100+ AI Agency SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a step-by-step guide for executing AI projects with maximum efficiency and accuracy.
2. Offers a structured approach to managing client onboarding, engagement, and project handovers seamlessly.
3. Delivers a comprehensive framework for ensuring AI ethics, compliance, and risk management across all operations.

ARTIFICIAL INTELLIGENCE EXCEL DESCRIPTION

This product (100+ AI Agency SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


Unlock 100+ Ready-to-Use AI Agency SOPs in a Complete Excel Template – Streamline Your AI Business Today!

Are you an AI agency struggling with inconsistent processes, missed deadlines, or chaotic client management? Stop wasting hours reinventing the wheel! Our 100+ AI Agency SOPs Excel Template is the ultimate toolkit to systematize your operations, scale faster, and deliver AI projects with precision. Designed specifically for AI agencies, this all-in-one SOP package covers every aspect of your business, from client engagement to AI product deployment, marketing, and ethical compliance.

Why Choose Our AI Agency SOPs Template?
•  Comprehensive Coverage: Over 100 SOPs for every AI agency function.
•  Instant Implementation: Ready-to-use Excel template to streamline your workflows.
•  Boost Productivity: Reduce errors, speed up onboarding, and improve project execution.
•  Scale With Ease: SOPs designed to grow with your agency, from startups to enterprise AI services.
•  SEO Optimized for AI Agencies: Tailored for AI strategy, machine learning, data services, AI automation, marketing, and ethical compliance.

Included SOP Categories & Detailed SOP List:

1. Client Engagement & Onboarding
1. Lead Qualification SOP
2. Initial AI Consultation SOP
3. Needs Assessment SOP
4. Proposal Development SOP
5. AI Solution Pitch SOP
6. Contract Preparation SOP
7. NDA & Legal Compliance SOP
8. Client Onboarding Checklist SOP
9. Kickoff Meeting SOP
10. Project Scope Sign-off SOP

2. Project Management & Planning
11. AI Project Planning SOP
12. Timeline & Milestone Definition SOP
13. Resource Allocation SOP
14. Risk Assessment SOP
15. Communication Plan SOP
16. Internal Project Handover SOP
17. Stakeholder Approval SOP
18. Project Tracking & Reporting SOP
19. Change Request Handling SOP
20. Project Closure SOP

3. AI Strategy & Advisory
21. AI Opportunity Assessment SOP
22. AI Feasibility Study SOP
23. Business Impact Analysis SOP
24. AI Roadmap Development SOP
25. AI Cost-Benefit Analysis SOP
26. AI Vendor Evaluation SOP
27. AI Adoption Strategy SOP
28. AI Maturity Assessment SOP
29. Executive Advisory Reporting SOP
30. AI Governance Recommendation SOP

4. Data Services & Management
31. Data Audit SOP
32. Data Collection SOP
33. Data Cleaning & Preprocessing SOP
34. Data Annotation & Labeling SOP
35. Data Integration SOP
36. Data Storage SOP
37. Data Security & Privacy SOP
38. Data Compliance (GDPR/CCPA) SOP
39. Data Quality Monitoring SOP
40. Data Documentation SOP

5. Machine Learning & Model Development
41. Model Design SOP
42. Feature Engineering SOP
43. Algorithm Selection SOP
44. Model Training SOP
45. Hyperparameter Tuning SOP
46. Model Evaluation SOP
47. Bias & Fairness Check SOP
48. Model Documentation SOP
49. Version Control SOP
50. Model Validation SOP

6. AI Software & Product Development
51. Requirement Gathering SOP
52. Prototype Development SOP
53. MVP Development SOP
54. UI/UX Design SOP
55. API Development SOP
56. Cloud Integration SOP
57. Software Testing SOP
58. Deployment SOP
59. Maintenance & Updates SOP
60. Product Handover SOP

7. AI Automation & RPA
61. Business Process Mapping SOP
62. Automation Opportunity Assessment SOP
63. Workflow Design SOP
64. RPA Bot Development SOP
65. Testing & Validation SOP
66. Deployment SOP
67. Monitoring & Logging SOP
68. Exception Handling SOP
69. Client Training SOP
70. Continuous Optimization SOP

8. AI Marketing & Sales Solutions
71. Lead Scoring Model SOP
72. Predictive Analytics SOP
73. Marketing Automation SOP
74. Customer Segmentation SOP
75. Recommendation Engine SOP
76. Social Media AI SOP
77. Ad Targeting Optimization SOP
78. Campaign Analytics SOP
79. Dashboard Reporting SOP
80. ROI Tracking SOP

9. Conversational AI & NLP Services
81. Chatbot Requirement Gathering SOP
82. Intent Mapping SOP
83. Dialogue Flow Design SOP
84. NLP Model Selection SOP
85. Training & Fine-Tuning SOP
86. Testing SOP
87. Deployment SOP
88. Multilingual Support SOP
89. Monitoring & Improvement SOP
90. Client Handover SOP

10. Computer Vision & Image AI
91. Use Case Assessment SOP
92. Dataset Preparation SOP
93. Annotation & Labeling SOP
94. Model Selection SOP
95. Training & Fine-Tuning SOP
96. Testing & Validation SOP
97. Deployment SOP
98. Edge / Cloud Integration SOP
99. Monitoring SOP
100. Client Reporting SOP

11. AI Ops & MLOps
101. Pipeline Setup SOP
102. CI/CD for AI SOP
103. Model Deployment SOP
104. Model Monitoring SOP
105. Data Drift Detection SOP
106. Retraining SOP
107. Performance Logging SOP
108. Alert Management SOP
109. Security & Access SOP
110. Audit & Documentation SOP

