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SOP Library

Canonical registry of all Standard Operating Procedures per CLAUDE.md Section 10. Every workflow must be governed by a current, versioned SOP.

Version Naming Convention

SOP-{DEPT}-{NAME}-v{X.Y} — e.g., SOP-REV-lead-qualification-v1.0

Statuses: Draft | Active | Deprecated | Under Review

Priority SOPs (Section 10)

Executive / PMO

  • [ ] SOP-EXEC-strategy-request-intake
  • [ ] SOP-EXEC-priority-setting
  • [ ] SOP-EXEC-project-kickoff
  • [ ] SOP-EXEC-executive-review-cadence
  • [ ] SOP-EXEC-escalation-incident-handling
  • [~] SOP-EXEC-git-push-discipline-v1.0 — Draft. Per-commit push protocol + Co-Authored-By agent-ID trailer standard. Applies to all 21 agents. Closes backup gap (9-commit local backlog observed 2026-04-22) and attribution gap (git log lacked agent-ID). Owner: sop.manager, sponsor: chief.staff. Pending Jordan peer review + CEO approval. Authored 2026-04-23.
  • [~] SOP-EXEC-strategy-request-intake-v1.0 — Draft. Strategic request capture, clarifying questions, classification (Mission/Project/Research/Defer/Reject), CEO brief, routing. Owner: chief.staff. Requires CEO approval. Authored 2026-04-21.
  • [~] SOP-EXEC-priority-setting-v1.0 — Draft. Priority tiers (P1/P2/P3), Q2 standing P1s, weekly/daily priority cadence, conflict escalation, priority communication channels, quarterly review. Owner: chief.staff. Requires CEO approval. Authored 2026-04-21.
  • [~] SOP-EXEC-escalation-incident-handling-v1.0 — Draft. Operationalizes CLAUDE.md Section 11: incident file structure, severity definitions, SEV1/2/3 filing procedures, CEO escalation format, incident routing by type, close and archive. Owner: chief.staff. Requires CEO approval. Authored 2026-04-21.
  • [~] SOP-EXEC-executive-review-cadence-v1.0 — Draft. chief.staff enforcement runbook for daily cadence (morning/EOD sweep checklists), CEO Daily Summary delivery, weekly kickoff/close, compliance tracking. Owner: chief.staff. Requires CEO approval. Authored 2026-04-21.
  • [~] SOP-EXEC-project-kickoff-v1.0 — Draft. Project intake classification (Mission/Project/Atomic), Task Brief authoring, Monday.com creation, ownership verification, agent dispatch, first status checkpoint. Owner: project.manager. Authored 2026-04-21.
  • [x] content-registration-sop — Active (v1.2 path-revision pending). Governs Airtable Content Registry registration — when, how, and what to register for all deliverable files. Applies to all 21 agents. Owner: project.manager. Pre-v1.2 file (2026-03-22); paths reference ~/ecomonetize/Project.Manager/ (pre-v1.2). P3 revision flagged to Jordan 2026-04-22. Per COO decision 2026-04-22.
  • [x] SOP-EXEC-council-review-v1.1 — Active. Multi-LLM impartial review SOP. v1.1 adds sensitivity tier system (HIGH=Ollama local only, MEDIUM/LOW=GPT-4o acceptable), OLLAMA_TELEMETRY=false requirement, DeepSeek external API prohibition, sensitivity logging requirement. CEO-directed 2026-04-21. Owner: sop.manager, sponsor: chief.staff.

Marketing

  • [~] SOP-MKT-research-to-positioning-handoff-v1.0 — Draft. Governs movement of research artifacts (ICP signal, competitive intel, market research) into positioning work. Trigger conditions, canonization pre-requisite, Handoff Report format, CMO review gate for high-impact findings. Owner: category.positioning, sponsor: CMO. Authored 2026-04-21.
  • [~] SOP-MKT-offer-creation-v1.0 — Draft. Governs new offer creation and material offer amendments. Offer definition standard, council review (HIGH sensitivity — pricing + positioning, Ollama local), CEO approval required before any external surface update, propagation checklist. Owner: category.positioning, sponsor: CMO. Requires CEO approval. Authored 2026-04-21.
  • [~] SOP-MKT-calendar-freeze-coordination-v0 — v0 Draft. Calendar freeze governance for offer/positioning revision cycles: declaration, scope, lift procedure, exception handling. Owner: CMO (Michelle), co-owner: category.positioning. Needs CMO review + council review before v1.0. Authored 2026-04-21.
  • [~] SOP-MKT-content-approval-workflow-v0 — Draft. Tier-based approval flow (Tier 1 Awareness / Tier 2 Revenue / Tier 3 Identity / Tier 4 Legal-sensitive) for all marketing content. Closes v1.0-promotion dependency for SOP-REV-marketing-to-sales-handoff-v0.2. Owned by category.positioning, sponsored by CMO, co-sponsored by CRO. Pending CRO cross-review + council review + CEO approval.
  • [~] SOP-MKT-website-update-v1.0 — Draft. 4-tier update classification (copy clarification / content update / offer-positioning change / structural change), approval requirements by tier, QA gate (qa.visuals for Tier 2+), deploy procedure, rollback, calendar freeze behavior. Owner: code.platform, co-sponsor: CMO. Authored 2026-04-21.
  • [~] SOP-MKT-knowledge-curation-cadence-v1.0 — Draft. Weekly documentation.engineering knowledge sweep, vault routing table, canonization gate (council review MEDIUM for research→synthesized), Decision Record standard, MkDocs publication linkage. Owner: documentation.engineering, sponsor: CDO. Authored 2026-04-21.

