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5 best employee onboarding software for agencies Whale blog
Employee Onboarding & Training

The 5 Best Employee Onboarding Software for Agencies

Creating a consistent onboarding process built to retain top talent is getting more difficult as your agency grows. We understand and know what you need! Here is a list of the best employee onboarding software you can use in your agency.

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Naming your SOPs on Whale blog
SOP & Process Documentation

Best Practice for Naming your SOPs

Imagine you’ve put in the time and effort to actually create and transfer your company information and processes into one centralized hub, like Whale. But then no one accesses them because the names are abstract or obtuse?
Naming your SOPs properly is key!

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10 Common mistakes in documenting process blog header image on Whale
EOS®

10 Common Process Errors to Avoid in Documentation

Process documentation is a critical element in any organization’s growth strategy. In this guide, we’ll walk you through common process errors and offer practical tips on how to avoid documentation errors to make documenting easier and more effective.

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How to gain Traction by Supercharging your meetings
EOS®

4 Ways to Optimize Your Meetings and Gain Traction

I wish we had another Zoom meeting, said no one ever!

We spoke to Isaiah Nolte, Integrator and President at BloomGrowth, on “How to scale your business by supercharging meetings – 4 tips to getting it right” on the first-ever episode of the Chaos to Clarity podcast.

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A man and woman are viewing a laptop, possibly discussing the difference between employee onboarding and training.
Employee Onboarding & Training

What’s the Difference between Employee Onboarding and Training?

What is the Difference Between Employee Onboarding and Training?

While these two elements are often intertwined, they serve completely different purposes in your employee’s journey, and getting them both right is the first step towards happy and productive staff, as well as a thriving business.

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The rock you need to document your processes
EOS®

The Rock You Need to Document Your Processes

If you’re unfamiliar with EOS®, you may wonder why we’re talking about rocks for processes? No, you haven’t stumbled onto a blog about geology. We’re talking business and how to achieve your objectives through the Entrepreneurial Operating System using rocks. Here’s the Rock you need to document your processes

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Difference Between Process, SOPs, and Work Instructions
SOP & Process Documentation

SOP vs Policy: Which One Does Your Business Need?

You’d be forgiven for being confused if you don’t know the difference between process, SOPs, and work instructions.

For starters, let’s start with the overall objective of all these documents. Essentially, they all aim to improve a business’s efficiency and quality of work. But they have different functions in order to help do that.

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5 C's of Employee Onboarding
Employee Onboarding & Training

What are the 5 C’s of Employee Onboarding?

Starting employee onboarding on the new hire’s first day? That’s mistake #1. According to Dr. Talya Bauer, employee onboarding begins from legal and policy-related aspects, which of course needs to happen long before the new employee begins.

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Woman feeling scattered and doesn't know how to organize her company
Business Growth

Feeling Scattered? 10 Tips to Organize Your Business

Running a business can often feel like juggling a dozen balls at once. Between managing tasks, overseeing employees, handling finances, and staying on top of industry trends, it’s easy to become overwhelmed and scattered.

We’ve got 10 tips to help you organize your business and feel more balanced

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Templates from this author

Employee Handbook Template: How to Get Your Team Aligned In 2025

Creating an effective employee handbook is a cornerstone for any thriving business. This guide is designed for entrepreneurs and growing businesses aiming to foster a positive workplace culture and ensure compliance with workplace laws.

Daily Standup Meeting Template: An Essential Tool in 2025

As entrepreneurs and leaders in dynamic environments, you know the importance of swift communication and quick decision-making. A well-structured daily standup meeting can be a game-changer, empowering your team to stay aligned, tackle obstacles efficiently, and maintain a high level of energy and focus.

The Ultimate Action Plan Template

An action plan is essential for any entrepreneur looking to streamline their strategy and accelerate business growth. Let’s explore what an action plan really involves and how you can craft one that unlocks your business’s full potential.

B2B Sales Process Template: Unlocking Growth for Scaling Businesses

By following the structured steps outlined in our B2B sales process template, you can streamline your sales efforts, improve customer interactions, and ultimately drive more growth.

Templates – Sales

Templates – Orientation

Your first step in getting everybody on the same page, and keeping them there.