SOP Playbook

SOPs are grouped into sections by category. Use the Quick Index below (or the document outline in Google Docs) to jump to a procedure.
Each SOP starts with a summary table (owner, frequency, tools, and links to the original doc and video), followed by its purpose, what you need, and the step-by-step process.
The original Google Docs and the Airtable SOP Playbook remain the source of truth. If you update a procedure, update the original doc and its “Last Updated” date in Airtable.
Items flagged for cleanup are listed at the end under “Playbook Maintenance Notes.”

Quick Index

Team Processes & Reporting

1. How to create a SOP

SOP Name: How to create a SOP
Frequency: When needed
Tools: Google Docs; AirTable; Loom; Google Drive
Updated: Dec 30, 2025

2. How to use task tracking

SOP Name: How to use task tracking
Frequency: When needed
Tools: Google Docs; AirTable; Loom; Google Drive
Updated: Dec 30, 2025

3. How to report common CS issues

SOP Name: How to report common CS issues
Frequency: When needed
Tools: Google Docs; AirTable; Loom; Google Drive
Updated: Dec 30, 2025

4. How to report improvement ideas

SOP Name: How to report improvement ideas
Frequency: When needed
Tools: Google Docs; AirTable; Loom; Google Drive
Updated: Dec 30, 2025

5. How to track adverse reactions

SOP Name: How to track adverse reactions
Frequency: When needed
Tools: Google Docs
Updated: May 18, 2026

Order Processing

6. How to place an order for a customer on Checkout Champ

SOP Name: How to place an order for a customer on Checkout Champ
Frequency: When needed
Tools: Checkout Champ
Updated: Jan 23, 2026

7. How to reorder for a customer on Checkout Champ

SOP Name: How to reorder for a customer on Checkout Champ
Frequency: When needed
Tools: Checkout Champ
Updated: Jan 23, 2026

8. How to take ACH order on Checkout Champ

SOP Name: How to take ACH order on Checkout Champ
Frequency: When needed
Tools: Checkout Champ
Updated: Jan 23, 2026

9. How to take a wholesale order

SOP Name: How to take a wholesale order
Frequency: When needed
Tools: Checkout Champ; Google Docs
Updated: May 12, 2026

10. How to make custom payment link (Maverick)

SOP Name: How to make custom payment link (Maverick)
Frequency: When needed
Tools: EasyPayDirect
Updated: Jan 9, 2026

11. How to generate Checkout Champ Carts (URL Generator)

SOP Name: How to generate Checkout Champ Carts (URL Generator)
Frequency: When needed
Tools: Google Sheets
Updated: Jan 15, 2026

12. Email Correction Automation - How to use

SOP Name: Email Correction Automation - How to use
Frequency: Daily
Tools: Google Sheets
Updated: Jul 22, 2026

13. How to add tax exempt status in Checkout Champ

SOP Name: How to add tax exempt status in Checkout Champ
Frequency: When needed
Tools: Checkout Champ
Updated: Jul 22, 2026

Subscriptions

14. How to change subscription renewal date on Sticky

SOP Name: How to change subscription renewal date on Sticky
Frequency: When needed
Tools: Sticky.io
Updated: Jul 29, 2026

Shipping & Fulfilment

15. How to check and release Jetpack order holds

SOP Name: How to check and release Jetpack order holds
Frequency: Daily
Tools: Jetpack
Updated: Apr 1, 2026

Declines

16. How to monitor and update Hard Decline sheet

SOP Name: How to monitor and update Hard Decline sheet
Frequency: Daily
Tools: Google Sheets
Updated: Apr 1, 2026

17. How to Stop Automated Re-Processing of Declined Orders

SOP Name: How to Stop Automated Re-Processing of Declined Orders
Frequency: When needed
Tools: Google Sheets
Updated: Apr 1, 2026

18. How to reprocess a declined order on Sticky

SOP Name: How to reprocess a declined order on Sticky
Frequency: When needed
Tools: Sticky.io
Updated: May 12, 2026

