Sales SOP
From first enquiry to signed deal and renewal.
- Lead sources and qualification
- Pipeline stages and follow-up rules
- Quotes, approvals and discount limits
Business transformation
Strategy, automation and SOPs. Built for your business.
We start with an audit of how you run today, then build the strategy, the automation and the written SOPs for sales, marketing and operations. Using our own tools and our own team, so the plan ships as a working system.
- Audit to handoverOne team, one owner
- Our toolsYumin CRM, Connect, Answer
- Quoted in writingScope and price agreed first
Process
From audit to a business that runs on its own SOPs.
Six stages. Each one ends with something you can read, approve and use.
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Audit
We map your sales, marketing, operations and tools as they actually run today.
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Strategy
A written plan with priorities, owners, targets and what to fix first.
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Automation
Workflows, CRM and WhatsApp built on our tools, inside limits you set.
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SOPs
Every process written down step by step, so the work does not depend on one person.
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Run and improve
Team training, reviews and monthly tuning until it sticks.
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Digital transformation and strategy
Online lead generation and ads on Google, Meta, LinkedIn and more, so new enquiries land straight in your CRM.
What we write
An SOP for every part of the business.
Written for your team, in your words, and loaded into the systems they already use.
Sales
Marketing
Marketing SOP
A repeatable way to get attention and turn it into leads.
- Channels, calendar and content flow
- Campaigns, journeys and consent
- Reporting that sales can act on
Operations
Operations SOP
How work is delivered, checked and handed over.
- Delivery steps and owners
- Quality checks and escalation
- Vendor and inventory routines
Service
Customer service SOP
Every customer question gets an owner and a clock.
- Queues and response times
- WhatsApp and web chat handling
- Knowledge base and escalation
Finance
Finance and admin SOP
Invoices, collections and approvals without chasing.
- Invoicing and payment follow-up
- Approval chains and limits
- Monthly review pack
Team
People and onboarding SOP
New hires productive in days, not months.
- Roles and responsibilities
- Onboarding and training plans
- Targets and performance reviews
Tools and team
We build it with our tools and our own team.
No hand-off to a third party. The people who audit your business are the people who build and support it, on a stack we already run.
- Yumin CRM
- WhatsApp Business API
- Yumin Answer
- Web chat
- Dashboards
Audit first
You see what is broken, what is slow and what is costing money before you spend on anything else.
Automation with limits
Every automated step has a rule you set. Above the limit, the work is drafted and waits for a person.
Documented and handed over
You keep the SOPs, the workflows and the training material. Nothing is locked in someone’s head.
What you get
Deliverables you can open and use.
Audit report
Current process maps, gaps, risks and quick wins.
Transformation roadmap
Priorities, timeline, owners and measurable targets.
Configured systems
CRM, channels and automations live and tested with your data.
SOP library
Sales, marketing, operations and more, in one place.
Team training
Hands-on sessions until your people use it without us.
Monthly review
Numbers, fixes and the next improvement to ship.
Get started
Start with an audit. Pay for what you switch on.
Tell us your business, team size and what hurts most. We confirm scope and a written quote on WhatsApp. A person in Dubai answers.