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All posts by Thom James Carter

How to Radically Improve Your Sales With a Sales Process Template

sales process template

Etymologically-speaking, the word “template” has an interesting history. Our modern usage of it is linked to the Proto-Indo-European word “tempos”, which means “to stretch”. Specifically, though, it refers to time and the stretching of it.

As time-bound human beings, making use of templates allows us to have more time each day. By completing recurring processes and actions far faster overall whether they’re marketing processes or sales processes, we’re able to, in a way, cheat time itself.

For sales teams, templates are a necessity for both cheating time and doing great work, repeatedly.

Seeing as 20% of sales staff turnover happens within the first 45 days, there needs to be a thorough, documented template for how to onboard staff properly. Similarly, for the sales process itself, there needs to be a sales process template (or better yet, templates).

With such playbooks at hand, it could help your team become high performers by a whopping 33%!

That’s why, in this Process Street post, I’ll discuss what a sales process template is, provide you with a stellar sales process template, and tell you how you can use more or even build your own templates from scratch.

Just read through the following sections:

Or, if you can’t wait and want to start using the aforementioned stellar sales process template, here’s our MEDDIC Sales Process Checklist Template:

Click here to get the MEDDIC Sales Process Checklist Template!

Carry on reading to find out how to cheat time further. ⏳

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Video SEO Marketing: How to Optimize Video Content for Better Search Rankings

video SEO marketing

Lesley Vos is a content strategist at Bid4Papers, specializing in data research, copywriting, and content promotion. She has been published on Moz, CXL, Forbes, and more. Follow her on Twitter to read her latest articles.

The world’s demand for video content is enormous. It makes up 80% of all online traffic, and yet 53% of people want to see even more videos from brands they support!

In short, if you don’t consider video a part of your marketing plans, you’re missing a huge opportunity to grow. Not only does video content impact your brand’s authority, but it also can improve your traffic and overall search engine rankings by far.

But this is all easier said than done.

While producing and sharing a video might seem a great idea, you need to remember that it should complement your overall SEO and marketing strategy. After all, if you fail to organize and optimize your video content in the early stages, not only will it cost you a pretty sum, but it will be money spent in vain.

That’s why, in this guest post for Process Street, I’ll discuss video SEO marketing and optimization so your video content can achieve better rankings.

Just read through the following sections:

Or, if you wanted to start working through an SEO checklist straight away, use this template.

Click here to get SEO Checklist: The Keyword Research Process!

Lights, camera, action,

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How to Avoid Burnout and Thrive as a Remote Team (Free Tips & Templates!)

how to avoid burnout

This is a guest post by Rodney Laws. Rodney is an ecommerce expert with over a decade of experience in building online businesses. He’s worked with the biggest platforms in the world, making him the perfect person to offer advice on which platforms to build your website with. Check out his reviews on EcommercePlatforms.io and you’ll find practical tips that you can use to build the best online store for your business.

Even after full-time remote work became a viable option, most businesses were strongly wedded to the classic 9-to-5 office setup.

Many thought it would tank productivity, impede communication, and damage how their business was perceived, despite the 30% of people working remotely full-time proving that remote work, well, works.

The COVID-19 pandemic forced businesses to try alternative measures. Those reliant upon footfall either pivoted drastically or shut down entirely, and all other companies faced the same, urgent question: Can we transition to being 100% remote?

Remote teams who were once dubious about remote work are now enjoying the benefits of increased flexibility, enhanced productivity, and saving money while working from the comfort of their own home. In fact, 74% of CFOs will move at least 5% of their onsite workforce to work permanently offsite.

However, there can also be disadvantages to remote work if they’re not nipped in the bud, such as burnout.

That’s why, in this guest post for Process Street, I’ll tell you how to avoid burnout as a remote team. I’ll cover what burnout is, why it’s so destructive, and provide you with tips and templates for making sure your remote team doesn’t suffer down the line.

Read through the following sections to get up to speed:

Or, if you wanted to dive into a template that helps team members to appropriately manage their days without overworking, there’s the Remote Daily Work Schedule Template below.

Click here to get the Remote Daily Work Schedule Template!

