Systemize how your business works

Processes, training and onboarding made easy. Free up your time and create a better business.

1
2
3
4
Onboard a new client

We can start onboarding a new client as soon as a contract has been signed.

Let's amaze every client by being fast, friendly, proactive and focused on their goals!

Kick off
1
Set-up client workspace
2
Schedule kick-off meeting
3
Share a personal note from our CEO
4
Have the kick-off meeting
Collect documents
Send an invoice

We need to check our data backups every 3 months to confirm they're working as expected.

This is a critical process to ensure we can restore business operations if a disaster occurs!

1
Test database backups
2
Test CMS backups
3
Test CRM backups
4
Test management backups
Get started in the Marketing team

This checklist will help you to get set up. Reach out to your buddy or manager if you need any help.

Take it at your own pace, and have fun! 😎

Meet the team
1
Meet with your manager
2
Review the team structure
3
Introduce yourself to the team
Learn how we work together
Sick leave policy

We all get sick from time to time. This policy is about making sure you can take time off to recover, when you need it.

Taking time off

If you’re sick and need to rest to recover, then of course we’re happy for you to take the time off.

We trust you to make the call. If you’re happy to work on certain activities and can still recover, then please do. But if working puts you in any pain, or is slowing down your recovery, then close your laptop and get to bed!

Notifying the team

Use this form to let us know that you're unwell.

The team will be notified with details of tasks that you need to hand over.

Long term sickness

Test our data backups

We need to check our data backups every 3 months to confirm they're working as expected.

This is a critical process to ensure we can restore business operations if a disaster occurs!

1
Test database backups
2
Test CMS backups
3
Test CRM backups
4
Test management backups
Rated 4.9* on Capterra, Software Advice and GetApp
Guided checklists

Have your team handle complex tasks
consistently and without your support

It's easy to delegate even the most complex tasks using guided checklists.
Free up your time, so you can focus 100% on growing your business.

Delegate effectively

We'll show you how to create, test and hand over a guided checklist in under an hour.

Integrate and automate

Integrate your checklists with Hubspot, GitHub, Slack and 5000+ other apps (via Zapier).

Continuously improve

Once documented, it's easy to manage, update and continuously improve your checklists.

Self-service onboarding

Get new employees productive in <5 days
and with just 2 hours of manager time

Don’t let new team members slow you down. Use self-service onboarding to cut ramp up
time by 80%, “wow” your new joiners, and save 100s of hours supporting each one.
Pre-onboarding
Company onboarding
Team onboarding
A role onboarding checklist for a team member to get started with payroll
Role onboarding
Effective operations

Organize, manage and scale up
effective operations for every team

AirManual gives teams the tools they need to systemize what works,
free up leadership time, and bring the best out of every employee.
Someone recording a podcast

Marketing

The podcast got consistent when we delegated 3 hours of weekly tasks.

Learn more

Our junior sales reps now outperform our founders

Sales

Our junior sales reps now outperform our founders by 12%.

Learn more

Amazing customer experience

Customer success

We make sure every customer has the same amazing experiencing.

Learn more

A dashboard for the Finance team to manage their recurring processes

Every team

In AirManual, you can give every team the tools they need to plan, prioritize and manage their own team manuals.

Included: Playbooks to provide the rocket-fuel for your SaaS

We’ve created templates and guidance worth $30,000+ to help you tackle the biggest challenges in
scaling a SaaS. Here’s just a taster of the value you can expect — it’s all available online, for FREE.

image 38-1

Sales and marketing playbook

image 38

Development team playbook

image 38-2

Recruitment playbook

Stop holding the business back

A lack of guidance doesn't just cause stress — it's hitting your bottom line.

Free up 100s of hours

Leaders too busy? Then start here.

Stop costly mistakes

Save £10,000s by avoiding mistakes and rework. 

Onboard 5x faster

A new team member should help you move faster, not slower. 

Stop relying on people

Don't lose months when someone gets sick or leaves the company.

Cut hiring costs in half

Get better results with cheaper resource and reduced churn.

Business value: +20%

Having clear processes typically adds between 20% and 100% to business value. 

Repeat what works

Systemize your best practices and get consistent results.

Continuously improve

Make small improvements every week and watch it compound.

Unlock growth

Put it all together and take your business to the next level.

Ready to scale an amazing business?

We can help you to start transforming your business in just a few hours.
Step 1

Talk to an expert

Join us on a demo and planning call to review your challenges and plan the best place to start.

