EyeFly SOP Library

SOP 01 Delivery

Sales / Closer Pipeline

Owner: Jason Katz · KPI: Cash Collected / Close Rate

Closing qualified prospects from live call through payment collection and Client Ops handoff.

Trigger: Setter marks lead Qualified in GHL v1.0 · 2026-05-06

⚠ Open gaps

GHL Sales pipeline not built in CRM
Revenue qualification threshold not documented

🎥 Videos needed (4)

○Call script / presentation flow

○Post-call follow-up sequence

○How to hand off new clients to delivery team

○Daily workflow

Skillsghl-apighl-convo-audit

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SOP 02 Delivery

Client Ops — Onboarding

Owner: Jean · KPI: Time to Live (≤ 48 hrs)

End-to-end client onboarding from Cash Collected to live campaign — 48-business-hour launch window.

Trigger: Cash Collected tag applied in GHL v1.0 · 2026-05-06

⚠ Open gaps

GHL Client Ops pipeline not built — no system-enforced SLA

🎥 Videos needed (2)

○Subaccount + bot setup

○How to correctly manually transfer a lead

Skillsnew-client-onboardingghl-cv-sync

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SOP 03 Delivery

Client Success — Retention

Owner: Regina · KPI: Churn Rate / At Risk count

Client lifecycle from onboarding through retention, At Risk detection, and churn prevention.

Trigger: Client Ops marks onboarding complete v1.0 · 2026-05-06

⚠ Open gaps

At Risk detection not automated
Mon/Wed/Fri Loom/voice templates not standardised

🎥 Videos needed (5)

○Client onboarding sequence

○Weekly client report

○Retention checkpoint cadence (Day 7/30/60/90)

○Handling churn & at-risk clients

○Client offboarding sequence

Skillsclient-health-checkcsm-inbox

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SOP 04 Delivery

Setter / Qualification Pipeline

Owner: Jean · KPI: Show-Up Rate (SUR)

Qualification and appointment-setting for every inbound Messenger lead through confirmed call on closer's calendar.

Trigger: Messenger lead tagged Qualified by bot v1.0 · 2026-05-06

⚠ Open gaps

Power dialer protocol not written
SUR not tracked in brain

🎥 Videos needed (4)

○New lead qualification

○Call confirmation

○No-show follow-up / rescheduling cancellations

○Daily workflow

Skillssetter-inboxghl-convo-auditghl-contact-sync

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SOP 05 Creative

Meta Ads Creative Production

Owner: Akash / TBD · KPI: Creative throughput (variants/week)

Creation, review, and upload of all Meta ad creative for EyeFly clients — brief through media buyer upload.

Trigger: Creative brief assigned by Creative Strategist v1.0 · 2026-05-06

⚠ Open gaps

Creative brief template not standardised
Naming convention not enforced pre-upload
Creative throughput not tracked

🎥 Videos needed (7)

○How to make new EyeFly marketing creatives weekly

○How to draft visual briefs for creators and/or AI content vendors

○How to draft editing briefs to editors

○How to quality control new marketing creatives

○How to hand off approved videos to social media manager

○How to make new client creatives weekly

○How to quality control client creatives

Skillscreative-brief-generatorcreative-campaign-builderdrive-to-meta-ads

Not deployed

SOP 06 Creative

YouTube Content Pipeline

Owner: EA · KPI: 30-day view count / lead attribution

End-to-end YouTube content production — ideation, scripting, production, upload, and 30-day performance review.

Trigger: Weekly content calendar slot v1.0 · 2026-05-06

⚠ Open gaps

30-day performance review not consistently done
Top performers not repurposed to paid

Skillsyoutube-summarizercreative-brief-generator

Not deployed

SOP 07 Ops

Client & Internal Support

Owner: Regina · KPI: P0/P1 resolution time

P0–P3 support triage and resolution — escalation paths and resolution SLAs.

Trigger: Slack support message or bot error alert v1.0 · 2026-05-06

⚠ Open gaps

No visual pipeline diagram

Skillssupport-tickets-reviewdaily-bot-errors-scraperescalation-tracker

Not deployed

SOP 08 Ops

CapEx & Infrastructure Build

Owner: Akash · KPI: Build completion vs target date

Scoping, approving, and executing capital expenditure and infrastructure build projects.

Trigger: Akash approves a CapEx project v1.0 · 2026-05-06

⚠ Open gaps

No visual pipeline diagram

Skillscf-dashboard-creatorresource-doc-creatorghl-api

Not deployed

SOP 09 Creative

Split Test Pipeline

Owner: Akash / TBD · KPI: Tests shipped / week

Hypothesis capture, campaign duplication, run duration, significance threshold, and winner promotion.

