Transform your documents and processes into a powerful playbook for your business

As a business owner, you’ve got a ton of essential knowledge in your head. (And some less essential knowledge—e.g., ”toasters were invented before sliced bread.”)

But keeping that knowledge to yourself, written on Post-Its, and in that random note on your phone doesn’t exactly benefit your team.Your business could use a playbook, with all your training, onboarding, and process documentation in one convenient place.

Enter Waybook!


  • Collect and store all your business process documentation and onboarding materials in one place.
  • Best for: Managers and entrepreneurs who want to effectively scale their teams and adapt to new ways of working remotely.
  • Graduate from Google Docs, Drive, Word, Dropbox, Trello, Notes or whenever your existing documentation is spread
  • Use simple quizzes and complex tests to certify knowledge for team members.

Waybook is a powerful tool to turn your documents, processes, and know-how into effective and organized onboarding, training, and reference materials.

With Waybook, you no longer have to hound that one person for info. (“So I know you’re on a beach in Bali, but where do we upload PDFs?”)

Waybook helps you build a playbook for your business, with all your training materials and documents in one place.

Now it’s easy to capture, store, and share knowledge and business information with your team, so you can scale faster.

Keep all your crucial business knowledge organized and accessible in the Waybook dashboard.

Every successful business needs a great playbook and Waybook was designed by process experts to help keep you organized.

The easy-to-use interface that lets you create documentation directly in the tool using two structures: Subjects and Documents.

Subjects mirror your departments or business functions, while the Documents structure reflects your business activities.

Each Document is made up of a series of steps, digestible snippets of information, and media in whatever form you need to best share your core information.

Organized by process experts, Waybook makes it easy for your team to find the processes, knowledge, and training they need!

Scaling your business means upping your headcount, and it’s essential that everyone is on the same page. (“Turn to page 394.”)

With Waybook, you can standardize best practices across your org, helping you delegate and outsource work more effectively.

Customize access and permissions to your playbooks to streamline collaboration, so the right people can view the right information for their role.

You’ll be able to give team members access to the documents they need to do their jobs and limit edit access to protect your processes and important documents.

Take your company organization to the next level with a shareable knowledge base.

New hire training can be rough. (Think the merger episode of The Office).

Simplify training and onboarding by housing all your new hire materials in Waybook.

You can use completion tracking to see whether everyone is up-to-date on best practices and guides.

As you update processes or knowledge docs, Waybook can automatically notify relevant team members and request that they re-review or re-complete the documents.

You can certify excellence with knowledge tests and quizzes for critical processes and training.

You’ve shared some great knowledge with your team—but how do you know they’ve really learned it? (“Huh? I was checking my dogecoin.”)

Waybook lets you quantify your team’s knowledge with multiple choice quizzes and tests to make sure your employees have read and understood the content.

You can create simple quizzes and complex tests with a minimum percentage employees have to score to certify excellence and ensure compliance.

Track your team’s performance with streamlined, holistic reporting.

All the valuable business knowledge stored in your brain isn’t helpful to your team unless they can read minds.

Don’t get lost trying to navigate business plans and new hire orientation off the top of your head.

Rally your business processes and your team with your very own business playbook.

Get access to Waybook today!

 Learn how to use Waybook like a pro by catching our training webinar replay here: Webinar Replay!

Plans and Features

  • Unlimited subjects, documents, & steps
  • Full image & video embed functionality
  • Powerful content editor
  • Content tests & assessment
  • Customizable branding
  • Content library
  • Automatic reader notifications
  • Reader status tracking
  • Advanced search functionality
  • Bookmarked documents
  • Multilayer team & access permissions
  • Your own custom domain (via CNAME)
  • 3000+ Integrations


Verified Purchaser
Very easy to use
I tried about 10 times to start documenting our standards by using screen recordings, and organizing them in our Google Drive. But every time it got messy real quick and no one in the team uses them. I started using Waybook and in 10 minutes the structure looks so much more clear. With the Chrome plugin for screen recordings it gets even better. The notification structure it is easy to let people now about new content. I think this time our business standards and procedures will definitely get out of our heads and in Waybook.
Verified Purchaser
Really enjoy Waybook. Really good for business.
Just started using Waybook the past few days, watched the webinar, as well. I like, first of all, how responsive Mike and James are to any challenges so a 6 out of 5 stars for customer service and response times. Most importantly, I really see a lot of potential with Waybook. If you have to show documents in a logical manner when you are in the middle a deal flow, it seems to me, this can be quite handy to organize all your info and then present it in a clean-looking way to elicit educated decisions from VIPs and collaborators on projects you are working on. Love that I can put together a Business Playbook with Waybook. I can put together my documents pertaining to my projects in a logical manner to present what I need to present and to whom I wish to collaborate with and who I wish to present it to. So many use cases! Not just SOP's or FAQ's but for marketing, customer service, HR, training, sales, projects, processes and closing deals too. Like the roadmap too. Waybook rocks!
Verified Purchaser
Awesome app and support
Really excited about using Waybook. I found so much value already transfering my SOPs over. It makes onboardin so much easier for my team. In addition, it's really easy to organize by topic, and documents. Running my business is a lot smoother and more enjoyable now. Oh did I mention the support is also amazing? This is a no brainer purchase for me!

