Practical SOPs for every part of the build

Basic account hygiene before you build anything.

Understand the difference between agency-level and subaccount-level settings.

How subaccounts isolate data, users, and settings.

Draft, review, and build a clean sales pipeline.

Define exit conditions for each stage.

Set a convention your whole team can follow.

Separate data storage from findability.

Solo, service, group, round-robin, or collective.

Required fields, consent, and workflow connection.

One trigger, one purpose, clear stop conditions.

Audit before you build.

Format, dedupe, and tag before uploading.

Keep the conversations view usable as volume grows.

Goal, sequence, and connection to workflow.

Register the brand and campaign before sending SMS at scale.

Assign numbers to users, campaigns, and workflows without confusion.

Stop repeating the same values across templates.

Reusing configuration across subaccounts.

When to use a funnel vs a website.

Send, track, and follow up on agreements, proposals, and intake forms.

Plan, write, schedule, and connect a social post to the CRM.

Which reports actually matter early on.

A repeatable review of pipelines, tags, and workflows.