Operations
DTMA Knowledge
Playbooks surface automatically inside the projects that need them.
Website
Landing Page Build SOP
10 steps · Russ · updated Aug 19
Paid Media
Google Ads Monthly Optimization SOP
12 steps · Nikhil · updated Aug 28
SEO
Service Page Optimization SOP
9 steps · Russ · updated Jul 30
AI Visibility
AI Visibility Question Mining SOP
7 steps · Russ · updated Aug 12
Account Management
Monthly Client Report SOP
8 steps · Ure · updated Aug 31
Content
Content Brief SOP
6 steps · Liz · updated Aug 08
CRM
CRM Lead Routing SOP
11 steps · Russ · updated Jun 22
Production
Photo & Video Shoot SOP
9 steps · Nick · updated Aug 02
Client Experience
Client Onboarding SOP
14 steps · Alize · updated Sep 01
Example playbook
Landing Page Build SOP
Automatically attached to any project named “Build Landing Page”.
- 01Confirm Objective
- 02Confirm CTA
- 03Keyword Research
- 04Copy
- 05Design
- 06Mobile QA
- 07GA4 Tracking
- 08Form Testing
- 09CRM Routing
- 10Final Approval