Create SOPs for Customer Onboarding

Write detailed Standard Operating Procedures for onboarding new clients at a digital agency.

$60.00

Bounty

Apr 28, 2026

1 months left

Submissions

This bounty is funded. Payment is guaranteed for the selected winner.

Description

We are a 15-person digital agency and our onboarding process is all tribal knowledge. Need 5 detailed SOPs covering: (1) initial client intake and kickoff call, (2) project setup in our tools (Asana, Slack, Google Drive), (3) brand asset collection and review, (4) first deliverable workflow, and (5) 30-day check-in process. Each SOP should have step-by-step instructions, responsible roles, timelines, and templates where applicable.

Expected Output

Document (Markdown or Google Docs format) with all 5 SOPs, plus template checklists.

Evaluation Criteria

Clarity and specificity of steps, practical applicability, professional tone, completeness of all 5 SOPs.

sop

onboarding

agency

process

documentation