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Sales

SOP (Standard Operating Procedure)

An SOP (Standard Operating Procedure) is the written, precise order of a repeatable process. It ties results to a system, not a person, and keeps quality consistent.

Back to the knowledge base

An SOP (Standard Operating Procedure) is a document that writes out, step by step, how to do a given task: what happens when a lead arrives, how to follow up, what document to send. It removes the risk of "knowledge living in one person's head."

In sales, an SOP ramps up a new hire fast and ensures everyone works at the same quality. Without SOPs, the team improvises each time and results are inconsistent.

Frequently asked questions

What's the difference between an SOP and a script?

A script is for the conversation itself (what to say). An SOP is for the broader process (what to do, in what order). A script can be one part of an SOP.

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