All posts by Vinay Patankar

Essential Etiquette for Customer Success Communications

Customer success manager preparing for a clear customer conversation

This guest post is written by Andriy Zapisotskyi. Andriy is founder and CEO of GrowthMate and writes from his experience helping teams communicate clearly with customers.

Customer success communications are the conversations that help customers understand a product, resolve problems, and keep moving toward the outcome they expected. Good etiquette makes those conversations clear, accountable, and easy to act on, from the first acknowledgement to the final confirmation.

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4 Workflows to Get You Started with Automations

Black-and-white operations manager guiding blank workflow cards through a compact automation conveyor machine

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.

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How to Scale Content Marketing: Building a System for Growth

how to scale content marketing

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:

Let’s jump right in!
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Building a Content Marketing Strategy: Tips to Get Your Team Excited

Content strategist using a physical funnel model to plan a content marketing strategy

Guest post by Ovi Negrean, CEO and co-founder of SocialBee. He and his team help startups, small businesses, freelancers, and entrepreneurs reach their marketing goals through customer-informed articles and practical social media content. You can also find Ovi on X.

Every marketing team has a list of ideas it wants to try. A useful content marketing strategy turns that list into shared goals, clear ownership, a realistic publishing rhythm, and enough room to learn from the results. That structure is what gets a team excited: people can see why the work matters, where their contribution fits, and what happens next.

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Marketing Agency vs. Marketing Consultant: Which is Better for Project Managers?

marketing agency vs marketing consultant

Jaron Soh is Co-founder and COO at Traktion, the platform that makes hiring for growth simpler, agile, and more profitable for businesses.

According to a recent survey by The Digital Project Manager, the two biggest project management challenges of 2020 can be neatly summarised as people problems and project problems.

If that sounds a little vague, let’s get specific. 27% of those surveyed experienced challenges with their project stakeholders (i.e. people), while 24% encountered challenges with budgets and deadlines (you guessed it, project).

Thinking about this within the context of a marketing project, it’s easy to get distracted by those project-related concerns, wondering: “How do I deliver this on time and on budget?”

Well, here’s the thing… In my experience, you’re asking yourself the wrong question.

When it comes to marketing, don’t focus solely on the “how”; make sure you look at the “who”, too.

There’s a people problem to overcome. Ask who you should use to help deliver your marketing project on time and on budget; a solo marketing consultant, or a full-blown marketing agency? To answer that, you need to understand how they differ from one another, and the scenarios in which to use them.

In this Process Street post, we help you do just that. Here we explore:

Ready? Let’s dive in.
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The Importance of Core Values: How to Captivate Customers & Compel Teams

importance of core values

“Well-defined values don’t sound like the safe platitudes of a Hallmark card” – Patrick M. Lencioni, Management guru

Lencioni also wrote that “Most values statements are bland, toothless, or just plain dishonest. [They] create cynical and dispirited employees, alienate customers, and undermine managerial credibility.”

For early stage startups, formal value statements are multi-functional; they should help your team understand and act on your internal best practices and empower them to make decisions that will benefit the company as a whole.

These values are the boundaries within which your business will operate in pursuit of its goals, and set the tone for day-to-day operations.

Think of core values as one of the three pillars of principle holding up your business operations; the other two being mission and vision.

In this Process Street article, we’ll explore why core values are important, how they align with mission and vision, and some examples of core values from other companies.

We’ve also got some statements from our own team about how they live and act on our own internal values in their day-to-day work.

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File Naming Conventions: How to Optimize Document Management

Document manager operating a mechanical file naming sorter

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

File naming conventions are shared rules for structuring filenames so people and systems can identify, sort, search, and manage documents consistently. A useful convention defines which information belongs in a name, the order of each element, allowed separators, and how versions are recorded.

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Create More Time in Your Day with Our New Slack App

Operations manager adjusting a clockwork model to create more time with the Slack App

Having everything you need in one place makes life easier, doesn’t it?

That’s why Process Street is launching the Slack App.

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An Insider Look Into How We Built the Process Street Slack App (In 2 Weeks!)

A software product builder presenting a workplace chat app connected to recurring workflow tasks

Slack changed the way teams worked by bringing conversations, files, and day-to-day coordination into one shared space. In December 2020, Salesforce agreed to acquire Slack in a transaction with an enterprise value of approximately $27.7 billion, a sign of how central workplace communication had become.

This insider look explains why we built the Process Street Slack App, how CTO Cameron McKay shipped the first version in two weeks, and how teams could bring workflow notifications and approvals into the place where they were already working.

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What is a Blog Maturity Model? How We Create Quality Content at Process Street

blog maturity model

When you’re doing any kind of content marketing, you want to be able to understand how well you’re doing. You want to be able to look at the performance of the content you’re creating and feel assurance that you’re:

  1. Driving forward key goals and objectives tied to your content strategy;
  2. Continuously optimizing and improving the quality of your content in order to hit those goals.

Especially when you’re creating this kind of content that involves a degree of creative input (writing!) it can be difficult to measure quality.

This is where maturity models come in. Maturity models can be a great way to build and assess how successful an organization or system is at achieving continuous improvement.

Ultimately, it’s the idea that you’re constantly seeking to test and improve the way in which your organization runs. You’re not standing still.

We’ve written before about more generally applicable Capability Maturity Models, but this post takes a look at our internal Blog Asset Maturity Model (BAMM) process that we use to audit and continuously improve the quality of our blog content.

In this Process Street article, we’ll cover:

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