Waybook offers two implementation approaches to help you get started successfully - whether you prefer to move at your own pace or want hands-on, expert support to get your team fully activated in under 60 days.
Self-Led Implementation (Included)
Self-Led Implementation is perfect for teams who want to build their Waybook internally and move at their own pace.
What's included:
Access to the Getting Started Course and masterclasses
1:1 kickoff call with your account manager
Monthly check-in calls with your account manager
This approach gives you the resources and guidance you need while keeping full control over your timeline and implementation process.
Guided Implementation ($1,500)
Guided Implementation is a hands-on partnership with your account manager, designed to get your team fully activated in under 60 days. Nothing here is off the shelf - your plan is built around your industry, your team structure, and your goals.
What's included:
Everything in Self-Led Implementation, plus:
10 hours of data migration support - our team helps move your existing content into Waybook, working from a shared build plan so you always know what's moving and when. Need more? We'll review your content and provide a custom quote for a complete migration.
5 collaborative workshops with your account manager - live working sessions shaped around your business, where you build your Waybook together
Custom team training sessions (live or on-demand) - including a live training session created specifically for your organization, plus on-demand training recorded inside your own Waybook so your team learns using your real content
What the workshops cover
Each workshop is a live, collaborative session with your account manager - you work on your Waybook together, not from a generic script. Sessions are tailored to your goals, and typically include:
Structure configuration - we design and build your Waybook structure live on the call, based on your industry and how your team works
Permissions mapping - we map your departments and team members so the right people see the right content from day one
Build planning - we prioritize which processes to migrate or document first, so your team sees value quickly
Launch preparation - we help you plan your rollout, with launch email templates and introduction videos made for your team
Your 60-day roadmap
Your kickoff session happens within 7 days of purchase. From there, you and your account manager follow a proven three-phase framework - Foundation, Build, and Launch - reviewing your progress against milestones at every step.
We aim for 60 days so you reach your goals sooner, but the roadmap flexes to you - your account manager will shape the plan around the pace that works for your team.
Best for teams that want expert, hands-on support getting Waybook fully operational - whether you're migrating existing documentation or building from scratch, working with a complex organizational structure, or on a tight timeline.
Choosing the Right Option
Choose Self-Led if:
You prefer to build at your own pace
Your team has the capacity to manage the implementation internally
You have straightforward documentation needs
Choose Guided if:
You want your team fully activated quickly (under 60 days)
You have content to migrate from other systems or tools
You want hands-on workshops and training tailored to your organization
Your organizational structure is complex
Getting Started
Once you've selected your implementation approach, you'll be connected with your account manager, who will guide you through the process.
Self-Led teams receive access to the Getting Started Course and can begin building immediately while scheduling their kickoff call.
Guided Implementation teams receive their personalized Implementation Deck outlining the 60-day roadmap to full activation, with their kickoff session scheduled within the first 7 days.
Ready to get started? Contact your account manager or reach out to our team to discuss which implementation option is right for your organization.
Questions about implementation options or pricing? Our team is here to help you choose the right path for your organization!