The work a company repeats
102 operating procedures for the work a small company repeats — what to have ready, the steps, the judgement calls, and what to do when it goes wrong.
- Cold Email Outbound Sequence — Sales, 7 steps
- Inbound Lead Qualification — Sales, 5 steps
- Candidate Sourcing via LinkedIn — Recruiting, 7 steps
- Support Ticket Triage — Support, 6 steps
- Weekly Content Brief Generator — Marketing, 7 steps
- Meeting Follow-Up Sequence — Sales, 6 steps
- Deal Stuck Revival — Sales, 6 steps
- Pricing Objection Handler — Sales, 6 steps
- Reference Check Call — Recruiting, 6 steps
- Recruiter Screening Script (IC Roles) — Recruiting, 7 steps
- Refund Processing Policy — Support, 6 steps
- Escalation to Engineering — Support, 7 steps
- Vendor Onboarding Checklist — Operations, 7 steps
- Monthly Invoice Run — Operations, 6 steps
- Expense Report Review — Operations, 7 steps
- Weekly Social Content Calendar — Marketing, 7 steps
- SEO Keyword Cluster Audit — Marketing, 7 steps
- Month-End Close Prep — Finance, 7 steps
- AR Follow-Up & Collections — Finance, 7 steps
- New Hire Onboarding — Week 1 — HR, 7 steps
- Demo Booking Confirmation — Sales, 6 steps
- Contract Renewal Follow-Up — Sales, 7 steps
- Lost Deal Postmortem — Sales, 7 steps
- Churn Risk Outreach — Sales, 7 steps
- Prospect Research Deep Dive — Sales, 6 steps
- AE Handoff From SDR — Sales, 6 steps
- Cross-Sell Existing Customer — Sales, 7 steps
- Reactivate Cold Prospect List — Sales, 7 steps
- LinkedIn Connection Warm-Up — Sales, 6 steps
- Sales Discovery Call Prep — Sales, 6 steps
- Proposal Draft From Call Notes — Sales, 7 steps
- No-Show Recovery — Sales, 6 steps
- Intro Request From Mutual Connection — Sales, 6 steps
- Weekly Pipeline Review Prep — Sales, 6 steps
- Competitor Mention Response — Sales, 6 steps
- Job Description Writer — Recruiting, 7 steps
- Candidate Rejection Email — Recruiting, 6 steps
- Offer Letter Follow-Up — Recruiting, 6 steps
- Interview Scheduling Coordinator Loop — Recruiting, 6 steps
- ATS Pipeline Cleanup — Recruiting, 7 steps
- Diversity Sourcing Pass — Recruiting, 7 steps
- Take-Home Assignment Grading Rubric — Recruiting, 6 steps
- Panel Debrief Coordinator — Recruiting, 6 steps
- Employer Brand Content Pull — Recruiting, 7 steps
- Candidate Experience Survey — Recruiting, 6 steps
- Headcount Tracker Update — Recruiting, 6 steps
- Agency Recruiter Brief — Recruiting, 7 steps
- Ticket Tagging and Routing — Support, 6 steps
- Knowledge Base Article From Ticket — Support, 7 steps
- Churn Save Conversation — Support, 7 steps
- Account Deletion Request — Support, 6 steps
- Password Reset Flow — Support, 6 steps
- Billing Dispute Resolution — Support, 6 steps
- Feature Request Capture — Support, 6 steps
- SLA Breach Alert Response — Support, 6 steps
- Customer Health Check Call — Support, 6 steps
- CSAT Low Score Follow-Up — Support, 6 steps
- Status Page Update — Support, 6 steps
- Weekly Support Metrics Digest — Support, 6 steps
- Contract Review Checklist — Operations, 7 steps
- Monthly Vendor Payment Run — Operations, 7 steps
- Office Supply Reorder — Operations, 6 steps
- Asset Inventory Audit — Operations, 7 steps
- Business License Renewal Tracker — Operations, 6 steps
- Internal Tool Access Request — Operations, 6 steps
- Weekly Ops Standup Prep — Operations, 6 steps
- Document Retention Cleanup — Operations, 7 steps
- Customer Data Export Request — Operations, 6 steps
- Holiday Coverage Schedule — Operations, 7 steps
- Post-Incident Review Template — Operations, 7 steps
- Quarterly Policy Review — Operations, 7 steps
- Blog Post Outline From Keyword — Marketing, 7 steps
- Podcast Guest Outreach — Marketing, 7 steps
- Webinar Promo Sequence — Marketing, 7 steps
- Lead Magnet Launch Checklist — Marketing, 8 steps
- A/B Test Design and Spec — Marketing, 8 steps
- Customer Case Study Interview Prep — Marketing, 8 steps
- Newsletter Weekly Curation — Marketing, 7 steps
- Paid Ad Creative Brief — Marketing, 7 steps
- Brand Mention Monitoring — Marketing, 6 steps
- Partner Co-Marketing Pitch — Marketing, 7 steps
- Conference Follow-Up Sequence — Marketing, 7 steps
- Monthly Marketing Report — Marketing, 7 steps
- Weekly Cash Position Report — Finance, 7 steps
- Expense Categorization Batch — Finance, 7 steps
- Contractor 1099 Preparation — Finance, 7 steps
- Sales Tax Filing Checklist — Finance, 7 steps
- Fundraise Data Room Prep — Finance, 8 steps
- Board Deck Financial Section — Finance, 8 steps
- Budget Variance Explanation — Finance, 6 steps
- Payroll Run Pre-Flight — Finance, 7 steps
- Offboarding Exit Checklist — HR, 8 steps
- Performance Review Cycle Launch — HR, 8 steps
- Policy Update Rollout — HR, 7 steps
- Employee Handbook Quarterly Refresh — HR, 7 steps
- Time-Off Request Policy Check — HR, 6 steps
- Anonymous Feedback Digest — HR, 7 steps
- Manager 1:1 Template — HR, 7 steps
- Internal Mobility Posting — HR, 7 steps
- Compensation Band Review — HR, 8 steps
- LinkedIn Account Restricted — Recovery — Sales, 7 steps
- Cold Email Landing in Spam — Diagnosis — Sales, 7 steps
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