Distribution Automation SOP Bundle
15 ready-to-use Standard Operating Procedures covering the full customer lifecycle — from order processing to collections to retention. Document today, train tomorrow, automate next week.
Before you can tell a system what to do, you need to know — precisely, step by step — what you do today. Distribution companies often skip straight to buying technology, get excited after a demo, sign a contract, and then spend months trying to figure out what the system should actually do. This is backwards.
- If three CSRs handle order processing three different ways and you automate it — which version did you automate?
- The correct sequence: Document → Standardize → Optimize → Then Automate
- Every step marked "AI Automatable" can be directly translated into system configuration
- SOPs become Voice AI scripts, decision points become call flow branches, exceptions become escalation logic
You cannot automate what you haven't documented
15 SOPs covering every core workflow
Order processing, status inquiries, quote handling, shipping notifications, onboarding, collections (3 phases), dispute resolution, retention, reactivation, and more.
Every SOP is an automation blueprint
Steps marked "AI Automatable" translate directly into system configuration. When you're ready to automate, these SOPs become your requirements documents.
New hires productive in days, not weeks
No more tribal knowledge that walks out the door when someone quits. The SOPs tell new employees exactly what to do, when, and how to handle exceptions.
A baseline to measure improvement against
You can't claim automation saved time if you didn't know how long the process took before. SOPs give you the "before" measurement.
What's included
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5 Customer Communication SOPs
Order processing, status inquiries, quote handling, delay notifications, new customer onboarding
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5 AR & Collections SOPs
Invoice delivery, Phase 1 collections (1-30 days), Phase 2 (31-60), dispute resolution, payment processing
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5 Sales & Retention SOPs
At-risk account intervention, dormant reactivation, post-delivery follow-up, repeat order reminders, QBR process
This is for you if
- — Your processes live in people's heads — if your best CSR quits tomorrow, half your institutional knowledge leaves with them
- — You want to automate but don't have documented processes to automate against
- — You're onboarding new employees and it takes months before they're fully productive
Skip this if
- — You already have documented, version-controlled SOPs for all core workflows
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