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On-demand webinar

How to make your SOPs follow your team (not the other way around)

Your SOPs are done. Your team still asks how do I do this five times a day.
Recorded Mar 26
60 min
4.7 from attendee reviews

Your SOPs are done. Your team still asks “hey, how do I do this?” five times a day.

The knowledge exists. It just doesn’t live where your team works. People are in Chrome or Teams all day. Your SOPs? Gathering dust. There’s a better way 😉

In this session, you’ll see how Whale puts the right SOP in front of your team at the exact moment they need it.

What this looks like:

  • Sales reps type a customer question mid-call and get an SOP-backed answer before the conversation moves on
  • New hires get immediate guidance from Alice, Whale’s AI assistant, instead of tapping a colleague on the shoulder
  • Multi-location teams share product catalogs and playbooks across workspaces so every site runs the same way

This is for you if your SOPs are documented but the same questions still pop up every day, and you want knowledge to find your team instead of the other way around.

You’ll see how to set this up, surface SOPs inside the tools your team already uses, and get instant answers with sources.

Webinar cover: How to make your SOPs follow your team (not the other way around)
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https://www.youtube.com/watch?v=sgapSw67Eww

What's covered

1

SOP-backed answers mid-call

Sales reps type a customer question and get an SOP-backed answer before the conversation moves on.
2

Immediate guidance from Alice, Whale's AI assistant

New hires get answers on the spot instead of tapping a colleague on the shoulder.
3

Playbooks shared across every location

Multi-location teams share product catalogs and playbooks across workspaces so every site runs the same way.

Presenters

Stino Smet, Head of Customer Success at Whale
Stino Smet
Head of Customer Success
Whale
Stino is Head of Customer Success at Whale and has helped hundreds of teams capture their processes, roll out training and keep their SOPs alive after launch.

Frequently asked questions

Three things, covered live in the session:

  • SOP-backed answers mid-call
  • Immediate guidance from Alice, Whale's AI assistant
  • Playbooks shared across every location

A live demo inside Whale. The presenters build real SOPs and training flows on screen, using the same setup you would use with your own team. You can also explore the platform tour at your own pace, or see how other teams run Whale in our customer stories.

Yes. On past webinars, the Watch the recording button opens a short form. Fill it in and the recording plays right away. All past and upcoming sessions are on the webinars page.