Profitibull Task Automation SOP

Overview

This SOP document outlines Profitibull's standardized procedures for automating client onboarding tasks and project management workflows. Our system is designed to eliminate 65% of manual data entry and ensure consistent, high-quality delivery across all client implementations.

65%

Time Saved on Data Entry

40%

Increase in Conversion Rate

3.5x

Return on Investment

Core Principles

🎯

Total Lead Engagement

Every lead is captured and nurtured through intelligent automation

🧠

Intelligent Processing

AI-driven task assignment and prioritization

🚀

Stellar Conversion Rates

Optimized workflows for maximum efficiency

🚀 Project Templates

ProfitHub Onboarding

3-5 Days

Automation Triggers

→ New client contract signed → Create subaccount
→ Subaccount created → Load snapshot automatically
→ Snapshot loaded → Send notification for cleanup tasks

Day 1: Setup

Auto-create subaccount (API trigger) Load industry-specific snapshot Apply client branding from intake form

Day 2-3: Configuration

Auto-delete demo content based on rules Set custom values from client data Configure automation workflows

Day 4-5: Testing & Training

Run automated integration tests Schedule client training (calendar integration) Generate documentation package

ProfitBotAI³ Onboarding

21-28 Days

360 B.U.L.L.'s Eye View Analysis

Business Analysis (Days 1-7)

• Import company data from CRM
• Analyze customer journey touchpoints
• Generate pain point report
• Define automated success metrics

Understanding Customer Needs (Days 8-14)

• Process support ticket history
• Analyze chat transcripts with NLP
• Generate FAQ database
• Create use case library

Language & Tone Development (Days 15-21)

• Train AI on brand voice samples
• Generate conversation templates
• Create response library
• Set escalation triggers

Logical Flow Mapping (Days 22-28)

• Build conversation decision trees
• Map integration endpoints
• Test user pathways
• Deploy and monitor

Client Lead Submission

48 Hours

Export Template

Full Name,City,State,Email 1,Email 2,Email 3,Phone 1,Phone 2,Phone 3,Company Phone,Mobile,LinkedIn URL,Website URL

Hour 0-2: Validation

✓ Auto-validate email addresses
✓ Check phone number formats
✓ Verify LinkedIn URLs
✓ Flag missing required fields

Hour 2-24: Processing

✓ De-duplicate against existing database
✓ Enrich data with third-party APIs
✓ Create smart list: [Industry]-[Seniority]-[Date]-Profitibull
✓ Apply tags automatically

Hour 24-48: Delivery

✓ Add to workflow (50 leads/10 min drip)
✓ Generate CSV with all required fields
✓ Send client notification email
✓ Archive in project folder

⚡ Automation Workflows

Lead Processing Automation

Trigger: New Lead Received
├── Validate Data (AI)
├── Enrich Profile (API)
├── Score Lead (ML Model)
├── Assign to Campaign
└── Notify Sales Team

Campaign Launch Automation

Trigger: All Approvals Received
├── Activate Campaigns
├── Start Tracking
├── Enable Notifications
├── Schedule Reports
└── Monitor Performance

📌 Task Assignment Rules

Priority Matrix

Task Type	Priority	Auto-Assign To	SLA
Access Issues	P1	Tech Support	2 hrs
Lead Validation	P2	AI System	24 hrs
Content Approval	P2	Account Manager	48 hrs
Campaign Launch	P3	Implementation	72 hrs

Escalation Rules

Level 1:

Automated reminder after 50% SLA

Level 2:

Manager notification at 75% SLA

Level 3:

Executive alert at 90% SLA

✅ Quality Control

Pre-Launch Checklist

All integrations tested Tracking pixels verified Forms submission tested Mobile responsiveness confirmed

AI Quality Scores

Lead Quality AI Score: 1-100

Message Quality Sentiment Analysis

Campaign Health Real-time vs. Benchmarks

📊 Reporting & Analytics

Automated Reports

Daily Dashboard

Auto-Generated 6 AM CST

• New leads received
• Conversion rates
• Campaign performance
• System health status

Weekly Client Report

Mondays 9 AM

• Lead volume trends
• Top performing campaigns
• ROI calculations
• Optimization recommendations

Monthly Executive Summary

First Monday of Month

• Total leads processed
• Revenue attribution
• AI efficiency metrics
• Growth opportunities

Real-Time Alerts

{
  "lead_velocity": {
    "threshold": "20% below average",
    "action": "notify_account_manager"
  },
  "conversion_rate": {
    "threshold": "drops 15%",
    "action": "pause_campaign_notify_team"
  },
  "budget_utilization": {
    "threshold": "exceeds 90%",
    "action": "alert_client_and_team"
  }
}

🔌 Integration Guidelines

Supported Integrations

CRM & Sales Tools

✓ Salesforce
✓ HubSpot
✓ Pipedrive
✓ Custom APIs

Marketing Platforms

✓ Meta Business Suite
✓ LinkedIn Sales Navigator
✓ Google Ads
✓ Email Service Providers

Communication Tools

✓ Slack
✓ Microsoft Teams
✓ Email
✓ SMS/MMS

API Configuration

profitibull_automation:
  api_endpoint: "https://api.profitibull.com/v2/"
  auth_method: "Bearer Token"
  rate_limit: "1000 requests/hour"
  webhook_url: "https://app.profitibull.com/webhooks/"

Best Practices

✅ Do's

• Always use templates for consistency
• Document any manual overrides
• Test automations in sandbox first
• Monitor AI decisions daily
• Keep client data synchronized

❌ Don'ts

• Never bypass validation checks
• Don't modify core workflows without approval
• Avoid manual data entry when possible
• Don't ignore automation alerts
• Never share API credentials