Doing private domain traffic means that businesses need to engage directly with users. This raises the requirements for both people and services. If you want to expand the private domain, relying solely on a mass approach or advertising is not enough; you need a standardized operational method, which is what we commonly refer to as SOP.

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1. Why do we need to establish private domain SOP?

1. What is SOP?

In simple terms, it’s a standard instruction manual for the work. It clearly outlines the steps, requirements, and precautions for completing a task, allowing anyone to follow the standards. The private domain SOP is a manual specifically for managing private domain operations and addresses the following questions: Who, when, in what scenario, using what method, doing what task, and achieving what effect.

2. What are the benefits of having SOP?

Once the private domain scale increases, efficient monetization relies on SOPs to manage people and tasks. In summary, there are four concrete benefits:

• Work is faster and easier: Solving the issue of maintaining efficiency with more manpower;

• Strategies are executable: The operational ideas above can be transformed into specific actions, ensuring proper execution;

• Experience can be inherited: Solidifying effective practices allows new staff to get up to speed quickly;

• Assessment is simpler: Using a single set of standards to measure work makes management easier;

It's inevitable that people make mistakes while working. Sometimes, when things get busy, it's possible to skip one or two steps in the SOP. However, by handing the established industry SOP over to AI for execution, it becomes much more reliable—it will definitely follow the process without error. For businesses, this brings peace of mind.

📍 Right now, the key is how to make AI better assist us in managing our private domain. The focus is on transforming our accumulated effective operational methods into standard processes that AI can replicate. Ultimately, if you want to grow and strengthen the private domain, SOP is not optional; it is essential foundational work.

3. How are private domain operation SOPs categorized?

There are indeed many types of SOPs in private domain operations, but don't worry, we can clarify them by following the workflow. Generally, they revolve around **how to attract people (new user acquisition), how to retain people (customer retention), and how to make people purchase (conversion and monetization)** organized around these three stages.

Specifically, we can categorize them as follows:

Private Domain Operation SOP

(1) Traffic Acquisition: Mainly solves how to bring people in. For example:

• Traffic Activation SOP: How to greet new customers

• User Tagging SOP: How to tag users for easier follow-up

(2) Viral Growth: Focused on how to get existing customers to bring in new customers. Common practices include:

• Various Viral SOPs: How to operate WeChat, communities, and official accounts for viral growth

• User Activation SOP: How to re-engage dormant users

(3) Service Operations: The core is maintaining good relationships to encourage users to stay. Includes:

• Moments Operation SOP: What content to post and when

• Interactive Needs Exploration SOP: How to chat with users and discover their needs

• Community Management SOP: How to manage groups and maintain activity

• Customer Complaint Handling SOP: How to respond when users are dissatisfied

(4) Conversion and Monetization: Lastly, it's about getting users to spend. For example:

• New Product Launch SOP: How to introduce new products

• Promotion Activity SOP: How to execute marketing activities

• 1V1 Conversion SOP: How to facilitate transactions through private messaging

• Live Selling SOP: What to do before and after a live broadcast

✅ Don't be overwhelmed by the many SOPs; the underlying logic is the same: it’s about solidifying effective practices so that anyone can follow them, ensuring results stay on track.

2. Building the Private Domain SOP Process

Creating a private domain SOP isn’t difficult; it’s just four steps: identify the main line, supplement with details, focus on the key points, and schedule time. Let’s go through them one by one.

1️⃣ Step One: Clarify the main process first, then supplement with details

The main process is the shortest path for your private domain (MVP), the most widely known scenarios for traffic acquisition, retention, conversion, and viral growth. For example, for a brand, the smallest viable path is: WeChat traffic acquisition → community retention → mini-program ordering → community viral growth.

Private Domain Pathway

Once the main process is established, details need to be filled in, which means refining each step:

• Traffic acquisition phase: Users scan a code to follow the WeChat business account and engage with AI customer service that automatically responds with content, categorizing users and tagging them while guiding them to join community groups, etc.;

• Retention phase: After users join the community, employ various activation strategies, including welcoming new members, daily check-ins, event notifications, etc., to keep the group active;

• Conversion phase: Distributing coupons in the group to direct users to place orders in the mini-program, encouraging them to share their purchases, etc.

