SOP & Policy Cheat Sheet for Business Operations and Sales, Slides of Public Policy

Download SOP & Policy Cheat Sheet for Business Operations and Sales and more Slides Public Policy in PDF only on Docsity! SOP & Policy Cheat Sheet Finance Management Sales & MarketingCompany Information Operations Budgeting Forecasting Client Billing process Expense reimbursement process Tax & Compliance Project Invoicing Agreement Invoicing Collection process Down Payments Dashboards & Reports Agreements Long Term Financing Cash Flow Management Tax Filling Refund Policy Hourly Time Invoicing Accounts Receivable process Short Term Financing Human Resources Procurement Buyer personas Email templates Phone Scripts Client Meetings Ideal Customer Profile (ICP) Cold Calling Negotiation & closing Proposals CRM Tips Handling Objections Asking The Right Questions Making Estimates Competitive Battle-cards Events & Trade shows Sales Decks Case Studies & Testimonials Email Campaigns Company Blog Customer success Process QBR’s & Business Reviews Our Products & Services Upselling & crosselling Webinars Social Media Advertising Whitepapers & E-books Asking For Referrals LinkedIn Tips Industry Trends Standardized Pricing Selling methodology Discounts & promo’s Sales cadences Managing Opportunities Brand assets Content Calender Prospect Hunting Client Assessments & Audits Prospect Qualification Discovery meetings Follow-up guidelines Customer Relationship building New Client On-boarding Sales Compensation plan Priority Levels Escalation Process How to close the loop Tech stack Time tracking guidelines & policy After Hours Work policy On call and Night Staff policy Client Communcations best practices Technical SOP’s Client Visits Service Calls Response times & guarantees Sharing Information & Knowledge Checklists Maintenance Procedures Client Documentation Process Replacement & Upgrade policies Phone & email etiquette Customer Onboarding Handling Difficult Situations Product FAQ’s Product Setup Guidelines Incident Handling Request Handling Project management Forecasting Research & Development Process Continuous Improvement Process Staffing & Scheduling Vendor & Supplier Management Reporting & Data Management Ops Sales Process Quality Measurement Process KPI Setting Management Interview Process Manager Reviews Customer Escalation process Complaint Process Decision making Process Communication Style Business Planning New Hire Orientation Employee Onboarding HR tool tips Employee Offboarding Payroll and Benefits Disciplinary Actions Performance Evaluations & Rewards Learning & Development Candidate Sourcing Candidate Screening Promotions Candidate Interview Process Cadidate Negotation Guidelines Scorecards Purchasing Receiving Deliveries RMA process Preffered Vendors Cancellations Inventory management Packaging & Shipping Company History Founding Story Company Culture Core Values Our Three Unique’s Mission & Vision Company Goals Glossary of Industry Company Terminology Industry Overview Elevator Pitch Our Value Proposition Competitive Landscape Dress Code Remote Work Policy Code of Conduct Working Hours, PTO and Vacation Maternity & Paternity Leave Internal Meeting Guidelines Accountability Chart People Directory Tech & Tools We Use Benefits & Perks Office Manual Employee training & development Confidentiality and data protection policy Cyber security policy Workplace safety and health policy Company Car Policy Anti-discrimination policy Business Expenses Company Overtime Workplace Visitors policy Phone and Email etiquette Employee review procedure Travel Policy Attendance Employment Contract Types Equal opportunity Employment Candidate Referrals Background Check Policy Compensation & Benefits