29 docs tagged with "sop"

Analytics Integration (GTM + GSC) SOP

Purpose

Auctollo XML Sitemap Plugin Setup SOP

Overview

ClickUp SC Operations Space Setup SOP

DEPRECATED: This SOP has been superseded by SC Task Management Workspace Setup SOP, which is the single canonical reference for configuring the full SC ClickUp workspace (workspace-level config, Client Delivery space, SC Operations space, status template sc-status-01, and a migration appendix for moving to a different task-management system). All content below is retained for historical context only; do not act on it.

ClickUp Timesheet Approval SOP

1. Purpose and Scope

Client Meeting Scheduling SOP

Overview

Client Support Process - Standard Operating Procedure

Document Type: Standard Operating Procedure (SOP)

Create Design Kit (Brand Board) in GoHighLevel

Purpose

Customer Knowledge Base Publishing SOP

Purpose

Email Subdomain Setup for GHL Client Accounts SOP

Purpose

GA4 Property Creation for a New Client SOP

Overview

GHL Calendar Primary Color SOP

1. Purpose & Scope

GHL Document Builder - Customer E-Signature SOP

1. Purpose & Scope

Google Business Profile Hours Modification SOP

Purpose

Google Search Console Property Setup for a New Client SOP

Overview

KB-004: Client Onboarding Checklist - Complete Guide

Automation note (2026-05-06): This procedure is the manual reference; the target-state architecture replaces most of it with automation. See §0 "Automation Architecture" below before working through the manual steps. Specifically, the S1-S6 internal setup tasks and many of the M-series mandatory tasks are being moved to Symphony Flow workflows triggered by payment.confirmed. Until L2 ships, this manual procedure is the active path; once L2 ships, it becomes the validation backstop for the automated flow.