Customer Success Stories

Calm Again Counseling, a San Francisco-based group therapy practice, was balancing the growth of its business with the need for consistent operations. Clinical Director John Clarke found his time increasingly divided between answering repetitive questions, managing onboarding, and maintaining team communication, all of which pulled him away from his primary role in client care. In search of a solution, John turned to Waybook.

CMIT Solutions in St. Louis is a managed IT services provider that has spent 16 years supporting businesses across the region. The company brings three CMIT franchises under one roof, with a shared support team, account management team, and project team serving clients across the area. After a year with Waybook, the team has built a complete operational playbook covering every service delivery area, cut new-hire onboarding to one to two weeks, and turned the platform into the default home for every policy and process across the business.

Colorado Therapy Collective is a leading group practice based in Denver, Colorado, specializing in couples and adult individual therapy. Founded by Nancy Brittain, the collective has grown into a sophisticated team of 11 therapists and interns operating across both physical and virtual locations. To support their high standards of care as they scale, Nancy implemented Waybook to centralize institutional knowledge and streamline the practice's internal operations.

Building systems design consulting requires precision, consistency, and seamless information flow across multiple disciplines and locations. Design Engineers, a 70-person and growing building systems design consultancy specializing in plumbing, heating, HVAC, and electrical power systems across the Midwest, was struggling with scattered information and inconsistent processes. When implementing the EOS system revealed just how fragmented their knowledge really was, they knew they needed a centralized solution. That's when they discovered Waybook.

Container Port Group (CPG), a logistics company with over 1,000 employees and 30 terminals across the U.S., faced challenges in managing rapid growth while maintaining operational consistency due to fragmented processes, inconsistent onboarding, and rising employee turnover. To address these issues, CPG implemented Waybook, a centralized platform for documenting processes and policies, which led to a 30% reduction in onboarding time, a 75% decrease in employee turnover, and projected cost savings of 20-30%. This case study explores how CPG transformed its operations and culture through Waybook.

Flatwater Homes is a custom home builder that has grown from a standing start into a team of more than 20, building to standards well above the industry norm. For years, the knowledge behind those standards sat with the people who had been there longest. Two years ago the handbook, safety training, building standards and onboarding moved into Waybook, and project manager Jenna Beach set about turning five years of hard-won detail into something the whole team could use. Today more than 100 documents are open to every person on the team, Waybook completion is written into everyone's bonus goals, and Jenna estimates around 70% of the everyday HR and operational questions get answered without anyone being asked.

Hale Law, a Sarasota, Florida-based personal injury firm, faced challenges typical of a growing legal practice—time-consuming onboarding, inconsistent training, and costly mistakes caused by a lack of centralized documentation. With a staff of 30 and a need to streamline operations, Hale Law turned to Waybook. The result? The firm saved over $60,000 annually, reduced onboarding time by 50%, and dramatically improved internal accountability and efficiency.

Graves McLain is a leading 35-person personal injury law firm based in Tulsa, Oklahoma, dedicated to seeking justice for those injured through negligence. At the operational heart of the firm is Sharon, the Practice Manager and Director of Operations. Sharon’s role is expansive - covering marketing, HR, technology, and firm culture - ensuring the business side of the practice is as professional and high-performing as the legal side.

Scaling a global education business comes with significant operational challenges—especially when a large portion of the workforce is seasonal. Immerse Education, a leading provider of short academic programs for students aged 15-18, faced the growing pains of rapid expansion while maintaining consistency in program delivery. With a remote and hybrid team, they needed a solution to streamline onboarding, centralize knowledge, and support scalability. That’s when they found Waybook.

Pet People is a multi-site veterinary practice founded by Dr. Ian Stroud, open seven days a week and built around the care of animals and the people who love them. As the practice expanded across multiple locations and teams, the volume of information staff needed to absorb grew with it: regulatory training, clinical protocols, safe handling procedures, and the firm's own ways of working. Pet People brought everything together in Waybook, creating one searchable place that scales with the business, supports Dr. Stroud as he focuses on clinical work and strategy, and makes new-hire training feel like second nature.

Prime Property Management, a leading residential leasehold managing agent in London and the Southeast, oversees complex portfolios ranging from small unit blocks to massive 350-unit developments. To support a team of 100 across two regional offices, the business requires absolute operational precision. As Head of Operations, Molly has been instrumental in modernizing the firm's internal knowledge sharing and streamlining core processes. By implementing Waybook as their "Company Intranet," Prime Property Management has achieved a 90% utilization rate, ensuring that their "single source of truth" is always just a click away for every team member.

Managing multiple private therapy practices means juggling countless moving parts - from onboarding new therapists to maintaining consistent operations across different organizations. Seamless Practice Solutions, led by virtual assistant and consultant Alana, was spending significant time on administrative tasks while trying to help practices scale efficiently. With onboarding taking 10+ hours per person and critical information spread across multiple systems, there was clear room for improvement. That's when Alana discovered Waybook.

Scaling a business isn’t just about hiring more people—it’s about ensuring that knowledge is effectively captured and transferred. Shine People Solutions, a specialist recruitment firm for Aboriginal and Torres Strait Islander professionals, faced this exact challenge. For years, their expertise was locked in the minds of their founders, limiting growth. When demand for their services surged, they needed a structured, scalable way to train new hires. That’s when they discovered Waybook.

SponsorCloud, a Denver-based SaaS company offering software solutions for real estate syndication, faced rapid growth with teams located in both the U.S. and India. As the company expanded, managing efficient onboarding, training, and internal documentation became a significant challenge. Fragmented knowledge, inconsistent training materials, and delays in process execution led SponsorCloud to implement Waybook. Since adopting the platform, SponsorCloud has reduced onboarding time by 90%, improved deal closures by 75%, and aligned company-wide processes for greater efficiency.

Stand For Socks, a company committed to providing the most comfortable socks on the planet, faced the growing pains of scaling. Founder Josh Turner found himself spending excessive time onboarding, training, and managing processes manually. Discover how Waybook transformed their workflow, empowering the team, improving efficiency, and preparing the business for future growth.

The Stellar Family of Companies runs everything from property management to construction and development across the vast state of Texas. But with teams spread hours apart, scaling training and maintaining consistency was no easy feat. Enter Waybook: the tool that helped them trade outdated PDFs and patchy onboarding for a streamlined system that turned training from "horse and plow to full-on tractor" mode - Sloane’s words, not ours.

John Burke, the Head of Customer Experience at Wine Enthusiast, led a transformative shift in operational efficiency and customer service. With Waybook, the company overcame major process challenges, ensuring consistent procedure adherence that directly impacted its bottom line.