Dear COO,

Are you finding it difficult to scale your company’s processes effectively? Are middle managers overwhelmed with repetitive onboarding and training? Get your teams aligned faster with Whale, the ultimate platform for operational systemization.

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Challenge

Are Inefficient Processes Holding Back Your Company’s Growth?

Lack of Standardized Processes

Without clear, documented processes, operational inconsistencies and errors are inevitable.

Time-Consuming Onboarding and Training

Middle managers spend too much time answering repetitive questions and manually onboarding new team members.

Illustration of a person with red hair sitting inside an hourglass, suggesting a concept of being trapped or limited by time.

Scaling Challenges

Documenting and maintaining efficient workflows becomes harder as the company grows.

Solution

Align Your Teams with Whale

Standardize and Automate Your Process

Whale helps COOs streamline operations by documenting processes faster and ensuring consistency across teams.

A computer screen with a tutorial on submitting expense notes is surrounded by icons for camera, video, uploading, and a person, serving as an essential part of onboarding and employee training.

Automate Employee Onboarding and Training

Whale reduces the burden on middle managers by automating repetitive training and onboarding tasks.

A flowchart titled "Sales Training Flow" depicts three steps: trigger sales training flow, assign sales process training, and wait for 1 day. A highlighted trigger is set to add all users to the sales reps group, enhancing SOPs for streamlined employee training.

Gain Insights with Analytics

Monitor operational performance with Whale’s data-driven analytics, providing real-time insights into team engagement and process efficiency.

A dashboard displays quiz analytics showing 1 total enrollment, 100% open rate, 0% overdue, 0% completed, and an average score of 0%. The table lists 7 users with their quiz performance data, perfect for tracking onboarding progress through detailed process documentation.

The leading standard operating procedure software for COOs

The people have spoken

And they love Whale! With an average score of 4.7 out of 5, Whale consistently scores high for ease of use, support and overall functionalities.

GOLDENBERG-ROBYN-Posternock Apell

As we’ve grown, onboarding and training became much more important because of efficiency. The result now is that everyone looks on Whale first!

Robyn Goldenberg, COO & Co-Director

Trust and Estates Department

A man with short dark hair and a neutral expression poses against a plain blue background. He is wearing a brown collared shirt, ready for the onboarding process.

As COO of my company, it can be overwhelming to manage corporate SOPs, onboarding, and user training, along with having a single source of truth for document management. Whale has given me the ability to share this burden throughout the company with assigned experts to manage each of these areas going forward.

Joseph T., COO

United Financial Freedom

Liz Sanley Avior Wealth

Often when people get trained they take paper notes which get lost and it’s difficult to access the information at a later stage. Whale made this easy!

Liz Stanley, Operations Manager

Avior Wealth

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.