1. Lead Qualification SOP Ideal Client Criteria Marketing agency with 5–50 employees Generates at least $30k/month revenue Uses multiple SaaS tools Has repetitive manual processes Decision maker is accessible Qualification Questions 1. What services does your agency provide? 2. What's your biggest operational bottleneck? 3. How many hours per week are spent on manual tasks? 4. Have you invested in automation before? 5. Who approves technology purchases? Buying Signals Asks about pricing Requests a demo Mentions current business problems Wants implementation timeline Includes other stakeholders in the discussion Red Flags No budget No decision authority Looking only for free advice No clear business need Unresponsive after multiple follow-ups --- 2. Conversation & Discovery SOP First Response Framework Thank the prospect Acknowledge their challenge Ask one relevant discovery question Offer a short Zoom call Discovery Questions 1. What business goals are you focusing on this quarter? 2. What processes consume the most time? 3. How are you handling these tasks today? 4. What would success look like after automation? 5. What happens if nothing changes? Needs Analysis Identify pain points Estimate lost time and cost Prioritize automation opportunities Match solutions to business goals Trust-Building Strategy Share relevant case studies Explain your implementation process Answer questions transparently Set realistic expectations --- 3. Offer Presentation SOP Value Proposition Reduce manual work by up to 70% Improve operational efficiency Save employee time Deliver measurable ROI within months Proposal Structure 1. Executive summary 2. Current challenges 3. Recommended solution 4. Implementation timeline 5. Deliverables 6. Investment 7. Next steps Pricing Presentation Present investment after demonstrating value Offer payment milestones if appropriate Clearly explain deliverables included ROI Explanation Hours saved each month Labor cost reduction Faster client delivery Increased business capacity --- 4. Objection Handling SOP Price Objection Response Script: "I understand the investment is important. Let's compare it with the ongoing cost of manual work and the savings this solution creates over time." Trust Objection Response Script: "I can walk you through similar projects we've completed and explain exactly how implementation works." Timing Objection Response Script: "What would need to happen for this to become the right time?" Competitor Objection Response Script: "It's great that you're evaluating options. May I explain what makes our implementation approach different?" --- 5. Closing & Follow-Up SOP Closing Techniques Ask for commitment directly Confirm project goals Review deliverables Confirm timeline Follow-Up Schedule 1. Day 1 – Thank-you message 2. Day 3 – Share case study 3. Day 7 – Answer remaining questions 4. Day 14 – Final follow-up Agreement Confirmation Confirm project scope Confirm pricing Confirm timeline Confirm primary contact Contract and Payment Process Send contract Receive signed agreement Collect initial payment Schedule kickoff meeting --- 6. Client Onboarding SOP Welcome Process Send welcome email Introduce project team Share onboarding documents Schedule kickoff call Project Kickoff Checklist Confirm objectives Gather required access Define milestones Assign responsibilities Set communication channels Communication Workflow Weekly progress updates Shared project tracker Response time within one business day Monthly performance review Success Metrics Hours saved Automation adoption rate Project completion timeline Client satisfaction score ROI achieved Referral Request Process Request feedback after successful delivery Ask for a LinkedIn recommendation Request introductions to other business owners Offer referral incentives where appropriate 😊 This sample demonstrates how a complete LinkedIn Client Closing SOP can guide prospects from initial qualification through closing, onboarding, and referrals in a structured, repeatable process.