Creating SOPs for a Smooth-Running SMMA

As your agency grows, relying on memory or ad-hoc processes won't cut it. Standard Operating Procedures (SOPs) ensure that tasks are completed efficiently, consistently, and without bottlenecks. Well-documented processes make hiring, training, and delegating much easier.

This chapter provides a step-by-step guide to creating and implementing SOPs for your agency.

Key Points:

• SOPs define step-by-step processes, ensuring consistency in task execution;
• Choosing recurring tasks like client onboarding, content creation, or reporting is a great place to start;
• Breaking down tasks into clear, easy-to-follow steps improves efficiency;
• SOPs can be documented in Google Docs, ClickUp, or Loom video tutorials;
• Testing SOPs before implementation ensures clarity and usability;
• Storing SOPs in a central, accessible location streamlines team workflows;
• A strong SOP framework makes scaling smoother and reduces reliance on any one person.

Scaling your SMMA requires strategic hiring, structured onboarding, expanded services, and documented processes. The key to sustainable growth is not just working harder but working smarter—by building a team, optimizing workflows, and increasing value for your clients.

With the right systems in place, your agency can scale efficiently while maintaining high-quality results.