SOP Training: The Ultimate Guide to Writing Effective SOPs

In this post: SOP training tips to write the most efficient SOPs for your online service business

Crafting top-notch standard operating procedures (SOPs) is the key to building strong relationships with clients, boosting team morale, and keeping everyone’s experience running as seamlessly and slick as possible.

SOPs help define, communicate, and document the most efficient procedure for completing meaningful tasks. They allow your team to execute processes according to established standards without needing instructions or assistance every time they encounter a new situation.

Learning how to write effective SOPs could potentially save you countless hours of frustration and ensure customer satisfaction with your online service business.

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Benefits of SOPs

SOPs are an essential component of any online service business. Without SOPs in place, it can be difficult to guarantee that you and your team are providing a constant, high-quality client experience.

Having well-organized and up-to-date SOPs helps provide team members with a clear pathway toward success, allowing them to conduct their tasks efficiently and effectively.

Conversely, if the business had ineffective SOPs, this could also prove damaging; customers may become unsatisfied with the services being offered and choose to take their business somewhere else.

Online businesses need to ensure they have appropriate and effective SOPs in place to keep customers happy and ensure the longevity of their business.

How to Write Effective SOPs for Your Online Service Business

Effective SOPs should include details such as: who should be involved in each transaction; how processes should be handled; and quality control guidelines that must be met.

When writing SOPs, it’s important to keep in mind that SOPs should be tailored specifically to your business. SOPs are not one size fits all and should take into account the unique needs of your online service business.

In addition, SOPs should also be easy to read and understand with clear and simple instructions that are easy to follow. SOPs should also be flexible enough to adapt quickly to changes in the business environment.

Related Reading: 3 Must Have SOPs for Small Businesses 

Tips and Best Practices for Writing Quality SOPs

To ensure that SOPs are effective and efficient, it’s essential to follow best practices and tips when writing them.

Best practices such as focusing on clarity and accuracy, breaking down SOPs into manageable subsections, and testing the procedure before release not only result in clearer instructions but also help streamline processes.

Focus on clarity and accuracy

SOPs should be written using simple language and straightforward instructions. Additionally, SOPs should be accurate and up-to-date to avoid any confusion or misunderstandings among team members.

Break down SOPs into manageable subsections

SOPs should be broken down into small sections to make them easier to read, understand, and follow. SOPs should also include diagrams or visuals to further simplify the SOPs.

Test SOPs before releasing them

It’s essential to ensure SOPs are functional; they must be tested thoroughly before they can be released and shared. This helps guarantee accuracy and effectiveness. I typically recommend testing all the pieces of the SOP before writing it out – this way, you’re not having to re-write SOPs multiple times.

Organize your SOPs

For online business, I find organization to be best online since you likely have virtual team members.

If you prefer a printed version, creating or buying a SOP folder like this one works great.

Examples of Good and Bad SOPs

Good SOPs should be clear, accurate, detailed, and written in simple language that’s easy to understand.

At their best, good SOPs provide all the information necessary to complete an online service task successfully, without the person completing the tasks having to ask anyone for clarification.

At their worst, bad SOPs can be confusing and outdated. They lack detail and do not provide enough information for the successful completion of a task.

SOP Training Example: Client Email Response

Let’s take a look at a common SOP found in an online service-based business: How to manage incoming client request emails.

As a business owner you may think it’s obvious that your team needs to reply in a certain amount of time using a certain tone….but making that assumption can lead to inconsistencies and a poor client experience.

Without direction or clarity for your team to follow, your team will likely not see things the way you do.

For example, a team member who does not have clarity on how to respond to a client request to reset their client portal password may look like this:

“You can reset your password using the reset function on the login page. Thanks.”

What’s wrong with this response? Well, nothing if you just want your team to provide basic level responses with no real insulation or value.

Now let’s look at a response based on what is written in a SOP:

First, the SOP provides clarity on when to respond and how to respond. It also includes additional detail that is relevant to the situation.

Our Company Standard when Replying to Emails:

Our clients’ inquiries are a top priority for our team and we understand that responding promptly is important.

We strive to respond to client emails within 24 hours (not including weekends/holidays) and aim to resolve any matters with one reply.

This might sometimes require additional research on our part, however providing thorough, helpful responses is an integral part of the service we offer our customers.

When replying, we always take care to communicate in a clear and friendly tone which reinforces our commitment to the values of customer service and satisfaction.

Scenario: Client needs to reset password

“Hi [Client First Name],

Thanks for reaching out. I’m happy to help.

You may reset your password using the “reset password function on the [Program Name] login page [>>Hyperlink “login page” text to the login page<<]. I’ve provided a screenshot below for quick reference.

[Insert screenshot of the login page you are referring to]

Please let me know if you have any questions.


[Your First Name]

See the difference in quality? This is the power of SOPs!

By implementing SOPs, you can ensure that every customer receives a consistent, personalized experience regardless of the team member who is responding.

SOP Training: Steps Involved in SOP Writing

When writing a Standard Operating Procedure, it is important to remain organized and methodical. There are several steps one must take to create an effective SOP.

First, determine the purpose of the procedure. This helps to provide context to your instructions and will shape how you develop the rest of the SOP.

Second, gather information about the task for which you are writing instructions, including identifying necessary resources or materials, documenting procedures already in place, and any necessary safety precautions.

After collecting all necessary data, write out each step in a logical order.

Tip: each step should start with an action word.

Once this is complete, review it and have it tested by peers or experts if needed.

Finally, make improvements based on feedback before making the SOP available to users on your team.

Final SOP Training Thoughts

SOPs are essential for any online service business that wants to provide a consistent, high-level customer experience. SOPs help ensure accuracy and effectiveness by providing detailed instructions in easy-to-understand language.

They also empower your team members with the ability to respond quickly and confidently when faced with client requests or inquiries. With SOP training as part of your onboarding process, you can guarantee quality responses from all employees that reflect the values of your company culture.

By following these tips on how to write effective SOPs for an online services business, you’ll be well on your way to creating successful SOPs that drive results!

SOP Training FAQs

Q: What are the benefits of SOPs?

A: SOPs provide clarity for standard operations, help to ensure accuracy and effectiveness, enable team members to respond quickly and confidently when faced with client requests or inquiries, and reflect the values of your company culture.

Q: How do I create SOPs?

A: SOPs should be written in an easy-to-understand language that is detailed yet concise. They should also include examples of good and bad SOPs as well as tips on how to write quality SOPs. Finally, it’s important to provide SOP training to all team members when onboarding them so they can understand the structure and format of SOPs. An OBM is often responsible for creating SOPs.

Q: What are some best practices for SOPs?

A: When creating SOPs, it’s important to consider how they will be used. SOPs should be actionable and easy to understand, and SOP training should ensure that team members are familiar with the SOPs. Finally, you should regularly review SOPs to make sure they are up-to-date and relevant.

XO, Krista 

PS – Are you a female online business owner looking to scale through efficient teams, systems and automations? Check out the ways we can work together


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