We’ll prioritize the areas where you can expect a 10–100x return on your investment of both time and money.

This call is with an expert consultant, and there's zero cost or commitment.

Takes 45 minutes
Step 2

Hand over your first task

In just 1 hour, you’ll be able to document and hand over your first task.

This will be a task that’s currently draining your energy, taking your time, and holding the business back. You can expect to see a return on your time investment within weeks, and some business owners immediately join the 15 hour club having freed up an epic 15 hours per week.

Takes 1 hour
Step 3

Help every team to deliver amazing results, without you

We’ll show you how to take an agile approach, starting with one team and then rolling it out to others.

Each week, you’ll review your challenges and prioritize where to improve your processes. Over time, you’ll systemize an incredibly client experience, build a sales and marketing machine, and get to the point that every team is delivering amazing results, without your support.

Typically 90 minutes a week

Join hundreds of happy customers

We’re helping 100s of business owners to scale faster and enjoy the journey.
The rest of the team can now sell independently of me... Which in terms of financial goals for the company is incredible!
Georgia Kirke
CEO, Write Business Results
I have saved about a week already by delegating quite complicated processes to my virtual assistant seamlessly. My overall experience is very positive.
Christopher R.
Capterra review
It’s given me confidence that the team is now using a standardized approach, and it’s easy to make changes to the checklists when needed.
Bryony Ward
Enrolments Manager, Buttercups Training
Awesome! The system its self has vastly improved the organisation of all our processes. It's just so easy to navigate. Whatever you do in AirManual just feels easy, wether you're adding links/video's to an existing process that you've copied across or setting up a new process from scratch. The checkbox & guided checklists mean processes are simple to complete & ensure no step is missed.
Samantha M
Director
Capterra review
Should I hire? Before AirManual, I always felt that I didn't have the time. That feeling's gone.
Nathan Blair
Founder, The Somatic School
We used AirManual to automate our pre-onboarding and onboarding process. New hire feedback has been fantastic and the team have found it easy to use. What makes AirManual really special is the customer support and training they provide. We've been blown away by the attention to detail and help we've had to guide us through the process.
Verified customer
Capterra review
Simple is the name of our game and with AirManual, you get exactly that. A simple and quick way to get everything organized and documented to keep your team flowing day to day with ease.
Jeana D
Director of Administration
Capterra review
I have to say, I've been incredibly impressed so far. The interface is smooth, snappy and simple compared to [the previous tool I used]. The team is there to get you set up and hold your hand through getting set up and designing your checklists, and they suggest actually useful improvements along the way. Thank you AirManual for making my life easier!
Joey B
HR team
Capterra review
AirManual is helping us to revolutionise our business and growth plans. From the beginning the implementation has been much easier than expected and my team have adopted more than expected. I am very happy with the decision to invest time and money into AirManual and I urge any company that wants to improve their process management to adopt AirManual in their business
Darren J
Managing Director
Capterra review
I didn't imagine that it would have such a big impact. We’ve had comments from new starters saying that this is a brilliant place to work... that they love coming here!
Stuart Wade
Business Owner, Empire Manufacturing
It puts my mind at rest in a way. It gets things out of my head. So the business had been running from the contents in my head for the last 3 years, which was quite a lot to contain.
Christopher Robertson
Business Owner, Robertson IP
It’s well worth it — it’s saving us more time and money than what we pay for it. When we start using it in full capacity, it’s going to make a huge difference, it’s going to be priceless at that point.
Renee Moore
Business Owner, Canine Craze
The feedback from our new joiner has been how easy it’s been to go through the onboarding process, and I don’t think I’ve ever heard that before from someone coming into the business.
Cathy Farr
Business Director, Germains
I got to go on holiday! And the place did not burn down. Yeah. I love it... I love it! That’s the biggest win for me — that I got to go on holiday. The business has been on every holiday that I have been on since I started 7 years ago.
Jennifer S.
Business Support Manager
We love AirManual! The software is brilliant but their team are even better, so helpful and friendly and really take the time to get to know your business and work out how the software can assist and better our processes.
Jess W
Director
Capterra review
I find AirManual very user friendly, I enjoy that it can be completely bespoke to your company. Creating a process is super easy and can be easily updated and republished in a matter of a few clicks. It also gives great peace of mind having a live chat box should you need any support and our account manager is very quick at responding to us which we really appreciate.
Gemma H
Business Administrator
Capterra review
AirManual is everything I ever dreamed to have in a cloud-based documentation hub that is our central source for truth on SOPs and processes. It's feature-rich without being tedious
Danielle M
President
Capterra review

Don’t wait until you “have more time”

If you don’t fix this, that feeling of being too busy is going to last for YEARS.
We can help you solve this in hours. Scale faster and enjoy the journey.

