
Clients and agreements
Who promised what, on which terms, how to talk to whom. It’s not in the CRM — it was in their head.
Clients, agreements, “how we do things here” — it usually lives in the heads of one or two people. We digitise their experience in advance, so the know-how stays in the company — even if the person leaves.
60 minutes, no preparation needed

You can pay a salary to a new hire. But this is what the company loses right away.

Who promised what, on which terms, how to talk to whom. It’s not in the CRM — it was in their head.

The order of steps, workarounds, where to play it safe. A new hire only learns this from their own mistakes.

While a replacement is found and trained, you fill the gap — instead of growing the business.

Everyone went to them for advice. Without them every question takes longer and mistakes multiply.
Dependence on one person shows every time they’re not there.
Vacationtwo weeks while the work waits for them to return or goes wrong
Sick leavesuddenly, with no handover — nobody knows where they left off
Promotionyour best person was promoted or moved to a new branch — and nobody can take their placeNot “write a manual before you go”, but calm work in advance — while the person is still with you.
We talk to the key employee and to you: how the work is really done, which decisions they make and why, where others usually slip up.
They show the work live — we record every step: in the CRM, in your software, with documents, in client correspondence.
We put it all into a clear standard: what to do, how to think, how to act in non-standard situations.
Screencasts, breakdowns of real cases and assessments. The new person learns from your best one’s experience, and AI and a mentor check they really understood.
26 years of experience, 20 000+ people trained and assessed, 500+ roles digitised in 24 countries.
Onboarding at least 3 times faster: 3 months → 1 month
A sales manager hits target 3 times faster
To launch a new location instead of 14 days
To get an operator working instead of 3 weeks
It’s not too late, but time is short. With 2–4 weeks before they leave, we can run the interviews and demo days and capture the essentials. The sooner we start, the more we keep.
Usually it’s the opposite: people like it when their experience is valued and turned into a standard. We run interviews with care, and for the employee it’s also a way to stop the endless questions from colleagues.
Our methodologists do the main work. The employee only needs to take part in interviews and demo days — a few hours, without leaving their work.
The one where losing a single person would hurt most: a key sales manager, a head of a department, a senior specialist. We’ll decide together at the audit.
You. All the know-how and all the materials belong to your company and stay with you.
In 60 minutes a methodologist will look at which roles and processes depend on specific people and what happens if they leave. Roadmap in 3 days.