Modern Standard Operating Procedures

Waybook is the home for all your SOPs. Create dynamic SOPs, assign them to your teammates & track who’s seen important updates.
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Standard Operating Procedures
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An onboarding & training platform that actually helps you grow

Your Business Playbook

All your Standard Operating Procedures in one place.

An organized digital handbook for your business. Sort everything by subjects that match your teams and departments.

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Your Business Playbook
Assign
Assign

Delegate & assign SOPs to different teams and individuals.

Easily add new team members to groups that reflect your organisation.

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Track Progress

Track which team members have read your SOPs.

See which steps of a process have and haven't been acknowledged or read since the SOP was last updated.

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Track Progress
Notify
Notify

Send Notifications to your teams when SOPs are updated.

Decide whether updates to your SOPs require your team to be notified. We'll then remind them to read and confirm the changes.

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Test Knowledge

Add quizzes to your SOPs to test knowledge.

Easily create tests and assessments within your employee handbook. Confirm your team's knowledge as your organization grows.

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Test Knowledge
Josh Turner
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Waybook Quotation mark
With Waybook, I've now gained the confidence to empower team members to take full ownership of their projects, so I can focus on exploring growth possibilities.
Tracy Irwin
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Waybook Quotation mark
After processing my Business to run without me in the office and moving to Spain, I had been relying on a Dropbox version of our procedures which I was finding difficult to maintain and staff were finding it cumbersome to use. When I found Waybook I felt that someone had made a bespoke product just for me... it was perfect. We now have a system which not only is easy to use for all employees, but it has a fully automated Employee Induction which allows employees to feel part of the company from the offset and integrates the procedures into their induction over time. Not sure how I coped before Waybook!
Sofia Bitzas
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The legal field can be intimidating. Training new and existing employees with Waybook removed this feeling. Training and finding information became a seamless process.

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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