Connecting with decision makers on LinkedIn is not about pushing a pitch into a stranger’s inbox. It is about building enough relevance, trust, and context that the right person recognizes why a conversation is worth having.
The seven tactics below help you strengthen your LinkedIn profile, find warm paths into target accounts, and turn social selling into a repeatable part of your sales process management.
Account management is the operating system for long-term customer success. After the initial sale, the account manager has to understand the customer, protect the relationship, coordinate handoffs, spot expansion opportunities, and prevent churn without letting small follow-ups fall through the cracks.
These eight account management checklists cover competitive analysis, company research, sales presentations, monthly reporting, forecasting, sales-to-service handoff, SaaS upselling, and churn prevention. Use them as standalone templates or connect them inside account management software so every owner, approval, form field, and follow-up is tracked in one place.
Procurement management is the discipline of planning, approving, monitoring, and documenting how an organization buys goods and services. A strong procurement management process connects business needs to qualified suppliers, controlled spending, contract performance, and a complete record of every decision.
This guide explains the difference between procurement and procurement management, shows what can go wrong when controls fail, and gives you a practical seven-step procurement management plan.
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These insanely useful Chrome extensions for digital marketers help with the browser work that still eats time every day: email, research, bookmarking, SEO checks, analytics, screenshots, social scheduling, writing, and page QA.
Use this list as a practical extension stack. Pick the tools that match your workflow, keep permissions under review, and document when each extension should be used so the work stays consistent across the team.
Hello, and welcome readers to the experience economy.
Take my hand and I’ll guide you to a place of psychic gratification. Feel your senses tingle, and your attention sharpen. You’re entering a new chapter of customer success , one that’s immersive and marks the next economic stage.
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Sales process adoption is the point at which a defined way of selling becomes the team’s normal way of working. To improve sales process adoption, show reps how the process helps them sell, make every required step easy to execute, and use feedback and performance data to remove friction.
That means solving two problems at once: convincing sales reps that the process supports their goals, and providing the tools and guidance that fit naturally into day-to-day work.
At Process Street, startup blogs are required reading for our team because founders and operators need better inputs for the systems they build.
Use this list to keep up with venture capital, marketing, sales, UX and design, customer success, and support. When an idea is worth acting on, turn it into a documented workflow with Process Street’s workflow automation software: a single Compliance Operations Platform for Docs, Ops, and built-in AI.
Ninety-one percent of home sellers used a real estate agent or broker in the National Association of Realtors’ 2025 Profile of Home Buyers and Sellers. That keeps agents at the center of the transaction, which means agents need to be at the top of their game in order to attract and retain clients amongst stiff competition.
The easiest way to protect that experience is to run the work from a checklist. These free real estate checklists help agents, transaction coordinators, property managers, and sellers guide clients through the property sale process, maximize profits, and turn customer satisfaction into referrals.
Small business resources make consulting easier when they help you find clients, document repeatable work, manage cash flow, and deliver a better service without rebuilding your operating system every week.
This guide collects the blogs, books, podcasts, posts, templates, and tools that small business owners and consultants can use to improve strategy, systems, productivity, sales, and client delivery.
I gave my AI agents real access to my systems for a month. Not a sandbox, not a demo. Actual access to the tools I run my company on. Here is what actually broke, and what I learned building the guardrails that made giving AI agents real access safe.
The first surprise was what did not break. The model. The model was almost never the problem. It read context well, it reasoned through messy inputs, it drafted work that was genuinely useful. If you had told me a year ago that the language model would be the easy part, I would not have believed you. But that is where we are.
