Small Business SOP & Checklist PackTemplates1 / 2
by mamta

Small Business SOP & Checklist Pack

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$11

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Every task you do twice deserves a checklist. This pack gives you 22 of them, written from real small-business operations and organized into six areas: finance (bookkeeping close, invoicing follow-up, tax prep, expense audits), client management (onboarding, kickoff, reporting, offboarding), marketing (social, newsletter, blog publishing, launches), operations (weekly review, backups, tool audits, meetings), team (hiring, onboarding, 1:1s, offboarding) and security (access audits, website maintenance).

Each checklist states its purpose and frequency, then walks through 6–12 concrete steps with tick boxes. Print the PDFs, or edit the Word versions to match how your business actually runs.

Perfect for freelancers systemizing their practice, and for small teams tired of things falling through the cracks.

What's included:
• 22 checklists as print-ready PDFs
• The same 22 as editable .docx files
• 6 categories: finance, clients, marketing, ops, team, security
• Purpose + frequency + steps on every sheet