Import Sop

What This Does

Import and structure agency Standard Operating Procedures (SOPs) that apply across all clients. SOPs define how work gets done — approval workflows, content review steps, campaign launch checklists, escalation procedures, and quality gates.

SOPs are stored at the agency level (~/.claude-marketing/sops/), not per-brand, so they apply consistently across all clients.

---

Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/import-sop).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.

---

Inputs You'll Need

The user provides:

• SOP content: Pasted workflow steps, checklist items, or process descriptions
• SOP name: What this SOP covers (e.g., "content-approval", "campaign-launch", "crisis-escalation")
• Description (optional): Brief summary of when this SOP applies

If the user doesn't provide a name, infer it from the content.

How It Works

1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for existing guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.

2. Classify the SOP type:

   • Content workflow: Review, approval, and publishing steps for content
   • Campaign checklist: Pre-launch, launch, and post-launch verification steps
   • Escalation procedure: Who to contact, decision authority, response timelines
   • Quality assurance: Testing steps, brand compliance checks, accessibility verification
   • Client onboarding: Steps for setting up a new client in the system
   • Reporting workflow: Data collection, analysis, presentation, delivery steps

3. Structure into actionable steps:

   • Number each step clearly
   • Identify decision points (if/then branches)
   • Mark which steps require human approval vs. automated checks
   • Add role assignments where mentioned (who does what)
   • Include timelines/SLAs where provided
   • Flag any steps the plugin can automate vs. steps requiring human action

4. Check for existing SOPs — If an SOP with this name already exists:

   • Show the current SOP content
   • Ask: merge (combine steps), replace (overwrite), or cancel
   • When merging, deduplicate and maintain step order

5. Save the SOP:

   • Save using guidelines-manager.py --action save-sop --name {name} --content "{content}"
   • Or write directly to ~/.claude-marketing/sops/{name}.md
   • Update the SOP manifest

6. Explain integration — Tell the user how this SOP will be applied:

   • Which commands will reference this SOP
   • Which workflow steps will be added to outputs
   • When human approval gates will be flagged

What You Get

• Confirmation with SOP name and step count
• Preview of the structured SOP
• Explanation of which commands/modules will reference this SOP
• Suggestion: "This SOP will apply across all brands. To create brand-specific workflows, use guidelines instead."