Internal Process/Standard Operating Procedure

Teams need defined processes to get the job done, but how does your team document and share the processes you currently have so everyone’s on the same page?

With this Card template, you can standardize the way your team records your internal processes and provide the necessary context for why your team does things the way they do. This way, your team can access step-by-step instructions and background on your processes from wherever they’re working.

How this template can help your team:

• Product & Engineering: Use Guru as your source of truth about coding, testing, and launch processes that all teammates need to know and access in their workflow.
• Customer Support & Success: Standardize your support processes and make information on escalations, refunds, and FAQs easily accessible for your CX teams.
• Sales: Wherever your sales team is working—email, CRM, or sales engagement tools—make sure they have the guidance they need to follow the steps in your team’s sales process. 
• Marketing: Launching a new campaign? Sending out swag to your customers? Make sure your team knows exactly how to do this by keeping that information in Guru.