← Team Hub Finance · Internal SOPs

Internal SOPs

Standard operating procedures for things that happen more than once. Each SOP is a checklist with an owner and its own URL. Follow them. If they’re wrong, fix them — don’t freelance.

Hiring
SOP 01

New contractor onboarding

Day 1 to first paid cycle. From handshake to payment.

OwnerPod Lead
Duration~5 days
SOP 02

Contractor offboarding

Clean exit, full access revoke.

OwnerPod Lead
DurationSame day
Delivery
SOP 03

New client setup

From signed SOW to kickoff-ready in 5 business days.

OwnerPod Lead
Duration5 days
SOP 04

Client wind-down

Engagement ending. Leave them better than we found them.

OwnerPod + Delivery Lead
Duration2–4 weeks
SOP 06

QBR preparation

The week before every client’s quarterly business review.

OwnerPod Lead
Duration~5 days
Operations
SOP 05

Incident response

When something is on fire — ad account paused, integration down, data leak.

OwnerPod Lead (first responder)
DurationAs long as it takes
Living SOPs. When reality teaches a better way to do something, update the relevant SOP same week — not at year-end. The Pod Leads collectively own this section.