Company Facts
Industries Served
Core Services
- AI-powered SOP and process documentation
- Employee training and onboarding flows
- Built-in AI assistant
About Whale
Running a business or managing multiple clients means you’re constantly holding critical knowledge in your head. When that knowledge lives in Slack threads, scattered docs, or your own memory, things break.
Whale was built to fix that. Founded in 2019, it’s an AI-powered platform that helps teams turn scattered processes into structured, searchable, and repeatable systems. The idea is simple: great work shouldn’t depend on any one person knowing all the answers.
Why We Recommend Whale
At Hey CMO, we work with Fractional leaders who are juggling multiple clients, multiple workflows, and multiple expectations – all at once. The biggest operational risk in that world is undocumented knowledge. When your processes live only in your head, scaling is harder, handoffs get messy, and onboarding takes far longer than it should.
Whale gives Fractional leaders a clean, practical way to build systems that make their work more consistent, more scalable, and easier to delegate. It’s the kind of tool that pays for itself the first time a client asks “how does this work?” and you already have the answer documented.
What They Offer
- AI-Powered SOP and Process Documentation – Captures your workflows from screen recordings, videos, or existing documents and turns them into structured SOPs in minutes.
- Employee Training and Onboarding Flows – Once your SOPs are built, Whale converts them into guided training flows and quizzes so new team members or client staff actually retain the information.
- Alice, the Built-In AI Assistant – Alice is Whale’s on-demand AI assistant. Team members can ask “how do we do X?” and get an instant, accurate answer pulled from your own documented knowledge base – in any language, through any channel.
What Makes Them Different
- Documentation time cut by up to 70% – Process capture pulls structured SOPs directly from screen recordings and existing content, so building your knowledge base doesn’t require starting from scratch.
- Training is built in, not bolted on – Most documentation tools stop at the document. Whale goes further, turning every SOP into a guided training flow your team can actually learn from.
- Knowledge stays current – Unlike static wikis or shared Google Docs that go stale, Whale is designed around version control and easy updates, so your processes reflect how work actually gets done today.
How It Helps the Hey CMO Community
Fractional leaders don’t just run strategy. They build the playbooks, train the teams, and set up the systems – across multiple clients at the same time.
Whale directly supports that reality. Whether you’re documenting a client’s marketing process for the first time, onboarding a new team member at a client site, or handing off a workflow when an engagement ends, Whale gives you the structure to do it cleanly.
It’s also a strong tool to recommend to clients who need operational consistency but don’t have a dedicated ops hire. Positioning Whale as part of your client delivery makes you look smarter and saves everyone time.
Hey CMO Customer Feedback
“I use Whale for creating company handbooks, regulations, how-to’s, and manuals. I love that it provides a streamlined way of documenting everything on a single platform, which makes it easy and quick to make guides, saving us time. Whale’s feature of creating a step-by-step plan with screenshots by just following my screen movements is fantastic. This feature probably saves me an hour of time for each guide. I also found the initial setup of Whale to be super easy.” – Anouk V.
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