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.

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.

Content Allies is a B2B podcast production agency that helps companies plan, produce, publish, and promote revenue-focused shows.

We spoke with founder Jake Jorgovan about how the team used Process Street to standardize podcast production, onboard employees, and manage recurring work. At the time of the 2021 interview, Content Allies reported saving $5,000 a month, tripling revenue, and publishing 128 podcast episodes in two and a half months.

LA Creative Technologies used Process Street to standardize its client onboarding offboarding process and project management across a distributed managed IT services team. Its workflows collected client information, routed work to the right roles, and adapted steps with conditional logic.

The case shows how an MSP client onboarding workflow can turn technical handoffs into repeatable execution while preserving customer input. The examples come from founder and CIO Josh Weiss and the team’s real workflows. LA Creative Technologies was acquired by Logic Technology Consulting Group in 2022.

PocketSuite is a mobile-first business management app for people who work with clients. It brings booking, payments, messaging, forms, contracts, and team tools into one place for service professionals.

We spoke with Ilya Ornatov, then head of growth marketing at PocketSuite, about how the team used Process Street to document recurring work, lower operating costs, save time, and support growth.

NW Maids is a home cleaning company founded in Seattle. The company now serves multiple markets across Washington and Oregon and has earned hundreds of five-star customer reviews.

We spoke with founder Ilya Ornatov about how NW Maids used Process Street to improve its success rate, increase lifetime customer value (LCV), and reduce employee errors as the business grew.

Renegard uses Process Street to enable manual, on-the-ground workers to execute tasks more efficiently and enable their managers to oversee all activity in real-time. They also use process automation to streamline the hiring and onboarding process. We spoke to their CEO, David Martin, about how they are using Process Street, what benefits they are experiencing, and how Renegard sees their usage of the platform progressing in the future.

The Renegard Story

From pickup trucks to boats and large-scale construction equipment, Renegard provides its customers with high-performance protective coating for a range of vehicles.

Ultimately, their mission is to help you get the most out of your vehicle by applying coatings that are guaranteed to protect it from wear and tear as well as more significant damage.

Their two trademarked products, Alphagard and Solargard, are extremely tough coatings that can be used for both interior and exterior applications. They are available in a variety of colors and can be custom color matched.

Given that they apply their coatings to vehicles all across the US, Renegard employs a large number of contractors to perform the manual-intensive work. These individuals need to follow strict processes in order to ensure that coatings are applied in the proper way each and every time.

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A-Team Lending was a California-based mortgage broker with more than a dozen full-time employees and 20 commissioned salespeople. The company hired process consultant Cary Wan to improve its marketing and business systems.

Within the first month, Cary had automated a large part of its HR system. He estimated that the automation avoided at least $30,000 in additional staffing costs that the same work would otherwise require.

The Dodson Property Management case study shows how a Richmond-based operator used Process Street to standardize and track property management workflows across approximately 3,500 rental properties.

In 2018, Dodson used Process Street to coordinate work ranging from recruitment and employee onboarding to tenant operations, maintenance, legal duties, and monthly owner reports. We spoke with Tim Wehner, then Vice President of Single Family Management, about how the team worked. In 2022, Dodson’s single-family, small-multifamily, and association-management divisions joined Evernest and adopted the Evernest name, while the multifamily division joined Atrium. This case study documents Dodson’s operating model at the time of the interview.