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Marketing SOP Templates

Marketing teams run campaigns across dozens of tools. When the process changes but the documentation doesn't, things get missed. ReccordSOP captures marketing workflows via screen recording and keeps them current.

Campaign launch checklist

  1. 1.Finalize creative assets
  2. 2.Set up tracking UTMs
  3. 3.Configure audience targeting
  4. 4.Schedule across channels
  5. 5.Set up conversion tracking

Blog post publishing

  1. 1.Final edit and proofread
  2. 2.Add meta title and description
  3. 3.Optimize images and alt text
  4. 4.Set canonical URL
  5. 5.Schedule social promotion

Monthly analytics report

  1. 1.Pull data from analytics platforms
  2. 2.Calculate KPIs against targets
  3. 3.Create visualizations
  4. 4.Write executive summary
  5. 5.Distribute to stakeholders

Email campaign setup

  1. 1.Build email in template editor
  2. 2.Configure audience segment
  3. 3.Set up A/B test variants
  4. 4.Schedule send time
  5. 5.Verify tracking and unsubscribe links

Stop writing SOPs manually

Record your screen while performing any process. AI generates the SOP. Drift detection keeps it accurate.

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