Streamline Your Process Documentation with Waybook

Enhance efficiency and consistency with Waybook's powerful platform for managing and documenting your business processes.
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Process Documentation
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Why use Waybook for your process documentation?

Centralized Process Repository

Keep all your processes in one place

Store, manage, and easily retrieve all your business process documents in one centralized location, ensuring everyone has access to the latest information.

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Centralized Process Repository
Version Control
Version Control

Maintain document integrity

Track changes and maintain the integrity of your process documents with robust version control, ensuring you always have access to the latest and most accurate information.

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Role-Based Access Control

Secure and Organized Access

Ensure the right people have access to the right documents with customizable role-based access controls, enhancing security and organization.

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Role-Based Access Control
Detailed Audit Trails
Detailed Audit Trails

Ensure Compliance and Transparency

Maintain detailed audit trails of all changes to process documents, providing transparency and ensuring compliance with industry standards and regulations.

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Comprehensive Search Functionality

Find Information Quickly

Quickly locate specific process documents or information within your documentation using our powerful search functionality, saving time and improving efficiency.

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Comprehensive Search Functionality

Kick-start your Waybook with our template library

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

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