If you plan to scale your business, there comes a time when you have to take what’s in your head and actually document it. One way to do this is by completing a standard operating procedures document (aka SOP). The most successful businesses use SOPs because they establish consistency and efficiency. They also make training and transferring knowledge to someone else a lot easier, which is crucial if you plan on building a virtual assistant agency.

Use this professionally designed SOP template to clarify your business processes and procedures. I’ve also included example SOPs for New Client Onboarding, Client Offboarding, and Discovery Calls, so you have an example to build on.