BentoBox, now part of Clover, is a website, e-commerce, and marketing platform built for restaurants. Its mission is to empower restaurants to succeed in their mission of hospitality.

As thousands of restaurants used BentoBox to power websites, online ordering, gift cards, and other customer experiences, the BentoBox team used Process Street for repeatable operations such as customer onboarding and employee onboarding.

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. This article describes that original course collaboration. Foundr’s current systems masterclass details are linked below; the original registration deadline no longer applies.

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.

Foundr currently lists a free Systems masterclass with Vinay Patankar covering the 10-Minute MVP Method. See the current masterclass page for its format and availability.

See current masterclass details

Continue Reading

A payroll client onboarding workflow is a repeatable process for collecting customer information, routing state-specific requirements, securing signatures, and handing complete data to implementation. Payroll Processors used Process Street to standardize that workflow and cut average onboarding time from 14 days to 5 days.

Payroll Processors gives employers one place to manage payroll and employee administration. Its onboarding team needed the same kind of clarity behind the scenes: complete information, reliable quality controls, and a collaborative experience for each new customer.

Premier Claims is a nationwide public adjusting firm that represents policyholders and contractors as they document property damage and negotiate claim settlements with insurance carriers.

Premier Claims uses Process Street to run a structured claims and client intake process, collect the right information, route work to the right people, set deadlines, and move data into connected systems.

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;

Continue Reading

The Mindshare Collaborative case study is an example of how a health and wellness business community used Process Street to create repeatable training, onboarding, growth, and operating workflows. Mindshare now operates as the Health Business Growth Collective.

This customer story shows how a shared process system helped Mindshare members document work once, train teams consistently, and scale client delivery with greater confidence.

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.

Continue Reading

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!
Continue Reading

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.