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How to Automate User Onboarding with Customer Education

How to automate user onboarding with customer education

This is a guest post from Kyriaki Raouna, a Content Writer at LearnWorlds writing about marketing and elearning. She is an experienced career consultant and a content writer for SaaS.

User onboarding is one of the hottest topics of discussion amongst SaaS companies. You start thinking about it on day zero of your launch and continuously improving onboarding as your business grows.

Welcoming and educating users on the use of your product is a priority for software businesses, and while you scale, you will want to automate the onboarding process.

In fact, the quicker you do so, the better. Customer onboarding is a huge opportunity for every SaaS. Especially if you are working to increase sales and reduce churn rates.

When onboarding is combined with customer education, it becomes the ALPHA and OMEGA of activating users and ending up with loyal customers who are experts in your product and advocate for you.

Indeed, the biggest software companies with a highly valued brands use education as marketing and for user onboarding, but more on this later…

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The 21 Best Free Project Management Software (And Why They’re Great)

project management software

Ah, the days before I started using project management software.

I don’t miss them.

70+ hour weeks of pure stress and disorganized skitting from task to task, unable to focus on the things that mattered when they needed to get done. It was a lesson hard-learned but one of the most valuable I’ve ever had the misfortune of going through.

So I’ll save you the trouble and show you the best free options on offer.

You don’t need a massive budget or a lot of experience to get the most out of these apps – hence why they’re the best free project management software. Most have paid plans but all are functional with the free version and all will help you and your team organize your projects and get things done on time and to a high standard.

I’ll be covering:

  1. Process Street
  2. Agantty
  3. Airtable
  4. Asana
  5. Avaza
  6. Backlog
  7. Bitrix24
  8. FreedCamp
  9. HiTask
  10. KanbanFlow
  11. MeisterTask
  12. Paymo
  13. Pivotal Tracker
  14. Podio
  15. TeamGantt
  16. TeamWeek
  17. Teamwork Projects
  18. Todoist
  19. Trello
  20. Wrike
  21. Zenkit

Enough talk – let’s get stuck in.
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22 Business Growth Lessons for Startups from SaaStr Europa

business growthStartup life is hard enough when you’re trying to get a product off the ground.

But the challenge doesn’t stop at your first investment round.

The growth stage of a startup is where a whole load more are likely to flounder. You’ve made big promises to your investors and you’re struggling to meet those targets – not ideal.

Achieving the first stages of growth necessary to access further venture capital, or generate revenues you can rely on, is not easy. Your customers have higher expectations for your product and your team is expanding and professionalizing all while you’re still trying to improve output.

Fortunately, conferences exist where you can go to watch lectures, promote your product, and realize that everyone else is fighting the same issues at the networking events.

One growing scene at the moment is the European SaaS market.

Not as mature as its American cousin, the SaaS market in Europe has an explosion of companies and all of them are vying for that next stage of growth.

That’s why we went down to SaaStr Europa to find out what advice the speakers and panels would have for the 2019 cohort.

In this Process Street article, we’ll cover the key business growth lessons from a series of headline lectures:

  • Logging in to Paris
  • The Answers to Everything – with SaaStr, G2, Twilio, and CircleCI
  • Hackathon to Unicorn – with Talkdesk
  • Happy Customers at Scale – with New Relic
  • The Rules You Can Break – with Tradeshift
  • Freemium at Scale – with Typeform
  • Process Street won the prize!

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How To Create A Newsletter: Top 20 Newsletter Templates For Your Business

Newsletter templates: How to create a newsletter

When presented with state-of-the-art SEO methods and swish social media platforms, it is easy to dismiss newsletters from your marketing strategy. But what if I told you, by doing so, you are missing out financially?

66% of email marketing involves newsletters. This makes newsletters the top email marketing method.

Keep that statistic in mind, as I fire another interesting fact at you. 59% of business to business marketers state that email is the most effective channels in regards to revenue generation. We know that email marketing is predominantly newsletters (66% of it). Can we not infer the huge revenue potential email newsletters have for your business?

In light of this, Process Street has gathered 20 newsletter templates. Each template provides the backbone structure to ease the creation of your newsletters.

Besides these 20 newsletter templates, Process Street also provides a newsletter template process. This process guides you, increasing the efficiency of your newsletter creation process.

Treat this article as an all-encompassing platform, designed to help you create your email newsletter. We have structured this article into the below subheadings:

  • Why do you need email newsletters?
  • How do you write an email newsletter?
  • Process Street’s newsletter template process
  • 20 top newsletter templates

Scroll down for more information on the templates provided, or access them via the quick links below:

20 email templates

Process Street’s newsletter template process

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The 11 Efficiency Killers in Your Workplace That You Should Know About

efficiency-killers

The following is a guest post by Eric Lawton. Eric has been part of the Human Resources sector for most of his career. During this period, he has learnt how to create and tweak hiring strategies to choose specific industries and companies. These days, he prefers to share his experience and knowledge with other people in the business.

