SALES & MARKETING SOPS

Sales & Marketing Standard Operating Procedures

Generate leads, nurture prospects, and close deals consistently. Download 8 proven templates to standardize your processes. All templates are included with the Full AI Automateur Membership.

Sales & Marketing SOP Templates

Choose from 8 comprehensive templates

Lead Generation
SOP

Lead Generation SOP

Systematic process for generating and qualifying sales leads

150%
Lead Volume Increase
40%
Lead Quality Improvement
25%
Conversion Rate
Template Includes:
  • Lead capture forms
  • Scoring algorithms
  • Nurture email sequences
  • Qualification checklists
  • CRM integration guides
Prospect Qualification
SOP

Prospect Qualification SOP

Qualify sales prospects to focus efforts on high-potential opportunities

75%
Lead Qualification Rate
60%
Sales Conversion Rate
25%
Lead-to-Opportunity Rate
Template Includes:
  • Qualification scorecards
  • Discovery question templates
  • Lead scoring algorithms
  • Nurture campaign guidelines
  • Sales hand-off procedures
Sales Funnel
Management SOP

Sales Funnel Management SOP

Manage and optimize the sales funnel to maximize conversion rates

25%
Lead-to-Customer Rate
45 days
Average Sales Cycle
$150,000
Average Deal Size
Template Includes:
  • Funnel stage definitions
  • Conversion tracking tools
  • Optimization playbooks
  • Forecasting models
  • Performance dashboards
Email Campaign
Creation SOP

Email Campaign Creation SOP

Create effective email campaigns that drive engagement and conversions

25%
Average Open Rate
3%
Average Click Rate
2.5%
Average Conversion Rate
Template Includes:
  • Campaign planning templates
  • Audience segmentation tools
  • Email templates and designs
  • A/B testing frameworks
  • Performance reporting dashboards
Social Media
Strategy SOP

Social Media Strategy SOP

Develop and execute comprehensive social media strategies to build brand awareness and drive engagement

5%
Average Engagement Rate
500
Daily Reach Growth
15%
Follower Growth Rate
Template Includes:
  • Audience analysis templates
  • Content calendars
  • Posting guidelines
  • Performance dashboards
  • Crisis communication plans
Conversion Optimization
SOP

Conversion Optimization SOP

Optimize marketing and sales processes to maximize conversion rates

25%
Conversion Rate Improvement
15%
Average Order Value Increase
$50
Customer Acquisition Cost Reduction
Template Includes:
  • Conversion audit checklists
  • Hypothesis development templates
  • Testing protocols
  • Results analysis frameworks
  • Implementation guidelines
Content Marketing
SOP

Content Marketing SOP

Create and distribute valuable content to attract and engage target audiences

10,000
Monthly Page Views
3%
Lead Conversion Rate
150%
Content ROI
Template Includes:
  • Content strategy templates
  • Editorial calendars
  • Content creation checklists
  • Distribution guidelines
  • Performance tracking tools
Partnership Outreach
SOP

Partnership Outreach SOP

Identify and develop strategic partnerships to expand market reach and capabilities

15%
Outreach Response Rate
25%
Partnership Conversion Rate
$500,000
Average Partnership Value
Template Includes:
  • Partnership opportunity templates
  • Outreach campaign plans
  • Qualification scorecards
  • Partnership agreements
  • Performance monitoring tools