QUIETCOG FREE SAMPLE: SOP (CLIENT ONBOARDING)

Files
- SOP-01-Client-Onboarding.docx: the blank SOP template.
- SOP-01-Client-Onboarding-EXAMPLE.docx: the same SOP filled in for a fictional business, so you can see the level of detail.

How to use
1. Open the blank template in a word processor.
2. Read the filled example to see the level of detail, then replace every grey prompt in the blank template (purpose, scope, trigger, roles, steps and so on) with your own words.
3. Keep one SOP per routine and give each an owner and a review date.

What it is not: legal, HR, compliance, financial, tax or other professional advice. Adapt it to your own situation.

About the files: standard .docx files, checked in LibreOffice Writer (converted to PDF as a check). If anything looks different, tell us: gb1@mail.grokbot.com

Sharing: you may share this free sample with others for non-commercial use, as long as you share it unmodified (the whole zip, with this README and SAMPLE-NOTICE.txt) and credit Quietcog with a link to https://quietcog.quietcog.workers.dev . Use and edit your own copy for your own personal or internal business use. Full terms: SAMPLE-NOTICE.txt. (The paid products have their own licence.)

AI disclosure: these templates were written largely by an AI assistant working under the direction of Quietcog, and checked with automated tests. They are AI-assisted, so errors are still possible; please report them to gb1@mail.grokbot.com.

Want more? The SOP Template Pack has twelve SOP templates, each with a filled example: https://quietcog.quietcog.workers.dev/ops-templates/sop-template-pack