• Viral growth phase: Hosting activities such as inviting friends to receive coupons and group buying.

The pathway goes from public platforms to WeChat, then to communities and mini-programs. For the main process, the most critical part is to clarify the private domain operational pathway for your industry. You need to understand where your users come from, what steps they’ll go through once they arrive, and how to achieve conversion. Only after clarifying this path can you develop specific SOPs for each critical step.

Although SOPs need to be established at each key node of the main process, in actual business, planning should be prioritized based on personnel time and energy. Initially, it’s not necessary to cover everything; focus on the most labor-intensive or least efficient step first when developing SOPs. For example, if community operations are particularly labor-intensive, you might prioritize the SOP for community management; or if you believe one-on-one chats yield the highest conversion, start with the customer service script SOP.

🧑🏻‍💻 In real business scenarios, whether it’s the main process or supplementary details, they all need to align with your business, products, and goals. The so-called main pathway map isn't static; it must be continuously adjusted and optimized. Once the main and supplementary processes are established, the entire map for private domain operations will be complete. Through this map, team leaders can gain a full view, recognizing which nodes need user interaction and which require the team to prepare content in advance.

2️⃣ Step Two: Identify Key Nodes and Arrange Them Chronologically

The second step is to identify key nodes from the overview and draw a timeline to arrange actions in sequence. At each key node, design the flow from the users' perspective: What will users see first, then what; what will they do first, then what. By drawing a timeline, the overall rhythm becomes clear.

For the scenario of users being directed to WeChat after being introduced to the business, users will scan the code to follow the WeChat customer service: this is the first touchpoint, so an automatic reply should be scheduled. First, send a brief company introduction, followed by a questionnaire, then the community group QR code, and inform users of the benefits of joining, such as receiving coupons. The order must have a rhythm, and content should not be dumped all at once. If you're unsure of the overall user journey, you can have yourself or team members document the interactions in private domains with other businesses, as these notes can provide valuable insights for identifying key nodes.

After filtering key nodes, arrange their content chronologically and assign it to specific people or resources. A little tip: when executing this step, consider the following points:

• Specific Item: The actions to be taken

• Time Point: When to do it, e.g., every day at 10 a.m. or every Friday at 8 p.m.

• Content Format: Text, posters, topic interactions, community activities, live broadcasts, etc.

• Executor: Who will carry it out

• Notes: Important points that are easily overlooked or require special attention

🧐 In summary: Who does what, when, and how!

3. With an intelligent agent, how much does building a private domain SOP improve operational efficiency?

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Once you've clarified the SOPs, the next step is to ensure they are effectively implemented. Having a manual isn't enough; people can become fatigued, tired, or overlook details, and sometimes even experience strong emotional fluctuations. But AI is different; it can execute standardized tasks to ensure no link in the process is missed.

🧩 For example, in community operations, after a new member joins, welcome messages must be sent, group rules introduced, and a new member coupon provided. When done manually, it’s easy to forget at busy times or have varying messaging. Handing this over to AI is reliable; it will strictly follow the process while building user profiles based on chat content, enhancing the SOP for different user labels so that the welcome message varies accordingly.

🧩 Additionally, for one-on-one private conversations, manual customer service may need to look up information to respond, whereas AI can retrieve order, logistics, and promotional information instantly, replying in seconds. Even more importantly, it can remember previous conversations and continue discussions next time, making users feel understood and valued.

🧩 For data review, AI can automatically generate reports on daily execution, comparing targets with actual performance and even proactively suggesting optimizations. For instance, if the sign-in rate drops in the group, it will prompt whether to adjust interaction methods or introduce new incentive measures.

In short, AI is not just a substitute for human work; it helps you monitor workflows, boost efficiency, and uncover opportunities. It can help fix gaps in details while speeding up overall operations, allowing the SOP to truly transition from paper to practice. Once everything runs smoothly, your team will be able to focus more on creativity and strategy, rather than being bogged down by tedious execution.

🥳 To grow the private domain, relying solely on human monitoring is not sustainable; only by combining SOPs with AI can we achieve standards and efficiency.

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