Having a self-care plan in your routine is important.

Why?

According to the 2018 Organization for Economic Cooperations and Development (OECD) report, 18% of U.S. citizens live in relative income poverty, despite a general trend of citizens working longer and longer hours. In addition, factors such as housing affordability, household wealth, and overcrowding rate are showing signs of consistent deterioration.

It doesn’t take an expert to infer that these trends aren’t improving the average life quality. As such, the 2019 World Happiness Report ranked the U.S. 19th, a decline from previous surveys.

To jump to the point, over the past ~10 years, U.S. citizens have become less, and less happy.

A concerning trend that diminishes societal resilience to crises, as we witnessed with COVID-19.

Something needs to be done!

Swinging for change to steer those depressing trends around, the team here at Process Street has created quality, effective, and actionable free self-care resources, ready for you to hop in and use right away.

Use our self-care workflows as part of your own personal self-care journey, or distribute these templates throughout your team to create strong, employee-focused organizational support.

These resources are carefully crafted, drawing from novel and up-to-date research into human happiness, indicating the best habits and self-care behaviors you should adopt for a better quality of life. Check out our Daily Self-Care Template Checklist below for a taster.

Click here to access our Daily Self-Care Checklist!

Click on the links provided below to jump to the relevant template.

• Daily Self-Care Checklist
• Annual Self-Care Planner
• Morning Routine Checklist
• Evening Routine Checklist
• Tony Robbins: Morning Routine
• Achieving a Work-Life Balance
• Backpacking Checklist
• Camping Checklist
• Travel Checklist
• Big Personality Test (Structure Template)
• DISC Assessment (Structure Template)
• Budget Template
• Daily Budget Template
• Daily Routine Checklist
• Daily Schedule Template
• Fitness Planner
• Lisa A. Romano: Overcoming Negative Self-Talk
• Self-Evaluation Performance Review Template
• SMART Goal Setting Checklist
• Weekly Meal Planner
• Work Anxiety Resolution Checklist
• KonMari Checklist

To begin this article, we will explain what a self-care plan is and the perks that come from having one. We will explain how you can design a personal and printable self-care plan that will give you benefits such as improved productivity, enhanced self-esteem, better physical and emotional health, and all-in-all a better life quality.

There is nothing to lose, so what are you waiting for?

Click on the relevant subheader below to jump to that section. Alternatively, scroll down to find out how you can be happier and improve your well-being.

• Self-care plan: What it is and why it is important
• 22 free self-care checklists
• Use Process Street to devise an effective, personal, and printable self-care plan

Let’s set a new trend, for a happier and healthier society.

Joseph Juran, the Architect of Quality, paved the way for the active pursuit of quality in Business with the Juran Trilogy.

The Juran Trilogy redefined quality management; reducing chronic defects and the costs associated below a 20% industry expectation.

The Juran Trilogy has been shown to give benefits across multiple parameters, increasing productivity, reducing cycle-times, improving human safety, and reducing product failure rates – with a 80% reduction in some cases.

For us as Process Street, the Juran Trilogy is one of our favorite tools for improving business operations. It’s a straightforward methodology that brings results.

Learn how to apply the Juran Trilogy for your business, and improve the quality of operations. Click on the relevant subheader below to jump to your section of choice, alternatively scroll down to read all we have to say:

• What is the Juran Trilogy?
• Using the Juran Trilogy for quality control: Quality planning, control and improvement
• Implementing the Juran Trilogy using Process Street
• Juran Trilogy examples: Quality improvement in the real world

Let’s get started!

To excel at customer success, you need to understand your customer health score. According to a study by Gartner, 88% of Account Managers (CSMs) think they can grow by delivering a great service, which is reflected in your customer health score measures.

A customer health score is a metric used to determine whether customers are healthy or at-risk of dropping off. Customers with high health scores are high-value, repeat customers – this comes hand-in-hand with business growth.

In this Process Street article, we give you 7 vital indicators you need for determining customer health. We then explain how you can use these indicators to calculate customer health score values, before looking at examples of customer health scoring in practice.

Click on the relevant subheader to jump to your section of choice, alternatively scroll down to read all we have to say.

• Our secret source: 7 indicators for calculating customer success
• Calculating your customer health score
• Customer health scoring in practice
• Moving from a startup to big business and how this alters customer health score measures

Let’s start scoring!

According to ITSMA and Vision Edge Marketing, 74% of marketers don’t keep track of their efforts. This is problematic as it means marketing teams aren’t able to report on how their efforts impact the business as a whole.

At Process Street, we make sure our marketing operations are documented, tracked, and easy to understand, so we can stay on top of our marketing OKRs and ensure they align with top-level company goals. To do this, we utilize Process Street‘s saved view feature.

The saved view gives a summary of workflow data. You can customize these views and present the data to suit your needs. For our marketing team, this means work is tracked and can be easily correlated with internal OKRs. Saved views have helped our marketers gather data, detect patterns, and keep their work on track.

We’ll be covering:

• What are Process Street reports and saved views?
• How our marketing department uses saved views in Process Street’s reports

Let’s get started!
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69% of Millennials would rather make $50k a year at a job they love than $75k a year in a boring job.

