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Get your EOS® Core process templates!

Are you stuck trying to identify your core processes? Or struggling to master process?

Companies who use EOS document their 6-10 Core Business Processes. These core processes are similar in every organization. No matter how big or how small your company is, you’ll typically need processes in HR, marketing and sales, operations, accounting and customer retention. If you’re a company running on EOS, our selection of core processes will help you create clarity, reduce confusion, and get everyone on the same page.

Sales Process

Ensure that your organization's products or services are effectively sold to customers, while maintaining strong customer relationships and generating additional sales opportunities

Marketing Process

Ensure that your organization's products or services are effectively promoted to the target market, while generating leads and driving sales.

Finance Process

A template to provide a clear and standardized framework for managing financial activities within your organization.

HR Process

A guidebook or reference manual for HR professionals and managers, outlining the steps and procedures to be followed in various HR activities.

Frequently Asked Questions

By developing an HR strategic plan, you can reflect on the successes and failures of previous quarters. Doing so will help you effectively plan for attracting and retaining the right talent, which is key to your business achieving success. Doing so will help you effectively plan for attracting and retaining the right talent, which is key to your business achieving success.

Adapting our SOP templates for new or remote team members is a straightforward process, as our templates are designed to be easily customizable and applicable to various work environments and team structures including remote work and field work. They’re designed to ensure seamless integration and clarity for all employees regardless of their location or onboarding stage.

In an HR context, the most important SOPs to start with are those related to employee onboarding, performance management, leave and attendance management, and HR policies and procedures. Start with a handbook that includes these elements! SOPs like this establish a solid foundation for effectively managing the employee lifecycle, ensuring smooth transitions, clear expectations, and consistent adherence to company policies and practices.

Ready to unlock the next level of growth for your business?​

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