Playbook Design & SOP Creation

Scale Demands Structure. We Build It for You.

If your team is winging it—or if every rep is doing things their own way—it’s time for a playbook. Mektra documents and operationalizes the key systems that drive your business—from sales and outreach to onboarding, RevOps, and client delivery. We turn messy workflows into repeatable, scalable processes that teams actually use.

What We Build

• Sales Playbooks
  Talk tracks, cadences, objection handling, CRM workflows
• Cold Outreach SOPs
  Email/call scripts, list building, prospecting sequences
• CRM Usage Guides
  Pipeline stages, lead scoring, automation rules, CRM best practices
• Onboarding Flows
  New hire checklists, role-specific ramp-up, handoffs
• Internal Process Docs
  SOPs for RevOps, client services, marketing ops, admin tasks

Why It Matters

• Train Faster – Ramp new hires in days, not weeks
• Sell Consistently – Everyone follows the same proven process
• Improve Output – Reduce mistakes and increase quality
• Scale Smarter – Structured systems grow with your team

Our Process

1. Discovery
   • We interview your team and review your tools to understand how things actually work.
2. Draft & Document
   • We build visual, actionable SOPs and workflows based on real usage—not theory.
3. Review & Refine
   • You’ll review and revise tone, accuracy, and details through a collaborative process.
4. Launch & Train
   • Final docs + optional Loom walkthroughs = no ambiguity, just execution.

Delivered Where You Work

• Google Docs & Slides
• Loom videos
• Scribe (for step-by-step visual flows)
• CRM-embedded guides (Pipedrive, HubSpot)
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Turn Tribal Knowledge Into Scalable Process

Your business shouldn’t depend on memory, Slack threads, or tribal knowledge. Let’s build clear, repeatable systems your team can follow—without ever needing to ask, “Where do I find that?”