Work with a Waybook Process Consultant

Save time and resource by delegating the creation of your Waybook to a process expert. Working with you and your team to efficiently create your Waybook to meet your goals.
Trusted by 1000s of growing businesses
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Delegate your Business Handbook creation to our experienced team

Extract Business Knowledge

Quickly create a digital handbook for your business

Our Process Experts will work with you to extract all the key operating procedures and SOPs essential to your business success.

Book a free discovery call
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Create your handbook structure

Reduce the time spent on initial creation

With vast experience in documentation, our process experts can quickly turn your knowledge into a clear structure filled with valuable SOPs.

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Build a custom playbook

Work with our process experts to sign off operational processes

An organized, focused, and productive playbook is an invaluable business resource to employees, onboarding and business development.

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The most efficient way to create a professional Business Playbook

Your Waybook Process Consultant will:
Align on your business goals and activity
Identify the core knowledge and SOPs to centralize
Migrate & optimize existing documents
Leverage Waybook templates and insights
Build dynamic 'team ready' documents
Build the ideal playbook structure
Effortlessly extract knowledge from you and your team
Utilize industry best practice
Create custom business documentation
Provide a completed Business Playbook
GDPR Compliant
Secure
Single Sign On (SSO)

Not sure where to start?

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
Speak with a
Waybook Consultant
Waybook customer Sean rates Waybook 5 stars
Sean Williams
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This takes care of everything I've been wanting to accomplish as a place to organize trainings and SOPs.
Mike Waybook Customer testimonial picture
Mike
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Waybook Quotation mark
Love that I can put together a Business Playbook with Waybook.
Antonio

Waybook Quotation mark
Very easy to use, for me and my team. It is very user friendly, I like its search engine and the way you can organize everything.

Frequently asked questions

How do I set permissions in Waybook?

You have full control over which subjects your teammates can access and set permissions accordingly; these can be no access, read, edit and publish.

How should I get started with Waybook?

When you register for your Waybook, you will automatically have access to our ‘Start with Waybook’ subject, which will give you all of the essential knowledge to get going. You will also have the option of starting with a templated structure for SOP and document inspiration.

Do you support integrations like Google Docs, Dropbox, Slack etc.?

Yes! You can import images and attach files directly from Dropbox, Gdrive and more. Google Docs, sheets & Airtables can be embedded directly into Waybook Docs. Plus you can connect your Waybook to Slack and more than 3000 other tools using our Zapier integration.

Can I custom brand Waybook for my business?

Yes! You can set your own colours and logo to make Waybook your own. Pick your own subdomain like mycompany.waybook.com or use our CNAME feature to connect your own fully custom domain.

What's unique about Waybook and what makes it different from other ways of sharing information?

Here are just a few things that set Waybook apart from our competitors:
✨ An intuitive content structure created by process experts
✨ Powerful text editor to create rich and engaging content
✨ Ability to track read views and progress
✨ Tests and assessments to confirm knowledge consumption

What is Waybook's backup process?

Waybook has several policies designed to ensure your data is always safe.

All data is replicated to a secondary database, so that in the event our primary database fails, we can get you back online instantly with no data lost. Alongside that, our database is automatically backed up every hour to a geographically separate data center, with all backups retained for 30 days.

Finally, because Waybook is paranoid about making sure all your data is safe, we take our own backups which are encrypted and stored off-site with a completely separate service provider. This means that our current hosting provider could suffer a complete outage and we would still be able to provide access to your data.

Beyond data, Waybook has a tried-and-tested disaster recovery process in place. Our infrastructure is defined via code, meaning we can recreate all of our servers in a matter of hours if needed. You entrust us with your data, and we've spent the last decade making sure we have robust and resilient systems in place to keep it safe.

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

Create your Waybook now
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