Standard Operating Procedures

The agency's playbooks and templates in one place. Client documents on the left of your mind, delivery playbooks and compliance behind them. Green items are live. Start with the master plan for the full roadmap.

Command

Agency Ops — pipeline, active clients, deliverable status

Live→

SOP master plan — all 38 SOPs, priorities, build phases

Live→

A · Client documents

Client Deliverable & Brand SOP — brand, logo, themes, render-to-PDF

Live→

Discovery call prep + script — questions, close moves (via skill)

Have

Outside-in review — no-pricing value gift (via skill)

Have

Audit proposal — scope, 80/20, investment (via skill)

Have

Letter of engagement / audit contract — sign + pay (via skill)

Have

Audit report template — findings, leaks, ranked roadmap

Live→

Build proposal / SOW — scoped build, audit credit applied

Live→

Kickoff / onboarding packet — access checklist, first week

Live→

Weekly status report — progress, $ recovered, next steps

P1Planned

Change order · Handoff packet · Case study — scope change, docs, social proof

P1Planned

B · Sales & pipeline

Lead intake + qualification · Pricing · Follow-up sequences

P1Planned

C · Delivery playbooks

Audit execution — interviews, quantify, write the report

Live→

Billing / RCM automation — AI-first, human review, AI double-check

Live→

Voice agent · Chat/intake · AI scribe · CRM · Website · Automation · QA — per-service build recipes

P1Planned

D · Compliance & legal

Business Associate Agreement (BAA) — required before any PHI

Live→

Data access & security — least privilege, PHI handling

Live→

Mutual NDA · Master Services Agreement · HIPAA overview

P1Planned

E · Internal operations

Tool stack + vendor list · Comms cadence · Retainer · Offboarding · Incident response

P1Planned

Elevate AI Systems LLC · Private SOP Library · June 2026sunny.binjola@gmail.com