It’s time to get started with the rest of the post. ⌚️

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Customer Experience Measurement: How to Gain CX Insight & Reach the Aha!

Customer Experience Measurement

This is a guest post by Alyse Falk. Alyse is a freelance writer, and she handles stories about the latest developments in the field of technology. Passionate about AI, Alyse has extensive experience writing articles and essays on data-driven analytics, cloud computing, cybersecurity, machine learning, and IoT devices.

Customer feedback is integral to understanding how to deliver a consistently good customer experience. By gathering feedback, you stop guessing about what your customers do and don’t like and, instead, gain direct action items for how to improve customer experience in the future.

Improving customer experience (otherwise known as CX) comes with many benefits. Perhaps the largest of all is that your customers will get better service quality, leading to increased customer satisfaction, loyalty, and advocacy.

Besides improved customer experiences, you will also get significant financial benefits. In fact, 73 percent of companies with above-average customer experience perform better financially than their competitors with a lower level of CX!

However, getting good customer feedback and reaching that ‘Aha!’ moment so you can improve customer experience can be tricky.

That’s why, in this guest post, I’ll be telling you everything you need to know about customer experience measurement, how to do it, and how Process Steet can help.

Read through these sections for everything you need to know:

Or, if you wanted to start compiling customer feedback straight away, here’s Process Street’s Customer Feedback Checklist Template.

Click here to get the Customer Feedback Checklist Template!

Let’s jump right in.

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How to Implement a Powerful Procurement Process Like a Pro (Free Templates!)

procurement process

If there’s one thing the COVID-19 pandemic has taught the world of business (apart from that remote work is the future), it’s this: We aren’t prepared for disruption.

Supply chains, in particular, suffered a massive shockwave, with supermarkets, shops, and services being unable to operate the way they did before the virus struck. In fact, more than 3,000 suppliers in China were driven to force majeure declarations in the first few months alone.

As the world moves toward a new normal, you’ll be thinking about disruption and risk a lot more than you had done previously.

For businesses using suppliers, it’s necessary – now more so than ever – to establish a stellar procurement process to ensure goods and/or services can always be secured, no matter if micro (small, every day) and macro (large, extraordinary) disruptions happen.

That’s why, in this post, I’ll be discussing what the procurement process is, the benefits a documented and solid process brings, what the flow of a robust procurement process looks like, and how Process Street can help.

Read through the below sections to get up-to-date:

Or, if you just wanted to get your hands on a procurement process that you can default to in every day and extraordinary situations alike, grab it here:

Click here to get the Procurement Process Checklist Template!

Ready to become a pro at the procurement process?
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Work Breakdown Structure: How to Cut Stress & Save Time on Important Projects (Free Template!)

work breakdown structure

The excitement around a new project is intoxicating.

After all, it’s an opportunity for your team to collaborate and put their well-honed skills to use.

But with important projects, excitement can easily turn into dread. Especially considering that 70% of organizations have failed one or more of their projects in the last 12 months, with a lack of clear goals being the main issue.

So how can everyone involved know what’s expected of them? What deliverables they must bring to the table? How their actions figure into the bigger picture? And how can you, the project manager, break the project down into manageable segments?

While The Beatles professed that “love is all you need”, what’s going to be more useful in this scenario is a work breakdown structure.

That’s why, in this Process Street post, you’ll learn what the work breakdown structure is, why it’s so useful, different examples of it, and tips on how to create a work breakdown structure yourself. To boot, you’ll even get your hands on our easy-to-use Work Breakdown Structure Template!

Read through the following sections to get clued-up:

Or, if you’re eager to get the template already, here it is:

Click here to get the Work Breakdown Structure Template!

Let’s break it down.

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SOAP Note: How to Write Spotless Healthcare Notes (Free Template!)

SOAP note

Healthcare providers are the backbone of humanity.

It’s through their hard work, diligence, and courageousness that we’re able to recover from injuries and illnesses alike. However, even before the novel coronavirus struck, those working in the healthcare sector were run off their feet – especially considering there are only 2.6 doctors per 1,000 patients in the United States.

