Processes are a lot more interesting than you’d first think. That isn’t some kind of joke — they’re interesting, I swear. But what is a process?

Although they’re defined as “a collection of interrelated work tasks initiated in response to an event that achieves a specific result”, there’s a bit of a backstory that helps us cut through the corporate tranquilizers and understand what a process is, and why processes matter.

First, a few examples of processes:

• Cleaning the store
• Finding an email address
• Deploying software
• Customer profiling
• Onboarding a new employee
• Planning a wedding

But why are those processes? Why aren’t they just jobs to be done? The point is that when you formalize a process, you think about the workflow with productivity in mind and it makes it easier to execute and optimize.

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While your blog is the external face and voice of your company, your support team is the internal one, which is why you need an effective customer support process in place. According to Jason Lemkin of SaaStr, SaaS companies — especially startups — should be using their company’s product, even if the teams don’t strictly ‘need’ to.

In Jason’s article, he recounts how PayPal president David Marcus ranted ‘use our app or quit‘ to his employees. While it could be argued that David Marcus is being an angry egotist and going a little too far for an app that everyone may not have a use for, he says that the reason he wants everyone using it regularly is so that PayPal can ‘get better, and better’.

That brings up an interesting issue — by putting every single employee on support in some capacity, you’re tackling several problems at once. You’re lightening the load of the dedicated support teams in busier times, teaching employees about the product they may well be advertising or marketing and gathering vital data from users on how the product could be improved.

Over the several past weeks, I’ve looked at the definition of customer success, why it’s important and how to reduce churn. Now we’re going to get into the nuts and bolts of customer support for SaaS companies, including strategies, workflows, and tips for getting set up.

• Everyone should have a customer support process
• Develop a customer support process document that works for your team
• Create a customer support process workflow (and make sure it gets followed)
• Segment your support tickets to keep engaged with the customer
• Create a recurring workflow to run for each ticket
• How to start this customer support process for every employee
• Get the Ebook: The Complete Guide to Customer Success for SaaS Companies

Let’s get started by looking more closely at the support model briefly described earlier.

You’ve got a ton of work to do right now. Your to-do list is an unstructured mess of action items, and you’ve only got a faint idea how to prioritize tasks.

Luckily, there are a few (almost automatic) ways to quickly get your to-do list prioritized without much effort. In fact, you can apply one of these methods within 5 minutes and know exactly what to do next. There have been a number of methods over the years, and all have their own quirks and considerations. Which is right for you?

In previous chapters of my task management guide, I’ve taken you all the way through from writing, organizing, and planning your to-do list. Check those out if you haven’t already.

Now, I’m going to take you through a few of the ways I prioritize my tasks as a content writer for Process Street.

• Think about the process
• Slot your tasks into 4 boxes – Urgent vs Important
• When you have two frogs to eat, eat the ugliest one first
• Use the ABCDE method for precise prioritization
• The simplest method: Pick your 1-3 most important tasks
• Prioritize task prioritization today!

Let’s get prioritizing!
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While it’s getting more popular lately, Keep is one Google’s of less popular products. It’s been around since 2013, and is a 100% free way to manage your tasks and store information.

What’s more, it links seamlessly with Gmail!

Because of this, you can now use Keep and Gmail together to create a lightweight task management system that lives inside your inbox. If you’re the sort of person who likes to start each day on to-do list / inbox zero and you’re striving to be more productive, you’ll love this.

This Process Street post will be covering:

• How to use Google Keep
• Using Google Keep with Gmail
• Google Keep tips and tricks
• Using Gmail as a to-do list

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If you look at the Wikipedia definition of a workflow, you’re probably going to get confused as I did:

“A workflow consists of an orchestrated and repeatable pattern of business activity enabled by the systematic organization of resources into processes that transform materials, provide services, or process information It can be depicted as a sequence of operations, declared as work of a person or group, an organization of staff, or one or more simple or complex mechanisms.”

Let’s put this simply…

Workflows are the way people get work done, and can be illustrated as series of steps that need to be completed sequentially in a diagram or checklist.

Think of it literally as work flowing from one stage to the next, whether that’s through a colleague, tool, or another process. You can execute a full workflow alone (like writing, editing and publishing a blog post), or it can involve multiple people (like invoicing a client).

In this Process Street article, we’ll be looking at:

• What is a workflow?
• Why should you spend time creating workflows?
• How to document workflows in your business
• How to supercharge your workflows (with Process Street Workflows!)
• Example workflows for inspiration
• Next steps: How to become a workflow pro

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This is a guest post from Rhiza Oyos, the inbound marketing manager at Spiralytics.

Customers relationships are the lifeblood of every SaaS business. However, regardless of their years of operation, there are moments when these relationships can — for better or worse — dramatically change

A customer’s experience is everything. It helps SaaS companies attract customers, retain them, and generate referrals

So, businesses who understand the importance of customer experience end up winning the race and beating the competition. In particular, winning companies are those that understand the human factors and emotions at play in experience, design, and production.

Harley Manning in a 2012 article for Fast Company writes:

“In other words, if you want that next sale, if you want good word of mouth, and if you want to keep your customers, it’s unlikely that anything else you do matters more than delivering a superior experience”

Experience is all about moments.

In designing an exemplary customer experience, businesses should know about the four moments of truth that can help them get ahead.

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You click the ‘Contact Us’ page. Nothing happens. First, confusion, then familiar frustration. It was a mailto link. Your computer slows to a grinding halt as a huge, archaic desktop mail app rises from the depths of your hard drive. Checking that the date on your computer isn’t 15 years out, you wonder why mail integration isn’t standard… and what year is it exactly?

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In my last post for Process Street (and the first after being hired as a full-time content writer!) I took a look at the Duct Tape Marketing System and published the Duct Tape Marketing System review previously, but today I’m bringing you the top five hacks from this innovative course by small business expert John Jantsch. These are points John made that resonated with me as a unique take on something that seems obsolete or a new angle on something too well-established to be changed.

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The Currency of the Internet

Pretty much everything is free on the internet.

One of the reasons you like it so much is because you can get a ton of value for just the price of your monthly contract. With millions of books, videos, podcasts, services and apps around for free, it’s no wonder people are hesitant to part with their money without trust and priming first.

So how can people built sustainable businesses by giving away so much good stuff for free?

Well, there are generally two ways.

1. They sell ads, you probably know this model well if you have ever used Google or Facebook.
2. They capture leads with the hope to sell you something in the future.

In this post, we will be focusing on the latter: Lead generation.

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Note: This is a review of the Duct Tape Marketing System course and coaching program. If you are interested in a review of the book, check out the Amazon reviews here.

BONUS FREE STUFF – If you’re considering buying the Duct Tape Marketing System make sure to check out our exclusive bonus valued at $1,500 just for using this link. You can find all the details at the bottom of this post.

Why I’m writing this review

Recently I was hired by Vinay as the new content creator for Process Street. With a history of ghost-writing product descriptions and other mundane copy I was excited to get underway with something more personal and varied. Unlike in the past, this job needs me to research topics I don’t know much about. I hadn’t heard of more than two big marketing blogs and was lost for words when asked my opinions about them.

It’s scary having to talk about business and marketing when you’re a music technology graduate, but my first checklist was, coincidentally, relevant to my skills! Intentionally or not, my next project involved writing about a marketing course that is applicable to plenty of different people, teaching the basic theory of what seems to be a science of holding attention spans that have shrunk down massively since the introduction of all this easy-to-read content on the internet. Writing this review (and another upcoming post) gave me my first freedom to write as myself and expanded my marketing knowledge hugely.

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