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For agencies

The SOP generator built for agencies

Client kickoffs, account playbooks, deliverable SOPs, generated from your actual meetings, chats, and voice notes. White-label, client-shareable, billable.

Generate your first SOP free, under 60 secondsSee pricing

Agency work runs on tacit knowledge. The senior strategist explains the client's brand on Zoom. The account manager handles the deliverable cadence in Slack. The creative director leaves voice notes about the campaign. None of it gets documented because writing SOPs is the most postponed task in an agency. Sendabrief was built to fix exactly this. Drop in the meeting recording, the Slack thread, the WhatsApp voice note, get a structured, white-labeled SOP your team can use and your client can read.

What teams ship with Sendabrief

<1 min
from meeting to published SOP
3x
faster new-AM onboarding
$19/mo
flat, no per-seat fees as you grow

Common scenarios

Client kickoff calls → onboarding SOP

Record the kickoff Zoom or Meet call. Drop it in Sendabrief. The resulting SOP, brand voice, deliverable cadence, account contacts, first-90-days roadmap, is ready before the call recording finishes uploading to Drive. New AMs get the link on day one.

WhatsApp voice notes → account playbook

Your senior strategist explains the campaign approach in 4-minute voice notes between client calls. Export the chat, drop the .opus files into Sendabrief, get a structured account playbook every contractor on the team can follow.

Slack channel → deliverable runbook

Each client lives in a dedicated Slack channel. Monthly export → Sendabrief → structured deliverable runbook covering the recurring workflows, exceptions, and escalation paths.

White-label PDF for clients

Export any SOP as a white-labeled PDF with your agency's branding. Hand it to the client as part of the deliverable, or as a value-add during retention conversations.

Why agencies pick Sendabrief over Notion, Scribe, or Trainual

Notion isn't built for client-facing deliverables, your workspace shouldn't be visible to clients. Scribe captures software walkthroughs, not agency workflows that happen across calls and chats. Trainual is overkill (and 15x the price) for teams that just need SOPs, not formal training programs. Sendabrief is the only tool in the category purpose-built for the way agencies actually work: meetings, chats, voice notes in, structured client-shareable SOPs out.

Common questions

Can I white-label SOPs with my agency's branding?
Yes, white-label PDF export is available on the Agency plan. SOPs export with your logo, colors, and contact info instead of Sendabrief branding.
Can clients view SOPs without a Sendabrief account?
Yes, every SOP can be shared via public link, no signup required for the viewer. Clients see a branded, read-only view.
Do I pay per team member?
No, Sendabrief is flat-priced. Whether your agency has 5 or 50 people, the price stays the same on each plan.
Can I bill SOP generation as a client deliverable?
Yes, many agencies do exactly this. The white-label output makes it a tangible asset clients pay for as part of strategy or implementation engagements.
Does this work for multiple client workspaces?
Yes, the Agency plan supports separate client workspaces with role-based access, so each client's SOPs stay isolated and shareable independently.
Will Sendabrief replace Notion in my agency?
Probably not, keep Notion for internal workspace and project management. Use Sendabrief to generate client-facing SOPs. Export Markdown from Sendabrief into Notion when you want internal copies.
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For other teams

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