Example SOPs: Business Agent

Business Agent SOPs

Creating Standard Operating Procedures for your Business Agent work can be difficult and take time. That’s why we’ve created these example Business Agent SOPs so you can jumpstart your SOP creation process. We want to help you set up your Sales systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Sales procedures in one place, your team will have the information they need at all times. Let’s look at some Business Agent SOP examples.

Business Agent SOP Examples

1. Sales Prospecting SOP: The purpose of this SOP is to outline the process of identifying potential clients and gathering relevant information about them. The scope of this SOP includes researching industry trends, utilizing online databases, and attending networking events. The business agent is responsible for implementing this SOP, and it references the Sales Lead Qualification SOP for further steps in the sales process.

2. Sales Lead Qualification SOP: This SOP aims to establish a systematic approach for evaluating and qualifying leads generated through the sales prospecting process. The scope of this SOP includes conducting initial phone calls or meetings with potential clients, assessing their needs and budget, and determining their level of interest. The business agent is responsible for executing this SOP, and it references the Sales Proposal Development SOP for the next stage in the sales cycle.

3. Sales Proposal Development SOP: The purpose of this SOP is to guide the business agent in creating persuasive and tailored sales proposals for potential clients. The scope of this SOP includes conducting thorough research on the client’s business, identifying their pain points, and developing a customized solution. The business agent is responsible for preparing and presenting the sales proposal, and it references the Sales Negotiation SOP for the subsequent phase.

4. Sales Negotiation SOP: This SOP outlines the process of negotiating terms, pricing, and contractual agreements with potential clients. The scope of this SOP includes conducting negotiations in person, over the phone, or via email, addressing objections, and finding mutually beneficial solutions. The business agent is responsible for leading the negotiation process, and it references the Sales Contracting SOP for finalizing the agreement.

5. Sales Contracting SOP: The purpose of this SOP is to provide guidelines for creating and executing legally binding contracts with clients. The scope of this SOP includes drafting contract terms, reviewing them with the client, and obtaining necessary signatures. The business agent is responsible for ensuring compliance with this SOP, and it references the Sales Order Processing SOP for the next step in the sales cycle.

6. Sales Order Processing SOP: This SOP outlines the process of efficiently processing and fulfilling sales orders received from clients. The scope of this SOP includes verifying order details, coordinating with relevant departments for order fulfillment, and ensuring timely delivery. The business agent is responsible for overseeing the order processing, and it references the Sales Follow-up SOP for post-sales activities.

7. Sales Follow-up SOP: The purpose of this SOP is to establish a framework for maintaining ongoing communication and building relationships with clients after the sale. The scope of this SOP includes conducting regular check-ins, addressing any concerns or issues, and identifying opportunities for upselling or cross-selling. The business agent is responsible for implementing this SOP, and it references the Customer Relationship Management SOP for effective customer management.

8. Customer Relationship Management SOP: This SOP provides guidelines for managing and organizing customer information, interactions, and feedback. The scope of this SOP includes utilizing CRM software, updating customer profiles, and analyzing data to improve customer satisfaction and retention. The business agent is responsible for adhering to this SOP, which supports various other SOPs throughout the sales process

Business Agent SOP Templates

Looking for SOP templates for your Business Agent work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Business Agent work. Get in touch if you’ve got questions about the quickest way to build out your Sales SOPs library.