Free Library

Every task in your agency runs through you. Here are the 6 SOPs that make it run without you.

If you took a week off, the whole thing would stall and you'd come back to a dumpster fire. That's not a business, it's a job you can't quit. This library hands you the 6 core SOPs - sales, lead-gen, onboarding, delivery, reporting, offboarding - each a one-page checklist with an Owner, a Tool, a Trigger, and a "Done when" line. Plus a blank fillable version you customize in an afternoon.

6 one-page SOPs + a blank fillable template Instant download Built around the "Bus Test"
Free Library

The Agency SOP Starter Library

Where should we send it?
All 6 SOPs plus the blank fillable SOP template, in your inbox in 60 seconds.
Instant access. No spam. Unsubscribe anytime.

It's on the way.

Your download should start automatically. If it didn't, click here to grab it. We sent a copy to your inbox too.

Want us to build the system with you? Apply →
What's inside

Not a "best practices" ebook. Six real SOPs you fill in once and never personally run again.

Every one is a single page. Every one has the same four fields at the bottom: Owner, Tool, Trigger, Done when. You read it, drop in your names and tools, and it stops living in your head. Here is what the six cover, in the order that frees up your time the fastest.

01

The Sales Call SOP

The fastest cash lever. The word-for-word opener, the 5-stage close (Frame, Diagnose, Quantify the gap in dollars, Present, Handle the 3 objections), and the 5-minute speed-to-lead rule that keeps a hot inbound from booking with someone else first.

02

The Lead-Gen SOP

A day-by-day weekly cadence so prospecting never dies the second you get buried in delivery. Mon: 40 new contacts. Tue and Thu: 2 posts. Daily 5-minute inbound SLA. Fri: pipeline review. "Done when": open pipeline is 3x your closed revenue target.

03

The Onboarding SOP

The biggest churn lever you have. A 14-day checklist: kickoff inside 48 hours of signing, welcome packet, access checklist, first tangible win by day 7, 30-day milestone. Kills the "is this even working?" doubt before it forms.

04

The Fulfillment SOP

Every stage gets a defined input, a defined output, and a named owner, so work moves without you approving it. Includes the QA checklist that runs before anything ships, so delivery quality stops depending on who happened to touch it.

05

The Reporting SOP

A monthly client report template tied to revenue, leads, and ROI, not impressions and "we were busy." Sent the same day every month, by someone who isn't you, so clients always know what they're paying for.

06

The Offboarding SOP

The exit checklist most agencies skip: asset handoff, the testimonial and referral ask while the goodwill is still warm, and a 90-day win-back trigger. A clean exit is a future referral, not a dead account.

The "Bus Test" self-audit (page one).

Before any SOP, you run one question against your agency: if you vanished for 30 days starting tomorrow, which of these six would break? The ones you can't answer "it'd be fine" to are your bottlenecks, ranked. That's where you start filling in blanks. The whole library is built so that, one SOP at a time, the answer becomes "none of them."

Who this is for

You're working 60-hour weeks and the business still doesn't grow. You're just running faster to stay in place.

If you've said any of these out loud, this library was written for you.

"This is just you with a logo" is the most expensive sentence in agency-land.

An agency that can't run without the founder isn't an asset. It's a job that happens to have employees. The fix isn't working harder. It's getting the work out of your head and onto a page, one repeatable process at a time, so the next person can run it as well as you do. That's the entire job of these six SOPs.

The dollar stakes

Being the bottleneck doesn't just cost you weekends. It costs you the exit.

20-30%
of revenue process inefficiency quietly drains from a service business that runs on the founder's memory
24 → 56 mo
retainer client lifespan can stretch this far when delivery and onboarding stop depending on one person
3x vs 8-12x
EBITDA multiple. On $300K profit that's the gap between a roughly $900K and a $3M exit

Process-drain, retention-lift, and valuation-multiple figures are industry estimates for owner-run service businesses. Ranges are ranges, not a promise of your results. The 8x to 12x EBITDA range applies to systemized agencies with documented operations.

