Build Your Playbook, Grow Your Agency

Trainual makes it easy to streamline every process, policy, and SOP for your growing agency, automate onboarding, and easily train your team.

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The #1 rated onboarding, training, and knowledge management platform for agencies

No more wasted time searching for how-to's

McKinsey report states that the average employee spends up to 1.8 hours per day just searching for the information needed to do their job. Make every need-to-know easily accessible in Trainual.

“The best training, onboarding, and knowledge transfer tool on the planet.”
Tynan Allan Director of Growth, liveweb.io

Make onboarding and training more fun

Embed videos right into Trainual or use in the in-app screen recorder to capture a process while you’re getting it done. Plus, the built-in stock image library and GIPHY integration makes content more fun!

“I LOVE how trainual makes it easy to break down each step of a larger process into manageable chunks.”
Julianna O. Creative Director, Media Company (11-50 employees)

Test knowledge and boost accountability

Ensure your people know how to do what they’re hired to do with simple tests built into automated sequences. You can even track logins and monitor user progress to offer help when they need it most.

“Trainual is the software that business managers don’t know they need (YET)!”
Ben E. Business Development Manager, DJ Warehouse Hire

Works with 1000's of software tools you already use

Connect Trainual to the ecosystem of apps you use every day to boost productivity across the board and automate time-consuming processes while onboarding and training.

“I was able to put together our company’s training program in just a few hours. It’s very easy to use.”
Cynthia S. President, eGrowth Partners

Use Trainual Templates to build your agency playbook faster than ever

We know how hard it can be to start the process of documenting knowledge. Start by picking from our library of Templates created by Trainual’s in-house Process Pros to get those quick wins and some early momentum.

“I recommend Trainual to any business owner who wants to work less and make more.”
Scott Fritz

Level up your training game

Start free. No credit card needed.

