For HR managers in charge of onboarding new employees, daily tasks can quickly become difficult to track and overcomplicated.

Consider: 4 new hires starting this week, alongside about a dozen others that started in the past few months, and a handful that are wrapping up their first year any day now; it’s clear how HR departments can struggle to stay on top of things without stress or confusion.

That’s why human resources departments worldwide use Process Street to streamline and automate their daily HR work tasks, for processes like:

• New employee onboarding,
• Recruiting new hires,
• Performance reviews & audits,
• Diversity programs,
• Aptitude tests,
• & pretty much any HR process you can think of!

In this article, we’ll show you how our customers manage their daily HR tasks using Process Street.

You can see exactly how it’s done, with supporting screenshots and video walkthroughs.
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Way back in 2013, in a converted horse stable in Buenos Aires, the first version of Process Street was just starting to come together.

From day one, we were inspired by the concept of a repeatable checklist. We still love checklists. And we’re still guided by that initial concept. But we’ve come a long way.

Over the years, we’ve evolved checklists into Workflows and grown our Workflows product in new and exciting ways. Workflows continues to be a cornerstone of the Process Street platform with even more exciting developments in the works.

Now, we’re excited to announce Pages: a new, companion product to Workflows. It’s the latest step in evolving Process Street from a repeatable checklists tool to a complete, modern process management platform.

• Introducing Pages, a new product by Process Street
• Process docs you can actually find
• Pages: Your key to operational excellence

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This is a guest post written by Ashley Ferro, a freelance content writer & copywriter specializing in SEO content marketing.

Quick! You have an exam in a week. What’s your study plan?

Will you spend hours reading the material? Take notes? Use flashcards? Cram it all in the night before?

Most people in this situation wouldn’t think very far ahead when deliberating on how to study. They’d just wing it, most likely pull an all-nighter the night before, and hope for the best when the time comes for them to take the exam.

The problem with this is that it’s lazy. And lazy studying only gets you mediocre results (at best).

But this doesn’t mean spending long, grueling hours studying every day is the way to go. In fact, research shows that students that are consistently successful actually spend less time studying than their peers; they just do it more effectively.

So, what should you do then?

In this Process Street article, we’ll walk you through everything you need to know about how to study effectively and efficiently.

We’ll be covering:

• What is the best way to study?
• Study techniques that actually work
• How to properly use a study guide and get the most out of it
• 3 crucial benefits of using a study guide
• Using a study guide template
• Using Process Street for improving study skills & getting organized
• Additional productivity and time-management resources

First off, if you’re just here to grab our Study Guide Template, here it is below:

Study Guide Template

Alright, let’s get started with the basics!

Nahla Davies is a software developer and tech writer. Before devoting her work full time to technical writing, she managed – among other intriguing things – to serve as a lead programmer at an Inc. 5,000 experiential branding organization whose clients include Samsung, Time Warner, Netflix, and Sony.

Allocation of marketing resources is the key problem which leadership teams in marketing departments are continually trying to solve.

Often we talk about PPC vs organic, brand vs conversion, SEO vs social, or any such pairing of activities. But maybe the biggest question at the top of the decision tree is: Acquisition vs Retention.

Should you try to generate more revenue from existing customers? Should you spend more effort to develop new customers? Or is there a happy medium that will work perfectly for your business?

Based on statistics alone, your existing customers are your best bet for new revenue. It is generally easier and less costly to rely on the people you have already built relationships with. But businesses that don’t take sufficient steps to bring new blood into their base will inevitably die.

In this Process Street article, we’ll attempt to answer some questions, namely:

How involved should marketing be in retention efforts? And how do different company structures or products impact that? How do we weigh those efforts against acquisition – the primary function of marketing?

To help you through the process, we’ll be looking at:

• How other companies divide their efforts between acquisition and retention
• Why do businesses spend so much on new customer acquisition?
• How should you divide your marketing spend between acquisition and retention?
• Putting it all together with process

Let’s get rolling!
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BentoBox is a website e-commerce and marketing platform just for restaurants. Their mission is to empower the world’s restaurants to succeed in their mission of hospitality.

While thousands of restaurants are using BentoBox to power their digital experience for customers, including websites, online ordering, gift cards and more, BentoBox uses Process Street for key processes like customer onboarding and employee onboarding to smoothly scale their operations.

“Partnering with Process Street has ultimately enabled us to help our team move quicker, as well as create transparency with our customers; and the features that they’ve been adding since then have just kind of proved that it was the right choice.” – Chelsea Lynch, Customer Operations Team Manager, BentoBox

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Systematizing your business is one of the biggest challenges any founder or executive faces when trying to scale.

