Chief Creative Podcast

The SOP That Changed Everything | Ep. 149


Listen Later

Your team keeps asking the same client questions. You're losing 10-15 hours a week being the institutional memory for your entire agency — and every new hire takes months to get up to speed.

There's one document that fixes all of it: the individual client SOP.

Dustin Pead walks through the exact 5-section client playbook framework that helped one agency owner recover 10 hours a week and get new hires productive by day one.

What you'll learn:

  • The 5-section client playbook structure (communication, scope, brand voice, approval process, quirks and context)
  • Why documenting what's NOT included in a client's scope protects your team's time
  • How to apply the "vacation test" to know if your systems are actually working

Featured Resources:

  • Claude (AI)
  • The Future You Framework

Connect with Dustin: chiefcreativepartners.com | dustinpead.com | @dustinpead

#CreativeAgency #ClientManagement #SOPTemplate #AgencyOperations #ChiefCreativePodcast

...more
View all episodesView all episodes
Download on the App Store

Chief Creative PodcastBy Dustin Pead