Revenue

  • [x] SOP-REV-lead-qualification-v1.0 — Assessment-tier ($2,500) lead qualification criteria, import stage gate, signal-note format, outreach priority. Owned by sales.ops, sponsored by CRO. Effective 2026-04-19, CEO-approved. Priority: P1.
  • [~] SOP-REV-win-loss-data-exchange-v0 — v0 Skeleton. Win/loss data exchange protocol between sales.ops and customer.success. Operational sections deferred pending first Assessment delivery. Promote to v1.0 after Q2 post-mortem. Authored 2026-04-21.
  • [~] SOP-REV-assessment-handoff-v0 — Draft. Sales-to-customer.success handoff packet template for Assessment engagements. Owner: CRO (Marcus), co-author: customer.success (pending activation). Council review scheduled wk of Apr 28. P1 — before first deal.
  • [~] SOP-REV-marketing-to-sales-handoff-v0.2 — Under Review. MQL→SQL handoff criteria, stage gate definitions, signal-note format. Owner: sales.ops, co-sponsor: CMO. Council review 2026-04-20 (REVISE, 6.4/10); second council review wk of Apr 28. CMO co-sponsor approved with amendments 2026-04-20.
  • [~] SOP-REV-opportunity-inspection-v1.0 — Draft. Opportunity stage model (Engaged→Qualified→Briefing™→Proposal→Closed-won/lost/Nurture), weekly CRO inspection runbook, stage advancement criteria, disqualification triggers, Assessment™ proposal handling ($2,500 fixed), closed-won trigger (handoff + Slack + CEO Daily Summary). Owner: sales.ops, sponsor: CRO. Authored 2026-04-21.
  • [~] SOP-REV-proposal-followup-generation-v1.0 — Draft. Two-touch follow-up sequence (Day 7 / Day 14) after Assessment™ proposal, follow-up format + tone principles, resolution logic (Closed-won / Closed-lost / Nurture), Prospects board logging requirements. Owner: sales.ops, sponsor: CRO. Authored 2026-04-21.
  • [~] SOP-REV-sales-to-onboarding-handoff-v1.0 — Draft. P1 — blocking for first deal. Handoff Packet format, 2-hour CRO filing SLA, customer.success 24-hour acknowledgment, Monday.com delivery item creation, SOW finalization sequence, escalation if customer.success unavailable. Owner: CRO. Authored 2026-04-21.
  • [~] SOP-REV-onboarding-to-cs-handoff-v0 — v0 Skeleton. Currently dormant — customer.success owns both onboarding and CS phases at pre-first-deal stage. Promotes to v1.0 on volume or phase-distinction trigger. Owner: customer.success, sponsor: CRO. Authored 2026-04-21.
  • [~] SOP-REV-renewal-expansion-review-v1.0 — Draft. Operationally dormant until first Assessment™ delivered. Day 30 check-in, Day 60 expansion review, expansion signal criteria, quarterly touchpoints, win/loss data feed. Owner: customer.success, sponsor: CRO. Authored 2026-04-21.

