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Standard Operating Procedures

Comprehensive SOPs for all Symphony Core operational processes.

Contents​

Client Management​

  • client-onboarding/ - Client onboarding procedures (single source of truth)
  • client-support-process-sop.md - Support ticket handling and escalation

Platform Setup​

  • email-setup-sop.md - Email configuration procedures
  • wordpress-setup-sop.md - WordPress installation and setup
  • 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

GHL Operations​

  • ghl-ai-review-response-sop.md - AI review response setup
  • ghl-b-series-funnel-activation-sop.md - B-series funnel activation
  • ghl-gbp-hours-modification-sop.md - GBP hours modification via GHL
  • ghl-manual-review-request-sop.md - Manual review request process

Other Processes​

  • design-brand-sop.md - Design and branding procedures
  • gbp-holiday-hours-modification-sop.md - GBP holiday hours updates
  • kb-publishing-sop.md - Knowledge base publishing workflow
  • video-management-workflow.md - Video content management

Subdirectories​

  • sales-pipeline/ - Sales pipeline SOPs
  • service-delivery/ - Service delivery procedures

What Belongs Here​

  • Complete procedural documentation with context
  • Step-by-step workflows with decision points
  • Process documentation with roles and responsibilities

What Does NOT Belong Here​

Access Level: internal-team