Agency operations playbook
A copyable SOP for agency teams: profile naming convention - with a named owner, a trigger, a checklist, and measurable signals.
Quick answer
Profile naming convention. Owner: operations lead. Trigger: per the cadence below. Work the checklist top to bottom and record every change with a date.
A copyable SOP for agency teams: profile naming convention - with a named owner, a trigger, a checklist, and measurable signals.
Profile naming convention. Owner: operations lead. Trigger: per the cadence below. Work the checklist top to bottom and record every change with a date.
Trigger and cadence are set by the operations lead during monthly review.
| Objective | Profile naming convention |
|---|---|
| Owner | Operations lead |
| Cadence | On trigger; monthly review |
| Records kept | Dated log entry per change |
| Escalation | Team lead same day; support after 48h |
Facts last reviewed 2026-09-01.
If a checklist step fails twice, the operator escalates to the team lead the same day. The lead chooses rollback or a scheduled fix and records it in the runbook. Unresolved after 48 hours: escalate to NobleProxy support with the incident notes.
The operations lead owns the SOP; operators execute it. Ownership is recorded in the runbook next to the procedure.
After any incident, any tooling change, and in the monthly review. Record what changed and why at the bottom of the checklist.
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