All posts in Checklists


6 Retail Process Checklists to Slash Running Costs & Improve Revenue

Retail Process

Retail stores are a must for today’s essential items. Not every retail store is a success, though, many smaller chains find out that the retail business is tough. If you don’t have a plan in place to help you fight the problems then you will struggle to make your business a success.

With today’s ever-growing competition on the high street from bigger chains and smaller chains, you will find it difficult to win over customers if you sell similar sorts of products. Even if your business is making profits or continually selling products, are you sure on how to keep it going? Do you know the basics from cleaning the store to displaying it correctly?

Here at Process Street, we have created 6 retail process checklists to help you keep on top of your business. These retail process checklists can be used daily and are stacked full of helpful information aiming to make you succeed in the retail world. Continue Reading

How To Create a Custom Invoice Generator Using Process Street

How To Create a Custom Invoice Generator Using Process Street

Generating and sending invoices can be a time-consuming process. A properly designed invoice helps a business get paid and provides legal protection for both parties.

Think about it, all the hours and energy you put into completing a project will have an invoice at the end of it. Invoices are the tool that provides freelancers with the ability to receive income. That’s why we over at Process Street sat down and thought up a way to make getting paid even easier; a template which serves as a custom invoice generator.

Never again worry about charging your clients the wrong amount, or even sending them an invoice with an outdated logo or set of information. All you need to do is plug your information into this template and away you go!

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3 Awesome New Checklists on How to Make a Podcast

How to make a podcast

How to Make a Podcast with Process Street

Strangely enough, I came into the content writing world from a sound engineering degree. While I stuck with it for the full three years, after a while I turned back to what I always enjoyed in college – writing.

When there weren’t enough essays to write, I got whatever writing work I could online, and, after three years of (unrewarding) jobs and about three hours of sleep, I graduated today (applause) with knowledge of two things: writing and audio.

Three years of writing ‘SEO friendly’ (read as: only search engines understand it) articles about waste removal services, and I’m finally where I want to be.

Now I can write about things I like, and that’s what we’re bringing you here. The first checklist I wrote for Process Street – The Podcast Publishing Checklist – along with three more written by the fantastic James Schramko from SuperFastBusiness – a man I can truly say knows his stuff about sound.

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What is ASO? The App Optimization Strategy to Boost Your Downloads

what is aso app optimization new headerThe app market is booming and revenue is soaring.

According to TechCrunch, citing a report from AppAnnie:

Global app downloads topped 175 billion and consumer spending exceeded $86 billion in 2017, thanks to growth in emerging markets including China, India, Brazil and Russia…

One of the benefits of targeting this huge and growing market is that the Appstore and PlayStore are largely closed ecosystems. You can promote your apps directly to potential users in the one marketplace they are using to access apps.

The AppAnnie report also notes that app usage is up, with the average user spending 3 hours a day within apps on their phone. This means your app, once downloaded, is competing with the other apps on a user’s phone rather than countless other websites across the web.

So how do we get these downloads?

According to another report co-authored by AppAnnie and Adjust, titled The Complete Guide to Mobile App Marketing: App Store Optimisation, two thirds of all app downloads are organic. This means the app has been found in the store as a result of a user’s search, rather than being directed there by adverts on Facebook, Google, or elsewhere.

To harness these downloads and drive consistent traffic to your app, you need to have a strategy for app store optimization: ASO.

In this Process Street article, we’ll look at:

  • What is ASO?
  • How to build a process for keyword optimization
  • What are the best platforms to help you drive downloads?

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17 Ecommerce Processes to Set Up, Maintain and Promote a Successful Store

ecommerce processes

“That’s fantastic! Have you thought about selling those?”

We’ve all had a moment of inspiration for our own online store. Whether (like me) you took up a new hobby (crochet) and showed your project to a family member (my gran) or you stumbled across a cheap source for a certain product, the lure of online sales is difficult to ignore.

Ecommerce is a massive sector, with a projected value of $4.5 trillion by 2021. However, without the proper ecommerce processes in place it’s more than easy to fail before you even get close to selling your first product.

