Blogs

At Waybook, we believe that sharing knowledge should be simple and secure. That's why we're thrilled to announce our newest feature: Document Permissions! With Document Permissions, you'll have more control over how your team accesses and shares sensitive information in your Waybook.

Thanks to your valuable feedback and suggestions, we've expanded our list of embed options to make it even easier for you to embed content from your favorite platforms directly into your Waybook steps. With our Limitless Embedding BETA, you can now embed from anywhere on the internet using HTML! We're opening early access to allow teams to test and give feedback on our new embedding options. So, if you're interested in helping us test this feature and want to share your feedback, get in touch with our support team today!

Say goodbye to time-consuming policy creation! At Waybook, we're thrilled to introduce our AI Content Writer feature that fills in the gaps in your organization's playbook and creates company SOPs with just a few prompts. With our cutting-edge AI technology, you can streamline the policy creation process and free up more time to focus on what really matters - growing your business!

Introducing Flows - the latest addition to Waybook that will revolutionize the way you onboard and train your team members. With Flows, you can create custom pathways for your team to follow, making sure they are equipped with the knowledge and skills they need to excel in their roles.

If you want to create an attractive video for your brand to target the right audience, the first step is to write a video brief. The video brief helps the developers make a product that will definitely surpass customers' expectations. Additionally, with a good video brief, you give designers an idea of what you want in your product and mark yourself safe from a lot of trouble that may come your way. 

If you have decided to work with a virtual assistant, one of the biggest problems you will face is handing your tasks over to it. The most worrying aspect is that the virtual assistant might need help to accomplish your tasks the way you do. So, how to brief a virtual assistant in such a way that they perform important tasks perfectly?

Scaling a business is a complex process involving multiple factors, and all of them should work perfectly for you. However, it is crucial to understand some hurdles that might be holding your business back, one of which could be more efficient financial operating procedures. As an effective leader, you should streamline in a way that makes business operations smoother. Resultantly, it helps your business grow. In this article, we'll discuss how some financial operating procedures might be blocking the growth of your business and how you can avoid that.

Employee handbooks clearly communicate the company's culture and policies to the staff. As a business leader, you need to organize important entitlements to make your handbook easily understandable. How can you do that? You need to avoid common employee handbook mistakes to make it more accessible for everyone. 

Every small or large business organization improvises some rules and policies to keep everything running smoothly. For this purpose, they may need a resource to enforce their workplace culture, vision, and mission among their employees. An employee handbook is a significant communication tool between employers and employees. It clearly reflects your company's culture to the existing or new employees.

Creating a podcast is about more than just speaking and inviting different guests. You need to produce regular content that your audience values. To deliver high-quality content that reaches the maximum number of people, you should know how to scale podcasts. Podcasts are popular, as the statistics suggest— 79 percent of Americans are aware of podcasts—but you need to provide quality to capture the audience. 

Almost all organizations have some documentation everyone needs to follow, referred to as SOP, policy, procedure, and process. However, all these terms aren't the same, and understanding their differences is important to ensure all organizational operations go smoothly. Moreover, once you get to know the purpose of each document, the business environment becomes more regulated. So, if you are perplexed about SOP vs policy vs procedure vs process, we’ve got you covered. Let's discuss each of them in detail!

The rapid growth of remote working is undeniable. Especially during COVID-19, when all workers were sent to their homes, remote working touched its peak. According to the New York Times, before the pandemic, only 4 percent of US employees worked from home. However, it's estimated that by 2023, around 25% of professional jobs will be remote. 

Do you want to give a professional look to your presentation? Inserting a video into Google slides adds extra spark to your presentation. It doesn't matter how informative your slides are; keeping your audience engaged for a long time is always challenging. Google slides video makes your presentation more interesting and persuades others to focus more on your message. Research shows that about 60% of businesses use videos to engage users.

Employee retention is a critical issue in the modern workplace. Happy and engaged personnel is much more likely to stay with the company for long periods. As a result, the business enjoys greater profits and a better work environment for everyone. But it can be challenging to keep your employees satisfied. It requires understanding what motivates each person and what doesn’t.

The summer's end signals an important and familiar change. For numerous remote contact centers, it's time to move into a busy time of the year, where the stakes are particularly important for the customer experience. The majority of people, such as customer service representatives, are looking forward to an overhaul, so now is the ideal moment for the contact center's leaders to review their remote-based work plans.

