SOP Templates

10 ready-to-use starting points. See the messy input and clean output side by side.

Retail

Store Closing

Messy Input

count the drawer, check the back, make sure the walk-in is locked, pull the trash, turn off the equipment, set the alarm, text manager when done

Formatted Output

STORE CLOSING PROCEDURE

1. Count the cash drawer and reconcile with POS
2. Check the back storage area
3. Make sure the walk-in is locked
4. Pull the trash from all areas
5. Turn off the equipment
6. Set the alarm
7. Text manager when done

VERIFICATION:
☐ Cash counted   ☐ Back checked   ☐ Walk-in locked
☐ Trash pulled   ☐ Equipment off  ☐ Alarm set
☐ Manager notified
HR

New Hire Onboarding

Messy Input

set up their email, give them system access, schedule training sessions, assign a mentor, review company policies, complete I-9 paperwork, add to payroll

Formatted Output

NEW HIRE ONBOARDING CHECKLIST

1. Set up employee email account
2. Grant system access and credentials
3. Schedule all training sessions
4. Assign experienced mentor
5. Review company policies
6. Complete I-9 verification
7. Add to payroll system

VERIFICATION:
☐ Email active   ☐ Systems access ☐ Training scheduled
☐ Mentor assigned ☐ Policies signed ☐ I-9 complete
☐ Payroll setup
Services

Client Onboarding

Messy Input

send welcome email, schedule kickoff call, collect necessary documents, set up in CRM, create project folder, assign team members, send first invoice

Formatted Output

CLIENT ONBOARDING PROCEDURE

1. Send branded welcome email (within 24 hours)
2. Schedule kickoff call
3. Collect all necessary documents
4. Set up client profile in CRM
5. Create dedicated project folder
6. Assign team members
7. Send initial invoice

VERIFICATION:
☐ Welcome sent   ☐ Call scheduled ☐ Docs collected
☐ CRM updated    ☐ Folder created ☐ Team assigned
☐ Invoice sent
Cleaning

End of Day Cleaning

Messy Input

empty all trash cans, vacuum carpets, mop floors, wipe down surfaces, clean bathrooms, restock supplies, lock all doors

Formatted Output

END OF DAY CLEANING PROTOCOL

1. Empty all trash receptacles
2. Vacuum all carpeted areas
3. Mop hard floor surfaces
4. Wipe down all surfaces
5. Clean and sanitize bathrooms
6. Restock supplies
7. Lock all doors and secure facility

VERIFICATION:
☐ Trash emptied  ☐ Carpets vacuumed ☐ Floors mopped
☐ Surfaces clean ☐ Bathrooms done   ☐ Supplies stocked
☐ Doors locked
Restaurant

Food Prep Opening

Messy Input

check walk-in temps, prep stations, cut vegetables, portion proteins, make sauces, label and date everything, sanitize surfaces

Formatted Output

FOOD PREP OPENING PROCEDURE

1. Check and log walk-in temperatures
2. Set up all prep stations
3. Cut and prep vegetables
4. Portion proteins per spec
5. Prepare sauces and dressings
6. Label and date all items
7. Sanitize all surfaces

VERIFICATION:
☐ Temps logged   ☐ Stations ready  ☐ Veg prepped
☐ Proteins done  ☐ Sauces made     ☐ Labels on
☐ Sanitized
Service

Customer Complaint

Messy Input

listen to the complaint, apologize sincerely, document the issue, offer solution, follow up within 24 hours, log in system

Formatted Output

CUSTOMER COMPLAINT HANDLING

1. Listen actively without interrupting
2. Apologize sincerely for the experience
3. Document all details of the issue
4. Offer appropriate solution
5. Follow up within 24 hours
6. Log complete interaction in system

VERIFICATION:
☐ Customer heard ☐ Apology given   ☐ Issue documented
☐ Solution offered ☐ Follow-up set ☐ CRM updated
Retail

Inventory Check

Messy Input

print inventory list, count items in stock, note discrepancies, update system, reorder low items, file report

Formatted Output

INVENTORY CHECK PROCEDURE

1. Print current inventory list
2. Count all items in stock
3. Note any discrepancies
4. Update inventory system
5. Reorder low-stock items
6. File completed report

VERIFICATION:
☐ List printed   ☐ Items counted  ☐ Discrepancies noted
☐ System updated ☐ Orders placed  ☐ Report filed
Marketing

Social Media Post

Messy Input

review content calendar, create post copy, select or create images, schedule post, add hashtags, cross-post to other platforms

Formatted Output

SOCIAL MEDIA POSTING PROCEDURE

1. Review content calendar for timing
2. Create engaging post copy
3. Select or create visual assets
4. Schedule post for optimal time
5. Add relevant hashtags
6. Cross-post to other platforms

VERIFICATION:
☐ Calendar checked ☐ Copy written   ☐ Images ready
☐ Post scheduled   ☐ Hashtags added ☐ Cross-posted
Operations

Equipment Maintenance

Messy Input

check manufacturer guidelines, inspect for wear, clean components, lubricate moving parts, test functionality, log maintenance

Formatted Output

EQUIPMENT MAINTENANCE PROCEDURE

1. Review manufacturer guidelines
2. Inspect equipment for wear
3. Clean all components
4. Lubricate moving parts
5. Test full functionality
6. Log maintenance completed

VERIFICATION:
☐ Guidelines reviewed ☐ Inspected      ☐ Cleaned
☐ Lubricated         ☐ Tested working ☐ Log updated
Operations

Shift Handover

Messy Input

brief incoming shift, highlight ongoing issues, hand over keys and cash, update shift log, introduce to any customers/clients, confirm contact info

Formatted Output

SHIFT HANDOVER PROCEDURE

1. Brief incoming shift on current status
2. Highlight any ongoing issues
3. Hand over keys and cash
4. Update shift log completely
5. Introduce to active customers/clients
6. Confirm emergency contact info

VERIFICATION:
☐ Briefing done   ☐ Issues shared   ☐ Keys/cash handed
☐ Log updated     ☐ Intros made     ☐ Contacts confirmed

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