Internal Process/Standard Operating Procedure

Use this template to help you standardize the way your team records internal processes.

Crafted by
Kristin Fretz
Revenue Operations Manager
at
Guru
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"When you're in hyper growth mode like we are, clearly defined processes help our teams stay informed amidst many moving pieces. We can now virtually share knowledge with greater speed & impact vs. emails or Slacks that get lost in the noise."

Kristin Fretz
Revenue Operations Manager
at
Bread
Guru

How to use this Card template

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.




Internal Process/Standard Operating Procedure

Use this template to help you standardize the way your team records internal processes.

Crafted by
Kristin Fretz
Revenue Operations Manager
at
Bread
Guru
Add Card to Guru
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What's a Card?
A Card is a bite-sized piece of information to help answer your team's questions.
Here's why bite-sized is best.