The introduction to Process Street for consultants covered the basics of using the app, but now it’s time to take a deep dive into the advanced features.

Using these, I’ll show you how to make the most of your business processes, automate your busy work, be more productive in general, and make sure that you and your clients’ operations are both scalable and efficient.

Whether you’re working with HR templates or IT processes, today I’ll show you how to:

• Copy templates between organizations to easily hand them off to clients
• Customize your template overview to have a personal view of all checklists run
• Share, embed, export, and print templates and checklists to allow off-and-online access, whether the recipient has a Process Street account or not
• Automate basic tasks to free up time, letting you and your clients scale more easily
• Use “variable” information to keep data across your checklist in sync
• Create custom links which trigger new checklists (and push data into these new checklists automatically)
• Integrate Process Street with other apps and websites using custom links

It’s time to get stuck into the meat of how to make the most of Process Street’s advanced features and further benefit your clients.

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Recent elections have hogged the headlines due to their rhetoric and their politics.

However, one consistent theme across both the Trump victory and the Brexit success was their use of advanced marketing techniques.

These campaigns utilized the power of emotion to drive their narratives and leveraged the complexities of Big Data to direct those messages at segmented groups with devastating effect.

The recent victories were not merely political successes, but demonstrations of the immense potential of advanced marketing and advertising methods.

We’ll look at three key areas in this article:

• Why are emotions so powerful in decision making?
• What is psychometric testing – the Trump and Brexit campaigns’ marketing method – and what can it tell us about our audience?
• How do we turn theory into actionable techniques?

The world of marketing is changing. Don’t get left behind.

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Today is the first post in a new series – a guide to help consultants and their clients work with Process Street to boost efficiency and be more productive.

Whether you’re documenting your clients’ business processes, updating their toolkit, or generally improving company tools and practices, Process Street is the easiest way to document and manage both your personal and clients’ workflows.

Over the next seven weeks we’ll go through:

• An introduction to Process Street for consultants – why you should care, and the core features
• Advanced features such as process automation and custom share links
• Common use cases and how best to use Process Street in different forms of consulting
• The benefits of Process Street as part of your (and your clients’) toolkit
• How to easily set up and hand off processes to your clients
• How our partner program works
• Extra resources to become a true master of efficiency

I’ll even be writing this guide to let you give it to your clients to teach them how to use Process Street. After all, efficiency is the name of the game.

So, join me today as we kick off this mega guide for consultants by explaining what Process Street is, what the core features are, and why the hell you should care about it.
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For startups and small operations, virtual assistants can be vital.

The general idea is: instead of hiring a full-time specialist or wasting time on data entry, you hire a VA.

It sounds easy. You just hire a VA, right?!

But what happens after that is the hard part. Straight after hiring comes the onboarding and training. That’s the part where you get your new VA up to speed with how your company works, and how the tasks, rules, and responsibilities are going to be different from the other companies they’ve worked for.

You’ll need to explain how to use your stack of tools, and how they can work as efficiently as possible. It’s also a process for you: you need to remember to check in, make sure everything’s set up properly, and review their performance.

In this post, I’m going to go over some of the key things to keep in mind when onboarding a virtual assistant, and share two of our internal processes with you.

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Learning how to live stream may be intimidating, but it’s insanity to ignore the marketing opportunities and advantages it creates for your brand and company.

Want to engage your audience beyond your written content? 80% of brand audiences prefer watching a live video to reading a blog post.

Reaching out through social media? Live videos get more than double (+135%) the organic reach of photo posts.

In fact, producing live videos:

• Lets you reach a wider audience
• Encourages active engagement with your brand
• Builds stronger relationships with your viewers
• Provides a wealth of content to repurpose
• Makes you stand out from the crowd

To help you take advantage of live streaming, I’ll break down the benefits of doing it, the platforms and equipment you can use, and the types of streams you can host. If you want to know why, what, and how to live stream to give your marketing efforts a boost, keep reading.
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Alarm goes off. “Five more minutes”. Snooze. Sleep. Repeat until you’re late.

Ignoring your alarm repeatedly creates a habit, and habits are hard to break. You start to ignore it more and more because you’ve conditioned yourself to do so. Even if you want to get up early, your subconscious is working against you.

Small snoozes quickly add up too – just 15 minutes each day sends 91 productive hours down the drain every year. That’s more than two working weeks you waste each year.

Knowing how to wake up early is only half the battle – to start your day the right way, you need to make it an automatic reaction to your alarm.

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Want to add every post on your blog to your Buffer queue, complete with images and automatically generated hashtags?

Recently I realized I hadn’t added my old blog posts to Buffer, and needed to go back and queue them all up. While I was doing it, I decided I could grab the images and use a free API to generate the hashtags for me!

So, I thought I’d record how I did it so I can tell you, too.

In this post, you’ll learn to:

1. Export a CSV of your posts from WordPress
2. Tidy up the CSV to include only URLs and titles of your posts
3. Automatically include hashtags in the tweet text using Aylien
4. Use import.io to scrape images for your tweets
5. Push the tweets and images to your Buffer queue using Zapier

Oh, and by the way: all the tools used here are used in their free versions. 🙂

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Your current team can’t handle any extra work. You’ve exhausted your process automation opportunities. You’ve got no choice but to bring in a fresh face.

You could hire a specialist, but they can be expensive and limited in the work you can hand off. You need to hire a virtual assistant.

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According to Atlassian, unnecessary meetings cost the US economy $37b a year in wasted salary costs.

In fact, per the same study, half of all meetings are considered “wasted time”.

What differentiates a successful meeting from a failed one? How do we make sure our meetings are consistently successful?

In this article, we’ll discuss the fundamentals of how to run a successful meeting; the 7 key steps advocated by MIT professor Neal Hartman.

And we’ll share with you our internal method for running meetings in a structured manner with Process Street.

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Efficiency is vital for startups to scale and survive. To be efficient you have to document your processes to make everything repeatable and scalable.

All of which means nothing if your processes are bad.

“Process innovation” is a fancy term for improving your business’ processes. Instead of haphazardly solving external issues, you focus on improving your core processes and standard operating procedures to make your business efficient and able to grow.
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