St. Pierre SOP Library

Single source of truth · Updated 2026-07-13
19
SOPs
13
Active
5
Stubs
15
Gaps
42
Videos needed
Status: legacy library — audited 2026-07-13. These SOPs were written for the retired EyeFly-era agency (many client accounts, six pipelines, Facebook Messenger leads). stpierre.ai now runs as a media company on four functions — Sales, Marketing, Delivery, Client Experience (see the Four Functions SLA). Leads come from ads, cold email, cold SMS, and organic; the funnel is ad → Typeform → Calendly booking → auto-built demo → confirmation SMS → sales call. Slack is reinstated for onboarding, call-ins, and daily reports. Use the role and pipeline SOPs below as historical reference.
INSTALLING — system not yet proven for two clean weeks
SOP 00 Ops

Daily Management Loop

Owner: Akash · KPI: No invisible work, blockers, or misses

Daily EOD report → next-day huddle → tracked execution loop, plus the weekly score/fix/commit close.

Trigger: Every workday v1.0 · 2026-07-18
⚠ Install gaps
  • Big Three and blockers need durable brain write-back
  • EOD command needs role-generalized template
  • Scorecard targets/data gaps must be cleaned before enforcement
Surfacesdaily-huddleweekly-scorecarddaily-reports
View SOP →
SOP 01 Delivery

Sales / Closer Pipeline

Owner: Akash · 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
View SOP →
SOP 02 Delivery

Client Ops — Onboarding

Owner: Collins · 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
View SOP →
SOP 03 Delivery

Client Success — Retention

Owner: Akash · 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
View SOP →
SOP 04 Delivery

Setter / Qualification Pipeline

Owner: Collins · 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
View SOP →
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 St. Pierre 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 St. Pierre 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: Akash · KPI: P0/P1 resolution time

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

Trigger: internal note 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
STUB — needs writing
SOP 10 Ops

GHL / AI Manager

Owner: Collins · 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
STUB — needs writing
SOP 11 Delivery

Qualifier Playbook

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

Manual lead transfer, bot failure handling, in-app review queue 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 in-app review queue
○How to transfer to Jotform clients
○How to clean the Facebook inbox EOD daily
○Daily workflow
Skillsghl-convo-auditghl-api
Not deployed
STUB — needs writing
SOP 12 Creative

Editor Playbook

Owner: Collins · 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
STUB — needs writing
SOP 13 Creative

Social Media Manager

Owner: Collins · 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: Collins · 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
STUB — needs writing
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 / Collins · 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
View SOP →
SOP S2 Standards

Video Ad Standards

Owner: Collins · KPI: Creative QA pass rate

Binding creative standards for St. Pierre 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
View SOP →
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
View SOP →
team.stpierre.ai / internal
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