19. How to reprocess decline orders manually on Checkout Champ

SOP Name: How to reprocess decline orders manually on Checkout Champ
Frequency: When needed
Tools: Checkout Champ
Updated: Jun 4, 2026

20. Decline call follow up SOP and scripts

SOP Name: Decline call follow up SOP and scripts
Frequency: Daily
Tools: Google Docs; Ring Central
Updated: Jul 8, 2026

Refunds

21. How to issue refunds for Clickbank orders

SOP Name: How to issue refunds for Clickbank orders
Frequency: When needed
Tools: ClickBank Access
Updated: Jan 5, 2026

22. How to send a manual refund on PayPal

SOP Name: How to send a manual refund on PayPal
Frequency: When needed
Tools: PayPal
Updated: Jun 1, 2026

23. How to track committed coaches and order refunds

SOP Name: How to track committed coaches and order refunds
Frequency: Daily
Tools: Google Sheets
Updated: Apr 1, 2026

Chargebacks & Disputes

24. How to use chargeback automation sheet

SOP Name: How to use chargeback automation sheet
Frequency: When needed
Tools: Google Sheets
Updated: May 13, 2026

25. How to tell if a chargeback was won/lost on Synovus

SOP Name: How to tell if a chargeback was won/lost on Synovus
Frequency: When needed
Tools: Synovus
Updated: Jun 1, 2026

26. How to respond to a chargeback from Aurora

SOP Name: How to respond to a chargeback from Aurora
Frequency: When needed
Tools: Merlink RDS
Updated: Aug 5, 2026

27. How to address PayPal Disputes

SOP Name: How to address PayPal Disputes
Frequency: When needed
Tools: PayPal; Sticky.io; Checkout Champ; Freshdesk
Updated: Apr 14, 2026

Blacklist

28. Blacklist automation - How to unblacklist

SOP Name: Blacklist automation - How to unblacklist
Frequency: When needed
Tools: Google Sheets
Updated: Jul 22, 2026

29. How to blacklist and unblacklist a customer on Sticky

SOP Name: How to blacklist and unblacklist a customer on Sticky
Frequency: When needed
Tools: Sticky.io
Updated: May 12, 2026

Email & Ticketing

30. Freshdesk Ticket Status Handling

SOP Name: Freshdesk Ticket Status Handling
Frequency: Daily
Tools: Freshdesk
Updated: Jan 9, 2026

Website, Reviews & Social

31. How to check Stamped.io questions

SOP Name: How to check Stamped.io questions
Frequency: Daily
Tools: Shopify
Updated: Apr 1, 2026

32. How to use review automation sheet

SOP Name: How to use review automation sheet
Frequency: Daily
Tools: Google Sheets
Updated: Apr 1, 2026

33. How to monitor and respond to FB ad comments

SOP Name: How to monitor and respond to FB ad comments
Frequency: Daily
Tools: Facebook Business
Updated: Apr 1, 2026

Product Knowledge

34. How to help customers choose a supplement

SOP Name: How to help customers choose a supplement
Frequency: When needed
Tools: Google Docs
Updated: Apr 1, 2026

35. Guide to help with supplement ingredients and dosing

SOP Name: Guide to help with supplement ingredients and dosing
Frequency: When needed
Tools: Google Docs
Updated: Apr 1, 2026

Daily Checklist

These SOPs are marked as daily tasks:

Email Correction Automation - How to use (SOP 12)
How to check and release Jetpack order holds (SOP 15)
How to monitor and update Hard Decline sheet (SOP 16)
Decline call follow up SOP and scripts (SOP 20)
How to track committed coaches and order refunds (SOP 23)
Freshdesk Ticket Status Handling (SOP 30)
How to check Stamped.io questions (SOP 31)
How to use review automation sheet (SOP 32)
How to monitor and respond to FB ad comments (SOP 33)

Page updated

Report abuse