Still got questions?

Don’t worry, that’s normal — you’re about to
learn a whole new skill for your business!

Will this work for a business of our size?

The AirManual approach and platform works wells in any organization in which tasks can be delegated from one person to another.

Essentially, this is any organization with more than 2 or 3 people in it.

We work with a mix of:

  • Small startups with 2–25 employees
  • Scaling startups with 26–250 employees
  • Larger enterprises (inc. FTSE 500/Fortune 500 companies)

The sooner you start, the better — you'll learn how to avoid a ton of stress and start scaling faster today. Experienced second and third time founders will get on top of this as soon as they start scaling.

How much time will this take me?

Most founders overestimate how long this will take, and underestimate the impact it will have.

To get started:

  • It takes 30 seconds to schedule your demo and planning call
  • It takes 45 minutes to have the demo and create your plan
  • It takes 1 hour to hand over your first task (which should free up multiple hours every week!)

Ongoing, we recommend an agile approach.

Each week, you’ll review your challenges and prioritize where to improve your processes. Over time, you’ll create a sales and marketing machine, multiply your development velocity, and get to the point that every team is delivering amazing results, without your support.

The typical investment is around 90 minutes each week.

We're working on other projects — is now really the right time?

The old way of systemizing was a "waterfall" approach where you'd list out all your processes and start documenting.

This isn't a great idea for most businesses — it will hold you back from other projects that could have a bigger impact.

A much better approach is to take an "agile" approach to systemizing. We can help you look at your current projects and help you identify where better guidance and processes will help you move faster.

A common way to do this is to identify the tasks that are eating up the time of people working on the project. AirManual will help you to get these delegated, freeing up a ton of time for your best people.

How much will this cost?

You can review our pricing here.

You'll see we offer:

  • Incredibly affordable monthly/annual packages (given the impact)
  • Personalized workshops to help your team start documenting and implementing processes effectively.

If you have any questions, you can reach out to us via the chat (in the bottom right of your screen) or sales@airmanual.co.

What return on investment (ROI) can I expect?

If you do this right, you'll see a huge return on investment on both the time and money you invest.

AirManual gives you a way of taking any best practice you read about, and systemizing it in your organization.

Being agile, you can make hundreds of improvements each year, and these improvements all compound upon each other.

The impact might include:

  • Free up 15+ hours of founder time (each week!): $10,000s–$100,000s
  • Help teams avoid costly mistakes and rework: $10,000–$100,000s
  • Save 100s of hours in training and onboarding, cut hiring costs and reduce employee churn: $10,000–$100,000s
  • Stop the business stalling when specific people aren't available: $10,000s–$100,000s
  • Add 20% to the value of your business when you sell: $1,000,000s

In the short-term, we'll be looking for at least a 10x ROI.

My business is changing fast — should I wait until it's in a more steady state?

When your business is rapidly growing and frequently changing, it can be tempting to say “we’re not ready for this yet”.

But, here’s the thing: there will be some tasks that your team are doing repeatedly. Perhaps it’s sales calls, or developing new features, or sending quotes.

You want to get these tasks systemized, so that:

  • Other members of the team can take these tasks off your plate
  • You can see how the tasks are currently done, and make improvements
  • You can permanently fix mistakes when they happen (by updating the process)
  • The business isn’t reliant on specific team members
  • You can free up your own time for other projects

That said — if you don't yet have anyone else to delegate to (i.e. you're just a couple of founders), then you might want to wait.

Whereas if you already have a small team, then the sooner you start systemizing what works, the easier scaling will be.

Should I wait until I've hired the people I need first?

It's a good idea to start systemizing BEFORE you hire. 

This will help you get clear on:

  • What their responsibilities will be
  • What skills they need to bring vs. what will learn through your processes and onboarding
  • How you will onboard them

The impact of doing this can be huge:

  • You'll do a better job of advertising the role and recruiting
  • You may be able to hire candidates with less experience than you imagined (increasing the pool, the likelihood of a strong culture-fit, and saving you 20–50% in costs)
  • You'll be ready to onboard and get them productive in just 1 week

What happens if my team don't follow the processes?

