Case Studies

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.

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.

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.

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.