Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention.

To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. In this Process Street article, we’ll show you how to do that.

We’ve produced your ultimate workflow guide to help you create this account health scorecard. This template is free for you to use from your Process Street account (you can sign up to create your free account here). This workflow guide has been produced based on the Customer-Centric Digital Transformation report by Deloitte.

You’ll also learn the key benefits you’d expect from taking this holistic approach to measuring an account’s health, with two real-life case studies.

This article is structured as follows:

• Create an account health scorecard that measures customer and business success
• Why you need an account health scorecard
• Case studies: Applying the account health scorecard approach in real life

Let’s get started!
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Call center quality assurance is like going to the dentist: everyone agrees it should be done regularly, no one likes doing it, and it’s probably been put off much longer than it should.

No one’s blaming you – agents hate it, supervisors hate it, even quality assurance auditors hate it. It’s tedious, time-consuming, and repetitive. Add to that the high call center attrition rate and low job satisfaction, and you may be wondering: why even bother?

Well, I’ll tell you. In this post, I’ll cover:

• What is call center quality assurance?
• Why is call center quality assurance important?
• How to overcome your QA obstacles
• 11 free call center quality assurance templates
• Automate your workflow with Process Street + Zapier

Plus I’ll provide you with 11 free checklists to take the drudgery out of QA audits!

If you came for the templates, grab them here:

• Call Center Agent Training Program Checklist Template
• Call Center Quality Assurance (QA) Agent Training Process Checklist Template
• Call Center Quality Assurance Structure Template
• Call Center Quality Assurance Audit Template
• Call Center Customer Service Quality Assurance Form
• Call Center Sales Quality Assurance Form
• Call Center Outbound Sales Quality Assurance Form
• Call Center Helpdesk Quality Assurance Form
• Call Center Metrics Calculation Checklist Template
• Manager Weekly Report Checklist Template
• Daily Supervisor Checklist

If you want to use these checklists, just sign in with your Process Street account and start customizing your templates. If you don’t have an account yet, sign-up here to get started with your free trial!

Otherwise, let’s get to it.
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When was the last time you actively went shopping? More to the point, when was the last time you bought something without checking it out online first?

Exactly.

Welcome to the retail apocalypse.

Or, in less dramatic terms, the demise of brick-and-mortar shops as the world shifts to buying online.

Where opportunities lie, entrepreneurs will pounce. That’s why at least part of ecommerce’s success can be attributed to people quickly learning how to start an online boutique, grocery delivery service, and so on.

Let’s take a look at some figures.

• By 2040, around 95% of all purchases are expected to be via ecommerce.
• In 2018, retail ecommerce sales grew 23.3% over the previous year.
• The total value of global retail ecommerce sales will reach $4.13 trillion in 2020.

Evidently, it is true. The retail apocalypse is upon us. Fortunately, we at Process Street are here to provide you with the tools to build your doomsday bunker. We have created 9 superpowered checklists that will ensure that you are equipped and ready to ride the wave of retail Armageddon.

If you’re just here for a checklist to use when learning how to start an online boutique, check out our free Business Plan checklist below!

Feel free to jump to a specific section of this post by clicking on the relevant subheader below. Or, just keep on scrolling.

• What is an online boutique?
• What to know before launching your online boutique
• How to start an online boutique: 9 free checklists
• How to establish & run a stellar boutique with Process Street

Alternatively, if you are already clued up on online boutiques and are ready to get stuck in, sign in to Process Street and start creating within Process Street.

(Sign up for a free trial here, if you’re not yet a Process Street user)

The links below will direct you to the section of this post that contains your desired checklist:

• Business Plan Checklist
• Brand Strategy Template Checklist
• Amazon Trends Analysis Checklist
• Monthly Cash Flow Plan Checklist
• Social Media Report Template Checklist
• Ecommerce SEO Checklist
• Neil Patel’s: Website Funnel Analysis Checklist
• PPC Report Template Checklist
• Quarterly Strategic Marketing Process

Now, it’s time to start building your doomsday bunker.

Let’s get started!
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Elisabeth Swan is the co-author of “The Problem-Solver’s Toolkit” and co-host of “The Just-in-Time Cafe Podcast.” She’s been a process improvement consultant, speaker, and innovator for over 30 years. She’s the Chief Learning Experience Officer for GoLeanSixSigma.com, a former cast member of ImprovBoston, and – if asked – may still be able to ride a unicycle.

