Case Study: The James Agency achieves documented knowledge retention and scalable onboarding with Trainual

Documenting Knowledge Before It Walks out the Door Forever

The James Agency, led by founder Veronique James, grew from a one‑person shop into a 30‑plus person marketing firm after three consecutive years of 100% year‑over‑year growth. That rapid expansion exposed a reliance on tribal knowledge and left the agency scrambling when key employees left, forcing James back into day‑to‑day training and revealing the need for a documented onboarding and process system — which led her to the Trainual platform.

Trainual helped The James Agency crowdsource role‑specific procedures and build a centralized internal knowledge base and a “Day One Curriculum,” so training runs automatically and consistently. Seven months after adoption the team had aligned around documented processes, two new client‑services hires were onboarded almost automatically, James no longer needed to micro‑train staff, and the agency gained measurable time savings, reduced risk of mistakes, and greater confidence in scalable onboarding thanks to Trainual.

The James Agency

Veronique James

Founder and CEO