Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

• Wetmore Consulting Group’s client onboarding problem
• Supercharge your client onboarding workflows with these Process Street features
• Client onboarding process building tips

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Every company needs HR, but not every company needs an HR department.

For those who aren’t looking to set up the traditional HR team, Payroll Processors has the solution: an entire HR department stuffed into a single platform so you can streamline all your payroll and employee management needs in one place.

Much like us here at Process Street, the folks at Payroll Processors believe: let us take care of things so you can focus on your business.

It’s no surprise, then, that when Payroll Processors wanted to focus on its business, it came to us, and so began a beautiful relationship.
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A SaaS heavyweight & one of the largest tech companies in the world with over 49,000 employees in 28 countries, Salesforce has built the worlds most successful CRM – not to mention the tallest building in the Western US, the Salesforce Tower.

In this post we look at how Salesforce Datorama, a marketing intelligence and analytics platform, does client onboarding (and more!) with Process Street. We hosted a webinar with Salesforce Datorama’s senior success consultant Alex Hauer, to reveal their secrets.

Process Street is a no-code workflow software designed to help teams make recurring work fun, fast and faultless. We serve over 450,000 registered users including Salesforce as well as other tech giants like Spotify and Airbnb.

(Salesforce Ventures also participated in our recent $12 million Series A led by Accel, alongside Atlassian and others! 🎉)

Salesforce uses Process Street to help their customers learn how to use the product. The customer success team follow Process Street checklists, and even create checklists for the customers to follow directly.

Process Street has helped Salesforce scale best practices, increase new feature adoption, and easily follow & track customer progress.

Let’s see how Salesforce do it, and how you can do it too!

• How Salesforce uses Process Street to streamline client onboarding
• Challenges Salesforce faced (& how Process Street helped)
• The results: How Process Street enabled Salesforce to scale efficiently
• Q&A with Salesforce: Health checks, task assignments, & run links

Let’s jump straight to it.
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LA Creative Technologies uses Process Street to streamline operations, with particular focus on (but not limited to) client onboarding, offboarding, and project management procedures.

With process automation and cloud process documentation solutions, Process Street has allowed LA Creative Technologies to productively, effectively and efficiently manage their remote team, and complex procedures.

We spoke with LA Creative’s Founder and CIO Josh Weiss to find out how they are using Process Street for client onboarding, offboarding and project management. We then opened the floor, accepting questions brought forth by our webinar listeners. Here’s what we found out.

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out all Process Street and LA Creative Technologies have to say.

• The LA Creative Technologies story: LA Creative Technologies as a management service provider
• The challenge: Client onboarding and offboarding
• The challenge: Project management
• The results: Client onboarding and offboarding
• The results: Project management
• Question time with LA Creative Technologies

Let’s get started.
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Client Onboarding for Professional Services

When a new client signs up, it’s not enough to leave them alone to jump into your service by themselves –  you’ve got to have a clearly written process to make sure they know they’ve made the right choice.

Settling a new client into your business and establishing a good relationship is one of the best ways to reduce churn.

 ‘If you hold a customer’s hand for 90 days, they’ll be loyal for life’. – John Jantsch

The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.

Bonus: Looking for a real example use case from the super-successful DoubleDutch team? Click HERE to unlock it.

At Process Street, we’ve put together 14 templates you can use to get new clients settled in with minimal hassle. The templates include sample documents, ready-to-send emails and industry-specific advice for criminal lawyers, marketing agencies, and financial planners.

Want to get straight to the checklists? No problem! Here they are:

• Client Onboarding Checklist for Financial Planners
• Client Onboarding Checklist for Marketing Agencies
• Client Onboarding Checklist for Criminal Law Firms
• High Touch Client Onboarding for SaaS Companies
• Website Design Client Onboarding Template
• Landlord Onboarding Checklist
• Client Onboarding Checklist for an Accounting Firm
• Patient Intake Checklist for a Dental Clinic
• Patient Intake Checklist for a Medical Clinic
• Client Onboarding Checklist for Real Estate Sales
• Client Onboarding Checklist for a Managed Service Provider
• Client Onboarding Checklist for a Software Development Company
• Client Onboarding Checklist for Management Consulting
• Client Onboarding Checklist for an Insurance Broker

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Lawyers are busy people.