Introducing the cutting-edge AI feature of Waybook, the AI writer of Standard Operating Procedures (SOPs) for businesses of all kinds! This innovative tool has been proven to have a significant impact on business efficiency and streamlined operations. In fact, research has shown that companies with well-defined SOPs can reduce errors by up to 50% and improve productivity by 25%.

Are you looking for alternatives to google drive? Google Drive is undoubtedly the most popular platform that provides free file storage and synchronization options. But it has some limitations that cannot be overlooked. Many users have some complications in understanding the functionality and features of the drive. Also, others have concerns regarding privacy, capability, and pricing. 

Waybook's Smooth Scaling episode 3 is about preventing knowledge loss when employees move on, or it’s time to downsize your company.

In today's world, where remote work is becoming increasingly popular, small businesses require formal policies to help them manage their employees. Over the past 12 years, remote working has increased by 159%, indicating that businesses are moving away from an "office-first" culture. Thus, it makes sense for companies to consider how to create a remote work policy regarding their business operations.

Welcoming a new team member into your social media marketing team is exciting for both you and your new employee. It’s kind of like the first day of school – you just can’t wait to get to know each other a bit better.This motivation on the employee’s behalf is crucial. The good news is that all employees feel motivated on their first day. The bad news is that could change right away, even if they just joined the team.

In an era where remote work and satellite offices are becoming more common, marketers are realizing that global teams can be beneficial to the culture of a company and its ability to recruit talented individuals from diverse backgrounds.Having diversity at work breeds new and innovative ideas. It allows us to look at campaigns from different perspectives, and benefits companies . Gartner predicts that 75% of businesses with diverse decision-makers will outperform their targets by 2022

Building a successful product while scaling a team with competence and diversity doesn't have to be a big headache. In this Smooth Scaling Webinar, Mike Bandar (CEO @ Waybook) welcomes Paul Archer (Founder and CEO at Duel) to explore practical tips on:Build a product strategy compatible with the company's strategy;How to conduct a selection process to attract diverse and appropriate peopleHow to evaluate and develop your Product Team.Watch the full episode or read the transcript below:

It can seem daunting when attempting to develop a structured financial playbook for your business, especially if you've never done it before. An optimal financial plan can evaluate your assets, savings, and debts and establish goals to propel you forward.Entrepreneurs working to keep their small businesses going through and beyond these challenging times have access to plenty of sources of information and strategies. Here in this article, we have sorted out the ins and outs of how to create a financial playbook for SMEs that can help them achieve their financial goals. 

Your customers are your biggest asset! Aren’t they? You worked hard to get them, after all. But it’s getting harder to keep them happy, isn’t it? In every industry, customers demand more time, ask more questions, and leave for the competition. Why?The customer-business relationship has changed dramatically in the last five years. Customer options today are broader than ever, there is more information, and if they are not happy, they can easily switch vendors. With all the power, they're demanding an entirely new level of service. It's their terms, not yours, and they'll leave if you don't meet them. Most companies fail to impress their customers because their customer service playbook ignores this shift.Increasing customer retention rates by 5% can increase profits by up to 95%, and...

Waybook CEO Mike Bandar presents a webinar with renowned Sarah Touzani, Fintech Operator, Advisor & Angel Investor. In it, they will address topics about how to preserve a company’s culture, how to keep the team engaged and how to do it all while scaling your bussiness.

A successful marketing campaign relies on consistency. Top brands show this clearly: Apple's sleekness, Coca-Cola's playful nature, and Disney's magic.Startups must maintain consistency as well. Stacked Marketer built six-figure revenue from a free newsletter while remaining actionable, convenient, and entertaining. According to LucidPress research, consistency builds trust and cements brand status, factors that contribute 10–20% to your overall growth. Meanwhile, inconsistency confuses consumers, making it harder to generate leads.Brand consistency can be achieved across channels and campaigns with a well-crafted marketing playbook.The goal of this write-up is to guide you on how to create marketing playbooks that will align your teams and boost sales. While crafting playbooks, make sure to check out the common playbook mistakes to stay out of trouble. 

If you work in sales or marketing, there is a good chance that you have heard of account-based marketing (ABM). As a result of its ability to produce high levels of ROI, it has gained popularity in the marketing industry. As a matter of fact, according to Marketing Profs, "companies with ABM (marketing and sales orchestration) generate 208% more revenue on average from their marketing activities." Account-based marketing involves focusing on a few accounts and targeting them with highly personalized communication.

