SOP Templates

Why create every single routine from zero, when you can steal dozens of validated SOPs that have been working for businesses just like yours?
Trusted by 1000s of growing businesses

Need a hand on creating your playbooks? Just copy and paste our ready-to-use SOPs.

DOZENS OF READY-TO-USE PROCUEDURES AND POLICIES

A collection of step-by-step guides that actually grows your business.

Enough of shallow content that just wants to get your attention. Get instant access to actionable procedures designed to help you.

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Packed with useful documents and processes ready to be delegated.
Standard Operating Procedures
Sales Training
Customer Service Training
Corporate Academies
Employee Onboarding
Compliance Training
Partner Training
Accounting SOPs
Real State SOPs
Legal Practice SOPS
Employee Manual
Proper Phone Manner
Performance Review
Budgeting
Company Messaging
Customer Support
Financial Reporting
Email Templates
Letter Templates
Information Security
New Joiner Training
Project Management
Remote Onboarding
Service Level Agreements
Billing & Accounts
Customer FAQs
GDPR Compliant
Secure
Single Sign On (SSO)

Not sure where to start from with Waybook?

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
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
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Love that I can put together a Business Playbook with Waybook.
Antonio
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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

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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.

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