100+ Marketing & Sales Consulting SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a complete, step-by-step framework for building and scaling a high-performance Marketing & Sales Consulting operation.
2. Equips your organization with structured, implementation-ready SOPs to standardize client delivery, accelerate revenue growth, and reduce operational chaos.
3. Delivers a comprehensive system for designing, executing, and optimizing data-driven marketing and sales strategies with measurable ROI.

MARKETING PLAN DEVELOPMENT EXCEL DESCRIPTION

100+ Marketing & Sales Consulting SOPs is an Excel template (XLSX) available for immediate download upon purchase.

Curated by McKinsey-trained Executives


🚀 100+ Marketing & Sales Consulting SOPs Library (Excel Template)

The Ultimate Marketing & Sales SOP Template System for Agencies, Consultants & Growth Teams

Stop building processes from scratch.
Stop losing clients due to inconsistency.
Stop guessing your way through strategy.

Introducing the 100+ Marketing & Sales Consulting SOPs Library – a powerful, fully structured Excel Template packed with 150 battle-tested, implementation-ready Standard Operating Procedures (SOPs) designed to help you:
•  Scale your consulting firm
•  Systemize your marketing agency
•  Optimize your sales process
•  Increase revenue predictability
•  Deliver enterprise-level professionalism


🔥 What Makes This SOP Library Different?

Every single SOP in this Excel system is fully structured and consulting-grade.

Each SOP includes:
•  Purpose – Why this process exists
•  Scope – What it covers (and what it doesn't)
•  Owner / Role – Who is accountable
•  Inputs (Required Information & Documents) – What you need to execute
•  Process Steps (Detailed Workflow) – Step-by-step execution framework
•  Outputs / Deliverables – What gets produced
•  KPIs / Success Metrics – How performance is measured
•  Risks / Controls – What can go wrong & how to prevent it
•  Review Frequency – When to optimize or update
This isn't theory.
This is operational firepower.


📊 150 Fully Built Marketing & Sales SOPs Included

Organized into 15 strategic modules for maximum usability and scalability.
1️⃣ Client Engagement & Onboarding SOPs
•  Client Discovery Call Procedure
•  Client Needs Assessment SOP
•  Client Onboarding Checklist
•  NDA & Contract Management SOP
•  Engagement Proposal Creation
•  Client Kickoff Meeting Agenda
•  Stakeholder Mapping SOP
•  Client Communication Protocol
•  Client Data Collection SOP
•  Client Expectations Management
👉 Turn new clients into structured, predictable revenue.

2️⃣ Market Research & Analysis SOPs
•  Market Segmentation SOP
•  Competitor Analysis SOP
•  Customer Persona Development
•  Industry Trends Analysis
•  SWOT Analysis SOP
•  Market Opportunity Assessment
•  Market Sizing & Forecasting SOP
•  Brand Perception Analysis
•  Pricing Benchmarking SOP
•  Research Report Creation
👉 Make data-driven strategic decisions – not assumptions.

3️⃣ Marketing Strategy Development SOPs
•  Marketing Audit SOP
•  Marketing Strategy Framework
•  Value Proposition Development
•  Brand Positioning SOP
•  Messaging & Storytelling SOP
•  Marketing Channel Selection
•  Campaign Planning SOP
•  Customer Journey Mapping
•  Marketing Budget Allocation SOP
•  Strategic Roadmap Development
👉 Build scalable, high-ROI marketing strategies.

4️⃣ Sales Strategy Development SOPs
•  Sales Process Audit SOP
•  Sales Funnel Design SOP
•  Lead Scoring & Prioritization
•  Sales Playbook Creation
•  Account Segmentation SOP
•  Target Account List Development
•  Sales KPIs Definition SOP
•  Sales Compensation Strategy
•  Territory & Quota Planning
•  CRM Optimization SOP
👉 Create a revenue engine that runs without chaos.

5️⃣ Digital Marketing Consulting SOPs
•  SEO Audit SOP
•  Paid Advertising Audit SOP
•  Social Media Strategy SOP
•  Content Marketing Strategy
•  Email Marketing SOP
•  Marketing Automation SOP
•  Website Optimization SOP
•  Conversion Rate Optimization SOP
•  Analytics & Reporting SOP
•  Digital Marketing Campaign SOP
👉 Dominate search, paid media, email & automation.

6️⃣ Branding & Positioning SOPs
•  Brand Identity Audit SOP
•  Logo & Visual Guidelines SOP
•  Brand Messaging SOP
•  Tone of Voice Guidelines
•  Brand Architecture SOP
•  Rebranding Strategy SOP
•  Brand Equity Measurement
•  Brand Storytelling Framework
•  Corporate Reputation SOP
•  Brand Compliance SOP
👉 Build brands that command premium pricing.

7️⃣ Lead Generation & Demand Generation SOPs
•  Lead Generation Strategy SOP
•  Inbound Marketing SOP
•  Outbound Prospecting SOP
•  Account-Based Marketing SOP
•  Lead Nurturing SOP
•  Marketing Qualified Leads (MQL) SOP
•  Sales Qualified Leads (SQL) SOP
•  Referral Program SOP
•  Event & Webinar Lead Capture SOP
•  Lead Tracking & Handoff SOP
👉 Predictable pipeline. Predictable revenue.

