🔒 Private · Sunny only
Internal · SOP Library

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

Live
Live

A · Client documents

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
Live
Live
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

Live
Live
Voice agent · Chat/intake · AI scribe · CRM · Website · Automation · QA — per-service build recipes
P1Planned

D · Compliance & legal

Live
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