This is a guest post from Emil Kristensen, CMO and co-founder of Sleeknote: a company that helps e-commerce brands engage their site visitors, without hurting the user experience.

Personalized marketing means using what you know about a customer, their role, source, behavior, stage, and intent, to make the next message or experience more useful. For SaaS teams, that matters because the sale is not a one-time event. It is a lifecycle of signup, activation, adoption, expansion, renewal, and support.

Continue Reading

Employee development is how you help people build the skills, judgment, and confidence they need to do better work over time. Training teaches someone how to perform a task. Development gives them a path to grow into larger responsibilities, solve harder problems, and stay engaged with the business.

Done well, employee development improves retention, performance, and customer experience. Research from Gallup has linked strategic employee development with stronger profitability and retention, which is why the best programs are treated as operating systems, not one-off courses.

Continue Reading

Employee onboarding improvements matter because the first few weeks decide whether a new hire feels clear, supported, and able to contribute. If the onboarding process is scattered across emails, documents, manager memory, and last-minute reminders, the employee feels that friction immediately.

That friction is expensive. Gallup reports that only 12% of employees strongly agree their company does a great job of onboarding, and weak onboarding makes it harder to build the trust and role clarity new hires need.

Creative workflow management gives creative teams enough structure to deliver better work without turning the process into bureaucracy.

When briefs, feedback, approvals, and handoffs are managed in one repeatable workflow, creative teams spend less time chasing status and more time producing work that is clear, reviewed, and ready to ship.

Continue Reading

Client Onboarding for Professional Services

A client onboarding checklist gives every new customer the same strong first experience: clear expectations, accurate intake, assigned owners, and fewer missed steps. That matters whether you run an agency, law firm, SaaS company, clinic, accounting firm, MSP, brokerage, or consulting practice.

Below are 14 client onboarding checklist templates you can run in Process Street. Start with the industry template that matches your work, or use our broader client onboarding templates guide if you want a single reusable client onboarding process before choosing a vertical workflow.

Continue Reading

AI now runs the marketing stack. The tools that mattered in 2023 are not the same ones earning results today. Agents draft campaigns, optimize creative in real time, and automate entire workflows that used to require full teams. The shift is not incremental; it is structural.

This guide covers 10 AI marketing tools that are delivering measurable value right now, from Process Street’s workflow automation to AI-native platforms for SEO, video, voice, and visual design. Each tool earned its place by solving a real marketing problem better than the alternatives. If you are building or running a marketing operation, these are the tools worth evaluating.

• Process Street: Best for marketing workflow automation
• Canva AI: Best for visual content creation
• Optimove: Best for customer data and campaign intelligence
• Surfer SEO: Best for AI-powered content optimization
• Opus Clip: Best for short-form video creation
• ElevenLabs: Best for AI voice and audio production
• Jasper: Best for AI marketing copy at scale
• GetGenie: Best for WordPress content optimization
• Graphite Note: Best for predictive marketing analytics
• Capsule: Best for branded video editing

Business process management (BPM for short) gets a bad rap. Some consider it industry jargon, others an ineffective management hack, and almost all see it as boring.

However, there is no better way to increase efficiency and consistency in your business than by documenting, managing, measuring, and improving your processes effectively.

Continue Reading

Only 12% of employees say their organization does a great job with employee onboarding. The first emails a new hire receives set the tone for their entire experience, and most companies get them wrong: too long, too generic, or too late.

The right onboarding email templates save time and make new hires feel welcome from day one. At Process Street, we’ve built ten ready-to-use templates that take HR managers from pre-boarding through onboarding and into a 90-day check-in. Each one is concise, warm, and structured to make a strong first impression.

Keeping your billing information current in Process Street ensures uninterrupted access to your workflows, documents, and compliance tools. Whether your credit card has expired, you lost your card, or you need to switch to a different payment method, updating your details takes just a few clicks.

This guide walks you through updating your payment method, billing address, and billing email in Process Street. Only organization administrators can access the billing page, so make sure you have admin permissions before getting started.

Continue Reading

Communicating new and evolving processes to a growing team is one of the hardest parts of running a lean operation. That is one of the reasons I built Process Street.

When you are scaling fast, everything changes. New tools, new channels, new data sources, new optimization strategies. With so much new information coming in, processes are constantly evolving.

Continue Reading