… data from Statista anticipates a 246.15% increase in worldwide ecommerce sales, from $1.3 trillion in 2014 to $4.5 trillion in 2021. That’s a nearly threefold lift in online revenue.” – Aaron OrendorffGlobal Ecommerce: Statistics and International Growth Trends

That’s why we here at Process Street have put together this ecommerce processes pack. These templates will provide you with detailed instructions on how to do everything from setting up an online store to listing products, designing a logo, and promoting your content.

Better yet, every last process is completely free!

So, what are we waiting for? Let’s start selling!

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4 Easy Steps to Perfect Your Daily Routine

Daily Routine
We’ve all been there. You wake up between 7 and 9, have a quick breakfast (or not at all) and start work. Perhaps you’re hoping to get that big project out of the way to get ahead, then blast away some of the more difficult topics whilst you’re on a roll?

The trouble is, if you set off working ASAP after waking up, the chances are that something will stop you. It could be that you’re not awake properly and so don’t work as quickly as you’d like, or that you burn out in the first few morning hours, drudging through your afternoon in a zombified, unproductive state.

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9 School Checklists for Teachers and Administrators to Bring Order to Chaos

school checklists

Checklists keep us on track and organized. They keep things standardized and controlled.

So where better to employ checklists than amidst the chaos of children?

In this Process Street template pack we’re covering a much requested use case: education.

Thomas R. Hoerr, writing for ASCD, describes how easy it is to imagine incorporating checklists into a whole range of different educational situations:

I can envision checklists that ensure that we have reviewed all aspects of a student’s progress, that teachers have incorporated all of our talking points in their presentations to parents, and that I have spoken to all the relevant stakeholders before I initiate action.

These school checklists cover use cases which apply to teachers, some for administrators, and others which could be useful around a campus.

The 9 checklists below should help users adhere to best practices, create consistency of approach, and document important information for future review.

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3 Enterprise Automation Examples: Achieving End-To-End Efficiency

automation examples

Research indicates that inefficient workflows can cost up to 30% of your total revenue every year. That’s a third of your enterprise’s earning being wasted on everything from a single missed email to a stock of excess inventory.

Imagine what you could do with that money. You could hire new employees to scale your business even further. Department budgets could be expanded to allow better equipment to be used.

All of this and more can be achieved with business process automation.

To demonstrate, let’s go over three core automation examples for processes which often include many of those typical inefficiencies, such as:

All of these processes will be given in full, and by the end of this post you’ll know how to eliminate inefficiency by using basic, process, integration, and robotic automation.

It’s time to take back that 30% of your revenue.

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How to Conduct an Interview: A Full Hiring Process With 11 Premade Interview Processes

how to conduct an interview headerWhen it comes to hiring staff you’ll go through multiple important stages to vet the candidates and make sure you choose the right one.

For many managers, the interview is the most important step.

The interview allows you to ask questions and interact with the other person; verify their claims, test their knowledge, and start to figure out whether you would be happy working with them in future. This allows you to go beyond simply the information on a CV.

As Ray Dalio, founder and CEO of Bridgewater Associates, phrased it:

Weigh values and abilities more heavily than skills in deciding whom to hire.

Knowing about the human sat in front of you is crucial to a successful hire.

In this article, we’re going to give you a selection of Process Street templates which should help the whole process run smoothly:

  • Key tips on how to conduct an interview
  • 5 interview processes with questions
  • How to connect a job application form to Zapier to automate your hiring
  • 5 hiring processes to cover everything else

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6 Checklists to Perfect your New Employee Onboarding Process

onboarding

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Introduction to Employee Onboarding

In this post, I’m going to define and explain the benefits of employee onboarding, then give you access to six employee onboarding checklists that you can use on their own or easily import into our onboarding software Process Street.

Why checklists? Well, checklists are the most popular way to onboard new employees, and that’s for a good reason.

Employee Onboarding Strategies

Checklists help you to follow a process, make sure you don’t neglect anything important and stay compliant. Instead of making you write your own, you can use one of the 6 we’ve prepared for you as a basis, and either take it as it is or modify it for your business.

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