Josh wanted to be more efficient in the field, train new hires easily, and stop answering the same questions over and over so he could focus on growing the business. Without a system, knowledge stayed scattered and hard to use, the business stayed disorganized, and the owner remained the answer to every problem. Every recurring question was a signal that something needed documenting, but with no central place to put it, the documentation itself stayed siloed.
I always tell my clients, if nothing is documented or it's not all in one place, then you as the owner, as the manager, you're being asked all these questions and you have to repeat yourself all the time. Not only that but the business is consistently going to be disorganized.
Adi Klevit mapped the entire workflow and identified core processes across HR, sales, operations, and accounting. Information was extracted and organized into Whale so it could be shared with team members in the field whenever they needed it, then rolled out company-wide so everyone applied the processes daily. Josh now handles incoming questions with the documented processes, updating them as they come in, so every question refines the playbook further. The team asks fewer questions, new hires ramp faster, and Josh has a foundation that does not require him to be the answer to everything.
Whale is the playbook for everyone's positions in the company. It makes it easier to navigate the daily ins and outs.
The tools doing the heavy lifting inside their operations.
Learn more
Learn more
Learn more
Learn more
A policy and procedure now covers most of the company, eliminating most recurring mistakes.
Fewer recurring questions reach Josh, so his time goes to growing the business instead of answering the same thing twice.
With the documentation in place, the business has a base for decisions and onboarding that holds as it scales.
Small hiccups add up in a business after a while. Whale has completely changed the way we work. Now we have a policy and procedure for 80% of the business, which eliminates most of those errors. With the help of Adi, we didn't even have to worry about the time it takes to get it done. Adi took care of it all for us.
