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Building Your Waybook: A Step-by-Step Guide to Get Started
Building Your Waybook: A Step-by-Step Guide to Get Started

If you find yourself asking 'what now?' during your Waybook trial, this article is for you!

Elle avatar
Written by Elle
Updated over a week ago

Welcome to Waybook! We're excited to help you centralize your knowledge and streamline your business operations. In this article, we'll walk you through actionable steps to build your Waybook and make the most of your free trial. Let's get started!

Step 1: Outline the Structure of Your Waybook

The first step is to establish the structure of your Waybook. Think of it as creating a blueprint for organizing your knowledge. Start by identifying the key subjects or topics that are relevant to your business. Break them down into manageable sections and create documents within each subject. Within each document, use bullet points to outline specific information or procedures.

Step 2: Collaborate and Invite Team Members

Building your Waybook is a team effort. Collaborate with your team members to gather their expertise and insights. Invite them to join you on Waybook and contribute to the development of your knowledge base. By involving your team, you'll ensure a comprehensive and collective approach to building a central source of truth for your business.

Alternatively, Engage Our Process Experts

If you're looking for expert guidance and a streamlined process, our Waybook Process Experts are here to assist you. They can work closely with you to outline the structure, facilitate knowledge gathering, and create an action plan tailored to your business needs. Our experts bring valuable experience to the table and can help you build your Waybook efficiently.

Step 3: Create an Action Plan

To make progress in building your Waybook, it's important to have a clear action plan. Define specific tasks and assign responsibilities to team members. Establish timelines and milestones to keep everyone accountable. Consider involving our process experts to collaborate on developing a detailed action plan customized for your team.

By following these actionable steps, you'll be well on your way to building a comprehensive Waybook for your business. Remember, the key to success is outlining the structure, collaborating with your team or engaging our process experts, and creating an action plan.

If you have any questions or need further assistance, our team is always here to support you and you can schedule an onboarding call with us here.

Get ready to unlock the power of centralizing knowledge and optimizing your business operations with Waybook. Start building your Waybook today and experience the benefits of having a single source of truth for your business! ✨

Looking for more?

  • Find our best practice tips for getting started here in the help center.

  • Our customer success team also delivers product coaching and team training sessions that you can schedule here.

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