Same agency, same clients. The only difference is what lives on a page versus in your head.
Run on memory. You are the single point of failure.
  • Every deliverable routes through you for approval, so nothing ships when you're sick, traveling, or buried in another account
  • New hires take months to ramp because there's nothing to hand them, so you keep doing it yourself "because it's faster"
  • Onboarding is improvised each time, so new clients sit confused for two weeks at the exact moment churn risk peaks
  • A buyer looks at the agency, sees it's all you, and values it at a 3x multiple - or walks entirely
Run on SOPs. The process is the operator.
  • Each stage has a named owner and a "Done when" line, so work moves whether or not you're in the room
  • A new hire reads the SOP and runs it in days, because the standard is on a page instead of in your head
  • Onboarding ships a tangible win by day 7 the same way every time, so clients trust the process before they doubt it
  • A buyer sees documented operations and a 56-month average client, and values it at 8x to 12x instead of 3x
Grab it free

Get all 6 SOPs and the blank fillable template.

Run the Bus Test, find your worst bottleneck, and have your first SOP filled in before you close the laptop today.

Instant access. No spam.

It's on the way.

Download starting now. If not, click here.

Want us to build it with you? Apply →
What the four fields do

Every SOP ends the same way. Fill in four lines and the work leaves your head for good.

This is the whole mechanic. Each one-page checklist closes with these four blanks. Fill them once per SOP and you've turned a thing only you knew how to do into a thing anyone on your team can run.

Owner

Who runs this, not you

The single name accountable for the process. The point is that it isn't your name. When the Owner column has someone else in it, you've actually delegated, instead of just hoping.

Tool

Where it lives

The named system the work happens in: the CRM, the scheduler, the project board, the report builder. No "we kind of use a Google Sheet and prayer." One tool, named, so there's no ambiguity about where to do the work.

Trigger

What kicks it off

The event that starts the SOP without you telling someone to start it. "A new lead comes in." "A contract is signed." "It's the first business day of the month." The trigger is what makes the process self-starting.

Done when

How you know it's finished right

The observable finish line, so quality stops being a matter of taste. "Client has seen one tangible win by day 7." "Open pipeline is 3x the closed revenue target." If you can't see it, it isn't done.

"I'd been the bottleneck for four years. I wrote the onboarding SOP in one afternoon and handed it to my account manager. Next signed client, I didn't touch the kickoff. She ran it, the client had a live win by day six, and I realized I'd just bought back about ten hours a week. We started with one SOP. Now five of the six run without me."

Marcus R., 6-person SEO agency, Austin. Real client outcome, not typical.

"The reporting SOP alone killed our renewal fights. Same dollar-headline report, same day every month, sent by my account manager instead of me. Three retainers that were wobbling stayed."

Dani K., paid-social shop, 11 clients. Real client outcome, not typical.

Built from the systems we install with founders running $20K to $150K-a-month agencies.

Straight answers

The objections you're already raising in your head.

I've tried writing SOPs before and they just sat in a doc nobody used.

That's because most SOP templates are wall-of-text manuals nobody reads. These are one page each, in checklist form, ending in the four fields someone actually runs against. The Bus Test on page one tells you which one to write first, so you don't burn a weekend documenting things that don't matter. You fill in the highest-leverage SOP today, not all six someday.

My agency is too small for SOPs. It's basically just me.

"Just me" is exactly the problem these solve. The point isn't to manage a big team. It's to get the work out of your head so you can hand it to your first hire, take a week off without the business stalling, or sell the thing for more than 3x someday. The smaller and more founder-dependent you are right now, the more a single SOP buys back.

Every client is different. I can't standardize what I do.

The deliverables differ. The process doesn't. You still onboard, you still report, you still close. These six SOPs capture the repeatable wrapper around the custom work, which is where almost all your wasted hours actually hide. You're not standardizing the strategy. You're standardizing the parts that route through you every single time.

Is this actually usable today, or just theory?

You can have your first SOP filled in before you close the laptop. Each one is a fill-in checklist with the Owner, Tool, Trigger, and Done-when fields ready, plus a blank version you copy for any process not covered. Run the Bus Test, pick your worst bottleneck, drop in your names and tools, and it's live.

The SOPs get the work out of your head. We get the calls into your calendar.

A documented agency is worth more, but it's still empty without a predictable flow of clients to run those SOPs on. That's the other half of getting out of the bottleneck. AgencyGod builds a client-acquisition system with you, then puts our own money behind it: if you don't hit the result, you get $10,000. So you're not the only one who can sell, and you're not the one writing every DM. We onboard only a handful of agencies a month.

Apply to AgencyGod $10,000 guarantee. Limited monthly intake.