Help clients get process done

Increase the success rate of your clients with Whale. And scale your business at the same time! Whale is the all-in-one system for teams running on EOS® to help document processes, train teams, and build a foundation for growth.


Trusted by growing small and medium sized teams

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Start from process and SOP templates

We know you’re busy so grab one of our +75 templates and roll out new processes and SOPs in minutes.

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Assign & track engagement

Send, schedule, and track learning assignments to make sure every employee is up-to-speed and on the same page.

Rely on your experts to review and improve

Engage your subject matter experts to keep all your documentation relevant and up-to-date with the built-in ownership and review system.


Integrate with Traction Tools

Connect Whale with Traction Tools and 100+ other tools to create a seamless experience.

Why EOS® implementers 💙 Whale for process documentation

Master process

With 75+ templates, Whale makes it easy to get process done quickly and easily!


Whale makes it easier for implementers to scale their business and for clients to scale theirs too! A win-win for all.


Whale is ranked number 1 for customer support on G2 which means you’re backed by the best.

Supports EOS®

Whale was built with EOS® in mind. It’s the pragmatic tool that helps get process done!

Get inspired about EOS® & process documentation

Readiness to Scale Assessment

Readiness to Scale Assessment

Almost everyone wants to scale their business but where to start? Take our Readiness to Scale Assessment to find out! You’ll be presented with 10 statements that correlate to one of three specific scaling stages in business.

Help clients grip on process with Whale!

As an implementer, you know that companies often operate chaotically because processes are not transparent and receive insufficient attention. The consequences are lots of lost time, frustrated employees, and declining metrics. 

Whale offers your clients the missing piece in your EOS tool stack: an intelligent tool that helps create, share and measure their companies core processes and SOPs.

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Use Whale for more than just process documenation