import-sop

name

import-sop

description

Import agency Standard Operating Procedures — approval workflows, campaign launch checklists, escalation procedures, QA steps — and structure them into numbered, role-assigned steps with human-approval gates marked. SOPs save at the agency level so they apply across every client brand, not per-brand. Triggers on "/digital-marketing-pro:import-sop", "add our content approval workflow", "import our launch checklist", "here is our crisis escalation process", "every deliverable must follow these steps". Reads the active brand profile for context, merges with an existing SOP of the same name after confirmation, and explains which commands will reference the SOP.

/digital-marketing-pro:import-sop

Purpose

Import and structure agency Standard Operating Procedures (SOPs) that apply across all clients. SOPs define how work gets done — approval workflows, content review steps, campaign launch checklists, escalation procedures, and quality gates.

SOPs are stored at the agency level (~/.claude-marketing/sops/), not per-brand, so they apply consistently across all clients.

Input Required

The user provides:

• SOP content: Pasted workflow steps, checklist items, or process descriptions
• SOP name: What this SOP covers (e.g., "content-approval", "campaign-launch", "crisis-escalation")
• Description (optional): Brief summary of when this SOP applies

If the user doesn't provide a name, infer it from the content.

Process

1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for existing guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/digital-marketing-pro:brand-setup)?" — or proceed with defaults.

2. Classify the SOP type:

   • Content workflow: Review, approval, and publishing steps for content
   • Campaign checklist: Pre-launch, launch, and post-launch verification steps
   • Escalation procedure: Who to contact, decision authority, response timelines
   • Quality assurance: Testing steps, brand compliance checks, accessibility verification
   • Client onboarding: Steps for setting up a new client in the system
   • Reporting workflow: Data collection, analysis, presentation, delivery steps

3. Structure into actionable steps:

   • Number each step clearly
   • Identify decision points (if/then branches)
   • Mark which steps require human approval vs. automated checks
   • Add role assignments where mentioned (who does what)
   • Include timelines/SLAs where provided
   • Flag any steps the plugin can automate vs. steps requiring human action

4. Check for existing SOPs — If an SOP with this name already exists:

   • Show the current SOP content
   • Ask: merge (combine steps), replace (overwrite), or cancel
   • When merging, deduplicate and maintain step order

5. Save the SOP:

   • Save using guidelines-manager.py --action save-sop --name {name} --content "{content}"
   • Or write directly to ~/.claude-marketing/sops/{name}.md
   • Update the SOP manifest

6. Explain integration — Tell the user how this SOP will be applied:

   • Which commands will reference this SOP
   • Which workflow steps will be added to outputs
   • When human approval gates will be flagged

Output

• Confirmation with SOP name and step count
• Preview of the structured SOP
• Explanation of which commands/modules will reference this SOP
• Suggestion: "This SOP will apply across all brands. To create brand-specific workflows, use guidelines instead."

Examples

User: "Before publishing any content, it needs to go through: 1. Writer creates draft, 2. Editor reviews for quality, 3. Brand manager checks voice alignment, 4. Legal reviews if it contains claims, 5. Client approves, 6. Publish"

Result: Saves to ~/.claude-marketing/sops/content-approval.md:

# Content Approval Workflow

## Scope
Applies to all content before publishing across all brands/clients.

## Steps

1. **Writer creates draft**
   - Role: Content Creator
   - Plugin support: Content Engine generates draft with brand voice applied
   - Output: Draft content document

2. **Editor reviews for quality**
   - Role: Editor
   - Checklist: Grammar, clarity, structure, readability score
   - Plugin support: Content scorer provides readability metrics
   - Gate: Human approval required

3. **Brand manager checks voice alignment**
   - Role: Brand Manager
   - Checklist: Voice consistency, messaging alignment, restriction compliance
   - Plugin support: Brand voice scorer provides alignment score
   - Gate: Human approval required

4. **Legal reviews (conditional)**
   - Trigger: Content contains health claims, financial claims, testimonials, or competitor comparisons
   - Role: Legal Team
   - Gate: Human approval required

5. **Client approves**
   - Role: Client Stakeholder
   - Gate: Human approval required

6. **Publish**
   - Role: Content Creator / Social Media Manager
   - Plugin support: Platform formatting applied automatically

User: "Our agency has a crisis escalation process: minor issues go to account manager, major issues go to agency director, critical issues go to CEO within 1 hour"

Result: Saves to ~/.claude-marketing/sops/crisis-escalation.md:

# Crisis Escalation Procedure

## Severity Levels

### Minor (Severity: Low)
- **Examples**: Negative review, minor social media complaint, factual error in published content
- **Escalate to**: Account Manager
- **Response SLA**: 4 hours
- **Action**: Acknowledge, draft response, resolve

### Major (Severity: Medium)
- **Examples**: Viral negative post, media inquiry, product recall mention, multiple complaints
- **Escalate to**: Agency Director
- **Response SLA**: 1 hour
- **Action**: Pause scheduled content, draft holding statement, convene response team

### Critical (Severity: High)
- **Examples**: Legal threat, data breach, executive controversy, widespread media coverage
- **Escalate to**: CEO
- **Response SLA**: 1 hour
- **Action**: All content paused, crisis team activated, holding statement within 30 minutes

Reference Files

• skills/context-engine/guidelines-framework.md — How SOPs integrate with the guideline system
• scripts/guidelines-manager.py — CLI for SOP CRUD operations (--action list-sops, save-sop, get-sop)