Waybook for Customer Service Training

Boost customer satisfaction and retention in the age of brand unloyalty. Enable your service team to resolve customer queries fast.
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Customer Service Training
Trusted by 1000s of growing businesses
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68% of consumers switch companies after experiencing poor service

Train your people

Enable customer service that wows clients as much as what you sell.

Equip your support team with everything they need to navigate your customers through each product or service you provide.

Create Your Waybook
Train your people
Retain more clients, for longer
Retain more clients, for longer

Increase renewals and lower churn rates with exceptional service.

Help your customer service team to offer high-end support, keep your clients engaged and keep your customer lifetime value growing.

Create Your Waybook
Track Progress

Track training and certifications. Reward learners.

Create personalized skill asessments that develops your service agents into problem solving ninjas.

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Track Progress
Drive Growth
Drive Growth

Empower your support team to identify upsell opportunities.

Engage customers on long-lasting business relationships that turn them into fans. Generate repeated sales and recommendations.

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Automate Tasks

Put your customer service department on autopilot.

Invite users to self-register, sort them into groups, instantly auto-assign trainings and run a stress-free customer service department.

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Automate Tasks
John Burke
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Waybook Quotation mark
Within the first month of centralizing our decision matrix on Waybook, we saved $30,000 in unnecessary returns and refunds. By embracing procedure adherence, there was a significant impact on our bottom line.
Tracy Irwin
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Waybook Quotation mark
After processing my Business to run without me in the office and moving to Spain, I had been relying on a Dropbox version of our procedures which I was finding difficult to maintain and staff were finding it cumbersome to use. When I found Waybook I felt that someone had made a bespoke product just for me... it was perfect. We now have a system which not only is easy to use for all employees, but it has a fully automated Employee Induction which allows employees to feel part of the company from the offset and integrates the procedures into their induction over time. Not sure how I coped before Waybook!
Josh Turner
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Waybook Quotation mark
With Waybook, I've now gained the confidence to empower team members to take full ownership of their projects, so I can focus on exploring growth possibilities.

Kick-start your Waybook with our template library

Phone Manner
Use this template for a clear and consistent telephone mannner
1. Check enquiry sources
2. Our contact information
3. Greeting callers
4. Answer with a smile
Product
Listing
Use this template to assemble an appealing product listing
1. Your online store
2. Your new product
3. Product price
4. Calculate shipping
Employee
Handbook
Use this template to promote the the culture of your organization
1. Employment basics
2. Code of conduct
3. Compensation & Development
4. Benefits & Perks
Performance
Review
Use this template to describe how you evaluate and reward employees
1. What is good performance?
2. Periodical reviews
3. Rewards
4. Training
Standard
Operating
Use this template to provide a framework for your SOPs
1. Overview
2. Purpose
3. Scope
4. Responsibilities
Onboarding
Checklist
Use this template when onboarding new employees to your company
1. Introduction
2. Company policy checklist
3. Paperwork checklist
4. Training checklist
New
Starter
Use this template for designing an engaging training track  
1. Training goals
2. Training targets
3. Training content
4. Training subject test
Sales
Tools
Use this template to list the tools you're using for prospecting
1. Pipedrive
2. Lemlist
1. Greeting callers
1. Greeting callers
BI
Tools
Use this template to list the tools you're using for Business Intelligence
1. Microsoft Power BI
2. Looker
1. Greeting callers
1. Greeting callers
CS
Tools
Use this template to list the tools you're using for Customer Service
1. Intercom
2. Stripe
1. Greeting callers
1. Greeting callers
Sales
& Growth
Use this template for a clear and consistent telehphone mannner
1. Greeting callers
1. Greeting callers
1. Greeting callers
1. Greeting callers
Billing &
Accounts
Use this template to introduce your team to your payment platform
1. Introduction
2. Updating plans
1. Greeting callers
1. Greeting callers
Customer
FAQs
Document how to respond to frequently asked questions
1. What's being asked
2. Which saved message to use
1. Greeting callers
1. Greeting callers
Support
Basics
Help your support team understand how they should talk about you
1. The key benefits
2. The product/service
1. Greeting callers
1. Greeting callers
Start with templates

3,000 companies and 60,000 people onboard, train and grow faster with Waybook

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