Customer service
- Content production
- Lead handoff
- Customer onboarding
- Weekly ops review
- Refund and dispute handling (operational only, not legal advice)
- Vendor management
- Invoice and collections
- Hiring and contractor brief
- Incident response (operational template)
- Weekly metrics report
Automate vs keep human
Each SOP comes with a split — what to automate (e.g. tagging, acknowledgements, reminders) and what to keep human (e.g. refund decisions outside policy, root-cause analysis, customer-relationship calls). Knowing the split is half the work.
The AI delegation prompt
Every SOP has a paste-ready prompt that a VA or AI agent can run. Example for sales follow-up: You are my sales follow-up assistant. Given this lead context [paste], propose the next message in 60 words. Tone: calm, single clear next step, no jargon.
Important disclaimer
These are operational templates. They are not legal, tax, or financial advice. Adapt them for your jurisdiction and contracts.
Get the pack
The Business Automation SOP Pack includes all twelve SOPs as PDF, editable Google Docs, and a connected Notion workspace.