8️⃣ Customer Relationship Management SOPs
•  CRM Implementation SOP
•  CRM Data Hygiene SOP
•  Client Segmentation SOP
•  Customer Feedback Collection SOP
•  Customer Satisfaction Survey SOP
•  Retention & Loyalty Strategy
•  Account Review Meeting SOP
•  Escalation Management SOP
•  Customer Lifetime Value Analysis
•  Renewal & Upsell SOP
👉 Increase retention. Increase lifetime value.

9️⃣ Content & Creative Consulting SOPs
•  Content Audit SOP
•  Content Calendar SOP
•  Copywriting SOP
•  Graphic Design SOP
•  Video Production SOP
•  Content Distribution SOP
•  Thought Leadership SOP
•  Case Study Development SOP
•  Whitepaper & eBook SOP
•  Content Performance Analysis
👉 Turn content into authority and authority into sales.

🔟 Campaign Execution & Management SOPs
•  Campaign Brief SOP
•  Campaign Workflow SOP
•  Multi-Channel Campaign SOP
•  Paid Media Campaign SOP
•  Influencer & Partnership SOP
•  Campaign Approval SOP
•  Campaign Launch Checklist
•  Campaign Tracking SOP
•  Post-Campaign Analysis SOP
•  Campaign Optimization SOP
👉 Execute campaigns like a Tier-1 agency.

1️⃣1️⃣ Sales Enablement SOPs
•  Sales Training SOP
•  Sales Tools Implementation SOP
•  Sales Content Management
•  Proposal & Pitch Deck SOP
•  RFP Response SOP
•  Objection Handling SOP
•  Demo & Presentation SOP
•  Case Study Usage SOP
•  Sales Meeting Agenda SOP
•  Sales Performance Review SOP
👉 Close bigger deals. Close them faster.

1️⃣2️⃣ Analytics & Reporting SOPs
•  Marketing Analytics SOP
•  Sales Analytics SOP
•  KPI Dashboard SOP
•  Monthly Reporting SOP
•  Quarterly Business Review SOP
•  ROI Analysis SOP
•  Marketing Attribution SOP
•  Sales Forecasting SOP
•  Lead Source Tracking SOP
•  Predictive Analytics SOP
👉 If you can measure it, you can scale it.

1️⃣3️⃣ Pricing & Revenue Strategy SOPs
•  Pricing Model Evaluation SOP
•  Competitive Pricing Analysis
•  Value-Based Pricing SOP
•  Discount & Promotion SOP
•  Revenue Forecasting SOP
•  Pricing Approval Workflow
•  Profitability Analysis SOP
•  Packaging & Bundling SOP
•  Go-to-Market Pricing SOP
•  Price Elasticity Testing SOP
👉 Stop undercharging. Start maximizing margins.

1️⃣4️⃣ Process Optimization & Consulting Delivery SOPs
•  Consulting Engagement Workflow SOP
•  Project Management SOP
•  Task Assignment & Tracking SOP
•  Time Tracking & Billing SOP
•  Internal Knowledge Management SOP
•  Quality Assurance SOP
•  Risk Management SOP
•  Change Management SOP
•  Continuous Improvement SOP
•  Post-Engagement Review SOP
👉 Scale without operational collapse.

1️⃣5️⃣ Compliance, Legal & Ethics SOPs
•  Regulatory Compliance SOP
•  Data Privacy SOP
•  GDPR & CCPA SOP
•  Ethical Marketing SOP
•  Conflict of Interest SOP
•  Intellectual Property SOP
•  Contract Review SOP
•  Internal Audit SOP
•  Confidentiality SOP
•  Reporting Misconduct SOP
👉 Protect your business while you grow it.


💼 Who Is This For?
•  Marketing Consultants
•  Sales Consultants
•  Marketing Agencies
•  Growth Agencies
•  Fractional CMOs
•  Fractional CROs
•  Strategy Firms
•  B2B & B2C Consulting Firms
•  Corporate Marketing Departments
•  Startups Building Scalable Operations


💰 Why This Library Will Pay for Itself Fast
✔ Reduce onboarding time by 60%+
✔ Increase consulting delivery consistency
✔ Improve client satisfaction
✔ Close higher-value contracts
✔ Create premium positioning
✔ Train new hires instantly
✔ Standardize best practices
✔ Increase profit margins
This isn't an expense.
It's an operational multiplier.


🧠 Built for Real-World Execution
This Excel SOP system allows you to:
•  Customize per client
•  Add automation layers
•  Assign ownership
•  Track accountability
•  Integrate with CRM systems
•  Use as a training manual
•  Present to enterprise clients
It transforms you from "freelancer" to "process-driven consulting firm."


⚡ Imagine…
Walking into your next sales call with:
•  A documented onboarding framework
•  A defined marketing audit system
•  A sales funnel design blueprint
•  A pricing strategy model
•  A compliance & risk structure
You don't just sell services.
You sell structured transformation.
That's how premium consultants win.


🚀 Stop Operating on Chaos. Start Operating on Systems.

The 100+ Marketing & Sales Consulting SOPs Library (Excel Template) gives you:
•  Structure
•  Authority
•  Scalability
•  Enterprise-level delivery
•  Revenue predictability
If you're serious about scaling your consulting or agency business…
This is your unfair advantage.


👉 Get Instant Access Today

Turn your marketing & sales expertise into a scalable, systemized, high-margin consulting machine.

Because amateurs sell services.
Professionals sell systems.


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Source: Best Practices in Marketing Plan Development Excel: 100+ Marketing & Sales Consulting SOPs Excel (XLSX) Spreadsheet, SB Consulting