Development

  • [x] SOP-DEV-model-release-prompt-audit-v1.0 — Standing audit triggered by new Claude model releases. Reviews docs, identifies pattern changes, council-reviews proposed updates, applies across all 21 agents. Also runs quarterly. Owned by chief.staff, sponsored by CEO. Effective 2026-04-20. Priority: P2.
  • [~] SOP-DEV-bug-triage-v1.0 — Draft. Bug vs feature classification, SEV1-4 severity tiers, triage procedure, Monday.com intake, SEV1 emergency path, CDO Friday Close defect pattern reporting. Owner: qa.testing, sponsor: CDO. Authored 2026-04-21.
  • [~] SOP-DEV-feature-request-intake-v1.0 — Draft. Feature request intake: triage criteria, Monday.com item creation, Task Brief requirement, clarifying questions rule, security review gate, prioritization principles, close criteria. Owner: CDO. Authored 2026-04-21.
  • [~] SOP-DEV-qa-signoff-v1.0 — Draft. QA signoff procedure for Mission features (Scrutiny + User-Testing validators, independence rule, defect escalation) and standard tasks. Operationalizes CLAUDE.md Sections 6D and 10A.7. Owner: qa.testing, sponsor: CDO. Authored 2026-04-21.
  • [~] SOP-DEV-daily-session-export-v1.0 — Draft. Governance for daily 5 AM automated session export pipeline: PR review tiers (auto-approve / chief.staff review / hold), scrub failure escalation, pipeline failure escalation, audit log format. Owner: chief.staff, sponsor: COO. Authored 2026-04-21.
  • [~] SOP-DEV-mkdocs-publication-v1.0 — Draft. Content approval gates, publish/no-publish scope, deploy process, site health monitoring, rollback procedure for https://eco-monetize.github.io/claude/. Owner: code.platform, sponsor: CDO. Authored 2026-04-21.
  • [~] SOP-DEV-implementation-workflow-v1.0 — Draft. 8-phase implementation lifecycle (Brief→Clarify→Branch→Implement→Self-test→QA handoff→Signoff→Merge→Close), implementation standards (no plaintext credentials, atomic commits, no scope creep), Status Report per session, rollback procedure (git revert only). Owner: code.platform, sponsor: CDO. Authored 2026-04-21.
  • [~] SOP-DEV-release-readiness-v1.0 — Draft. Release readiness checklist (technical + documentation + operational gates), release authorization by scenario (CDO / CDO+CEO / hotfix / customer-facing), release communication format, post-release monitoring windows (24/4/48h by type), rollback procedure. Owner: CDO. Authored 2026-04-21.
  • [~] SOP-DEV-documentation-completion-v1.0 — Draft. Documentation close gate before Monday.com Done and Release Readiness gate. Requirements by change type (agent contracts, SOPs, knowledge articles, DRs, integration guides), documentation.engineering signoff procedure, documentation debt tracking, MkDocs publication linkage. Owner: documentation.engineering, sponsor: CDO. Authored 2026-04-21.

Operations

  • [~] SOP-OPS-protocol-amendment-propagation-v1.0 — Draft. Notification and acknowledgment path when CLAUDE.md or agent contracts are amended. Remediates SEV3 sop-delta-protocol-amendment-propagation-2026-04-20. Owner: sop.manager, sponsor: chief.staff. Authored 2026-04-21. Pending chief.staff review + COO approval.
  • [~] SOP-OPS-credential-management-v1.0 — Draft. Governance wrapper for 1Password-only credential storage policy (CEO-ratified 2026-04-20). Covers vault structure, ownership, rotation cadence, quarterly audit, incident response. Cross-references credential-rotation-guide-v1.0.md for how-to. Owner: security.ops, sponsor: COO. Authored 2026-04-21.
  • [~] SOP-OPS-sop-change-management-v1.0 — Draft. Meta-SOP governing SOP lifecycle: versioning convention, approval path (Draft→Active), amendment flow, deprecation, archive, INDEX maintenance. Owner: sop.manager, sponsor: chief.staff. Authored 2026-04-21. Council review recommended before promotion.
  • [~] SOP-OPS-vendor-review-v1.0 — Draft. Vendor classification (A/B/C/D), due diligence procedure, security assessment, commercial + legal review, council review trigger (HIGH sensitivity for Class A), approval authority, annual renewal cadence. Owner: COO. Authored 2026-04-21.
  • [~] SOP-OPS-security-review-v1.0 — Draft. Security review procedure for new integrations, vendors, code changes, agent capabilities: scope assessment, credential audit, code review, vendor assessment, council review trigger (HIGH sensitivity = Ollama local). Owner: security.ops, sponsor: COO. Authored 2026-04-21.
  • [~] SOP-OPS-github-branch-protection-v1.0 — Draft. Branch protection governance for eco-monetize GitHub org: baseline standard, ownership, new repo protocol, quarterly audit, org-level security settings, known gaps. Elevates install guide to SOP. Owner: security.ops, sponsor: COO. Authored 2026-04-21.
  • [~] SOP-OPS-legal-request-intake-v1.0 — Draft. Legal request intake classification (Blocking P1/Standard P2/Research P3/Template P3), Legal Memo format and output path, approval routing by risk level (LOW autonomous → CRITICAL = CEO + outside counsel), recurring legal functions. Owner: legal.exec, sponsor: COO. All legal work HIGH sensitivity (Ollama local). Authored 2026-04-21.
  • [~] SOP-OPS-compliance-incident-handling-v1.0 — Draft. Compliance incident triggers (data exposure, breach notification, regulatory inquiry, contractual miss, vendor failure, internal policy violation), SEV1-3 response procedures, GDPR/CCPA notification decision tree, post-incident review (5 business days), compliance calendar. All handling HIGH sensitivity (Ollama local). Owner: security.ops, sponsor: COO. Authored 2026-04-21.