They’re at the frontline of all legal matters, providing advice on tricky issues, resolving disputes, and representing clients in court if needs be. All. Year. Round.

Ergo: There’s a lot on any given lawyer’s plate.

With the huge amount of recurring tasks that need to be completed, on top of looming deadlines and constant work-related pressures, it’s easy for quality to slip. Especially when it comes to one of the most important processes of all – the intake process.

It’s why 61% of law firms forget to ask for the client’s name during their initial conversation, why 35% of calls from clients go unanswered, and why it takes 3 or more days for 42% of law firms to respond to prospective clients.

For a law firm to keep its prestigious reputation – and to continue working with great clients – the intake process needs to effective, efficient, and done properly.

That’s why this blog post exists.

In this post, I’ll discuss what an intake process is, its benefits, why it’s important, and how Process Street can help law firms streamline the entire process.

Read through the sections below to get clued up:

• What is the intake process definition?
• The benefits of a solid client intake process
• How to use Process Street’s intake process template (for law firms)
• Use Process Street for all your law-related process needs!

Let’s begin; the court is in session! ⚖️
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In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists.

Use them on their own or import into Process Street, so you can track and automate the work in Slack or Microsoft Teams.

Why checklists?

Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant.

Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

Reported by Dr. John Sullivan, recruiting advisor and professor of human relations, the statistics show that:

• 50 percent of new hires are fired or quit during their first six months
• 40 percent of new CEOs fail in their first 18 months
• Up to 60 percent of new management employees fail during their first 18 months

For too many companies, the recruiting process has become expensive causing lost revenue and damaging to company morale.

Luckily, a new employee onboarding process flow can prevent such mistakes from occurring.

If you’re looking to put your best foot forward in making new hires feel welcome, a new employee onboarding checklist can do the trick.
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Now we come to the heart of our consultant’s guide to Process Street – how to document client processes and deliver them as efficiently as possible.

This is your bread-and-butter in any BPM software, and by weighing up the pros and cons of the various ways you can manage business processes, you’ll be able to see what best fits your company and customers.

I’ll be detailing the method, advantages, and disadvantages of:

• Documenting client processes in your own Process Street organization before handing them off
• Setting up a new organization in the app to later hand off the whole thing
• Accessing and working inside a client’s existing Process Street organization

I’ll also be covering the various options for actually documenting client processes (such as using new or premade templates), collaborating with clients to get the best results possible, how to hand off business processes, and when to set up integrations with other apps.

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We’re kicking off Season 2 of our Employee Onboarding Podcast with resident new hire onboarding experience experts Ashley Chain & Erin Rice discussing thought leadership in employee onboarding.

In this episode, Process Street’s Erin Rice (People Operations Coordinator) and Ashley Chain (Director of People & Operations) discuss the key components of what makes an awesome onboarding experience, as well as details and insights of Process Street’s own internal onboarding process.

Listen now (or read on) for intel on topics like:

• How to align company and departmental onboarding.
• Creating processes to wow new hires.
• Empowering new hires with actionable training material.
• What are the intangible aspects of new hire onboarding?
• How do you create a truly magical onboarding experience?

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

“Can prioritizing onboarding really help boost retention?” you may be asking yourself.

The short answer is yes, it really can.

For this episode of Process Street‘s Employee Onboarding Podcast, the team participated in an employee onboarding panel at the HR Transform conference in Las Vegas.

We had a great time hanging out with customers and discussing how important a role onboarding plays in retaining your talent long term.

The speakers were:

• Vinay Patankar – CEO and Co-founder of Process Street
• Danielle Monaghan – VP Global Talent at Uber (now Google)
• Greg Russell – Head of Talent at Snapdocs

Some key points discussed during the panel included:

• Preboarding = better retention
• Personalize onboarding as much as possible
• Transparency helps facilitate process improvement
• Good hiring & onboarding takes a village

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!