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Standard Operating Procedures

Canonical SOPs for Symphony Core operational processes. Authoring conventions live in the SC SOP Standard; new SOPs scaffold from sop-template.md (minimal) or sop-comprehensive-template.md (complex multi-role).

Contents​

Client Management​

  • client-onboarding/ - Client onboarding procedures (single source of truth)
  • client-meeting-recap-sop.md - Post-meeting transcript -> debrief -> profile + ClickUp sync
  • client-profile-quarterly-freshness-sop.md - Quarterly hygiene pass for stale launch dates / profile fields
  • client-support-process-sop.md - Support ticket handling and escalation
  • markdown-task-file-to-clickup-sop.md - Convert Drive markdown task files to ClickUp tasks
  • social-media-client-engagement-sop.md - Engagement protocol for client social channels

Platform Setup​

  • email-setup-sop.md - Email subdomain setup for GHL client accounts
  • email-forwarding-sop.md - Email forwarding configuration
  • email-template-creation-sop.md - Authoring branded email templates
  • sending-from-support-email-sop.md - Sending outbound from support@symphonycore.com
  • wordpress-setup-sop.md - WordPress installation and setup
  • wordpress-blog-post-publishing-sop.md - WordPress blog publishing workflow
  • ghl-wordpress-asset-handoff-sop.md - Handoff record between GHL builder and WP dev team
  • gtm-integration-sop.md - Google Tag Manager integration
  • gtm-validation-sop.md - GTM implementation validation
  • gtm-wordpress-plugin-sop.md - GTM WordPress plugin setup
  • robots-txt-sop.md - Robots.txt configuration
  • a2p-legal-pages-sop.md - A2P privacy + terms-of-service legal pages

GHL Operations​

  • ghl-ai-review-response-sop.md - AI review response setup
  • ghl-b-series-funnel-activation-sop.md - B-series funnel activation
  • ghl-calendar-primary-color-sop.md - GHL calendar primary color config
  • ghl-document-builder-customer-esign-sop.md - Client-to-customer agreement e-sign flow
  • ghl-gbp-hours-modification-sop.md - GBP hours (regular + holiday). Holiday hours consolidated here 2026-05.
  • ghl-google-reviews-widget-wordpress-sop.md - Google Reviews widget in WordPress
  • ghl-manual-review-request-sop.md - Manual review request process
  • ghl-prospecting-audit-accuracy-sop.md - Prospecting audit report quality control
  • whatsapp-profile-setup-sop.md - WhatsApp Business profile configuration
  • whatsapp-template-submission-sop.md - WhatsApp template Meta-submission flow
  • partner-subaccount-access-sop.md - Partner sub-account access provisioning

Design / Branding​

  • design-brand-sop.md - Create Design Kit (Brand Board) in GHL
  • brand-design-population-sop.md - End-to-end brand-design population process
  • figma-wireframe-sop.md - Figma wireframing flow
  • logo-design-sop.md - Logo design process
  • website-copy-client-review-sop.md - Website copy review with client in Google Docs

Finance / Ops​

  • annual-tax-preparation-checklist.md - Annual tax prep checklist (kept as -checklist.md by design)
  • clickup-sc-operations-space-setup-sop.md - ClickUp SC Operations space setup
  • clickup-timesheet-approval-sop.md - Timesheet approval flow
  • kb-publishing-sop.md - Knowledge base publishing workflow
  • pay-chase-wire-transfer-sop.md - Pay team member via Chase wire transfer
  • timesheet-invoice-submission-sop.md - Contractor timesheet + invoice submission

Deprecated (Pattern A - kept as redirects)​

  • gbp-holiday-hours-modification-sop.md - DEPRECATED 2026-05. Merged into ghl-gbp-hours-modification-sop.md.

Subdirectories​

  • client-onboarding/ - Onboarding lifecycle SOPs
  • sales-pipeline/ - Sales pipeline SOPs
  • service-delivery/ - Change-management SOPs

What Belongs Here​

  • Complete procedural documentation with operator role, trigger, output, and verification
  • Step-by-step workflows with decision points
  • Process documentation with roles and responsibilities

What Does NOT Belong Here​

Access Level: internal-team