Sales SOP
Lead to signed: how inquiries are answered, followed up, and closed.
Mesquite Reserve · From $2,500 · About 30 days
SOP development for your whole client journey.
Four SOPs, a checklist for each, your team trained, onboarding automated, and an AI hub that answers from all of it.
Not sure where to start? Take the Scale Readiness Score, about four minutes.
What's included
Get the client journey out of your head.
Every growing business hits the same wall. The owner knows how a client gets sold, started, served, and closed out, and the team keeps asking. The Mesquite Reserve writes it down, trains your team on it, and puts it where they can find it without asking you.
Built for
Owners who answer the same questions every week
Teams that each do it differently
Owners who can’t take a week off
Onboarding SOP
Signed to day one: everything between yes and the first deliverable.
Ongoing service SOP
How the work gets delivered while a client is active, the same way every time.
Offboarding SOP
Wrap-up, final handoff, and the review or referral ask.
Checklists + team training
A one-page checklist for each SOP, and a live, recorded training for your team.
Onboarding automated + an AI hub
Your onboarding SOP built into GoHighLevel, Flodesk, Squarespace, or your CRM, plus an AI hub in Claude, ChatGPT, or the AI you already use.
How it works
Practical, visible, and grounded in real work.
We map before we build, test with your team, and hand over ownership with documentation and training.
Discover
Confirm priorities, success criteria, tools, and where your client journey breaks today.
Map
Lay out every stage, SOP, and automation before anything gets built.
Build + test
SOPs, checklists, automations, and AI tools built in your platforms and tested against real work.
Train + launch
Your team is trained, you own everything, and a 30-day check-in is on the calendar.
Timing: About 30 days from kickoff to launch, with a 30-day check-in after.
Talk through the scope
Questions
Clear answers before you commit.
The full FAQ covers ownership, pricing, and where to start.
View All FAQs
SOP development is writing down how your business does its repeatable work, step by step, so anyone on the team can do it the same way. The Mesquite Reserve covers your four client journey SOPs: sales, onboarding, ongoing service, and offboarding.
Thirty minutes, no commitment
Ready to map your client journey?
On a discovery call we map where your client journey stalls and tell you what the Mesquite Reserve would cover before you commit to anything.