Features you'll Love

Many systems today are complex and try to do too much. To appreciate the simplicity, create an account and build your own StepGuide in minutes.

One-Stop

Imagine your entire process in one collaboration platform, eliminating the need for unorganized paperwork &

multi-stream communications via phone, texts, emails, meetings, etc.

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Step-by-Step

Create process templates (StepGuides) that contain clear step-by-step instructions in bite-size chunks.

Then you can copy your template to create a personal StepGuide for your client to follow, and you can modify anytime along the way.

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Revision Control

Standardize, manage and track your documents, forms, licenses, accreditations, etc, to ensure that

your client always has the latest version.

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Progress Dashboard

Start your day with a simple real-time overview of all StepGuides. See where your clients are stuck. See the

steps that are awaiting your action.

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Encrypted Data

Emailing confidential documents is not safe, but StepGuide facilitates secure uploads. Documents are stored in our

encrypted database, powered by Google Cloud.

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Device Friendly

Our simple (StepGuide) interface translates perfectly from computer to tablet to mobile phone.

Simple Layouts

We strive to make the complex, simple and beautiful. You and your client will always be in sync.

Dashboard

Gain holistic insights at a glance with our intuitive dashboard. Designed for efficiency, it prioritizes tasks, showcases progress, and highlights what needs your attention. Seamlessly transition between tasks, ensuring nothing slips through the cracks.

Task List

Effortlessly manage your tasks with our streamlined Steps to Review. Prioritize, track, and complete tasks in real-time, ensuring every detail is addressed. With clear visual cues, know exactly where to focus your energy and time.

Steps Overview

Navigate through complex processes with ease using our Steps Overview page. Each step is clearly defined, allowing you to modify, track, and monitor progress. Tailor your guide to perfection, ensuring a smooth journey for your Guidee.

Guidee Homepage

Welcome to your personalized Guidee space. Here, each shared StepGuide is neatly organized, waiting for your participation. Dive into any process, know your progress, and pick up right where you left off, ensuring a seamless learning experience.

Guidee Steps Overview

Journey through each process confidently with our Steps Overview page. Every instruction is clearly laid out, guiding you from start to finish. Real-time progress indicators ensure you and your Guide stay perfectly aligned throughout.

Guidee Step Detail

Dive deep into each step with precision. Our Step Detail page ensures clarity, offering detailed instructions, file interactions, and feedback mechanisms. Complete tasks, upload necessary files, and seamlessly move on to the next step with full confidence.

How StepGuide Works?

StepGuide connects you and your client through shared step-by-step instructions.

Getting Started

After you create your account, you will have instant access to the system. We've included sample data in the system to help you understand how things work. Once you become familiar,

  • 1

    Create a 'Template' StepGuide for one of your standard processes.

  • 2

    Copy the 'Template' into an editable 'Draft'.

  • 3

    Customize the 'Draft' for your particular Guidee.

  • 4

    Share the 'Draft' with your Guidee so they can follow your process.

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GuidEE Overview

After your client accepts your invitation, they will have access to their 'In Process' StepGuide. Their own simple user-interface will keep them focused.

  • 1

    Your client accepts your sharing invitation.

  • 2

    Your client has access to their StepGuide.

  • 3

    Your client works through the steps, one-by-one.

  • 4

    Your dashboard is updated with their progress.

Create Account

What Our Clients Say About StepGuide

Simple, step-by-step instructions are an excellent way to guide someone through a process. The StepGuide platform offers an easy-to-use framework for creating, managing and sharing your process instructions with anyone.

Alexandra R., Business Analyst

StepGuide has transformed the way we manage processes. It's invitutive, efficient, and a game-changer for our team!

Liam j., HR Manager

Never thought onboarding could be this smooth. Thanks to StepGuide, every new hire feels confident from day one.

Diego M., IT Specialist

Integrating multiple platforms used to be a headache. Now, with StepGuide, it's a seamless experience.

Priya k., Operations Lead

Every step is now clear and actionable. StepGuide has empowered our team to excel in every project.

Choose Your Plan

Start with a 3-month free trial. No credit card required. Cancel anytime.

Basic Plan

$20
/user/monthbilled annually
  • Unlimited Customers
  • Unlimited StepGuides
  • 2 GB Storage
Start FREE Trial
Most Popular

Standard Plan

$30
/user/monthbilled annually
  • Unlimited Customers
  • Unlimited StepGuides
  • 4 GB Storage
Start FREE Trial

Premium Plan

$40
/user/monthbilled annually
  • Unlimited Customers
  • Unlimited StepGuides
  • 6 GB Storage
Start FREE Trial

* Contact Us below, if you have custom requirements and need a tailored plan.

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