SOPs for Marketing Agencies: Onboarding, Reporting, Handoffs (2026)

Marketing agencies scale on SOPs: client onboarding, monthly reporting, deliverable handoffs, content approval loops. The agency-specific requirement is brand-kit support — SOPs go to clients, so they need to come out on-brand automatically. The best pick in 2026 is [Haiku](/reviews/haiku) (brand kits at Pro, desktop capture on free), followed by [Tango](/reviews/tango) for its GIF-style guides. See [best SOP software for agencies](/category/best-sop-software-for-agencies) and the [agency client onboarding template](/templates/agency-client-onboarding-sop).