All posts in Checklists


SWOT Analysis Template: What, How, & Why? (Free Template)

swot analysis

SWOT: Whether or not the acronym conjures images of riot gear and armored vehicles for you, we are of course talking about a business methodology for evaluating the internal and external factors governing the performance of your business.

SWOT stands for Strengths, Weaknesses, Opportunities, Threats. A SWOT analysis is a way of evaluating a part of (or even a whole) business, based on the criteria of each of the words in the acronym.

If you just want to dive right in and skip the details, here’s the template, as promised:

When you actually run it, conditional logic will show only the tasks relevant to you, to save you a whole lot of manual work and messing around in the long run.

If you’re interested in learning how to use the template, plus some best practice SWOT principles, real-world use cases and some post-SWOT advice, read on.

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20 Free SOP Templates to Make Recording Processes Quick and Painless

Every SOP Template You'll Ever Need headerWriting standard operating procedures is a cumbersome task but a serious requirement for businesses the world over.

In many industries it is important to have documentation which shows you have been adhering to ISO guidelines. This can help you clinch major clients and demonstrate your professionalism.

However, when you’re starting out with your first SOPs it can be difficult to know where to begin.

That’s why we’ve pulled together a range of the best free SOP templates for you to work from.

Simply go through the available SOPs below and pick out the one best suited to your needs. We’ve included Microsoft Word templates and Process Street ones too. You’ll also find a guide for writing SOPs to help you get started.

Given that it can be intimidating writing standard operating procedures, we have provided a number of industry specific examples plus suggestions for how you can pull together basic SOPs even if they’re not documented according to ISO standards.

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5 AppFolio Checklists for Core Property Management Workflows

Firstly, I should clarify that these are not checklists created by Appfolio, as the title may suggest. They are, rather, checklists created by the team here at Process Street (with some help from customers) that are designed to be used by property management firms who use Appfolio.

Appfolio is one of the most popular property management software tools currently on offer, enabling more efficient management of all kinds of properties including apartments, residences, and commercial real estate.

It is an all-in-one solution that includes features such as online owner and renter portals, online applications and leases, online payments, built-in screening, maintenance requests, mobile inspections, bulk text messaging, accounting, reporting, and a mobile app.

The software’s rich feature set, intuitive UI, and automation capabilities have received excellent feedback from its users, making it a popular choice amongst property management firms of all sizes, particularly those that are growing at a fast rate and are looking for a tool that will enable them to scale while minimizing growing pains.

To help you get the most out of Process Street while using Appfolio to manage your property management workflows, we’ve created a set of 5 templates to bring the two applications closer together.

We chose to create the following checklists because they are core workflows in the field of property management, and are common uses cases amongst a number of our customers that use Appfolio on a daily basis.

If you want to dive in and go straight to the checklists, there are quick links right below. Otherwise, scroll down for a brief intro to each one.

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6 Powerful PPC Management Checklists to Run Paid Ads

PPC Management

PPC has become one of the most profitable customer acquisition methods for businesses. With the massive audience reach available through giants like Google and Facebook, this only makes sense. However, not having a strong PPC management process could be dramatically impacting your managed campaigns’ ROI.

It can take months and countless hours to put together a strong process to handle all your PPC efforts. Not only do you need to design it so that you can understand each step, but it also must be structured so someone else can step in and know how to do it.

We spent the last few months doing the heavy lifting for you. We put together the 6 most important PPC management checklists that every paid acquisition manager or specialist should use.

The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one.” – Mark Twain

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14 Client Onboarding Process Checklists for Finance, IT, Medical, SaaS, Real Estate…

Client Onboarding

Client Onboarding for Professional Services

When a new client signs up, it’s not enough to leave them alone to jump into your service by themselves –  you’ve got to have a clearly written process to make sure they know they’ve made the right choice.

Settling a new client into your business and establishing a good relationship is one of the best ways to reduce churn.

 ‘If you hold a customer’s hand for 90 days, they’ll be loyal for life’. – John Jantsch

The process of perfect onboarding differs depending on your business, but the essence is the same. Of course, you’re updating your CRM and complying with legal regulation, but that’s not going to make the customer think you’re the best choice and quell the buyer’s remorse. You’ve also got to build a relationship, get to know the customer’s individual needs (once they’ve signed up, they’re not just a vague profile or target audience) then integrate them into your existing business process.

Bonus: Looking for a real example use case from the super-successful DoubleDutch team? Click HERE to unlock it.

At Process Street, we’ve put together 14 templates you can use to get new clients settled in with minimal hassle. The templates include sample documents, ready-to-send emails and industry-specific advice for criminal lawyers, marketing agencies, and financial planners.

Want to get straight to the checklists? No problem! Here they are:

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13 Web Design Process Templates to Make Every Design Amazing

web design process templates

Web design is more than how something looks. It dictates everything from your audience’s initial impressions to how easily they can navigate your site, and can be easily messed up entirely if you don’t have the right processes to prevent mistakes and remember key tasks.

