Checklists – Page 2 – Process Street

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17 Checklists for Life to Ring in the New Year

Checklists for Life

Organize Your Adventures With Process Street

The new year is bearing down upon us.

With it, resolutions and promises of personal change will fill our newsfeeds.

“This is the year I’m going to really hit the gym!”

“Committed to curbing my spending this year. No wasting my money on silly things!”

“Decided I’m going to travel the world at some point this year #goals #YOLO”

We can laugh at others, but we’re all guilty of it.

Despite all the promises made for New Year’s resolutions, the vast majority of us will fail to stick to our commitments – only 8% report being successful! Why is this?

It depends on each individual, but New Year gives us a time for reflection – a momentary pause in the hustle and bustle of our everyday lives. Those revelations found in that temporary calm can get lost when real life kicks back in.

You stop thinking about the promises you made and begin to settle back into your normal routine. To break that routine, something structured and goal driven is needed – something which pierces your existing schedule.

This is why we at Process Street have developed these checklists for life.

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11 Checklists to Optimize Your Accounting Processes

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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Managing Your Sales Funnel With Process Street

sales-funnel-processes

Sales will make or break your business

Outbound sales feed your team. Your cold-callers are foragers. Your senior sales staff are hunters.

They find the new clients and bring them back to the tribe of engineers and human resources staff who depend on them.

But we live in a more complex world than the hunter-gatherers of old, and with that comes the need for more complex processes.

The key to a successful sales process is understanding the overview.

There are lots of individual processes you can employ to improve different aspects of your sales and they need to fit together into a coherent sales narrative. Some call this narrative a sales funnel, and others a sales pipeline.

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Managing Your BANT Sales Qualification Process with Checklists and Close.io

close-io-and-process-street

What is BANT qualification?

Let’s say you’ve got a list of leads. You don’t know which, but some will be ready to buy right now. Others, however, won’t have the slightest bit of interest…

The only way to find out is to call them. And that’s where BANT qualification comes into play.

Invented by IBM sales teams, BANT is a series of criteria, which stands for:

  • Budget. What is the prospect’s budget?
  • Authority. Does the contact have the right authority to buy?
  • Needs. What needs does your prospect have? Do they match your product or service?
  • Timeframe. How soon are they wanting to implement a solution?

Any one of these questions can be used to disqualify a prospect, or at least help you decide how to proceed with that particular contact.

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4 Types of Software Testing and When You Should Use Them

software-testing-types

The way customers see it, your software release cycle looks like this:

  • Take ages developing the software
  • Beta test
  • Add a few features, fix a few bugs
  • Done!

This isn’t real life. Beta testing is only one type of test your software needs to pass to avoid being a catastrophic failure.

If your software is struggling to get into a usable state, it’s probably because you’re overlooking testing.

Testing is important for two main reasons:

  1. Tests will reveal flaws in your software
  2. Tests will reveal flaws in your software development process

Note: Apart from customer-facing and QA tests, tests are code.

So, keep reading to find the types of software testing you need to make mandatory in your development team, as well as an explanation of how to do it.

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9 Checklists to Drive Your Sales Processes

9 checklists sales processes

Sales Processes From Prospecting to Closing

Unless you’ve been refining your sales processes for years, you’ll probably find that they’re less than perfect…

The thing is, as soon as you get good processes in front of your team, you can track their work, improve their performance, and start closing more deals than ever.

That’s why we put together this huge list of checklists.

In this post, I’m going to give you a brief outline of each and how they can help your business!

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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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Use this Interactive Project Proposal Template (and Ditch Microsoft Word)

Project Proposal Template

When getting a project approved, you need to submit all pertinent information to stakeholders and then get their approval to start. This means listing the project’s background, timeframes and expenses in an easily digestible document.

Traditionally, this has been done in Microsoft Word or on paper, but by using Process Street you can generate as many proposals as you like just by running a checklist of this template and filling in the form fields. When the stakeholders sign off on the document, all they need to do is click the checkbox next to their name and Process Street will log the activity.

Check out the project proposal template below, and when you’re done, scroll down for a breakdown of the steps and how it all works:

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Every To Do List Template You Need (The 21 Best Templates)

to do list template header revised

To do lists shouldn’t take hours to set up, nor should they be complicated. Every second you spend setting up your task list and preparing for the work ahead is time wasted instead of getting out there and eliminating items from your schedule.

You should be able to jot down your tasks, have just enough flexibility to work how you need to, and then get on with it. After all, isn’t the point of a to do list to help improve your productivity?

Well, we here at Process Street decided to save you even more time by searching for a to do list template to suit all occasions. From general blank to do lists which are perfect for printing out and jotting down individual tasks, to templates helping to structure and track your entire week, or even the activities of a whole team.

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How to Write a Proposal and Get What You Want

how to write a proposal

A proposal has a lot of different purposes, but there’s only one good way to write one: the way that pulls together all of the information in a concise and persuasive way and helps you get what you want … whether that’s a whole new software system, or just a tweak to your marketing strategy.

This article isn’t about a business proposal — also known as a quote — but instead about the document required when formally pitching an idea for action and execution by managers or department heads.

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