A new hire with zero prior context should be able to locate, read, and follow any EyeFly SOP without asking anyone. If you're reading this and something is unclear or missing, that's a gap — flag it.
| What you're looking for | Where to find it |
|---|---|
| Written SOPs (how to do the work) | This folder: _deliverables/2026-05-06/SOPs/ |
| Visual pipeline diagrams | _deliverables/2026-05-06/diagrams/ |
| Task checklists (per pipeline stage) | Postgres brain → stage_task_templates table |
| Client directory | client-directory.md in workspace root |
| Credentials + tokens | Ask Akash — never stored in plain text docs |
| GHL subaccount access | Ask Akash or Regina |
| SOP | File |
|---|---|
| How deals move from call to close | 01_Sales_Closer_SOP.md |
| What happens after Cash Collected | 02_Client_Ops_SOP.md (the team takes over) |
| SOP | File |
|---|---|
| How leads move from GHL to a booked call | 04_Setter_SOP.md |
| SOP | File |
|---|---|
| How a new client gets onboarded | 02_Client_Ops_SOP.md |
| How to retain clients through month 3 and beyond | 03_Client_Success_SOP.md |
| How to handle client support issues | 07_Support_SOP.md |
| SOP | File |
|---|---|
| How to set up a new client (GHL, FB, campaign) | 02_Client_Ops_SOP.md |
| How to handle support escalations | 07_Support_SOP.md |
| How CapEx / infrastructure builds work | 08_CapEx_SOP.md |
| SOP | File |
|---|---|
| How Meta ad creative moves from brief to upload | 05_Meta_Ads_Creative_SOP.md |
| How YouTube videos move from topic to publish | 06_YouTube_SOP.md |
| SOP | File |
|---|---|
| Meta Ads Creative pipeline (you own review + brief) | 05_Meta_Ads_Creative_SOP.md |
| How split tests are run and documented | 09_Split_Test_SOP.md |
| SOP | File |
|---|---|
| YouTube publishing and scheduling | 06_YouTube_SOP.md |
| Split test execution | 09_Split_Test_SOP.md |
Every SOP in this folder follows the same 9-section format:
| Section | What it answers |
|---|---|
| Purpose | What does this SOP govern? |
| Trigger | What starts this workflow? |
| Owner | Who is responsible? |
| KPI | How do we measure success? |
| Steps | What exactly do you do, in what order? |
| Definition of Done | How do you know when a stage is complete? |
| Offshoots / Edge Cases | What do you do when something goes wrong? |
| Handoff | Who or what comes next? |
| Gap Flags | What's still undocumented or missing? |
```
[Inbound Messenger Lead]
↓
Setter Pipeline
(Lead In → Qualified → Live Call Confirmed)
↓
Sales / Closer Pipeline
(Live Call → Active Deals → Cash Collected)
↓
Client Ops Pipeline
(Info Capture → FB Page → GHL → Campaign → Review → Launched)
↓
Client Success Pipeline
(Onboarding → Month 1 → Month 2 → Month 3 → Happy Client)
Running in parallel:
Meta Ads Creative Pipeline → feeds active client campaigns
YouTube Pipeline → top performers repurposed to Meta Ads
Split Test Pipeline → winners feed Meta Ads + update SOPs
Support Pipeline → systemic issues escalate to CapEx
CapEx Pipeline → builds the systems everything else runs on
```
| Category | Pipelines |
|---|---|
| Delivery | Sales/Closer, Client Ops, Client Success, Setter |
| Creative | Meta Ads, YouTube, Split Test |
| Ops & Infrastructure | CapEx, Support |
See 10_SOP_Gap_Report.md for the full list. Top items: