We’ve made it easy for you to build your Consultant SOPs. Add the example SOPs to our SOPs template and then customise them to suit your specific systems & processes.
Need help setting up your Consultant SOPs library? Speak to our team about our SOP starter templates that are tailored to your specific industry.
Creating Standard Operating Procedures for your Consultant work can be difficult and take time. That’s why we’ve created these example Consultant SOPs so you can jumpstart your SOP creation process. We want to help you set up your Business systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Business procedures in one place, your team will have the information they need at all times. Let’s look at some Consultant SOP examples.
1. Client Onboarding SOP: The purpose of this SOP is to outline the process for onboarding new clients. It includes steps such as conducting an initial consultation, gathering necessary information, and creating a project plan. The scope of this SOP covers the entire client onboarding process, from initial contact to project initiation. The consultant is responsible for following this SOP, ensuring all necessary information is collected, and coordinating with other team members as needed. This SOP may reference other SOPs such as the Project Management SOP and the Communication SOP.
2. Project Management SOP: This SOP aims to provide a standardized approach to managing projects for clients. It includes steps such as defining project objectives, creating a project timeline, assigning tasks, and monitoring progress. The scope of this SOP covers the entire project lifecycle, from initiation to completion. The consultant is responsible for following this SOP, ensuring all project tasks are completed on time, and coordinating with team members and clients. This SOP may reference other SOPs such as the Client Onboarding SOP and the Quality Assurance SOP.
3. Communication SOP: The purpose of this SOP is to establish guidelines for effective communication with clients, team members, and other stakeholders. It includes instructions on setting up regular meetings, using appropriate communication channels, and documenting important discussions. The scope of this SOP covers all communication related to client projects and internal team collaboration. The consultant is responsible for following this SOP, ensuring clear and timely communication, and documenting important information. This SOP may reference other SOPs such as the Client Onboarding SOP and the Project Management SOP.
4. Quality Assurance SOP: This SOP outlines the process for ensuring the quality of deliverables and services provided to clients. It includes steps such as conducting regular reviews, seeking client feedback, and implementing improvements. The scope of this SOP covers all aspects of quality assurance within the consultant’s business. The consultant is responsible for following this SOP, conducting quality checks, and addressing any issues or concerns. This SOP may reference other SOPs such as the Project Management SOP and the Communication SOP.
5. Financial Management SOP: The purpose of this SOP is to establish guidelines for managing the financial aspects of the consultant’s business. It includes steps such as creating budgets, tracking expenses, and invoicing clients. The scope of this SOP covers all financial activities related to the consultant’s business. The consultant is responsible for following this SOP, ensuring accurate financial records, and coordinating with the finance team or external accountants as needed. This SOP may reference other SOPs such as the Client Onboarding SOP and the Project Management SOP.
6. Business Development SOP: This SOP outlines the process for identifying and acquiring new clients. It includes steps such as conducting market research, developing marketing strategies, and pitching services to potential clients. The scope of this SOP covers all activities related to business development within the consultant’s business. The consultant is responsible for following this SOP, identifying new business opportunities, and coordinating with the marketing team or external agencies as needed. This SOP may reference other SOPs such as the Client Onboarding SOP and the Communication SOP
Looking for SOP templates for your Consultant 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 Consultant work. Get in touch if you’ve got questions about the quickest way to build out your Business SOPs library.
