| Document Control | |
|---|---|
| Document Title | Marketing Process SOP |
| Document ID | HWB-QMS-8.0-MKT-001 |
| Version | 2.1.0 |
| Status | APPROVED |
| Author | George (Systems Architect) |
| Approved By | Humberto Dominguez, CEO |
| Date | 09/21/2026 |
| ISO 9001 Clause | 8.1 (Operational Planning) |
Standard Operating Procedure: Marketing Process SOP
1.0 Purpose
This SOP defines the standard marketing steps for HWB Cleaning Services. It ensures all marketing is planned well and helps us find good business leads.
2.0 Scope
Applies to all social media, local search, and brand work.
3.0 Universal Mandates (2026 Baseline)
- Guidance First: If a marketing channel is not working, ASK the CEO before changing the plan.
- System Log: Every campaign launch must be logged.
- Physical Truth: Reference absolute paths for images in
gen_ai_staging.
4.0 Procedure
4.1 Marketing Workflow
graph TD
Start((Strategy)) --> Research[Market Research]
Research --> Channels[Channel Selection]
Channels --> Content[Content Development]
Content --> Execution[Campaign Launch]
Execution --> Capture{Capture Type?}
Capture -- V2: Home Page --> Velocity[Quick Registration]
Capture -- V1: Services --> Fidelity[Detailed Specs]
Velocity --> CRM[Team Member: Manual Follow-up]
Fidelity --> CRM[Team Member: Validation]
CRM --> SalesHandOff[Sales Engagement]
4.2 Procedural Steps
- Marketing Strategy: Define what we want to achieve.
- Market Research: Find the best buildings in DFW to clean.
- Channel Selection: Pick the best spots (LinkedIn, Google).
- Content Development: Create images that look professional.
- Lead Capture: Use simple forms on the Home Page to make it easy for customers to sign up.
- Monitoring: Check how many people are clicking and signing up.
5.0 Verification (Zero-Defect Check)
- Monthly Lead numbers match our CRM records.
- All images follow our Brand Identity rules.
6.0 Revision History
| Version | Date | Author | Change Description |
|---|---|---|---|
| 2.1.0 | 05/21/2026 | George | Removed specific names and simplified vocabulary for young managers. |
| 2.0.0 | 05/21/2026 | George | Initial Modernization. |