AI Agents Launch Checklist: First 20 Delivery SOPs
Updated: March 2026
This page solves one core launch problem: inconsistent client delivery. Use this checklist to standardize your first 20 SOPs.
Pre-Sales SOPs
- ICP qualification
- Scope boundaries
- Data access policy
- Security questionnaire
- Pilot success criteria
Onboarding SOPs
- Workspace setup
- Connector validation
- Role mapping
- Prompt baseline
- Approval gates
Delivery SOPs
- QA gate before release
- Rollback path
- Monitoring setup
- Error escalation chain
- Weekly performance report
Billing & Support SOPs
- Usage reconciliation
- Invoice generation
- Dunning process
- Incident communication
- Renewal expansion review
Related Pages
FAQ
Why SOP-first launch?
SOPs reduce delivery variability and improve retention from the first client cohort.