A company is just as strong as its employees. Regardless of how excellent the product or service you provide, you can't outperform your competitors without reliable, efficient employees. Your employees are your assets, and they must be excellent to protect your company and give you a competitive edge.This article will cover the pillars of employee development culture and its importance for your company. 

According to Highspot's State of Sales Enablement Report 2021, 70% of respondents reported that their companies' sales processes were becoming more challenging. 55% of survey respondents further added that sales process complexity adversely affected their sales performance. 

Do you have a well-crafted business plan for your operational processes? An organized, focused, and productive plan that explains how to accomplish tasks that can help your employees stay efficient and accountable. What is your approach to serving clients or communicating your organization's message to them? How does your organization handle onboarding and offboarding employees?

Are you struggling with getting your employees to use your SOPs? The use of instructional design when creating standard operating procedures helps get users' attention and engage with this kind of content.‍You may not even realize it, but if the information is made available without any kind of learning structure, you’ll hardly get anyone engaged with it. That’s when instructional design comes in. It’s a technique to optimize learning and facilitate the absorption of knowledge.‍

Managing growing teams can be overwhelming, especially when there are too many people and excessive work to handle. The training aspect of your business, therefore, requires you to hire a training or development manager. In the corporate world, a training manager directs training and development strategies for the company. Training managers are responsible for vetting trainers, assessing necessary skills, and implementing learning 4programs. 

Your time is valuable in today's fast-paced world, as is your relationship with customers, co-workers, and others. Using a chrome screen recorder can save you time, streamline your workflow, and facilitate training and development. By using any quality recorder, you can present important, complex information in a personal yet scalable manner.

During the pandemic in 2020, it was reported by 94% of employees that their productivity had thrived more than before. With the progress of innovative technologies, businesses have continued to progress in every sector. Tremendous improvements have been observed in the learning and development sector as well. Remote training and learning practices have become more robust, setting a new standard in several industries.

An employee training implementation plan is a critical part of every successful organization, specifically during the onboarding of new employees. If proper training is absent, the efforts may go wasted. In contrast, practical training strategies can put workers on a path to success.You can commit several mistakes as an employer while preparing training initiatives for employees, such as using outdated and boring training methods. Training implementation often fails to meet participants' expectations and organizational objectives when planned poorly.

Remote leadership has become a growing culture, particularly in companies operating worldwide. According to 2021 PwC research, 83% of employers preferred remote work over office work. The reason is apparent, as they find remote working atmosphere has proved highly beneficial for their organizations. With the advent of the global pandemic, the trend of leading remote teams gained an instant boost.

Technology has become the need of today's fast-paced business world. It has made remote training possible while offering pleasant learning experiences to employees in the workplace. Human efforts can be minimized with the right technology while taking employees' engagement to the next level.Technology is a way to give employees some free time in their busy schedules. This helps them become more focused on their jobs, become more creative, and think out of the box.There are several ways emerging technologies can help improve and streamline employee training of all types. Upskilling and development continue whether your employees work in a remote setting or in-house. Innovative technologies have enabled organizations to offer better training programs to their workforce. 

A powerful communication medium between the business owner and employees is significant for the success of the business adventure. An employee handbook is a resource guide that provides the company's information, policies, mission, vision, and procedures in document form. It gives employees an overview of their expectations from the company and their role in getting benefits from the startup.So, as an employer, you might be thinking about how to create employee handbook to ensure an optimal onboarding experience. As a beginner, it might be challenging to design your first company handbook. This article provides you with essential tips to create a precise small business handbook. Let's discuss this in detail.

See how Josh Turner, CEO & Founder of Stand4Socks, is growing a sock empire with ease and consistency with the help of Waybook.

“We just hired two new people this morning, and they already completed the pre-onboarding paperwork.” Sofia Bitzas is the Chief Operating Officer of a growing legal practice. As COO, Sofia had to reduce the time to value for new team members by centralizing knowledge and processes.

Today, there is a world of opportunities for everyone to learn and do business from anywhere just because of online training and remote learning. It is believed by 72% of companies that e-learning has put them at a competitive edge. According to a survey, by 2025, the market for online learning is estimated to reach $325 billion. 

