Standard Operating Procedures (SOPs) (Master Policy)

Effective Date: July 25, 2025 Governing Entity: CrownThrive, LLC Applies To: All CrownThrive team members, service providers, contributors, instructors, platform admins, and verified partners Contact: [email protected]

1. Purpose of SOP Framework

The CrownThrive SOP framework ensures that all major ecosystem functions—from onboarding to sunset—follow consistent processes. These workflows:

  • Protect both CrownThrive and participants legally and operationally
  • Allow for efficient scaling of platforms, people, and partnerships
  • Ensure compliance with internal policies, brand integrity, and regulatory requirements
  • Improve service consistency and partner accountability across verticals

All SOPs may be updated as the ecosystem grows.

2. SOP Categories

This master policy applies to the following operational SOP categories:

  • Partner Onboarding & Vetting
  • Instructor & Course Approval
  • Affiliate Program Activation & Payment
  • Platform Launch & Sunset
  • Issue Resolution & Escalation
  • Product/Tool Usage Reviews
  • Investment Eligibility Audits
  • Compliance Monitoring (AI, Referral, Content)
  • Data Access & Removal
  • Refund & Credit Handling

3. SOP: Partner Onboarding & Vetting

Applies To: All service providers, instructors, agencies, affiliates, investors

Workflow:

  1. Submission of onboarding application or referral
  2. Admin review of past work, brand alignment, and platform fit
  3. Introductory call or form-based strategy intake
  4. Signed Partner Agreement + verification of identity
  5. Assigned platform manager + onboarding access issued
  6. Access to backend tools, perks, or training dashboards

Review Frequency: Every 12 months or upon tier upgrade

4. SOP: Instructor & Course Approval (ThriveU)

Applies To: All instructors uploading content to ThriveU, CrownThriveU, or internal libraries

Workflow:

  1. Instructor completes course submission checklist
  2. Course reviewed for accuracy, legal risk, plagiarism, and quality
  3. Feedback issued within 7–10 business days
  4. Approved courses published with affiliate tracking enabled
  5. 70/30 revenue-share policy enforced unless otherwise negotiated

SOP Trigger Points: Upon new course submission, updates, or complaints

5. SOP: Affiliate Program Activation & Payment

Applies To: All Crown Affiliates, CrownRewards partners, brand ambassadors

Workflow:

  1. User applies via affiliate dashboard
  2. Manual or auto-approval based on plan tier or role
  3. Tracking link, QR code, and portal access provided
  4. Earnings tracked via verified purchases
  5. Payouts issued monthly (Stripe/PayPal/direct deposit)
  6. Payout log maintained for 24 months

Note: Fraudulent activity will result in forfeited earnings and platform ban.

6. SOP: Platform Launch & Sunset

Applies To: New or retiring platforms (e.g., Locticians, ThriveCafe, NFTCliques)

Launch Workflow:

  1. Internal planning, testing, and staging
  2. Partner onboarding (beta test or early access)
  3. Soft public rollout (limited audience)
  4. Full rollout with legal onboarding and documentation
  5. Platform added to Legal Depot and platform directory

Sunset Workflow:

  1. Public 30-day notice
  2. 60-day grace period for data export or migration
  3. Access termination and archive lock
  4. Legal protections remain active for past users

7. SOP: Issue Resolution & Escalation

Applies To: All user support complaints, billing issues, feature malfunctions

Workflow:

  1. Support ticket logged and reviewed by assigned agent
  2. Categorization: low, medium, high, critical
  3. First response sent (based on plan tier)
  4. If unresolved, escalate to department lead
  5. If still unresolved, submit for executive case review
  6. Case resolved and archived with notes for compliance review

8. SOP: Refund & Credit Handling

Applies To: All subscription plans, premium services, and user-facing tools

Workflow:

  1. User submits refund request via support portal
  2. Platform logs reviewed (usage, platform bugs, user error)
  3. If eligible, refund or credit issued within 7 business days
  4. Refunds may be denied for abuse, high-usage accounts, or expired requests
  5. Abuse flag added if pattern of refund manipulation is detected

9. SOP: Data Access, Export & Deletion

Applies To: All users requesting copies or deletion of their data

Workflow:

  1. Request submitted via Legal Center or help desk
  2. Identity verification via email or login match
  3. Data compiled and exported (or flagged for deletion) within 15 days
  4. Compliance confirmation sent to requester
  5. Data deletion is final and non-reversible

Note: Some data may be retained per legal, tax, or financial obligations.

10. Version Control

Last Updated: July 25, 2025 Version: 1.0 Revisions to SOPs will be documented internally and reflected in the Legal Depot upon deployment.

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📘 CT-SOP-101.1.1 — New Platform Onboarding SOP