Free templates
Standard operating procedure templates for SEO, social media, content publishing, and lead qualification. Download free, customize, or create with Folge.
Sales and marketing SOPs document the repeatable processes your team follows to generate leads, publish content, manage campaigns, and close deals. They turn tribal knowledge into a scalable playbook that works whether your team has 2 people or 200.
Without documented procedures, marketing execution varies by who's doing it. Blog posts go live without SEO checks, social media posts go out without approval, and leads fall through the cracks because qualification criteria live in someone's head. SOPs fix that by making every process explicit and repeatable.
These templates cover the most common sales and marketing workflows. Customize them for your tools (HubSpot, SEMrush, Hootsuite, etc.), then use Folge to capture the actual screens and dashboards your team uses every day.
Standardize on-page SEO, keyword research, and content optimization across your marketing team.
View Template →Plan, create, schedule, and analyze social media content with a consistent workflow.
View Template →Ensure every blog post, article, and landing page meets quality and branding standards before going live.
View Template →Qualify inbound and outbound leads consistently so sales focuses on the highest-value opportunities.
View Template →SEO workflows, content publishing, social media management, lead qualification, email campaigns, and sales demos benefit most from SOPs. Start with whichever process causes the most inconsistency or rework on your team.
SOPs turn expert knowledge into repeatable processes. When your best marketer's SEO checklist or content workflow is documented, any team member can execute it. This means you can onboard new hires faster, maintain quality as you grow, and reduce dependency on any single person.
Use Folge to capture your screen while you walk through each step in your marketing tools — Google Search Console, your CMS, social media scheduler, or CRM. Folge creates step-by-step guides with real screenshots that make it easy for anyone on your team to follow along.
Folge automatically captures your workflow and creates visual, step-by-step SOPs in minutes—not hours.
Just do your work. Folge captures every step automatically with screenshots.
Add annotations, arrows, highlights, and descriptions to clarify each step.
Export to PDF, Word, HTML, or your knowledge base. Ready to share instantly.
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