You need to hold your team accountable for following processes, and suggesting improvements when needed.

This is essential for scaling — if you can't agree on how to do things, you'll be operating at a fraction of your potential. You'll always be relying on specific people to get results, and dealing with same mistakes.

Fortunately, AirManual makes this easy. The platform includes management tools so you can see:

  • When recurring processes should happen
  • Who's responsible
  • The current state of any checklist
  • If any processes haven't happened for any reason

It takes < 5 minutes to review this each week, which we recommend incorporating into your team meetings.

How will this help my Sales team?

A typical manual for a Sales team would include:

This will help your Sales team to:

  • Deliver a consistent experience for leads
  • Optimize the sales process
  • Start blaming the process (rather than people) when issues occur
  • Permanently fix issues to prevent them reoccurring
  • Hire junior team members with the right skills and culture fit (rather than feeling that you always need senior hires)
  • Get new joiners up to speed quickly
  • Help existing team members to take on new responsibilities
  • Remove your reliance on specific team members

This will help your bottom line by:

  • Increasing conversion rates
  • Increasing customer retention
  • Reducing costs
  • Reducing employee churn
  • Freeing up leadership time for other opportunities

And it will help you — and the team — to enjoy the journey!

How will this help my Marketing team?

A typical manual for a Marketing team would include:

This will help your Marketing team to:

  • Get consistent at delivering high quality content
  • Optimize the process for creating content
  • Free up time for running more experiments
  • Start blaming the process (rather than people) when issues occur
  • Permanently fix issues to prevent them reoccurring
  • Hire junior team members with the right skills and culture fit (rather than feeling that you always need senior hires)
  • Get new joiners up to speed quickly
  • Help existing team members to take on new responsibilities
  • Remove your reliance on specific team members

This will help your bottom line by:

  • Increasing conversion rates
  • Increasing customer retention
  • Reducing costs
  • Reducing employee churn
  • Freeing up leadership time for other opportunities

And it will help you — and the team — to enjoy the journey!

How will this help my Data Security team?

A typical manual for a Data Security team would include:

  • Guided checklists for recurring tasks, e.g. Respond to a data security questionnaire, Test database backups, Review an employee device, Respond to an incident
  • Self-service training, e.g. Learn how we keep data secure, Learn how we support GDPR
  • Self-service onboarding, e.g. Get started in the Data Security team
  • A dashboard for planning guidance and managing recurring processes
  • Integrations with other tools your Data Security team use

This will help your Data Security team to:

  • Manage the numerous recurring tasks and policies needed to protect data security
  • Get ISO27001/SOC3 compliant without a $10,000/year tool
  • Prevent data security leaks
  • Free up the time of senior team members
  • Start blaming the process (rather than people) when issues occur
  • Permanently fix issues to prevent them reoccurring
  • Hire junior team members with the right skills and culture fit (rather than feeling that you always need senior hires)
  • Use existing resource (e.g. an engineer) if it’s too early to hire into the team
  • Get new joiners up to speed quickly
  • Help existing team members to take on new responsibilities
  • Remove your reliance on specific team members

This will help your bottom line by:

  • Increasing conversion rates
  • Reducing costs
  • Freeing up leadership time for other opportunities

And it will help you — and the team — to enjoy the journey!

How will this help my Finance team?

A typical manual for a Finance team would include:

This will help your Finance team to:

  • Be consistent at completing key Finance tasks on time
  • Optimize processes to improve cashflow (e.g. with a recurring process to review pricing every 6 months)
  • Identify and avert potential cashflow issues at an early stage
  • Free up the time of senior team members
  • Start blaming the process (rather than people) when issues occur
  • Permanently fix issues to prevent them reoccurring
  • Hire junior team members with the right skills and culture fit (rather than feeling that you always need senior hires)
  • Get new joiners up to speed quickly
  • Help existing team members to take on new responsibilities
  • Remove your reliance on specific team members

This will help your bottom line by:

  • Increasing revenue
  • Reducing costs
  • Freeing up leadership time for other opportunities

And it will help you — and the team — to enjoy the journey!

How will this help my HR team?

