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.
Stino Smet · Head of Customer Success
- 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.
What's covered
- 01
SOP-backed answers mid-call
Sales reps type a customer question and get an SOP-backed answer before the conversation moves on.
- 02
Immediate guidance from Alice, Whale's AI assistant
New hires get answers on the spot instead of tapping a colleague on the shoulder.
- 03
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 · 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
Watch the recording01What will you learn in this webinar?
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
02What will you see?
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.
03Can I watch the recording afterwards?
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.