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Why We Love SOPs

Sarah (Copywriter & Content Creator) OK!!!! Let's talk SOPs, templates, scripts, and MORE! What is your favorite SOP Boundless Media has and why? Rose (Sales Development Representative) I love the SOP for Automation - Salesflow -> Zapier -> Airtable! It's techy, and with one wrong move, everything might mess up. I feel like it's cool when you really have to be careful and make sure that everything is correct as it improves your ability to efficiently allocate your cognitive resources to achieve
Sarah Runyan
Sarah Runyan
3 min read

Sarah (Copywriter & Content Creator)

OK!!!! Let's talk SOPs, templates, scripts, and MORE! What is your favorite SOP Boundless Media has and why?


Rose (Sales Development Representative)

I love the SOP for Automation - Salesflow -> Zapier -> Airtable! It's techy, and with one wrong move, everything might mess up. I feel like it's cool when you really have to be careful and make sure that everything is correct as it improves your ability to efficiently allocate your cognitive resources to achieve accuracy when accomplishing tasks. I wrote an SOP for that, but the videos are more understandable. 😂


Larissa (COO, Co-Founder)

Yes!!

I’m gonna start with just a little background: we are big on automation, systemization, and training here. SOP stands for Standard Operating Procedure, and we have them for almost everything we do, and we are constantly adding new ones.


Justine Anderson (Content Manager)

We have so many great SOPs at Boundless it’s hard to choose a favorite! I’m a little biased towards the content ones, though. 😉 This one walks you through everything you need to know about content creation on LinkedIn. It’s super helpful for people who are just dipping their toes into the world of content creation, and I think it’s a great place to start!

LinkedIn Content Creation



Nico De Bruyn (CEO, Co-Founder)

I love SOPs! Because they are specifically centered around hyper-specific education!!


Andres Clamens  (Sales Development Representative)

I don't have a favorite since all of them are great. But there are a few that I found to be very useful, like the Follow-up sequence, which changed the way we interact with people on LinkedIn and actually helps our clients get more booked meetings, as well as staying on top of those that want to book a meeting/call or send an email to. As well as the SOPs for the different platforms we use like Sales Navigator, Airtable, Apollo, etc. (edited)



Sierra Meyer  (Account Manager)

SOPs are a great tool to communicate with the team. We find that our data team works best when they receive an SOP of the client's targeting. This is to help the team be more efficient in the process and answer a lot of questions for what qualifies as a good/bad fit. 😊


Sarah Runyan  

What SOPs have you helped create?


Andres Clamens  

I helped with some of the Airtable SOPs, mainly SDR maintenance routine and Client SOPs regarding Sales Navigator, but I have mostly done videos explaining how to use the different platforms and searches for our data team.


Jose Fuentes  (Team Support)

I helped with a bunch of SOPs too. The most recent (with actually original content by me) being one of the techs we use


Sierra Meyer

yes, @Andres Clamens, @Jane Tampol-Polinar, and @Jose Fuentes have helped me with a lot of SOPs, and by help, I mean they did it all. 😊



Sarah Runyan  

Nice!!


Andres Clamens  

You give me too much credit, @Sierra Meyer. It’s mostly @Jane Tampol-Polinar and @Jose Fuentes



Sarah Runyan  

I like helping with the SOPs for our new RFC model! 😊



Larissa  

The value of SOPs is really that they are centered around showing how to do something step by step and explaining why we do it that way as well. They come in lots of forms, from videos to written documents, but they all have one goal: make sure anyone viewing this can accomplish the task at hand and answer as many of their questions as possible.


Sarah Runyan  

I know this is a hard one, but what do you think our most valuable SOP is?


Justine Anderson

Any of the following up/messaging ones I think are really valuable because they include example conversations and templates that you can use! A lot of people have anxiety around responding to messages and following up with leads, but our guides help ease a lot of that stress!



Jose Fuentes

I agree with Justine. I think follow-up ones have saved our bacon more than once when we just started.



Sarah Runyan  

So If you could give one of our SOPs away, knowing it would be beneficial to another business, which one would it be?


Jane Tampol-Polinar  (Sales Development Representative)

Agree with both Justine and Jose. The follow-up protocol SOP really helped a lot. It's also the one I would share with other businesses.


Sierra Meyer  

The SOP @Larissa made on campaign expectations and what all the statistics mean is really helpful when first onboarding a client and if someone uses LinkedIn for outreach I think it would be beneficial.


Sarah Runyan  

Thank you, everyone, for a great Slak-It today! 😊


Andres Clamens  

I agree the follow-up sequence SOP is very useful, but I would share the SOP on Sales Navigator since it explains how to filter out and find the ideal client we are looking to interact with among the millions of people on LinkedIn.


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