A typical manual for an HR team would include:

This will help your HR team to:

  • Be consistent at completing key HR tasks on time
  • Optimize processes to recruit, onboard and support your employees
  • Free up the time of senior team members
  • Start blaming the process (rather than people) when issues occur
  • Permanently fix issues to prevent them reoccurring
  • Hire junior team members with the right skills and culture fit (rather than feeling that you always need senior hires)
  • Get new joiners up to speed quickly
  • Help existing team members to take on new responsibilities
  • Remove your reliance on specific team members

This will help your bottom line by:

  • Increasing the impact of employees
  • Reducing costs
  • Reducing employee churn
  • Freeing up leadership time for other opportunities

And it will help you — and the team — to enjoy the journey!

How long does it take to systemize the whole business?

You’ll never have your business 100% systemized, because great businesses are constantly evolving.

That said, you can aim to get all of your teams up and running in AirManual within 6 months.

This means:

  • You’ll have clarity on what guidance employees need in each team
  • You’ll have the most important processes documented
  • You’ll be delegating far more, and will be far less reliant on senior hires/experts
  • You’ll be able to see where the business is still reliant on specific people (and plan to fix this)
  • Each team will be managing their recurring processes, and making frequent improvements

In our own first SaaS business, we (the founders) systemized it to the extent that we able to hand over all day-to-day operations to the rest of the team — including leadership tasks such as updating the vision and goals. This freed up our own time for working on AirManual!

We recommend that you start with 1 team so you can see how it works. You’re learning a whole new skill for your business, and this makes it easier to do.

Then move onto other teams when you’re ready.

How does AirManual compare to Notion, Confluence or Google Docs?

Tools like Notion, Confluence and Google Docs are great for sharing documents and even apps.

However, they are not great tools for your company manual:

  • These tools work fine for simple reference documents, but don’t work well for creating interactive SOPs, training and onboarding.
  • There’s no standard way of creating a simple checklist with embedded guidance; tasks that would take minutes to document in AirManual will often take hours in other tools, and tasks that would take hours will often take days.
  • There’s no easy way of rolling out updates to checklists that are being actively used.
  • There’s no support for reviewing activity which means they won’t work well in any team that needs auditable records (e.g. Finance, Data Security).
  • There are no tools included for creating an outline, prioritizing where to focus, or managing your guidance and processes.
  • You’ll have no support, examples, templates, or resources from experts.

When you use these tools, you’re only able to solve part of the problem. You’ll need to purchase additional tools, and hire or train up existing team members to become experts and manage this full time.

It could take years to get it right, and will cost a huge amount more in terms of both tools and resource. We know this from experience — it took us years of trial and error, and hundreds of thousands of pounds, before we really managed to solve this for our own companies.

Does AirManual replace my project management tool or CRM?

AirManual helps you to document and manage your processes, and serves a different purpose to your project management tool or CRM.

Project management tools (like Asana, Trello, or Monday.com), are great for defining and managing tasks that change with each project. CRMs are great managing your leads and customers.

However, they are not great tools for your company manual:

  • While you may be able to create interactive checklists, it’s difficult to embed clear instructions on how to complete each task.
  • In most of these tools, it’s not possible to embed detailed guidance, images, videos and forms where needed.
  • There’s no easy way of rolling out updates to checklists that are being actively used. 
  • There are no tools included for creating an outline, prioritizing where to focus, or managing your guidance and processes.
  • You’ll have no support, examples, templates, or resources from experts.

We recommend using AirManual alongside any existing project management tools or CRMs. 

A project management tool will provide easier ways to visualize and manage long running projects. AirManual is where you can provide clear instructions of how to complete the common tasks within a project.

Does AirManual integrate with the other tools I use?

Yes — you can send data to other tools when a checklist is started or completed.

Integration is possible with 5000+ tools via Zapier.

Here are a few popular use cases:

  • Updating the CRM (e.g. Hubspot) after a sales call
  • Sending a customer survey after a sales call
  • Send an email or message in Slack when a checklist is completed
  • Updating the pull request in GitHub when a developer finishes a peer review

You can also include links to your existing tools and resources. These can be included within a folder or page in your manual

Get in touch if you have any questions about how a particular integration could work!

I already have some processes documented — do I move these over?

It's up to you!

It's important that your team know where to look when they want to find out how to do a task.

But this doesn't mean you need to migrate all your existing content to AirManual. We understand that some content is better kept in other systems, so we've made it easy to link to these from folders and pages in your manual.

I have more questions...

We'd love to help — here are 3 ways to get in touch:

We look forward to speaking soon!