Process! Documenting Workshop: How to Get Your Processed Followed by All

How do you best get your processes followed by all in your organization? Document it, delegate it, and follow the Followed By All Checklist that will ensure you get consistent results, everytime. And that is what you'll do in this free workshop on August at 16th at 9 AM PST!

Process! Documenting Workshop: How to Get Your Processed Followed by All

How do you best get your processes followed by all in your organization? Document it, delegate it, and follow the Followed By All Checklist that will ensure you get consistent results, everytime. And that is what you'll do in this free workshop on August at 16th at 9 AM PST!

Process! Documenting Workshop: How to Get Your Processed Followed by All

How do you best get your processes followed by all in your organization? Document it, delegate it, and follow the Followed By All Checklist that will ensure you get consistent results, everytime. And that is what you'll do in this free workshop on August at 16th at 9 AM PST!

Get a demo
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You'll learn how to...

Train your team

Learn how to make sure all of your new hires know how to execute your core processes while making sure they do them correctly, every time.

Measure progress

How do you make sure you have a system in place that makes sure your team is effectively reviewing and understanding your processes? We'll show you a fool-proof way on how to implement one.

Roll out updates with ease

Let's face it: processes are always changing. And when they do, you need to make sure your team instantly knows when the process changes and what those changes are. With a few tools and tricks, we'll show you how.

Master the Process! Process

Getting your processes followed by all doesn’t have to be difficult. And to make it simple, Lisa González and Mike Paton created the Process! Process as a step-by-step guide to creating consistency in your business.

In our workshop, will show you how to apply the Followed By All (FBA) checklist to make sure your team is up to speed on the way you do things in your business, so you get consistent results every time.

And by the end of this session, you’ll have the exact system to scale your business and duplicate what you do well as you add more people to your team.

Process Documenter EOS
Monthly
Yearly
Small
1-25 employees
$299
/month billed monthly
$299
$249
/month billed yearly
Get a demo
Get a demo
  • Group onboarding included
Medium
26-50 employees
$349
/month billed monthly
$349
$279
/month billed yearly
Get a demo
Get a demo
  • 1:1 implementation included
Growth
51-100 employees
$499
/month billed monthly
$499
$419
/month billed yearly
Get a demo
Get a demo
  • 1:1 implementation included
Custom
101-10,000+ employees
Talk to sales
Talk with sales
Talk with sales
  • 1:1 implementation included

Customize your plan with optional add-ons

A la carte options:
Unlimited e-signatures
Collect legally-binding e-signatures from employees, ensuring that they understand and agree to any policy or process in your account.
$29/month
Custom domain
Get easy account access — plus level up the branding and professionalism of your training — with a custom account domain.
$14.99/month
The power-user package:
Trainual+
Get every premium feature, including—
Training paths
Unlimited e-signatures
Multi-language support
Custom domain
Delegation Planner™
Starting at
+$49/month
Get a demo
Learn more about Trainual+

Everything you need to organize and scale💡

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Unlimited documentation
Document all your processes, policies, and SOPs in a simple, searchable, step-by-step playbook.
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Built-in AI capabilities
Generate your processes and policies with the click of a button. Use AI-assisted search to surface answers to questions. Plus, automatically map out roles and responsibilities based on industry best practices.
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Testing, tracking, & reporting
Add unlimited multiple-choice and open-ended tests to your training content to boost comprehension and accountability. Plus, see your complete team's training stats in one snapshot view and even export them as a .csv or .pdf for future review.
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Mobile app & browser extension
Access your playbook on the go with our native mobile apps. Plus, search content and find important information directly from Chrome with the Trainual Chrome Extension.
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Custom branding
Make your training content more “you” by adding your logo, company colors, fonts and other brand styles.
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Built-in screen recording
Easily capture your screen, video, and audio in up to 25 free embedded recordings powered by Loom, from right inside the Trainual editor.
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Share content with anyone
Public Share allows you to share any subject you create with anyone (even if they don’t have a formal seat in your Trainual account).
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Single sign-on (SSO)
Enable single sign-on to connect Trainual with your Okta or Microsoft Azure SSO accounts.
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Premium integrations
Automatically add new employees to your Trainual account when they get onboarded to your HR systems. Integrations include Gusto, Zenefits, BambooHR, Justworks, and more.
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Automatic time estimates
Trainual will let you know how long each assigned training will take so your team knows when to get to those how-to's, while working around all their to-do's.
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Unlimited chat & email support
Access our best-in-class support team whenever you need us.
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Import documents
Quickly create Trainual content by uploading your existing Google or Word docs right into your account!
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Customizable templates
Access to over 100 customizable process and policy templates built for small businesses.
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Team directory
Build a beautiful directory with bios for everyone on the team.
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Org chart & role chart
Connect the dots between people, teams, and responsibilities with the interactive and visual org chart and role chart builders.
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Roles & responsibilities builder
Create the framework for every role in your business. Create lists of responsibilities for every role. Then connect responsibilities to your documented training.
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Embed hundreds of content types
Easily add GIFs, videos, graphics, or any other type of rich media to your playbook by dropping a link to it. Look for the lightning bolt inside the editor to access all the integrations for embedding.
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[Add-on]
Custom domains
Get easy access to Trainual with a custom domain. Perfect for businesses that want leveled-up professionalism and branding for their training and documentation.
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[Add-on]
Unlimited e-signatures
Collect legally-binding e-signatures from employees, ensuring that they understand and agree to all your policies and processes.
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[Add-on]
Delegation Planner™
A visual way to manage shifting responsibilities as your team grows and changes. Helping you determine where employees should (and shouldn’t) spend their time — and delegate responsibilities accordingly.
*Only available in Trainual+.
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[Add-on]
Multi-language support
Train your team in English, Spanish, French, German, or Portuguese.
*Only available in Trainual+.
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[Add-on]
Training paths
Maximize productivity and prevent information overload during onboarding. Just design personalized training schedules where you can control the flow, sequence, and pace of learning.
*Only available in Trainual+.

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

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

Passionate about playbooks

Frequently asked questions

Does Trainual host videos?
Does Trainual host videos?
Does Trainual support SSO?
Does Trainual support SSO?
How customized can I get with my Trainual subjects and reporting?
How customized can I get with my Trainual subjects and reporting?
Does Trainual use leaderboards or gamification?
Does Trainual use leaderboards or gamification?
Will Trainual work for my size organization?
Will Trainual work for my size organization?
Is Trainual SCORM or TinCan (xAPI) compliant?
Is Trainual SCORM or TinCan (xAPI) compliant?
Does Trainual offer custom integrations?
Does Trainual offer custom integrations?
Does Trainual have e-signatures?
Does Trainual have e-signatures?
Can companies monetize Trainual by selling access to custom built courses?
Can companies monetize Trainual by selling access to custom built courses?
Do you support multi-language files?
Do you support multi-language files?
Is Trainual a live training platform?
Is Trainual a live training platform?
Can my team upload documents to Trainual?
Can my team upload documents to Trainual?
Do I have to have an active Trainual account to enroll?
Do I have to have an active Trainual account to enroll?
Still got questions? We'd love to answer them.

Save your spot!

The workshop begins at 9AM PST on August 16th, 2023!
Don't miss it!

Try for free
Try for free
Get a demo
Get a demo
Get a demo