Cover of The 5 SOPs You Must Build Before Touching AI or Automation

The 5 SOPs You Must Build Before Touching AI or Automation

The 5 SOPs You Must Build Before Touching AI or Automation

Listen for free

View show details

Season's Savings | 0.99 €/month for 3 months

5.99 €/month thereafter - terms apply. Cancel monthly.
The 5 SOPs You Must Build Before Touching AI or AutomationEpisode SummaryIf your business operations rely entirely on what’s trapped in your head, no piece of software or AI tool can save you. Most service-based founders hit an invisible revenue ceiling because they try to automate client delivery before clearly documenting how it actually works. When the tools break, you end up stuck right back in the weeds playing "Mr. or Mrs. Fix-It."In this episode, fractional COO La Tonya Roberts breaks down the five foundational Standard Operating Procedures (SOPs) service founders must document manually before handing anything off to software, AI, or a team member. Learn how to stop being the bottleneck in your business and shift from "Chief Everything Officer" to true CEO.Key Takeaways & What You’ll LearnThe Automation Trap: Why automating messy processes creates chaos instead of leverage.1. Lead Intake & Qualification: How to protect your calendar from unqualified calls and set up criteria that weed out tire-kickers.2. Client Onboarding & Welcome Protocol: Designing a seamless, high-touch transition from signed contract to kickoff meeting without missing critical steps.3. Core Fulfillment & Quality Control Checklist: Creating acceptance criteria and checklists that allow you to delegate execution while maintaining top-tier quality.4. Client Communications & Scope Boundary Management: Standardizing update cadences, centralizing change requests, and handling scope creep professionally.5. Offboarding, Referrals & Testimonials: Systematic offboarding protocols that safeguard sensitive data and turn past clients into recurring referral engines.SOP Maintenance: Establishing a recurring quarterly or annual audit cadence to keep operational documents relevant as you scale.Timestamps / Chapter Markers00:00 – The Big Mistake: Automating Before Documenting00:45 – SOP #1: Lead Intake & Qualification02:40 – SOP #2: Client Onboarding & Welcome Protocol04:15 – SOP #3: Core Fulfillment & Quality Control Checklists06:30 – SOP #4: Client Communication & Scope Boundary Management08:45 – SOP #5: Offboarding, Referrals & Testimonial Collection10:15 – Maintaining Your SOP Review Cycle11:00 – Take the $1 Million Growth Readiness Scorecard🔗 Follow the Podcast:👉 Apple Podcast: https://podcasts.apple.com/us/podcast/systems-that-set-you-free-interviews-with-leaders-in/id1872383165👉 Spotify: https://open.spotify.com/show/6vtCwkOFj6q9fQYoYx1dDQ?si=6ab640ed2c3241a6👉 YouTube: https://www.youtube.com/@thelatonyaroberts👉Schedule Operational Freedom Diagnostic: https://bit.ly/OpsDiagnostic 👉Book a Clarity Call: bit.ly/HCGConsult Get your operations tips here https://bit.ly/hcgweekly 🔗👉 LinkedIn: https://www.linkedin.com/in/la-tonya-roberts/👉 Instagram: https://www.instagram.com/theLaTonyaroberts/👉 Facebook: https://www.facebook.com/theLaTonyaroberts/👉 Threads: https://www.threads.com/@theLaTonyaroberts👉 TikTok: https://www.tiktok.com/@theLaTonyaroberts🔗 More from Harmony Consulting:👉 Website:https://www.harmonyconsultinggroup.org/👉 LinkedIn: https://www.linkedin.com/company/harmony-consulting-group/👉 Instagram: https://www.instagram.com/theharmonyconsulting 👉 Facebook: https://www.facebook.com/theharmonyconsulting/👉 Email:support@harmonyconsultinggroup.org👉 Download the Freedom Systems Blueprint here: https://link.harmonyconsultinggroup.org/widget/form/99p8JwWRgrtFg466iInD🔗 Follow the Podcast:👉 Apple Podcast: https://podcasts.apple.com/us/podcast/systems-that-set-you-free-interviews-with-leaders-in/id1872383165👉 Spotify: https://open.spotify.com/show/6vtCwkOFj6q9fQYoYx1dDQ?si=6ab640ed2c3241a6👉 YouTube: https://www.youtube.com/@thelatonyaroberts
adbl_web_anon_alc_button_suppression_t1
No reviews yet