SOPs for Creative Businesses: Prepping for Team Growth

When you’re running an agency, it’s easy to spend all your time keeping things moving day to day and suddenly realize your systems aren’t set up to support growth. That’s exactly where my client, Kendra, found herself as she prepared to onboard a new team member.

The Shift

We partnered to capture and translate her core processes into clear SOPs (Standard Operating Procedures). Together with her team, I created training templates and workflows for:

• Scheduling and posting content for clients

• Client review and feedback

• Image creation

• Monthly reporting

• Engagement and caption writing

By documenting each step, we turned daily tasks into a repeatable playbook that her whole team can use.

The Results

Now, instead of scrambling to train her new hire, Kendra has a library of SOPs and training materials that make onboarding smooth and stress-free. Her processes are organized, her team feels supported, and she’s set up for long-term growth.

In her words:

“I would never have had the time to organize all of this alone, and it’s going to be perfect timing to feel prepped and organized for onboarding my new team member.”

Why It Matters

Strong systems aren’t just about saving time, they’re about creating confidence. With workflow automation, clear SOPs, and team communication systems, Kendra can step into her next chapter of growth knowing her business is ready to support it.

👉 If you’re ready to get your business organized before adding to your team, let’s talk about building time-saving systems that set you up for success.

I'M CURIOUS