The Way — Your Business, Your Way

The Way

Your Business, Your Way

Your agency branding

Set your logo, colours, and values. These will be applied across the entire app.

Your Agency

Tagline appears here

The Way · Your Business, Your Way

Company details

Agency name Tagline Logo

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Brand colours

Primary colour

#0E423E

Secondary colour

#FED05F

Preview swatches

Brand font

The Way

📄 Brand Documents

Upload your brand guidelines, brochures, or style guides. AI will analyse these to understand your tone of voice and combine the content with your website data for richer, more authentic AI-generated content.

📎 Upload Documents

Brand Tone of Voice

🌐 Import from your website

Enter your agency website address and click Analyse. AI will read your website and fill in the fields below automatically — you can edit anything afterwards.

Company history

Where we operate

Culture & mission

Company founders

Vision & Values

Core Values

Core Focus

Purpose / Cause / Passion Our Niche

Marketing Strategy

Target market Three uniques

Goals & Priorities

Set your long-term targets and quarterly priorities. These drive your accountability chart and handbook.

10-Year Target

3-Year Picture

Future date

Revenue

Profit

Key Metrics (up to 10)

What does it look like?

1-Year Plan

Future date

Revenue

Profit

Key Metrics (up to 10)

One Year Objective

Quarterly Priorities

Quarter

Revenue target

Profit target

Measurables Key Metrics (up to 10)

Priorities

My Way

Select the processes you want to define in your agency handbook. Star any process to mark it as a key priority.

Business Areas

Enable or disable the business areas your agency operates in. Disabled areas are hidden from the process selection.

Add a custom category

processes selected

Process Map

Click any title or description to edit inline. Use the ⋯ menu for more options.

Click "Sub-process" on a step from the Process Map.

Exports

Export your scorecards, process maps, and communications briefs.

The Handbook

Generate a branded handbook combining your brand, people, and processes into a presentation-ready document.

AI Call Scoring

Upload call recordings, score them against your scorecards, and track team performance over time.

Branches

Add the office branches where your team operate from.

Team Members

Add your team and tag them into the process categories they are responsible for.

Name

Branch

AI Scoring Instructions

Guide the AI on how strict or lenient to be when scoring calls. Select a scorecard to set specific instructions for it.

Upload a Call Recording

Team Member

Branch

Score Against

🎤 Upload & Score

Recent Recordings

Agency Admin

Manage your team, invite members, and view your licence.

Sign in

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