Verified Purchaser
Simple, Affordable, and Useful
Waybook is a great tool for documenting all agency processes. It was easy to get started quickly and my team was able to help compile most of our processes and resources from Google docs, sheets, etc very quickly. Two new team members are starting next week and I'm very excited to utilize Waybook in the onboarding process!
Verified Purchaser
Lorena R.
This is definitely a must have for business owners!! It was recommended to me by several fellow business owners is my field. I wish I had heard about it sooner. Waybook is simple and user friendly, while still allowing you to put together complex policies & procedures or training manuals into well organized formats. I'm loving the fact that you can incorporate videos into you documents and track your employees' progress in reviewing each policy. Did I mention it gives you the option to create quizzes and automatically grades them?!! I have never geeked out this much over creating policies & procedures or training manuals! If you're still using Google Docs, Microsoft word, or even PDFs to manage your policies (like I was) do yourself and favor an upgrade to the 21 century way of managing this aspect of your business. I promise it will make your life easier.
Verified Purchaser
It's a must have tools for Business!
Sometime it's kind a stressful to repeat the same process about explaining how the company works and SOPs. I've try documented but it's became a nightmare for the team because the long form.With waybook, it's really beautiful, easy to navigate and really slick! Also, the Excellent support, IMO! 🙌🏼 And yes, this is a life-saver!
Verified Purchaser
Love it already
Not sure how many Google Docs and Sheets I've created over the past 5 years to set up and track processes, but I'm already in love with this tool. Haven't even got round to using its fully capabilities yet, but wanted to say well done to the team!
Verified Purchaser
Multipurpose Tool
A great tool and certainly something we've been on the lookout for! It's intuitive and easy to navigate, My team are loving it.
Lloyd Energon
Verified Purchaser
Great product! So simple to use!
I have been searching for a product to keep all our training materials, contracts, templates and job spec in one place. I spend a lot of time attaching documents to emails and sending them round the team or remembering to send them to new starters so they can get up to speed quickly.
Verified Purchaser
Better than confluence
What a fabulous tool ! We use Atlassian confluence at present and this is far quicker and less bloated, super happy to grab a few of these for my various companies. It's super clean and easy to use, and there is a nice demo workspace for both small and large companies also support is super helpful.
Verified Purchaser
Highly Recommended!
As a business owner, I spend valuable time chasing down emails, procedures, guides, training manuals, etc., to share with employees and clients. My company spent a long time looking for a good solution that will allow me to ditch the old time-wasting methods of organizing, maintaining, and sharing documents and onboarding training programs.Welcome to the new time saver method of the Waybook app. It is now easy to maintain and share essential docs and train our internal employees and global external suppliers, buyers, and partners. Finally, the nightmare is all over!
Verified Purchaser
Far more useful than it looks like
Before signing-up, I kept thinking why would someone need this tool? We can use file explorer, google docs, MS teams and many other applications out there. But as preparing to scale up is one of the issues I am facing, I thought to give it a try.It is a fantastic tool. It will set-up for success and will help you build your organization. It may not seem so at first, but once you start to get a good hang, you will find this is a great tool.Support from Mike and his team has been awesome. They have even helped with resetting of templates and also to check out examples and other templates.Overall I am excited with the possibilities and I look forward to using this tool as a key enabler for my company's future growth.If you want to scale and organize your business, you can't miss it.
Verified Purchaser
Blown away
Quick chat support. Very helpful. I'm loving Waybook already.
Mike Rosales
Verified Purchaser
The Modern "Wiki" for your Team (or Clients)
If you are someone in the coaching, consulting, or even a sales agency with a lot of "information" that's just stored in separate word or doc files on your shared drive, then definitely you'd be pleased with Waybook!
Donald Chan
Verified Purchaser
Waybook... This is the Way
I run a digital agency. We've been searching for an SOP library solution for the longest time. Decided to give Waybook a try and it really is fantastic. Easy of use, right amount of features, attentive team. TLDR: Get your business systemised with the fantastic Waybook (this is the Way).
Verified Purchaser
Awesome Piece of a Puzzle!
If I could, I would pass the star limit. Such a great piece of software - works how you would like to, and looks really awesome while doing so.Beyond building our own operations, I’m also supporting several clients in building theirs as well. This far we’ve been mainly producing manuals, guides and checklists by hand but as with everything manual labour, one of the key issues is to keep them relevant and up to date.No more. Waybook will start handling these processes for me and my customers from now on. The app is easy to use, prepopulated stuff is relevant and makes the whole onboarding process of the app enjoyable.I also want to give a huge shoutout to Mike (the owner) being so responsive, helpful and just great with communications. Whether it’s about pricing, partnerships or branding thingies, he gives you quick & direct answers.
Verified Purchaser
Great product and AWESOME support!
The system is easy to use and offers a lot of great starter templates so that you don't have to create your processes from scratch!
I had some initial questions and the support is amazing as well! They are super friendly and willing to go an extra mile to give you what you need.
Verified Purchaser
Must have tool for any business
Great UI. Easy to navigate and get started. It might seem overwhelming with all the sections but it’s necessary for organization.
The onboarding was great and it provided a great example of the benefits of on-boarding a team member using waybook.After the session I am confident of how to setup my wabook.
If you are using google suite for onboarding forget about it. Waybook is a more efficient medium for onboarding team members. Also, if I may add the customer service is amazing. I have faith Waybook will be around for a long time. It better. I want to continue to benefit from the LTD.
Verified Purchaser
Massive impact on productivity and organisation
Waybook has really taken our small business to the next level. Everything just feels efficient, productive and centred. I don't lose progress or redo work and actually I'm less stressed and can work a lot more efficiently with colleagues with it. A really great and thoughtful product.


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