Surgeon Atul Gawande made headlines when he told the world that a simple checklist could drastically reduce unnecessary deaths in The Checklist Manifesto.

Yet, checklists conjure images of forklift drivers on loading docks with clipboards counting boxes. How could they transform healthcare?

“He has… produced a 90-second checklist which reduced deaths and complications by more than one-third in eight hospitals around the world – at virtually no cost and for almost any operation.” – James Clarke, reviewing The Checklist Manifesto, Ulster Med J. 2011 Jan; 80(1): 54.

Aviation was transformed decades earlier when management and engineers at Boeing Corporation created the pre-flight checklist after the 1935 crash of the prototype Boeing B-17 at Wright Field in Dayton, Ohio. Checklists have become so essential to the airline industry that most crashes can be traced to the misuse or failure to complete a checklist.

A New York Times reviewer noted, “no matter how expert you may be, well-designed checklists can improve outcomes”. Since the purpose of process improvement is improving outcomes, Lean Six Sigma and checklists are natural companions.

To prove that, this Process Street blog post will show the relationship between checklists and lean six sigma, and provide you with a free DMAIC Improvement Project Tollgate Checklist that you can use right now.

Use the links below to jump to that section of the post:

• Lean Six Sigma and the role of problem-solving
• Lean Six Sigma & the checklist
• Introduction phase
• Define phase
• Measure phase
• Analyze phase
• Improve phase
• Control phase
• Checklists and Lean Six Sigma
• Use Process Street to reduce error

Or, if you just want the checklist, check it out below!

Let’s get started.

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For sales professionals today, only 34% of their time is spent selling.

This begs the question, what are they doing for the remaining 66% of the time?

Sales teams struggling to keep up with data entry, quote generation, and other tasks drag sales reps away from potential leads. As such, 54% are expected to miss their quotas every year.

What you need are optimized sales processes that outline the best sale practices drawing from up-to-date research and findings.

This is where Process Street comes to save the day.

In this article, you’ll find 20 structured sales processes based on industry best practices which you can access for free. Simply click Edit Checklist to add any process to your Process Street account, so you can start supercharging your sales process today!

For a quick taster, check out our MEDDIC Sales Process Checklist Template below:

Click here to get our MEDDIC Sales Process Checklist Template!

You can click on the relevant link below to jump to your template of choice.

• The MEDDIC Sales Process Checklist Template
• Sales Training Process Checklist
• Weekly Sales Prospecting Checklist
• Cold Calling Checklist
• BANT Sales Qualification Call Process
• Sales Presentation Template
• Sales Pitch Planning Checklist
• Closing The Sale Checklist
• Order Processing Checklist
• Monthly Sales Report
• Churn Prevention Checklist
• Cold Email Checklist for Sales
• Company Research Checklist
• High Touch Client Onboarding for SaaS Companies
• Investor Pitch
• Sales Competitive Analysis Checklist
• Sales Forecasting Checklist
• Sales Onboarding Checklist
• Sales Service Handoff Process
• Upselling Process for SaaS Companies

Click on the subheader below to jump to the relevant section, alternatively scroll down to find out all we have to say and perfect your sales processes.

• Sales processes: What they are and why it is important to have established sales processes
• Our top 20 free sales processes
• A quick tour of Process Street and the benefits of using our sales processes

With that said, let’s get started!
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Homeowner associations (HOAs), also commonly referred to as community associations or residents associations, are on the rise in the US.

A 2019 study found that nearly 60% of recently built single-family houses, and 80% of houses in new subdivisions, are part of an HOA.

If we were to break that down by region, HOAs govern about 33% of homes in the Northeast, about 50% of homes in the Midwest, and at least 75% of homes in the West and the South.

All in all, there are now almost 310,000 HOA-governed communities in the United States, which is a staggering 260% growth since their inception in the 1970s.

Needless to say, it’s likely that you will encounter an HOA property while house-hunting, and if you are on the other side (an HOA community member) it’s important that you and the other members manage the association well to keep the community happy and attract new residents who could easily choose an alternative.

