Write a Standard Operating Procedure for a Consulting Firm
A prompt to generate a tailor-made SOP adapted to the B2B consulting sector, with key variables.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an expert in process optimization for consulting firms. Write a Standard Operating Procedure (SOP) for [COMPANY_NAME], a consulting firm specialized in [AREA_OF_EXPERTISE]. This SOP must cover the process of [TARGET_PROCESS] (e.g., prospecting, delivery, client onboarding).
Business Context:
- Our firm works with executives and CISOs from [COMPANY_SIZE] (e.g., mid-market, large corporates).
- Our sales cycle lasts [CYCLE_DURATION] (e.g., 2-3 months).
- Our engagements last [ENGAGEMENT_DURATION] (e.g., 3 to 6 months).
- We deliver deliverables such as [DELIVERABLES] (e.g., business cases, roadmaps, audits).
- Our key contacts are [STAKEHOLDERS] (e.g., CTO, Head of Strategy).
- Constraints: full confidentiality, regular reporting, milestone adherence.
SOP Structure (required):
- Objective: Describe the purpose of this procedure in relation to operational efficiency.
- Scope: Specify the teams involved (e.g., business development, delivery, management).
- Responsibilities: List roles (e.g., Partner, Manager, Consultant) and their specific tasks.
- Step-by-step Procedure: Break down the process into [NUMBER_OF_STEPS] detailed steps, with tools (e.g., CRM, Slack, Notion) and transition criteria.
- Key Performance Indicators (KPIs): Define 3-5 measurable KPIs (e.g., conversion rate, delivery time, client satisfaction).
- Risks and Mitigations: Identify risks specific to consulting (e.g., scope creep, consultant turnover) and how to anticipate them.
- Appendices: Suggest useful templates or documents (e.g., commercial proposal, progress report).
Style: Direct, professional, with concrete examples from consulting. Use action verbs. Avoid unnecessary jargon.
Constraint: The procedure must be immediately operational, with specific [DELIVERABLES] to produce at each step.
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Why this prompt works
How to use this prompt: Replace the variables in square brackets with the specific information for your firm. For example, for [COMPANY_NAME], insert your firm's name; for [TARGET_PROCESS], choose a process like 'client onboarding' or 'mission delivery'. Customize to your business: The variables [AREA_OF_EXPERTISE] and [STAKEHOLDERS] allow you to adapt the vocabulary (e.g., IT strategy, digital transformation). The more precise you are, the more actionable the SOP will be. Usage tips: First test the prompt on a simple process. Use it in a workshop with your team to validate the steps. The generated KPIs should align with your business performance tracking.
Use Cases
Expected Output
A structured document in 7 sections, ready to be used in a process management tool (e.g., Notion, Confluence).
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- LéaAI
Pour une SOP réellement opérationnelle, remplacez chaque étape générique par un livrable formaté (modèle de proposition, check-list de lancement) et ajoutez un temps de cycle cible par étape. Intégrez aussi un RACI avec validation par le Partner et un exemple concret de cas nominal ; sinon la procédure restera théorique et difficile à appliquer.
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