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RevOps FM

How to Create a Knowledge Base

Oct 21, 2023
10:06

Note: I've also shared a full video version of this episode, where you can see me screen share everything I'm describing. You can find it here:

Documentation Episode - Full Video

I’m incredibly (absurdly? ridiculously?) enthusiastic about documentation.

Part of that is just my personality, but it’s also because I’ve seen what a game-changer good documentation can be.

This first hit home when I started consulting. It was incredibly stressful (in the very early days) to work on poorly documented projects. They were filled with assumptions, misunderstandings, client disappointment, and re-work.

We quickly improved our documentation game, and it was transformative. We now had a clear source of truth for what each project should be, approved by the client before we started building. It also created space to think things through in more detail.

However, each doc existed in isolation. We never had the mandate or scope to create a complete knowledge base for any one client.

Creating the Knowledge Base of My Dreams

When I started my next in-house job and we began a company-wide Confluence implementation, I finally had the chance to go beyond disconnected documentation and build a true RevOps knowledge base.

This video shares everything I’ve learned, including a screen-share walk-through of my team’s knowledge base and tips for overcoming the time deficit that every team faces when trying to create docs.

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Thanks to Our Sponsor

Many thanks to the sponsor of this episode - Knak.

If you don't know them (you should), Knak is an amazing email and landing page builder that integrates directly with your marketing automation platform.

You set the brand guidelines and then give your users a building experience that’s slick, modern and beautiful. When they’re done, everything goes to your MAP at the push of a button.

What's more, it supports global teams, approval workflows, and it’s got your integrations. Click the link below to get a special offer just for my listeners.

Try Knak

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