Case study · Professional and business services
PPS Consulting India wrote the standard operating procedures (SOPs) for a marketing operations team's recurring work, built a ClickUp workspace that mirrors them, and trained the team to run it. The operations lead now runs the weekly rhythm and the workspace; the founder reviews on Friday.
Runs without the founder
SOPs for the recurring work, one workspace, and a weekly rhythm the operations lead now runs
The team's recurring work, from onboarding clients to the content calendar, social approvals, client reports and invoicing, needed written procedures and one workspace to run it in, so that it could run without the founder.
An SOP library for the recurring work: client onboarding, the monthly content calendar, social scheduling and approvals, the weekly client report, creative request intake, monthly invoicing, and client offboarding and handover. One template and one owner for each, reviewed every quarter.
A ClickUp workspace that mirrors the SOPs: a folder for each client with its monthly deliverables and requests, a content calendar by channel with approval statuses, a social scheduling board, and recurring operations such as invoicing and onboarding.
Training on the workspace and templates, and a weekly rhythm: planning from the calendar on Monday, a ten-minute daily status check, a content and social review on Thursday, and client reports built from the workspace on Friday.
The operations lead took over the rhythm and the workspace, and the founder moved to a Friday review.
SOP library: the recurring work
One template and one owner each, reviewed every quarter.
ClickUp workspace, mirroring the SOPs
Clients
Content production
Social
Operations
Statuses: brief, in progress, internal review, client review, done.
Weekly rhythm
After handover, the operations lead runs the rhythm and the workspace. The founder reviews on Friday.
The operations lead runs the weekly rhythm and the workspace. The founder's part is a review on Friday.
It is if:
With the PPS Backbone Review: four weeks, a fixed fee of ₹1,50,000 to ₹3,50,000 plus GST and expenses, one fix working by the end, and a plan with owners and measures that is yours to keep, whether or not we build it with you.
How the Review works5x locations, 7x fleet
from one pharmacy and location to two pharmacies and five locations in four months, and from 3 drivers to 20+
Relevant if you are about to open your second, third or fifth location, and the first one still runs on you.
50% less time
on supply chain management, with the same team, after 95 hours of work
Relevant if your procedures exist, but nobody follows them because they are too long.
One record
for each patient, from referral to discharge, with every view and the monthly report built from it
Relevant if your client or patient records live in several places and nobody trusts the count.
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Across Upwork and direct contracts, including the people on our project teams.
The recurring work that currently goes through the founder: onboarding, the content calendar, approvals, client reports and invoicing. Here each of those got an SOP with one template and one owner.
Build the workspace to mirror the SOPs, so the tool and the procedure say the same thing, then give it a rhythm: planning on Monday, a short daily check, and reports from the workspace on Friday. When the weekly report comes out of the tool, people keep the tool up to date.
What you're trying to achieve in the next 90 days, and what's breaking in execution. We'll tell you plainly what we'd fix first.
Book a discovery callFree, no obligation, and under an NDA if you prefer.
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