This post aims to provide you with the tools you need to manage an HOA that stands out and establish a community that not only feels confident in the leadership team, but also provides the space for members to contribute in a way that benefits the collective.

We will be covering:

• What is Homeowner’s Association Management?
• Process Street Checklists: Optimizing HOA Management
• HOA Audit Checklist
• HOA Budget Preparation Checklist
• HOA Property Maintenance Checklist
• HOA Home Cleaning Checklist
• HOA Newsletter Template
• HOA Board Meeting Agenda Template
• HOA Annual Board Organization Checklist
• HOA Transition Checklist
• Enhance Productivity and Collaboration with our Approvals Feature
• Other Useful Resources for HOA and Property Management

Here is a preview of the free homeowner’s association management checklists that we’re offering in this post:

Let’s get started!
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I’m not religious, but God bless high school lab technicians.

I can’t count the number of times that Dave (our high school’s technician), exasperated and exhausted, despaired at the lack of common sense some of our teachers had.

Heck, our physics teacher once almost exposed a classroom of Year 7s (11 years old!) to chlorine gas.

He forgot to turn on the extractor fans, leaving poor old Dave to rush in, turn them on, and then promptly evacuate everyone from the room.

Corroding the lungs of your students is, after all, not best practice.

This is why it’s important to have set lab procedures in place. Following these documented processes is the best way to prevent disaster.

When 25-38% of lab personnel have been in an accident that wasn’t even reported (as demonstrated by Dana Ménard and John Trant), you can see the dangers that are easily taken for granted in a lab environment.

That’s why we here at Process Street have created a Lab SOP process that you can use for free, and will go over the common points that a lab procedure needs to cover in this post.

If you just want to get the checklist for yourself, you can check it out below.

You can also click the links below to be taken to a specific section of the article:

• What are lab procedures?
• Why lab procedures are important
• Common lab procedure touchpoints
• Get started with our Lab SOP template
• Document and track your procedures with Process Street

Let’s get started!
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Lunch was over.

I was walking back to our senior common room with my friends. When we reached Foundation House, we found all of the students and teachers standing outside while the fire brigade trailed in.

There was no smoke or visible flames but I saw three friends that we’d left in the common room off to one side of the car park looking sheepish.

Turns out that they’d managed to make a pseudo-napalm launcher out of a tube of Pringles, a rubber band, spray deodorant, a lighter, and a supply of biro casings.

My friends were smart but, as you might’ve guessed, had no common sense.

Whether you have students setting off fire alarms with molten flaming plastic or have a much larger accident, it’s important to know that your safety measures are up to standard.

$25 billion in damages were caused by fire in 2018 in the US alone, which should tell you how vital it is to catch fires and deal with them early before they need additional help to contain.

That’s why fire extinguisher inspections are so important.

In this post I’ll cover:

• What is a fire extinguisher inspection?
• How often do fire extinguishers need inspecting?
• Who can inspect fire extinguishers?
• Perform free monthly inspections with Process Street

You’ll also get access to Process Street’s free Fire Extinguisher Inspection Checklist in the very next section of this article!

Let’s get started.
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“The biggest room in the world is the room for improvement” – Helmut Schmidt

Only 4% of businesses measure and manage their processes. Process improvements are impossible with stats like that.

Why, when doing so provides an avenue for continuous improvement, advancement, and business success?

At Process Street, documenting our processes means we can continuously assess what is working and what is not.

For instance, when I first began as a Content Writer, I found navigating HTML code difficult. Luckily for me, at Process Street we document all of our business processes, creating full transparency over what works and what doesn’t. In this sense, a stronger HTML focus was needed during training. The required changes were made, and our training resulted in major process improvements.

In this article, you will find out how you can do the same. You will learn how to:

• Identify opportunities for process improvements.
• Implement the changes required.
• Measure the success of the changes made.

Think of this article as your ultimate toolkit, to make continuous process improvements in your business. We provide you with 17 free templates, to support you in improving your processes. Click on the links below to jump to the relevant template.