That’s why we’ve collected this pack of web design process templates.

“… a well-designed user interface could raise your website’s conversion rate by up to a 200%, and a better UX design could yield conversion rates up to 400%.” – Goran Paunovic, covering this Forrester report in The Bottom Line: Why Good UX Design Means Better Business

Over the course of these 13 templates we’ve provided documented processes to make the most common web design processes, tasks, and actions run smoothly every time. These include:

Better still, all of these are free, ready to use, and can be edited to suit your needs should you want to customize your processes. Let’s get right to it!

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8 Account Management Checklists for Long-Term Customer Success

Retaining valuable customers is a necessity

In one of her hit songs, Adele famously sings the words “Sometimes it lasts in love, but sometimes it hurts instead”.

Minus the sentimental value, this also applies to the world of business. It is a simple reality that customers come and go and sometimes there is nothing you can do about it.

On the other hand, sometimes it lasts. Sometimes you can retain a customer for a long period of time and build a fruitful, trusting relationship that enables both of you to be more successful.

There has been some fascinating research done in recent years to highlight just how important it is to keep your customers happy.

Beyond the well-known Pareto principle that states 80% of a company’s revenue comes from 20% of its customers, Harvard Business School Professor, Sunil Gupta, has provided further evidence to show the importance of retaining customers that provide high levels of profitability.

Furthermore, Bain & Company have found that increasing customer retention rates by 5% increases profits by 25% to 95%, and it is widely agreed upon in the SaaS world that the cost of acquiring a new customer is anywhere from 5-25% more expensive than retaining an existing one.

Needless to say, making a concerted effort to retain your customers is just as, if not more important than acquiring new ones.

Execute account management processes flawlessly

Retaining customers, particularly high-value customers, is nothing short of essential for the growth of SaaS and other subscription-based companies, and to do so requires excellent account management.

That’s why we’ve gone ahead and created this set of checklists; to help you flawlessly execute various processes from conducting a thorough analysis of your competitors to the daunting task of preventing a valuable customer from churning.

Ever found yourself struggling with the sales-to-service handoff process or upselling? We’ve got those covered, too.

In this post, I’m going to provide a brief outline of each checklist and summarize why it’s a good idea to integrate them into your account management processes.

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23-Point Peer Editing Checklist for Creating Exceptional Content

peer editing checklist

An editor is a writer’s best friend.

For me, that’s literally the case. I’ve known Ben Mulholland since my school days…

But for you, an editor is your best friend because nothing helps a writer grow faster than a great editor.

How will you know if what you’re writing is any good? You write to the best of your abilities, so to you even the most poorly received article was supposed to be good.

An editor, however, will be able to sniff out weakness straight away.

  • The opening line is weak
  • I lost interest during this paragraph
  • You don’t source this quote

And so on…

So you need an editor. And an editor needs a peer editing checklist.

At Process Street, we use checklists for everything we do. We have a pre-publish checklist for blog posts and marketing emails. We have a checklist for keyword research. We even have a checklist for making checklists.

In this post, I want to share with you our peer editing checklist for training writers and editors to become the best they can be, and creating stellar blog content.

Let’s go!

P.S: Scroll right to the bottom for an interactive version of this checklist!
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11 Checklists to Optimize Your Accounting Processes

Accounting processes from invoicing to reporting

Businesses of all sizes have to deal with accounting and it can be a bit difficult if you’re new to it.

Without an effective accounts receivable process, you risk losing out on valuable revenue.

If you don’t put a process in place for your accounts payable then you could be facing late payment charges or even opening up space for fraud.

Accounting is vital to the health of a business and too many companies overlook it. In the UK, the Association of Accounting Technicians revealed that SMEs were “leaking” £2.9bn every year through poor accounting practices.

This is why we’ve created 11 checklists to guide you through your accounting processes.

Using the checklists

You don’t need to be a CPA to create a balance sheet or an invoice. Our checklists enable anyone to perform accounting activities, and as you go through you’ll see the different steps explained where necessary. This way, you know what you’re doing and why you’re doing it.

With these Process Street checklists, you’ll see how you can integrate Process Street with Zapier and Quickbooks to automate accounting processes, saving you time and money.

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12 IT Processes to Avoid Server Failures and Client Headaches

IT Processes

“Without IT process management, there is no way to assure [cost-effective IT services]” – Casper van der Kolk

Whether you’ve been in the IT business for years or are just starting to make your mark, there’s no question that managing your processes is vital.

With processes, you can you do more with your current resources by standardizing and optimizing your work. And, when your team knows exactly what to do for each recurring task, they can greatly improve their productivity and motivation.

However, the benefits don’t just stop at a happier and more efficient team.

Integrating these recurring workflows into your IT management resource basket can reduce incident response times, increase customer satisfaction, ensure security compliance, manage department stock and – perhaps best of all – enforce consistency, to give you peace of mind that everything is running as expected.

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