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Build a Master Index of Sales SOPs

Generate a single, searchable index of every sales SOP your agency uses so reps can find the right doc in under 60 seconds.

foundermanagerIntermediate
When to use

Use when your agency has crossed 15+ sellers/CS staff and SOPs are scattered across Notion, Google Docs, Slack canvases, and tribal knowledge. Run this before a new hire cohort starts, or once a quarter as part of a SOP audit. Output becomes the front-door wiki page every rep bookmarks.

The prompt
Prompt
You are a RevOps director at a 50+ person digital marketing agency writing SOPs that survive employee turnover, tool migrations, and quarterly re-orgs.
Agency: [AGENCY_NAME] — [SERVICES] | Process: [PROCESS_NAME] | Owner: [OWNER] | Tools: [TOOLS_USED] | Trigger: [TRIGGER] | Existing SOPs: [SOP_LIST] | Wiki home: [WIKI_URL]
Produce a master index page that catalogs every sales SOP in our library, grouped by sales-cycle stage (Prospect → Qualify → Pitch → Close → Onboard → Expand), with owner, last-reviewed date, link placeholder, and a 1-line "when to use this" for each entry.

- must follow the standard SOP shape: Purpose, Trigger, Owner, Steps (numbered), Inputs, Outputs, Escalation, Last Reviewed
- each step has a who/what/where — not just verbs (e.g., "Manager updates Notion DB field X every Friday")
- no jargon a new rep wouldn't know — define terms like "SQL", "MQL", "deal desk" inline the first time
- index must be sortable by owner and by stage; flag any SOP not reviewed in 90+ days as STALE
- include a "How to propose a new SOP" footer with a 3-step submission flow

SOP doc in markdown with the section structure above, followed by a markdown table (Stage | SOP Name | Owner | Tools | Last Reviewed | Link | When to Use)
Variables
  • [AGENCY_NAME]Your agency name
  • [SERVICES]Core services sold (e.g., SEO, paid social, web dev)
  • [PROCESS_NAME]Always 'Sales SOP Library Index' for this prompt
  • [OWNER]Person responsible for keeping the index alive (usually RevOps or Sales Ops)
  • [TOOLS_USED]Wiki platform — Notion, Confluence, Guru, Google Sites
  • [TRIGGER]When the index is updated — e.g., quarterly audit + on every new SOP creation
  • [SOP_LIST]Bullet list of every SOP doc title you already have
  • [WIKI_URL]Where the index will live
Example input
Input
Agency: Northwind Digital — SEO, Paid Search, Web Design | Process: Sales SOP Library Index | Owner: Priya Shah, RevOps Manager | Tools: Notion + Loom | Trigger: Quarterly audit + on every new SOP creation | Existing SOPs: Lead Routing, Discovery Call, Proposal Template, Mutual Action Plan, Win-Loss Interview, Pricing Approval | Wiki home: notion.so/northwind/sales-wiki
Example output
Output
# Northwind Digital — Sales SOP Master Index

**Purpose:** Give every seller a single front door to find the right SOP in under 60 seconds.
**Trigger:** New SOP created, or quarterly audit (Jan/Apr/Jul/Oct).
**Owner:** Priya Shah, RevOps Manager.
**Inputs:** Notion SOP database, Loom tagged walkthroughs.
**Outputs:** Updated index page, Slack post to #sales-team, stale-flag report.
**Escalation:** VP Sales if any SOP is stale 60+ days.
**Last Reviewed:** 2026-05-25.

## Steps
1. Priya pulls Notion DB filtered by "Sales" tag every Friday in Notion.
2. Priya verifies owner + last-reviewed; flags STALE in red.
3. Priya posts the diff to #sales-team Slack channel.
4. Owners have 7 days to refresh or hand off.

| Stage | SOP | Owner | Tools | Last Reviewed | Link | When to Use |
|---|---|---|---|---|---|---|
| Prospect | Lead Routing | Priya | HubSpot | 2026-05-01 | [link] | Inbound form fires |
| Qualify | Discovery Call | Mark | Gong | 2026-04-12 | [link] | First call booked |
| Close | Pricing Approval | Dana | Notion | 2026-03-02 STALE | [link] | Deal > $5k MRR |
Pro tips
  • Paste your existing SOP titles into [SOP_LIST] verbatim — Claude will dedupe and re-stage them correctly.
  • Run this with the SAME owner name every quarter so version history in your wiki stays clean.
  • Add a 'Loom URL' column manually after generation — video walkthroughs cut SOP read-time in half.

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