Onboarding is a very crucial process in an organization. During this time, new hires form impressions that will shape their relationships with coworkers, hiring managers, and the organization.However, this process can be extremely time-consuming and tedious. ‍Learn how you can leverage the power of the internet to create an effective online onboarding process that will help your team get off to a great start.

It does not matter if we are doing training sessions in the same room or connected remotely with learners through a virtual setting; it is a constant challenge to grab the trainee's attention. This is because distractions are everywhere. Even before the pandemic, when there was no remote working model, it was reported by 70% of employees that they easily get distracted at work. A recent study revealed that only 20% of employee engagement is reported in the workplace. 

Several tools are available for business owners that help them run a business successfully. The three popular resources include good business peers, experienced business mentors, and educational material, especially books.Today, the world is full of unnecessary information, and people have little time for reading. Therefore, all business owners should know about the educational content that can benefit them.

With a private wiki, knowledge sharing with employees has become relatively easy for any business. This helps businesses to store documentation and share it with the workforce which facilitates effective learning and training of employees. Studies have shown that an employee spends around 9.3 hours/week looking for the information to help him do his job. A private wiki that is up-to-date and user-friendly avoids time wastage of your team and improves business proficiency. The main thing that worries most businesses is how to create a private wiki. 

In this competitive era, one of the crucial elements that ensure a company's success is efficient knowledge management. When you develop a comprehensive knowledge base, you create a single source of authentic and reliable information. 

In any organization, employee growth and development play a vital role in helping them to reach their maximum potential. The growth plan and training sessions enhance their morale and allow them to develop relevant skill sets to outperform others. It's not enough to just create a training process to boost total employee development. 

We're back with another monthly product update 🙌This month we've shipped some exciting changes and improvements to the product to help you build your Waybook efficiently and immediately engage your team.

In this era where technological advancements are taking place at pace, corporate learning and development are essential for business survival. Upskilling and training your workforce is the easiest and most cost-effective way to attain organizational success.Since businesses are turning to fully remote setups with time, it may become difficult to conduct corporate training smoothly. However, with technology, you can enhance your staff training experiences. 

According to Gartner, 70 percent of the workers feel that they are not capable enough or have the right skills to do their jobs effectively. If you do not want your workforce to be in this category, you must opt for a comprehensive training program. Investing in resources for employee training and development is the best decision to have a quality workforce. With a comprehensive training program, employees get accustomed to your business culture even with diverse backgrounds and work experiences. 

Have you ever wondered the consequences if a person running your company's accounting reports goes on sick leave? Your month-end accounting records would be a mess as no other employee knows how to prepare the error-free reports. Any business can face such situations. Teams of employees with particular expertise or knowledge often result in business losses when a single member goes missing. This is because the productivity of the entire team gets affected adversely. This usually happens in smaller teams. However, you can easily handle this issue with a cross-training plan template. Let's find out what cross-training is all about and how it can boost your business growth. 

By 2025, the number of remote working employees will almost double as compared to the pre-covid time. Despite being at home and working remotely, distance training helps sustain a culture of learning and growth. But it can be problematic for mentors, coaches, and colleagues to keep the trainees engaged due to the absence of physical interaction. Therefore, it is significant to use top remote training tools and benefit from their features to boost productivity and engagement during online learning. The article lists popular collaboration, communication, and learning tools for remote training, such as Trello, Slack, Zoom, and WayBook.

According to a recent study, around 40% of workers resign from jobs within 12 months because of poor training programs. With the advancement of technology, workplace strategies and employee training methods have improved. Today, companies need to implement these changes to enhance an employee's ability, values, skills, and knowledge. The effective development methods expose workers to consistent and relevant training programs that help companies achieve business goals.

The implementation of new technology can transform your workplace. Before you enjoy the perks of new software, it is essential to get over the problems with its integration into your company. Even the best technology fails if the workers are not ready to adopt it or do not know how to use it efficiently. That’s why employee engagement is the cornerstone in introducing something new!

Every business runs on procedures carried out by employees. Typically, the strategy to follow these processes is standardized with SOPs documented in the form of playbooks. However, these playbooks are mostly ineffective as the employees find them hard to understand.Hefty manuals, technical jargon, and too much information often confuse employees, creating mayhem in your workplace. Thankfully, various playbook apps and software are here to help streamline the creation and management of your business playbooks. This article explores the best playbook apps available in the market to help you make the right choice.

