Discover the surprising impact of workflows and Standard Operating Procedures on business success. Uncover the six essential elements that make an SOP effective, and learn common pitfalls to avoid. Explore the importance of not just digital, but also non-digital copies of workflows for longevity. The discussion also includes practical tips on testing and refining SOPs before diving into automation. Equip yourself with downloadable templates and the know-how to create a stellar onboarding process that impresses clients and streamlines your operations.
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volunteer_activism ADVICE
Essentials of a Great SOP
A great SOP includes the trigger, steps, who, timeline, where, and next review schedule.
These details ensure clear guidance and accountability for consistent execution.
volunteer_activism ADVICE
Common SOP Mistakes to Avoid
Avoid vague SOPs and create them with your team's input for clarity.
Test SOPs thoroughly and don't aim for perfection initially; start with version 1.0 and improve.
insights INSIGHT
Keep SOPs Outside Tech Systems
Keep an external copy of workflows outside software to maintain control and ease review.
This prevents loss and aids smooth transition if tech stacks change or software malfunctions.
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In this episode, we’re diving deep into the often-overlooked power of workflows and SOPs (Standard Operating Procedures). While the topic may not sound thrilling at first, mastering these tools can completely transform your business—from client experience to team delegation and operational consistency. Whether you're starting from scratch or optimizing what you already have, this episode will walk you through exactly how to create workflows that protect your time and wow your clients. Plus, we’ve included downloadable templates to make implementation easier than ever.
Here’s what you’ll learn in this episode:
What a workflow and SOP actually are—and why they matter
The six essential elements of a great SOP (hint: it’s more than just steps!)
The most common mistakes advisors make when building workflows
How to test and refine your SOPs before automating
Why keeping a non-digital copy of your workflows is critical for long-term success
By the end of this episode, you’ll have the clarity and tools to begin creating your onboarding SOP template—a foundational piece that will support every client interaction moving forward. This is where your onboarding process becomes referable, repeatable, and remarkable.
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