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Employee onboarding SOPs for browser tools

New hires spend their first weeks asking how to enter a lead, update a booking, or run a weekly report. Record each workflow once. Hand them a guide instead of another Zoom.

Good fits

  • Agencies onboarding VAs to client portals
  • Office managers training staff on CRM and booking tools
  • Bookkeeping teams documenting recurring browser reports

Not for

  • Native desktop applications (out of scope for v1 — Chrome browser pages only)
  • Clinical, legal-privileged, or other regulated workflows that need certifications we do not claim
  • Replacing a full LMS

Workflow

Install → Start → demonstrate → Stop → edit → redact → export. Guides stay on your device in the current version. Recipients open the PDF or HTML without installing anything and without a paid seat.

Pro: $9/mo or $79/year. Trial: 7 days, card required.

Related

  • How to make a training guide
  • CRM training guides
  • Compare alternatives

Download for Chrome

Follow Along
Show it once. Give everyone the instructions.
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