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.
SponsorCloud’s fast growth presented several operational hurdles:
Teams stored processes in various tools like Google Docs, Jira, and Notion, leading to confusion and duplicated efforts. Employees often struggled to find the right information, wasting valuable time searching across platforms.
Onboarding was a disjointed process, taking weeks to complete. With different teams using outdated materials, new hires experienced inefficiencies in training, especially across international locations.
Without a standardized process for managing deals and approvals, SponsorCloud’s sales team occasionally lost deals due to administrative errors and slow contract approvals.
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We were losing deals because our sales team couldn’t easily access or track agreements. There was no approval process in place, leading to discrepancies and revenue loss. It was messy, and we had no clear way of ensuring everything was in place before moving forward.
SponsorCloud turned to Waybook to centralize their knowledge, streamline onboarding, and create a more efficient process for managing deals.
Waybook consolidated all company processes, SOPs, and training materials into one accessible platform, ensuring employees, whether in the U.S. or India, had up-to-date information at their fingertips.
Waybook’s customized onboarding paths allowed SponsorCloud to tailor training for different roles, ensuring new hires received the necessary training without being overwhelmed by irrelevant content.
To reinforce understanding and ensure alignment with company policies, SponsorCloud used Waybook’s quizzing feature. This added accountability and confidence that everyone was on the same page.
Being able to have our teams on the same page with all our core deliverables and processes in Waybook has been massive. It eliminates confusion and allows everyone to self-serve the information they need, speeding up processes and avoiding roadblocks.
SponsorCloud implemented Waybook to create a centralized, accessible source for all company documentation, significantly reducing frustration for operations teams. By consolidating processes and materials into Waybook, they simplified the process for employees to find answers and follow procedures, streamlining internal communication.
Before Waybook, we were searching through Slack to find things, but now I can just say, ‘Did you check Waybook?’ It’s all documented there, making it so much easier to keep track of everything.
After implementing Waybook, SponsorCloud saw significant improvements in efficiency and revenue:
Onboarding, which once took weeks and involved manual training sessions across multiple tools, was reduced by 90%. New employees now ramped up in just days instead of weeks.
By standardizing their deal approval process, the sales team improved efficiency and reduced errors, resulting in a 75% increase in deal closures.
With Waybook, every department—sales, engineering, and more—had access to the same, accurate information. This eliminated duplicated efforts, saved time, and enhanced cross-team communication.
Waybook’s assessments enabled SponsorCloud to track employee comprehension of key processes, ensuring alignment with company goals and fostering greater accountability.
Before Waybook, we were managing multiple Google Docs and struggling to keep track of the most up-to-date processes. Now, onboarding is 90% faster. Everything is streamlined and integrated, from the hiring process to training and document signing. It's made our process much more efficient and ensured that new hires get the right resources without any guesswork.
With Waybook, Landon has found relief in knowing that the processes he’s worked hard to create are consistently followed and appreciated. It’s empowering for him to see how his contributions positively impact the company. Tracking progress in Waybook has given him a clear sense of accomplishment, reinforcing the value of his efforts and the tangible difference they make to the organization.
With Waybook, knowing that the hard work I put into creating processes is followed and valued takes such a weight off my shoulders. It's rewarding to see the impact my work has on the company, and when I see our progress in Waybook, I know that our efforts are truly making a difference.
Looking ahead, Landon and SponsorCloud are confident that Waybook will continue to be a key driver of their operational success. As the company scales, Waybook's ability to centralize processes and keep the team aligned will be essential in maintaining efficiency and reducing operational headaches.
If you're looking for an SOP software that brings your whole team together and makes life easier as an operator, don’t even question it—just go with Waybook. It's the right choice. Trust me, I’ve been through the trials, and Waybook is the one that works. You'll save time, avoid headaches, and be a happier person. Period.
Waybook transformed SponsorCloud’s operations by significantly reducing onboarding time, improving sales efficiency, and ensuring company-wide alignment. With a more streamlined and consistent approach to internal processes, SponsorCloud is now a more agile organization, focused on growth and innovation.
