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Explore our business process templates that you can customize, use as-is or simply build your workflow from scratch. No-code required.

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Employee Onboarding


The employee onboarding SOP is designed to make sure every new hire gets properly welcomed to the company, introduced to their workplace, team, the boss and corporate values.

Content Development


This is an SOP for developing and publishing content. It's a generalized process that will work for blog posts, videos, podcasts. All content has to be search-engine and social-media optimized.

Purchase Approval


The purchase approval process enables staff to get approval to buy specific goods and services. This SOP ensures purchasing compliance and cost management.

Lead Qualification


The lead qualification process helps you screen your prospects so that you only reach out and try to sell to prospects that fit your ideal customer profile. This maximizes the probability of a successful deal and minimizes wastage.

Vacation Request


The vacation request SOP lets your team request vacation days in a straightforward and transparent way to improve employee satisfaction and make sure there are always enough people to handle the tasks at hand.

B2B Sales


The idea behind the B2B sales SOP is to collect as much information as possible about the prospect to make them a highly personalized offer and reduce the need for negotiation.

Blog Publication


These days, creating quality copy is not enough. You need to aim your content at the right target audience. The blog publication SOP makes sure no social media outlet gets ignored.

Customer Retention


The customer retention process is aimed at engaging with existing customers with a view to maximize customer loyalty and keep them buying your product or service.

Expense Reimbursement


This is a standard process for reimbursing employee expenses for business-related purposes. With a solid expense reimbursement process in place your staff never have to worry the company will not pay them back the money they spent out of pocket.

Feature Release


This is a standard product feature release process where a proposed feature first gets approved, then tested, documented, released, and announced.

Outreach Campaign


The goal of customer outreach SOP is to help connect and engage with customers to build long term relationships. Reach out via social media, website reviews, email or snail mail.

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