SOP 135: Whitelabel ClickMinded SOPs

Goal: 
Successfully customize and whitelabel ClickMinded SOP.

Ideal Outcome: 
A newly branded SOP that you can send to your client or employees.

Prerequisites or requirements: 

You need to have access to the SOP library.

Why this is important: 
Whitelabeling our SOPs and sharing them with your clients increases the value you provide and allows you to charge more for your services.

Where this is done: 
Google Doc.

When is this done: 
When you want to send a branded SOP to a client.

Who does this: 
Virtual assistant or business employee.

How to Whitelabel a ClickMinded SOP

1. Login to ClickMinded members’ dashboard.
2. Scroll to the bottom of the page and click on the “SOPs” tab.

3. Search for the SOP you want to whitelabel and click into that SOP.

4. On the right panel, click “Export as Google Doc”.
5. A new browser tab will open asking if you’d like to make a copy of the SOP. Click “Make a copy”.

You now have a copy of the SOP which you can edit and whitelabel.
Double click on the header image (ClickMinded logo), this will select the header image for edit. Then right click to pull up the task menu, click “Replace image” and “Upload from computer”.

Alternatively, you can also upload a photo via Google Drive, Google Photo, a URL, or from your camera.
6. Select an appropriate header image (preferably with your logo) and click “Add”.

Every page of the SOP will now have your branded header image.
Repeat step 7-8 for the SOP footer and update the footer link.

You can now send these newly branded SOP to your client or employees as if they’re yours!