On top of that, the cost to the US economy of a disengaged, dissatisfied employee can be up to $500 billion a year.

So how do you make sure that you provide a role that both addresses the needs of your employee and aligns with company goals?

The answer? Adopting these HR best practices.

At Process Street, we recognize the delicate balance between your business and your employees that’s maintained primarily by your HR department. The best practices in this post will ensure that balance stays in place.

You don’t have to take just our word for it, though. We’ll also look at how Adobe, Google, Accenture, and Salesforce implement them in their own companies.

In this article, we will discuss the following:

• The benefits of HR best practices
• Implementing your HR best practices
• HR best practice maintenance for the long-term

Ready to get started?
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Frank Hamilton is a blogger and translator from Manchester. He is a professional writing expert in topics like blogging, digital marketing, and self-education. He also loves traveling and speaks Spanish, French, German and English.

It wasn’t until 1997 that the term talent management was properly explained. Since then, the practices associated with it have evolved and continue to do so each day.

In this Process Street article, I’ll be taking a look at talent management, its strategies, why it is so important, and how you can implement it in your own company.

As daunting as such management might seem, I’ve also recommended some comprehensive templates to help make implementing your talent management strategy easier.

This article has been split into the below subheadings:

• What is talent management
• The benefits of a talent management system
• How to optimize talent development with a talent management system
• How you can use Process Street in your talent management strategy

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In our first episode, we join with two of the team from On Deck, Michael Gill and Curtis Cummings. They join our hosts Philip Lakin and Blake Bailey to give us their insight into where no-code can take new startups and how you can use it to iterate at lightning-fast speeds internally.

Masters of Process brings you the no-code revolution in full. Join us as we meet with top innovators in the space and explore how they are reinventing the way a modern business operates. Brought to you by industry insiders from No Code Ops and Process Street, each half hour episode is a goldmine of productivity, products, and scaling.

Listen now on your favorite podcast platform. Subscribe now so you don’t miss out on the most in-depth no-code insights!
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The customer lifecycle begins with awareness and matures to advocacy, from the first interaction with your brand, to an evangelized super-user who raves about and recommends your product to friends, family and associates.

This Process Street article focuses on the customer lifecycle management – how to understand the different stages of the customer’s lifecycle, and guide them from initial awareness to long-term advocacy, with the help of tech.

Optimal customer lifecycle management is vital as this can maximize customer lifetime value (CLV) by boosting customer retention. This, in turn, will bolster your bottom-line by:

1. Selling to an existing customer base: There’s a 60-70% chance of selling to an existing customer base relative to a 5-20% chance of selling to new prospects.
2. Increasing customer retention: A mere 5% increase in customer retention is enough to raise a company’s profits by 75%.

Getting customer lifecycle management right can be tough. To help you, we’ve put together this list of essential tools to complete your customer lifecycle software stack, for optimal customer lifecycle management.

Each tool is chosen as per the customer lifecycle stage it’s best used for. Each customer lifecycle stage will have differing aims, which means it’s vital you use the right tools to meet your objectives. For this article, we’ve done the work for you.

• Understanding the customer lifecycle in detail
• Customer lifecycle software to help build brand awareness
• Customer lifecycle software to promote customer engagement
• Customer lifecycle software to ease customer evaluation
• Customer lifecycle software to help your customers make a purchase
• Customer lifecycle software tools to use post-purchase
• Customer lifecycle software tools to promote customer advocacy

Let’s dive right in!
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At Process Street, we serve over 450,000 registered users including the likes of Salesforce, Spotify, and Airbnb. We work with our users to help them get the best out of our software. With this goal in mind, we bring you this article detailing the top 5 secret hacks and tricks in Process Street.

We found out how the Process Street team uses our nifty workflow documentation software in their day-to-day activities. We gathered the responses given from every department and narrowed them down to present 5 top hacks and tricks you can incorporate into your Process Street experience today.

• Trick #1: Document your daily schedule as a checklist
• Trick #2: Automate date form fields to pre-fill
• Trick #3: Use saved views to summarize workflow data
• Trick #4: Order Conditional Logic instructions and use hidden admin tasks
• Trick #5: Embed webpages inside Process Street’s workflows

With that said, let’s jump straight to it!
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Premier Claims is a public adjusting firm that secures an average increase on claim payments 700% greater than before their involvement in the negotiation. They represent policyholders and contractors when negotiating fair claim settlements from insurance carriers on property damage. This includes damage from hail, wind, fire, and smoke.

Premier Claims discovered Process Street in July 2020, and have since moved many of their processes to our platform. Process Street has given Premier Claims an easy and elegant means of collecting and securely storing client information.

One such process Premier Claims uses Process Street for is their Claims and Client Intake Workflow. When the Process Street version of this workflow was first beta-tested, the salesperson’s response spoke volumes to the reliefs Process Street brings the Premier Claims team.

“[Process Street is]…literally the easiest thing in the world.” – Premier Claims salesperson, Claims and Client intake workflow Demo

Premier Claims wanted to share their positive experience from using Process Street and decided to create a video demo of their Claims and Client Workflow.
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