Let’s face it, the smooth functioning of your business mainly depends upon your employees. However, it’s you who make it all happen by providing them with a standardized set of instructions. The best way to do that is to use a Playbook app.Scroll down to know all about playbook apps and how they work to make your business operations more effective.

When it comes to startups, documentation is often not a priority. Many startups believe that they have no room for wasting time and effort on documentation. However, that’s not true. Without proper documentation, you would be stuck in a maze, clueless about how to reach the end. 

As an employer, you need to appoint and upskill quality employees for the continuous growth of your business firm. You should formulate a systematic approach for onboarding procedures that your juniors will love. Onboarding is more than hiring newcomers into your team. You have to aggregate interpersonal and management skills in your workforce for guaranteed aftermath.You should consider the significance of the onboarding process to have an exotic employment experience. You can follow some components of Onboarding to make your new hires competent. These are the 5 c's of onboarding that assist in fortifying your organizational socialization.

A strong onboarding strategy may increase your worker retention rate up to 82%. Every organization has a yen to stand out in today's competitive marketplace. It becomes possible if the company hires eminent employees that enhance its brand productivity. For this purpose, you need to optimize your onboarding process to acquire worthy workers. Recruitment of new staff members into your team may be challenging. But adequate planning mollifies this task.

Sky’s the limit for companies with a business playbook in place as it increases sales up to 33%. A business playbook is a secret treasure that holds the information about a company’s entire work process. From the hiring process to guidelines for closing the biggest deals, an effective business playbook has everything jotted down.

We have all heard the phrase “Playing by the Book.” But what does it mean? Every institution has rules and regulations. Be it sports, business, or even your home – rules are essential. The reason? To avoid chaos. This is specifically important for businesses. A clear strategy, well-defined rules, and standardized instructions are the ingredients for a successful company, and the business playbook helps document and demonstrate it all. Let’s dive deeper into what a business playbook is, why your company should have it, and how to create one.

The process of welcoming the new employee is called onboarding. Onboarding helps the new employee understand the dynamics of the work and office culture. Thus, an effective and practical onboarding process should be part of the standard protocol of the company.

Many startups believe that their business is too small to define SOPs. However, that’s not true. Startups thrive on efficient and consistent workflows. A small glitch or a little detail slipping through the cracks can make it all fall apart. The best way to avoid such disorganization and mistakes is to use a documented set of rules – Standard Operating Procedures (SOPs).

SOP software converts top-priority as well as normal everyday activities into a straightforward checklist. This software helps managers keep a track record of employees' work. Basically, the software contains a checklist of all the instructions an employee needs to follow to get the job done. The employee updates the system whenever he finishes a task. Thus, it’s a brilliant solution to ensure employees abide by standard procedures.

The significance of an employee training strategy is self-evident. Any competent risk manager understands that employee training is a direct approach to prevent mishaps. A risk manager may be the training and development manager, learning and development expert, training coordinator, chief learning officer, or another title in various firms.

Many startups and businesses lose momentum as soon as they increase their personnel, assuming that things would automatically fall into place and procedures will work themselves out. A system to track how your business functions is essential for efficiency, consistency, and transparency. Things will surely become more complicated as your company grows. There are more people, tasks, and steps to organize, all of which must be done in the most efficient manner.

Almost everyone understands the importance and advantages of effective training programs. Continuous skill training guarantees workforce preparedness for success. That's why it's critical to understand how to properly set up a training program for your personnel. However, creating an effective training plan is a difficult task.

As workplace interactions are becoming increasingly virtual (think about your countless meetings on Zoom), many HR managers are struggling to keep their employees engaged.This is an extremely significant issue, as employee engagement is a critical factor to success in the workplace.This is why we’ve put together a list of surprising employee engagement statistics, and ways in which you can combat these issues.

60% of employees avoid reading their company handbook. Knowing this, how should you adapt your approach to creating and sharing your company handbook?

Make sure you know these surprising onboarding statistics and are equipped to improve your onboarding.

Onboarding new remote employees? It's time to do it the right way with our essential Remote Employee Onboarding Guide

An amazing onboarding experience should be your aim for every new employee. To make that a reality, follow our ultimate 10 step process and enjoy smooth onboarding from now on.

Craft the perfect standard operating procedures using our extensive template guide

Check off every essential activity for when you hire a new employee