Free Agencies & Consultancies SOP Templates

10 free SOP templates for agencies & consultancies teams — standard operating procedures with steps, roles, checklists, and KPIs. Clone one into Glyde and make it your own in minutes.

Create a free SOP in Glydeor download any template below as an editable Word file

Built for agencies & consultancies: each template is a complete standard operating procedure with the roles, steps, and checklist your team actually needs — no generic filler. Clone one into Glyde to tailor it, or record your real process over it so the SOP stays accurate as your tools and steps change.

10 templates

Operations·8 steps

Change Management

Free change management SOP template for agencies. Step-by-step scope change requests, client approvals, timeline adjustments, and contract amendments.

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Operations·9 steps

Client Onboarding

Free client onboarding SOP template for agencies. Step-by-step with kickoff call agenda, Asana project setup, and first deliverable timeline.

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Marketing·9 steps

Content Publishing

Free content publishing SOP template for agencies. Step-by-step client content calendar, approval workflow, brand voice compliance, and multi-channel publishing.

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Human Resources·10 steps

Employee Onboarding

Free employee onboarding SOP template for agencies. Step-by-step with tool access setup, client portfolio intro, and agency process training.

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Finance & Accounting·8 steps

Month-End Close

Free month-end close SOP template for agencies. Step-by-step billable hours reconciliation, retainer tracking, project profitability review, and contractor invoicing.

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Human Resources·9 steps

Employee Offboarding

Free employee offboarding SOP template for agencies. Step-by-step client handoff, knowledge transfer, tool access revocation, and portfolio documentation.

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ops·8 steps

Procurement

Free procurement SOP template for agencies. Step-by-step process for requesting, approving, and purchasing software, contractor services, and production materials.

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Operations·8 steps

Quality Assurance

Free quality assurance SOP template for agencies. Step-by-step deliverable review, creative QA, client feedback incorporation, and pre-delivery checks.

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Human Resources·9 steps

Training Delivery

Free training delivery SOP template for agencies. Step-by-step guide covering session planning, material prep, delivery, skill assessments, and post-training follow-up.

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Operations·8 steps