I’ve seen it personally in my businesses and in the experiences of our customers. It’s the problem which led to us creating Process Street when I ran a small business. It’s the problem people and businesses of all sizes now come to Process Street to overcome.

Thousands of customers like Accenture, AstraZeneca, and Salesforce are solving processes from small business needs to critical enterprise and infrastructure processes.

It’s important to learn not just how to get things done, but how to do that repeatedly, effectively, and efficiently as your team grows.

This is where business systematization comes in.

A huge part of that is process management. According to our research, 42% of respondents say their teams have no time to create processes. You cannot systematize if you fail to document your processes.

In fact, process documentation is only the first step. What about adherence, integration, automation?

That’s why, as Process Street’s CEO, I was so excited to collaborate with Foundr to create a course to take you from process-less to process pro. The course is now available for registrations – you have until September 8th to get involved, so make sure to register ASAP if you’re interested.

I’ll give you the platform and the playbook to systemize your business in just 10 minutes per day, all delivered through Foundr’s intuitive learning experience.

Foundr magazine is one of the leading media outlets for entrepreneurs, small business owners, and executives. The course comes carefully prepared with video lessons, playbooks, and an explanation of my proven DIA Method.

As part of the Process Street family, I’m offering you the chance to register now and get 4 free masterclass lessons where I’ll explain my 10 minute MVP approach to supercharging processes in record time.

Click here to register!

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As your marketing team’s content manager, you want to be able to know your content engine is working for you at maximum efficiency, and have a clear overview of the important work being done.

This is perhaps easier said than done, when there can be countless systems and processes to keep track of, from marketing operations, onsite content, offsite comarketing relations, email correspondences, to SEO reporting – it can all become overwhelming.

But it doesn’t have to be!

Wouldn’t it be great if you could benefit from detailed reporting without having to bend over backwards restructuring your meetings and how you collect data?

Well, that’s more or less how we’ve set up reporting in our marketing team at Process Street. In this post I’ll briefly summarize how our marketing team saves time and effort with a nifty workflow that utilizes Automations and native integrations, and allows us to:

• Coordinate dozens of comarketing relationships while maintaining clear record of communications;
• Track the number of guest posts we’ve accepted and published;
• Highlight top priority action items;
• Quickly & easily analyze referring domains of target pages;
• Automatically push everything into Google Sheets;
• Automatically generate graphs and charts;
• Automatically post a Slack message with key marketing reporting metrics;

Specifically, this post will cover:

• Why you should consider automating your marketing operations;
• Our marketing operations reporting toolkit;
• How we automated reporting of our marketing operations;

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This is a guest post by Andriy Zapisotskyi. Andriy is a Growth Manager at Mailtrap. He has over 5 years of experience in the field of marketing & loves to network with new people.

Jeff Gardner (Director of Customer Support & Success at Intercom in the early days) on customer communications:

“It’s got to be easy. Don’t make customers jump through hoops to use your product.

It’s got to be effective. Know everything about your product, including its limitations.

It’s got to be authentic. Make sure everyone’s aligned on your fundamental cultural values.”

As a Customer Success Manager, you represent the customer’s interest and your goal is to help them get value from your product. In many ways, they are the link between the user and the company, and that link grows stronger the more acquainted with the product the customer becomes.

CSMs are kind of like a combination of product manager and technical support; one of their chief duties is leading the Customer Success team in handling all communication from the customer about the product, be it questions about service, onboarding, or resolving technical difficulties.

It goes without saying that communication is important. The tone, content, and delivery of any kind of messaging should be refined and optimized to deliver the best possible customer experience. You should consider how to tailor different messages for different purposes, mediums, and customer profiles. A one-size-fits-all approach is unlikely to get you very far, and a keen understanding of etiquette around customer success communications is essential.

This means the CSM needs to be able to take into account the nuances of written communication with individual customers and be able to adjust their approach to each specific situation.

In this Process Street post, I’ll detail the core principles vital for a CSM to lead their team to successful communications with all customers.

• CSM communications etiquette: Ground rules
• CSM communications etiquette: Provide a solution
• CSM communications etiquette: Closing a query

Let’s dive in!
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We’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.

For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.

Brad Smith is the CEO at Wordable and the founder of Codeless (a content production agency). His content has been highlighted by The New York Times, Business Insider, The Next Web, and thousands more.

So, you’re ready to scale your marketing efforts, eh?

You’re not the only one: 70% of marketers are taking content marketing seriously — and sooner or later, they start scaling up, increasing competition in the process.

With all the marketing noise out there, it can be difficult to position yourself as an industry leader. But don’t worry, we’re here to help.

In this Process Street post, we’ll cover:

• How to prepare a scalable content marketing system
• 9 Actionable steps to effectively scale

Let’s jump right in!
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