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
Systematic process for generating and qualifying sales leads
Template Includes:
- • Lead capture forms
- • Scoring algorithms
- • Nurture email sequences
- • Qualification checklists
- • CRM integration guides
Prospect Qualification SOP
Qualify sales prospects to focus efforts on high-potential opportunities
Template Includes:
- • Qualification scorecards
- • Discovery question templates
- • Lead scoring algorithms
- • Nurture campaign guidelines
- • Sales hand-off procedures
Sales Funnel Management SOP
Manage and optimize the sales funnel to maximize conversion rates
Template Includes:
- • Funnel stage definitions
- • Conversion tracking tools
- • Optimization playbooks
- • Forecasting models
- • Performance dashboards
Email Campaign Creation SOP
Create effective email campaigns that drive engagement and conversions
Template Includes:
- • Campaign planning templates
- • Audience segmentation tools
- • Email templates and designs
- • A/B testing frameworks
- • Performance reporting dashboards
Social Media Strategy SOP
Develop and execute comprehensive social media strategies to build brand awareness and drive engagement
Template Includes:
- • Audience analysis templates
- • Content calendars
- • Posting guidelines
- • Performance dashboards
- • Crisis communication plans
Conversion Optimization SOP
Optimize marketing and sales processes to maximize conversion rates
Template Includes:
- • Conversion audit checklists
- • Hypothesis development templates
- • Testing protocols
- • Results analysis frameworks
- • Implementation guidelines
Content Marketing SOP
Create and distribute valuable content to attract and engage target audiences
Template Includes:
- • Content strategy templates
- • Editorial calendars
- • Content creation checklists
- • Distribution guidelines
- • Performance tracking tools
Partnership Outreach SOP
Identify and develop strategic partnerships to expand market reach and capabilities
Template Includes:
- • Partnership opportunity templates
- • Outreach campaign plans
- • Qualification scorecards
- • Partnership agreements
- • Performance monitoring tools