Build a Master Index of Sales SOPs

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)

• [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

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

# 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 |

• 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.