The main goal of any workplace is to be as efficient as possible. The more efficient employees are, the more productive they become. This, in the end, leads to greater profits.

Therefore, it stands to reason that you should eliminate any obstacles hindering this process. If you feel that this is easier said than done, though, you are not alone. Most employers have a tough time identifying what the real productivity killers are.

Fortunately, there is quite a lot of research conducted on this topic. As a result, this article contains the relevant statistics and details you need to be aware of. This will make it a lot easier for you to make some real changes in your own workplace.

So, without further ado, here are the efficiency destroyers that you must watch out for:

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What Is ISO 31000? Getting Started with Risk Management

what is iso 31000? Getting started with risk management

We analyze and manage risks every day.

From crossing the street, correctly preparing food, fastening seat belts, to coordinating a journey via public transit. Each of these is an example of a risk management process happening in our heads; sometimes the result of “common sense”, sometimes these decisions are made unconsciously.

When it comes to business management, a more rigorous, formalized approach is needed.

One such strategy for managing risk is to utilize standards for risk management, like ISO 31000. This approach is useful in pretty much any situation, for organizations of all shapes and sizes, to manage risk in their everyday operations.

Managing risk effectively is essential to ensure businesses succeed and thrive in an environment of constant uncertainty. This post covers everything you need to know about ISO 31000; here’s a quick rundown of the article structure:

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Task Permissions: How to Create Secure, Flexible Processes

Task Permissions
Yahoo! lost $350 million to their sale price after the reveal that a security breach had caused 3 billion accounts to be compromised. They learned the hard way that if you have sensitive data you’ll also need measures to protect it.

You need an easy way to secure your processes without providing extra hoops for your team to jump through and get confused over.

That’s why we here at Process Street let you set task permissions in your checklists.

This feature lets you hide tasks from viewers with variable permission levels within your checklists. You’re left with a checklist that shows different tasks to different people based on what you think they should see.

The best thing? It solves your security and clarity issues while providing a singular location for your data to be stored, making it easy to review.

Enough dilly-dallying, let’s get to it!
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Gap Analysis: How to Bridge the Gap Between Performance and Potential

Gap Analysis How to Bridge the Gap Between Performance and Potential

If you want to grow your business, you need to know how to allocate your resources to make it happen. How do you figure out the steps you need to take, or the processes you need to implement to make it happen?

You conduct a gap analysis.

Simply put, the gap analysis is a tool designed to help you understand where you are, and what you need to do in order to get to where you want to be.

In this article, I’ll be breaking down the basics and running through a process for getting started with performing your first gap analysis.

Here’s what this Process Street article has in store:

  • What is a gap analysis? In simple terms
  • Common use cases for gap analysis
  • Different types of gap analysis
  • The gap analysis process
  • Gap analysis tools
  • How to streamline the gap analysis process

Let’s get started.

What is a gap analysis?

gap analysis graph

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Confronting an Employee? 11 Communication Mistakes Managers Make

confronting an employeeJennifer Lockman graduated from UCLA majoring in Journalism. Now she works as a writer. Her expertise includes general education, e-learning, business, writing, and lifestyle.

Being a manager often puts you in a difficult position.

It isn’t always about smiling and cheering for your employees. It also means that you have to right the wrongs, and come face to face with unpleasant situations.

While there are countless ways to motivate the team and encourage them to attain success, when it comes to tackling the hurdles along the way not all managers have the knack for it.

Of course, one could try to instigate the fear of getting fired if you displease the manager, but that might not be the most effective way to approach a conflict with an employee. Nor is letting them assume that the manager is a pushover.

So if you are dreading that meeting you should have had a long time ago, we are here to tell you what to avoid and how to approach the situation. With adequate communication, a confrontation could help build stronger relationships in the office and boost performance.

In this Process Street article, we’ll cover 11 common mistakes managers make when confronting their employees and provide you with a host of process templates to try to make your life easier!

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What is Workplace Diversity? Improving Diversity in the Workplace (8 Free Templates)

Diversity in the Workplace

Workplace diversity is more than a buzzword. It’s also more than a passing phenomenon.

Whether it’s findings from MIT proving that having an equal gender balance increases revenue, or McKinsey’s discovery that companies in the top quartile for racial and ethnic diversity have a 35% increase in financial returns above the national average, diversity positively affects both a company’s culture and bottom-line.

At Process Street, we recognize the importance of diversity, but we also understand that improving diversity in the workplace isn’t an easy task for HR teams.

That’s why we’ve created these 8 free templates:

However, before deep-diving into the templates, it’s crucial to have a solid understanding of exactly what diversity in the workplace is, and why it’s profoundly important. This will help you get the maximum possible value from our templates.

With that being said, let’s get started!

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