SOP templates
10 free, copy-paste SOP templates covering the most common business tasks. Each one includes a trigger, owner, escalation path, and last-updated field — plus links to the review of the tool best suited to run it.
Categories: Onboarding · Customer service · Ecommerce · Agency · Restaurant · Finance ops · IT/DevOps · Marketing · HR · Sales
Onboarding
Employee Onboarding SOP
Get a new hire productive by end of week one — with a repeatable, testable checklist.
Customer service
Customer Refund SOP
Process a customer refund cleanly, with the right approvals and audit trail.
Ecommerce
Ecommerce Order Fulfillment SOP
Fulfill a Shopify order end-to-end: pick, pack, ship, notify.
Agency
Agency Client Onboarding SOP
Get a new client from signed contract to first deliverable without dropping details.
Restaurant
Restaurant Opening Checklist SOP
Open a restaurant for service: FOH, BOH, cash, food-safety, and door.
Finance ops
Finance Month-End Close SOP
Close the books cleanly every month — 5 business days from period-end to sign-off.
IT/DevOps
IT Incident Response Runbook
Respond to a P1 incident from page to postmortem — the runbook every on-call needs.
Marketing
Marketing Blog Publishing SOP
Ship a blog post from draft to live with SEO, screenshots, and internal links intact.
HR
HR Offboarding SOP
Offboard an employee cleanly — access, assets, knowledge transfer, exit interview.
Sales
Sales Lead Handoff SOP
Hand off a marketing-qualified lead to sales without dropping context or slowing response time.