• Business Requirements Template
• SIPOC Template
• SWOT Analysis Template
• FMEA Template: Failure Mode and Effects Analysis
• Standard Operating Procedures (SOP) Template
• SOAP Note Template
• HACCP Process checklist
• HAZOP Process checklist
• Lewin’s Change Management Model
• Bridges Transition Model Process Checklist
• ADKAR Model Change Management Process Checklist
• McKinsey 7-S Model Process Checklist
• Kotter’s Change Management Model Checklist
• Kubler Ross Change Curve Change Management Model
• Nudge Theory Change Management Model Process
• PDCA Change Management Model Process Checklist
• Satir Change Management Model Process Checklist

Or, if you just can’t wait, check out the first of our templates below to see what we’ll be giving you!

We begin this article by explaining exactly what we mean by the term process improvement, and identifying the three steps you should follow to effectively improve processes in your business. The templates provided above have been carefully designed to assist you with each step.

Click on the relevant subheader below to jump to the appropriate section, alternatively scroll down to read all we have to say.

• What do we mean by the term process improvement?
• Process improvements, step 1: Identifying business opportunities for improvement
• Using process documentation as a business opportunity
• Process improvements, step 2: Implementing changes
• Process improvements, step 3: Measuring the impact of change

Let’s get started!
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Taking the appropriate measures to ensure products we come into close contact with are clean & safe is now more important than ever, and there is nothing we come into closer contact with than food.

If you are in the food manufacturing, farming, processing, packaging, catering, or another food-related industry, a robust, well-documented Food Safety Management System (FSMS) is essential to maintaining a strong position in the market.

Of course, strict regulations that make sure the food we ingest is safe is nothing new. In the US, food safety regulations have been developed since the mid-1800s.

However, It was the worldwide implementation of the Hazard Analysis Critical Control Point (HACCP) system in the early 90s that really kicked things off on a global scale. Since then, numerous kinds of schemes and certifications have been developed to monitor the industry more closely.

FSSC 22000 (and the resulting FSSC 22000 checklists) is one of the newest and most highly-respected of such schemes.

The FSSC 22000 system was designed to provide companies in the food industry with an ISO-based food safety management system certification that is recognized by the Global Food Safety Initiative (GFSI). Recognition by GFSI provides worldwide recognition and acceptance by food manufacturers and retailers.

“GFSI recognition demonstrates that the Scheme meets the highest standards globally leading to international food industry acceptance. Furthermore the Scheme is widely accepted by Accreditation Bodies worldwide and supported by important stakeholders like FoodDrinkEurope (FDE) and the Consumer Brands Association (CBA).” –  FSSC 22000 Scheme

Also, the fact that the scheme is ISO-based means that it integrates nicely with other management systems such as ISO 9001 and ISO 14001.

In other words, FSSC 22000 certification is not only an internationally-recognized scheme that helps you improve market reach, food safety processes, and works great with ISO standards, but is also a powerful marketing tool.

“Statistics show that approximately 1 out of 4 certified companies are asking their suppliers to achieve certification. Chances are that if you have not been asked yet, you will be asked in the near future. Becoming certified can help you stay competitive and qualified towork with your current customers as well as to gain access to new ones.” – FSSC 22000 Quick Start Guide

In this post, Process Street is releasing a set of 6 FSSC 22000 checklist templates that will enable you to conduct meticulous internal audits and have an actionable, clear picture of everything that needs to be done in order to gain certification.

Click the links below to go to that section of the article:

• Overview of steps to gaining FSSC 22000 certification
• FSSC 22000: Process Street checklists that get you to the finish line
• FSSC 22000 Checklists: GFSI Compliance Checklist
• FSSC 22000 Checklists: HACCP Compliance Checklist
• FSSC 22000: ISO 22000 Audit Preparation Checklist
• FSSC 22000 Checklists: ISO/TS 22002-1 Internal Audit Checklist
• FSSC 22000 Checklists: ISO/TS 22002-3 Internal Audit Checklist
• FSSC 22000 Checklists: ISO/TS 22002-4 Internal Audit Checklist
• Perform superior FSSC 22000 audits with our approvals feature
• Other useful resources for establishing a first-class FSMS

If you’re just here for the checklists, here’s a taster of the free ones you’ll be getting!

Before we dive into the checklists proper, however, let’s take a quick look at a basic overview of what the steps are to gaining certification, and clarify where the checklists we have created fit into the process.
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