12. AI Ethics, Compliance & Risk
111. AI Ethics Checklist SOP
112. Bias & Fairness SOP
113. Explainability SOP
114. Human Oversight SOP
115. Regulatory Compliance SOP
116. Data Privacy SOP
117. Third-Party AI Audit SOP
118. Risk Assessment SOP
119. Incident Reporting SOP
120. Continuous Ethical Review SOP

13. Client Support & Training
121. Client Training SOP
122. User Manual SOP
123. Knowledge Transfer SOP
124. FAQ & Troubleshooting SOP
125. Support Ticket SOP
126. SLA Monitoring SOP
127. Feedback Collection SOP
128. Update Communication SOP
129. Post-Launch Review SOP
130. Continuous Improvement SOP

14. Marketing, Sales & Growth
131. Market Research SOP
132. Competitive Analysis SOP
133. AI Demo Preparation SOP
134. Sales Collateral SOP
135. Proposal Follow-up SOP
136. Lead Nurturing SOP
137. Brand & Messaging SOP
138. PR & Thought Leadership SOP
139. Event & Webinar SOP
140. Performance Reporting SOP

15. Agency Operations & Quality
141. SOP Documentation SOP
142. Knowledge Management SOP
143. Internal Training SOP
144. QA Checklist SOP
145. Vendor & Contractor SOP
146. Budgeting & Finance SOP
147. Resource Allocation SOP
148. Internal Audit SOP
149. Post-Mortem Review SOP
150. Continuous Process Improvement SOP

Dominate Your AI Agency Workflow
Stop guessing, stop wasting time, and start executing with precision and speed. Whether you're managing AI projects, delivering machine learning models, or providing AI consulting services, this Excel template with 100+ SOPs will transform your agency's operations.

✅ Scale faster – every SOP is designed to make your agency more efficient.
✅ Reduce errors – follow tested, proven workflows used by top AI agencies.
✅ Deliver consistently – ensure quality, compliance, and client satisfaction every time.

Get the 100+ AI Agency SOPs Excel Template Today and Supercharge Your AI Agency!



Key Words:
Strategy & Transformation, Growth Strategy, Strategic Planning, Strategy Frameworks, Innovation Management, Pricing Strategy, Core Competencies, Strategy Development, Business Transformation, Marketing Plan Development, Product Strategy, Breakout Strategy, Competitive Advantage, Mission, Vision, Values, Strategy Deployment & Execution, Innovation, Vision Statement, Core Competencies Analysis, Corporate Strategy, Product Launch Strategy, BMI, Blue Ocean Strategy, Breakthrough Strategy, Business Model Innovation, Business Strategy Example, Corporate Transformation, Critical Success Factors, Customer Segmentation, Customer Value Proposition, Distinctive Capabilities, Enterprise Performance Management, KPI, Key Performance Indicators, Market Analysis, Market Entry Example, Market Entry Plan, Market Intelligence, Market Research, Market Segmentation, Market Sizing, Marketing, Michael Porter's Value Chain, Organizational Transformation, Performance Management, Performance Measurement, Platform Strategy, Product Go-to-Market Strategy, Reorganization, Restructuring, SWOT, SWOT Analysis, Service 4.0, Service Strategy, Service Transformation, Strategic Analysis, Strategic Plan Example, Strategy Deployment, Strategy Execution, Strategy Frameworks Compilation, Strategy Methodologies, Strategy Report Example, Value Chain, Value Chain Analysis, Value Innovation, Value Proposition, Vision Statement, Corporate Strategy, Business Development, Busienss plan pdf, business plan, PDF, Biusiness Plan DOC, Bisiness Plan Template, PPT, Market strategy playbook, strategic market planning, competitive analysis tools, market segmentation frameworks, growth strategy templates, product positioning strategy, market execution toolkit, strategic alignment playbook, KPI and OKR frameworks, business growth strategy guide, cross-functional strategy templates, market risk management, market strategy PowerPoint dec, guide, ebook, e-book ,McKinsey Change Playbook, Organizational change management toolkit, Change management frameworks 2025, Influence model for change, Change leadership strategies, Behavioral change in organizations, Change management PowerPoint templates, Transformational leadership in change, supply chain KPIs, supply chain KPI toolkit, supply chain PowerPoint template, logistics KPIs, procurement KPIs, inventory management KPIs, supply chain performance metrics, manufacturing KPIs, supply chain dashboard, supply chain strategy KPIs, reverse logistics KPIs, sustainability KPIs in supply chain, financial supply chain KPIs, warehouse KPIs, digital supply chain KPIs, 1200 KPIs, supply chain scorecard, KPI examples, supply chain templates, Corporate Finance SOPs, Finance SOP Excel Template, CFO Toolkit, Finance Department Procedures, Financial Planning SOPs, Treasury SOPs, Accounts Payable SOPs, Accounts Receivable SOPs, General Ledger SOPs, Accounting Policies Template, Internal Controls SOPs, Finance Process Standardization, Finance Operating Procedures, Finance Department Excel Template, FP&A Process Documentation, Corporate Finance Template, Finance SOP Toolkit, CFO Process Templates, Accounting SOP Package, Tax Compliance SOPs, Financial Risk Management Procedures.


NOTE: Our digital products are sold on an "as is" basis, making returns and refunds unavailable post-download. Please preview and inquire before purchasing. Please contact us before purchasing if you have any questions! This policy aligns with the standard Flevy Terms of Usage.

Source: Best Practices in Artificial Intelligence Excel: 100+ AI Agency SOPs Excel (XLSX) Spreadsheet, SB Consulting