Advertising Agency SOPs

Do you need to create SOPs but don't know where to start? Buy our expertly crafted set of 10 essential SOPs - 5,000 words of best-practice procedures - in Notion format and save yourself over 10 hours of research, writing, and formatting.
About this template

This template contains Standard Operating Procedures (SOPs) for an advertising agency, detailing processes from client onboarding to project closure. It outlines ten SOPs designed to ensure smooth, efficient, and professional workflows within the agency. Each SOP includes the purpose, scope, and step-by-step instructions, along with key considerations for successful implementation.

The document begins with the client onboarding process, which emphasizes a welcoming and organized start to the client relationship. It covers initial communication, contract finalization, scheduling kick-off meetings, collecting client information, and setting up communication channels. The goal is to establish clear expectations and a strong foundation for collaboration from the outset.

Following onboarding, the SOPs address campaign brief development, focusing on creating comprehensive briefs that align client objectives with agency deliverables. It details the steps for gathering information, drafting the brief, internal reviews, client approval, and distribution to teams. This ensures all team members are working from the same clear instructions and objectives.

Further SOPs cover client communication guidelines, project kick-off meetings, creative workflow, status update reporting, media planning, issue escalation, budget management, and project closeout. Each section provides detailed steps and considerations to maintain professionalism, transparency, and efficiency. The document emphasizes regular communication, clear documentation, and proactive problem-solving to avoid delays and ensure client satisfaction.

In conclusion, this document serves as a guide for advertising agencies to standardize their processes, improve client relationships, and enhance project outcomes. By following these SOPs, agencies can ensure consistency, accountability, and high-quality service delivery. The structured approach helps in managing complex projects, mitigating risks, and fostering a positive work environment that benefits both the agency and its clients.

Categories
About this creator

More like this

Related content

Visit Help Center