Syndicate Course · Build, optimize and own your collection

Get the company out of your head and into one place your team can find.

The Collection Mastery Lab builds your company’s training collection in Whale: every process documented, every training video in one place, and a training path assigned to every role.

Included in every Syndicate tier: do it yourself in Grow, done with you in Align, done for you in Defy. Start with a $1 free week.

Just want the Lab? $5,000 one time (Whale subscription billed separately): buy it on its own

Scroll down: every section and lesson
The Collection Mastery Lab: build, optimize and own your Roofer Advancement Collection
Why it matters

If a process only works when you’re in the room, it isn’t a system.

Before I sold my roofing company, I documented the processes it ran on. That’s what let it run without me being the hero every day, train new people faster, keep the work consistent, and be worth buying.

The Collection Mastery Lab is how your company builds that same thing: a searchable library your team trains from, instead of a list of questions that all end at your phone.

Noah Williams, founder

Boards

One for each part of the company: sales, production, office, marketing.

Libraries

Related processes grouped together so nothing gets lost.

Playbooks

Step-by-step guides for the work that repeats every week.

Cards

One process, one card, linked to the cards around it.

Quizzes

Proof someone learned it, not just that they watched it.

Training flows

A set path for each role, assigned to each new hire.

What’s inside

3 sections. 29 lessons. One collection your company owns.

1

Setting up your Collection

Your workspace, built right the first time.

  1. Welcome to your Collection Mastery Lab
  2. Create your Whale account
  3. Get access to the Roofer Advancement Collection
  4. Customize your workspace
  5. Request training video transfers (if needed)
  6. Final steps
2

Getting to Know Your Collection

How your team finds, uses and is permitted to see what’s inside.

  1. Your knowledge base and training platform
  2. User groups and permissions
  3. Adding users
  4. The Whale Chrome extension
  5. Searching your content
  6. Using Ask Alice
  7. Linking one card to another
  8. Branded card templates
  9. Reading your analytics
3

Mastering your Collection

Building content your team will actually follow.

  1. How we think about creating content
  2. Adding photos to a card
  3. When to add a board
  4. When to add a library
  5. When to create a playbook
  6. Adding a card
  7. Linking cards efficiently
  8. Using GIFs
  9. Linking Google Drive videos
  10. Embedding Loom videos
  11. Creating a quiz
  12. Finding completed quiz results
  13. Creating training flows
  14. Assigning a training flow

Finish line Course completion credential

Questions

Collection Mastery Lab FAQ

What is a “collection”?

Your company’s knowledge base and training platform: every process, playbook, training video and quiz, organized in one place your team can search. It’s what lets someone new learn the job without the owner explaining it every time.

What software does it use, and is it included?

Whale. A Whale subscription is separate and is not included in the Lab’s price; Whale bills you directly. The first lesson walks you through creating your Whale account. If you already have one, you add us as a user instead.

Do I start from a blank page?

No. The Lab gives you access to the Roofer Advancement Collection to build from, and walks you through requesting transfers of training videos you already have.

Who should take it?

The owner and whoever runs the office. They set it up; everyone else gets assigned training flows once it’s built.

Is it included in Syndicate membership?

Yes, in every tier, at a different level of help. Grow is do it yourself: you get the full course. Align is done with you: we build your collection alongside your team. Defy is done for you: we build it for you. In every tier the Whale subscription is separate.

How does it connect to the Syndicate?

Collection Mastery is one of the requirements behind the Syndicate’s revenue growth guarantee, and it pairs with the JobNimbus Build Kit and the Process Pulse.

Do I get anything when I finish?

Yes. The course ends with a completion credential.

Want to see how the Syndicate runs first? Join Grow for $1 and sit in on every Group Pulse for a week.

In the room

Train the whole team from one place.

Noah working at an office computer with a team member
Side by side at the desk, building the system in their CRM.
BCS Roofing team seated in rows during a training session
A full-team session at BCS Roofing.

Build it once. Train every hire from it.

Get the Lab inside the Syndicate, at the level of help your tier includes. Start with a $1 free week.

$1 to join, donated to Boys & Girls Clubs of America. Every Group Pulse for a week, then you decide.

Or the Lab on its own: $5,000 one time