Trigger: Creative Strategist identifies a testable variable v1.0 · 2026-05-06

⚠ Open gaps

Split test backlog not in brain
Min run duration + significance threshold undefined

Skillscampaign-tweakscreative-campaign-builderweekly-campaign-audit

Not deployed

SOP 10 Ops

GHL / AI Manager

Owner: Jean · KPI: Bot qualification rate / disqualification error rate

Subaccount setup, bot configuration, lead classification QA, weekly bot improvement cadence, and automation troubleshooting.

Trigger: New client onboarded OR bot error flagged v0.1 · 2026-05-13

⚠ Open gaps

Full SOP not yet written — stub only

🎥 Videos needed (5)

○Subaccount + bot setup

○Bot QA & lead classification

○Weekly bot improvement cadence

○Troubleshooting automation errors

○Building / troubleshooting automations + AI workflows + dashboards / reporting

Skillsghl-apighl-convo-auditghl-cv-syncdaily-bot-errors-scraper

Not deployed

SOP 11 Delivery

Qualifier Playbook

Owner: Gerri Dequiña · KPI: Leads correctly transferred / inbox hygiene

Manual lead transfer, bot failure handling, #needs-review channel management, Jotform client transfers, and inbox EOD clean.

Trigger: Daily 9 AM startup / bot failure alert v0.1 · 2026-05-13

⚠ Open gaps

Full SOP not yet written — stub only

🎥 Videos needed (6)

○How to correctly manually transfer a lead

○How to manage when the bot fails

○How to manage #needs-review channel

○How to transfer to Jotform clients

○How to clean the Facebook inbox EOD daily

○Daily workflow

Skillsghl-convo-auditghl-api

Not deployed

SOP 12 Creative

Editor Playbook

Owner: Johnmark · KPI: Videos produced / week

AI video production and editing workflow for both marketing and client deliverables, with handoff to creative strategist.

Trigger: Brief assigned by Creative Strategist v0.1 · 2026-05-13

⚠ Open gaps

Full SOP not yet written — stub only

🎥 Videos needed (5)

○AI video production workflow for marketing

○AI video production workflow for clients

○AI video editing workflow for marketing

○AI video editing workflow for clients

○How to hand off videos to creative strategist

Skillscreative-brief-generatordrive-to-meta-ads

Not deployed

SOP 13 Creative

Social Media Manager

Owner: Jean · KPI: CPL / campaign performance vs benchmark

Campaign creation, weekly ad review and optimization, underperforming campaign troubleshooting, and creative uploads.

Trigger: Weekly ad review day (Wed/Fri) or new creative ready v0.1 · 2026-05-13

⚠ Open gaps

Full SOP not yet written — stub only

🎥 Videos needed (4)

○Creating new page + campaigns

○Weekly ad review & optimization

○Troubleshooting underperforming campaigns

○Uploading new creatives for existing campaigns

Skillscampaign-triagecampaign-tweaksweekly-marketing-ads-reviewdrive-to-meta-ads

Not deployed

SOP 14 Delivery

Inbox Manager

Owner: Jean · KPI: Lead response time / missed leads

FB Messenger inbox monitoring, lead routing, and bot failure escalation — live monitoring 9 AM–5 PM ET with EOD sweep.

Trigger: Daily 9 AM startup v1.0 · 2026-05-08

⚠ Open gaps

Pending deployment as resource doc

Skillsghl-convo-auditdaily-bot-errors-scraper

Not deployed

SOP 15 Ops

CRO — Nurture / Split Test / CAPI

Owner: Akash · KPI: Close rate / CAPI completion rate

Pre-call nurture (Hammer Them), split test pipeline governance, and CAPI attribution for sales.

Trigger: Weekly CRO review v0.1 · 2026-05-08

⚠ Open gaps

All sections are stubs — expand as workflows are built

Skillscapi-backfillcapi-health-monitorcampaign-triage

Not deployed

SOP S1 Standards

Meta Ads Standards

Owner: Akash / Jean · KPI: Launch QA pass rate

Binding checklist for Meta ads managers — naming, campaign structure, Advantage+, datasets, duplication, daily scan.

Trigger: Any campaign build or audit v1.0 · 2026-05-07

Skillsnew-launch-qaweekly-campaign-auditcampaign-triage

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SOP S2 Standards

Video Ad Standards

Owner: Johnmark / TBD · KPI: Creative QA pass rate

Binding creative standards for EyeFly client video ads — subtitles, AI usage, scene order, footage sourcing.

Trigger: Any video ad production v1.0 · 2026-04-29

Skillscreative-brief-generatordrive-to-meta-ads

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SOP R1 Reference

New Hire Navigation Guide

Owner: All · KPI: Onboarding time to first task

Start-here guide for all new hires — how to find any SOP, workflow, or reference doc.

Trigger: New hire joins v1.0 · 2026-05-06

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