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At Delegate, day after day we help clients solve problems.  From something as elaborate as transitioning to a new email provider or something as simple as figuring out how to check mail when you're never home, we are here to troubleshoot complexities and take action to help.  

We've begun compiling these scenarios into what we call our "Solution Studies." These are short, tactical solutions that our team has deployed to help our clients.  We are always adding to this database, but below are some of our faves that might be helpful to you!   Enjoy!

Use Trainual to Document Processes and Procedures

Posted by Emily Morgan on Jan 29, 2020 5:19:24 PM
Emily Morgan

The Problem

Our client, a busy chiropractor who owns a practice with several locations, had all of her organizations process documentation in different platforms. Some were in Google Drive, some posted on the wall in the breakroom, some in her head. Particularly for on-boarding new employees, it was essential that she get everything documented and in one place.

The Solution

Trainual is an online resource that turns every process, policy, and procedure in your business into a playbook that makes it easier than ever to onboard, train, and scale knowledge for growth. Pricing is based on the number of employees in users’ organizations and starts right around $100/month, billed annually. 


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The Result

Our client now has all processes, policies and procedures stored in Trainual, which has helped streamline the organization tremendously. Particularly useful for on-boarding new employees and contractors as they familiarize themselves with the organization. 


How We Helped

Our team deployed Trainual but capturing all processes from our client and walking through them step by step to ensure that they were accurate with the client and her business manager. We then added them to Trainual and assigned them to appropriate employees for review. On-boarding has never been simpler, and our client loves having everything streamlined and, most importantly, documented in one central location. 




Topics: strategic support team, Productivity, small business, remote support, For Entrepreneurs, Entrepreneurs, HR Documentation, Remote Team, remote support options, Team Onboarding, delegate tasks, small business owner, busy entrepreneur, Hiring Process, productive

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