Healthcare providers, then, need to strike the fine balance of providing each patient with adequate care but within an appropriate timeframe.

To help make this near-impossible task a reality, many healthcare providers turn to what’s known as a SOAP note.

Not sure what a SOAP note is?

I’ve got you covered. (Spoiler: It’s not related to the cleaning product.)

In this short yet informative post, I’ll explain what a SOAP note is, its interesting history, why it’s useful, and provide a visual example of what a SOAP note looks like. To boot, I’ll also show you how Process Street makes writing and implementing SOAP notes extremely easy.

Read through the below sections to get clued-up:

So what’s up, Doc? Ready to get reading?
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Browser Security: The Best Browsers & Measures for Maximizing Online Safety

Browser Security

This is a guest post by Jack Warner. Jack is an accomplished cybersecurity expert with years of experience under his belt at TechWarn, a trusted digital agency to world-class cybersecurity companies. A passionate digital safety advocate himself, Jack frequently contributes to tech blogs and digital media sharing expert insights on topics such as whistleblowing and cybersecurity tools.

Why did you choose the browser you’re currently using?

If your answer is along the lines of “because everyone uses it“, you might want to rethink your choice.

Unfortunately, popularity is not inextricably linked to security. And in a world where cybercrime is ever more prevalent, privacy should be your utmost concern when you’re choosing a browser to surf the web. By 2021, online miscreants are expected to cause a whopping 6 billion dollars in damages. From a business perspective, you have no good reason to shoulder the risk that comes with a lack of sufficient browser security.

In this guest post for Process Street, I’ll discuss how different browsers fare at preserving your privacy and maintaining security, on top of providing ten tips to stop you and your team from falling victim to data breaches.

Read through the following sections to get clued up:

Let’s get started.

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Operations Manual Templates: How to Create a Solid Operations Manual (Free Templates!)

Operations Manual Templates

In a past life, I interned at a fashion company. And at the tender age of 19, it was my first introduction to the working world.

But my time there was largely spent in a state of bewilderment, wondering what tasks I should be focusing on, what the right processes for those tasks were, and what a successful end-result for those tasks would look like. (This company was part of the 22% that have no onboarding program.)

And because the team was always out of the office – attending photoshoots, meeting brands and retailers, going for their 17th coffee of the day at over-priced (and mediocre) cafés in London’s East End – it meant I was often alone in the office, wondering what the hell to do.

Unsurprisingly, the company went bust in 2019.

If they’d have had an operations manual or some operations manual templates, however, I would’ve been able to complete a ton of work while they were focusing on other parts of the business. That’s because an operations manual contains information about the company, the company’s hierarchy, roles and responsibilities, business policies, and key facts regarding processes and procedures.

Don’t let your business fall into the same trap as the now-defunct fashion company.

Create, implement, and audit an operations manual.

In this post, I’ll further define what an operations manual is and the benefits of having an operations manual. To boot, I’ll provide you with a host of nifty operations manual templates, and tell you how Process Street can aid you with your manual!

Read the following sections to get clued up:

Or, if you just wanted the templates, grab them here:

In fact, here’s a sneak preview of the templates that you’ll be getting for free!

Let’s get started, shall we?

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Customer Engagement: How to Keep Your Customers Hooked Throughout the Sales Cycle

customer engagement

This is a guest post by Sawaram Suthar, the head of marketing at Acquire and also a founder of Jagat Media. A digital marketing consultant, he has experience in branding, promotions and page optimization, along with research and strategy. He has an MBA from the University of Pune.

Engaged customers are any business’s biggest asset.

Seeing as customers are what make or break a business, you should do everything in your power to keep them engaged at all times.

But customer engagement is a tough coup to pull off.

A study conducted by Hall and Partners revealed that almost two-thirds of a company’s profit depends upon how effective customer engagement is. Another study found that 84% of customers think the experience provided to them by a company is far more important than its products and services. In simple terms, the success of your brand is dependent upon the quality of customer experience you can deliver.

In this guest post for Process Street, I’ll tell you how you can level up your business’s customer experience, thereby engaging customers further.

Specifically, we’ll be looking at:

Let’s get started. ⬇️

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