Pre-v1.2 files — COO decisions applied 2026-04-22: - security/credential-rotation-guide-v1.0.md — Active operational guide (2026-03-22), owner: security.ops. Already fully 1Password-based — no conflict with 1Password-only policy. Needs minor v1.2 path update: grep commands still point to ~/ecomonetize/Project.Manager/ (pre-v1.2 paths). Update routed to security.ops 2026-04-21. - content-engineering/lovable-content-factory.md — NOT a SOP. Moved to /Claude/knowledge/tools/lovable-content-factory.md per COO 2026-04-22. Reference material only (Lovable prompts + input variables). - content-engineering/ historical docs (phase8-migration-plan, roadmap, supabase-cost-analysis, content-portal-user-guide) — Archived to /Claude/archive/content-engineering-pre-v1.2/ per COO 2026-04-22. Not SOPs.

Change Log

Date SOP Version Change Approved by
2026-04-21 SOP-MKT-research-to-positioning-handoff, SOP-MKT-offer-creation, SOP-MKT-website-update, SOP-REV-proposal-followup-generation, SOP-REV-sales-to-onboarding-handoff, SOP-REV-onboarding-to-cs-handoff, SOP-REV-renewal-expansion-review, SOP-DEV-release-readiness, SOP-DEV-documentation-completion v1.0/v0 (Draft) New SOPs authored — Section 10 priority queue batches 6+7, completing all named Section 10 SOPs sop.manager
2026-04-21 SOP-DEV-implementation-workflow, SOP-OPS-legal-request-intake, SOP-OPS-compliance-incident-handling, SOP-MKT-knowledge-curation-cadence, SOP-REV-opportunity-inspection v1.0 (Draft) New SOPs authored — Section 10 priority queue batch 5 sop.manager
2026-04-21 SOP-EXEC-strategy-request-intake, SOP-EXEC-priority-setting, SOP-DEV-bug-triage, SOP-OPS-vendor-review v1.0 (Draft) New SOPs authored — Section 10 priority queue batch 3 sop.manager
2026-04-21 SOP-EXEC-project-kickoff, SOP-EXEC-executive-review-cadence, SOP-OPS-security-review, SOP-DEV-feature-request-intake v1.0 (Draft) New SOPs authored — Section 10 priority queue batch 2 sop.manager
2026-04-21 SOP-EXEC-council-review v1.0.1 → v1.1 CEO-directed amendment: sensitivity tier system, Ollama local for HIGH, OLLAMA_TELEMETRY requirement, DeepSeek API prohibition, sensitivity logging sop.manager
2026-04-21 SOP-EXEC-escalation-incident-handling, SOP-DEV-qa-signoff, SOP-OPS-github-branch-protection, SOP-MKT-calendar-freeze-coordination, SOP-REV-win-loss-data-exchange v1.0/v0 (Draft) New SOPs authored — Section 10 priority queue + Michelle guide completion sop.manager
2026-04-21 SOP-DEV-daily-session-export, SOP-DEV-mkdocs-publication v1.0 (Draft) New SOPs authored — travel-window pipeline commitments sop.manager
2026-04-21 SOP-OPS-sop-change-management, SOP-OPS-credential-management v1.0 (Draft) New SOPs authored sop.manager
2026-04-21 SOP-OPS-credential-management note — Corrected credential-rotation-guide-v1.0 status from Under Review to Active; path-update routed to security.ops sop.manager
2026-04-21 INDEX.md — Gap analysis pass: added SOP-REV-assessment-handoff-v0, SOP-REV-marketing-to-sales-handoff-v0.2, SOP-OPS-protocol-amendment-propagation-v1.0 (Draft); added unclassified pre-v1.2 content-engineering entries; updated council-review to v1.0.1; added unindexed revenue SOPs sop.manager
2026-04-23 SOP-EXEC-git-push-discipline v1.0 (Draft) New SOP authored — per-commit push protocol + Co-Authored-By agent-ID trailer standard; all 21 agents; pending Jordan peer review + CEO approval sop.manager
2026-04-22 INDEX.md — COO decisions applied: content-registration-sop added as Active (v1.2 path-revision pending); lovable-content-factory noted as moved to knowledge/tools; 4 content-engineering historical docs noted as archived sop.manager
pending — — Initial registry creation chief.staff