Questions on what plan is best for your team? Let's chat

Compare plan features

Unlimited documentation Document all your processes and procedures in one centralized, searchable place.
Document all your processes and procedures in one centralized, searchable place.
Templates Access 125+ customizable SOP and policy templates.
Access 125+ customizable SOP and policy templates.
700+ content embeds Add videos, graphics, or any other type of rich media to your playbook by dropping a link to it.
Add videos, graphics, or any other type of rich media to your playbook by dropping a link to it.
Org chart & directory Manage your company’s organizational structure and virtually introduce everyone.
Manage your company’s organizational structure and virtually introduce everyone.
iOS & Android apps Put your playbook in your pocket and access it from anywhere with the mobile apps.
Put your playbook in your pocket and access it from anywhere with the mobile apps.
Slack integration Create new content, access need-to-knows, and share how-tos in real-time from Slack.
Create new content, access need-to-knows, and share how-tos in real-time from Slack.
Loom screen recording Easily capture your screen, video, and audio – straight from the Trainual editor.
Easily capture your screen, video, and audio – straight from the Trainual editor.
Zapier integration Seamlessly connect Trainual with 1,000+ apps (including Google Suite, Asana, and more).
Seamlessly connect Trainual with 1,000+ apps (including Google Suite, Asana, and more).
Completion tracking See at a glance who’s up-to-date on their training and who’s falling behind.
See at a glance who’s up-to-date on their training and who’s falling behind.
Advanced content settings Take control of your team’s training by requiring completions, setting expirations, and more.
Take control of your team’s training by requiring completions, setting expirations, and more.
Unlimited tests Add multiple-choice and open-ended tests to boost comprehension and accountability.
Add multiple-choice and open-ended tests to boost comprehension and accountability.
Content owners Hold people accountable for building training content and keeping it updated.
Hold people accountable for building training content and keeping it updated.
Reporting See your team’s training stats at a glance and export them as .csv or .pdf.
See your team’s training stats at a glance and export them as .csv or .pdf.
Custom branding Make your training content more “you” by adding your logo, company colors, and text styles.
Make your training content more “you” by adding your logo, company colors, and text styles.
Time estimates Gauge how long training will take, so you can schedule it between your to-do’s.
Gauge how long training will take, so you can schedule it between your to-do’s.
Email & chat support Quickly get answers to your Trainual questions by emailing or chatting with real humans.
Quickly get answers to your Trainual questions by emailing or chatting with real humans.
Phone support Pick up the phone to talk through your onboarding and training challenges.
Pick up the phone to talk through your onboarding and training challenges.
Giphy & stock photos Level-up your training with thousands of gifs and royalty-free images at your fingertips.
Level-up your training with thousands of gifs and royalty-free images at your fingertips.
Single Sign-On (SSO) Option to log in using existing SSO credentials via Okta or Microsoft Azure integrations.
Option to log in using existing SSO credentials via Okta or Microsoft Azure integrations.
Due dates Seamlessly communicate what training content is the top priority and when you need it done.
Seamlessly communicate what training content is the top priority and when you need it done.
HRIS & ATS integrations Automatically add new employees to your Trainual account from your HRIS system.
Automatically add new employees to your Trainual account from your HRIS system.
Unlimited documentation Document all your processes and procedures in one centralized, searchable place.
Document all your processes and procedures in one centralized, searchable place.
Templates Access 125+ customizable SOP and policy templates.
Access 125+ customizable SOP and policy templates.
700+ content embeds Add videos, graphics, or any other type of rich media to your playbook by dropping a link to it.
Add videos, graphics, or any other type of rich media to your playbook by dropping a link to it.
Org chart & directory Manage your company’s organizational structure and virtually introduce everyone.
Manage your company’s organizational structure and virtually introduce everyone.
iOS & Android apps Put your playbook in your pocket and access it from anywhere with the mobile apps.
Put your playbook in your pocket and access it from anywhere with the mobile apps.
Slack integration Create new content, access need-to-knows, and share how-tos in real-time from Slack.
Create new content, access need-to-knows, and share how-tos in real-time from Slack.
Loom screen recording Easily capture your screen, video, and audio – straight from the Trainual editor.
Easily capture your screen, video, and audio – straight from the Trainual editor.
Zapier integration Seamlessly connect Trainual with 1,000+ apps (including Google Suite, Asana, and more).
Seamlessly connect Trainual with 1,000+ apps (including Google Suite, Asana, and more).
Completion tracking See at a glance who’d up-to-date on their training and who’d falling behind.
See at a glance who’d up-to-date on their training and who’d falling behind.
Advanced content settings Take control of your team’s training by requiring completions, setting expirations, and more.
Take control of your team’s training by requiring completions, setting expirations, and more.
Unlimited tests Add multiple-choice and open-ended tests to boost comprehension and accountability.
Add multiple-choice and open-ended tests to boost comprehension and accountability.
Content owners Hold people accountable for building training content and keeping it updated.
Hold people accountable for building training content and keeping it updated.
Reporting See your team’s training stats at a glance and export them as .csv or .pdf.
See your team’s training stats at a glance and export them as .csv or .pdf.
Custom branding Make your training content more “you” by adding your logo, company colors, and text styles.
Make your training content more “you” by adding your logo, company colors, and text styles.
Time estimates Gauge how long training will take, so you can schedule it between your to-do’s.
Gauge how long training will take, so you can schedule it between your to-do’s.
Email & chat support Quickly get answers to your Trainual questions by emailing or chatting with real humans.
Quickly get answers to your Trainual questions by emailing or chatting with real humans.
Phone support Pick up the phone to talk through your onboarding and training challenges.
Pick up the phone to talk through your onboarding and training challenges.
Giphy & stock photos Level-up your training with thousands of gifs and royalty-free images at your fingertips.
Level-up your training with thousands of gifs and royalty-free images at your fingertips.
Single Sign-On (SSO) Option to log in using existing SSO credentials via Okta or Microsoft Azure integrations.
Option to log in using existing SSO credentials via Okta or Microsoft Azure integrations.
Due dates Seamlessly communicate what training content is the top priority and when you need it done.
Seamlessly communicate what training content is the top priority and when you need it done.
HRIS & ATS integrations Automatically add new employees to your Trainual account from your HRIS system.
Automatically add new employees to your Trainual account from your HRIS system.
“I really like the organizational structure of Trainual. I love that I can leave it open on my desktop and add things QUICKLY (drag/drop/cut/paste/add links or images) and without getting too side-tracked.”
Leilah R. Financial Services, 11-50 employees
“Before we started Trainual, if I wasn't in the building and someone had a question, they were pretty much screwed. Now what I can do is just give my whole lecture series, record it, upload it, and then it's infinitely reproducible. I can train 10 people in 10 different places at once!”
Dr. Flora Waples Co-Founder, RESTOR Medical Spa
“Trainual uses software to help create training manuals online. Why is this important? It enhances productivity, makes companies more competitive, reduces cost…it’s all good!”
Kevin O’Leary ABC’s Shark Tank
We even have an app

Available on desktop, iOS, Android, and Chrome browser extension

Access training materials, company policies, and standard operating procedures in the palm of your hand.

Onboarding and training ROI calculator

Estimate the time and money your business could save by cutting onboarding and training time by 75%.

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