Organize Your Adventures With Process Street

A good checklist is a practical way to ring in the New Year because the new year gives people a clean moment to look at what they want to change: health, money, routines, travel, relationships, career, and the life admin that usually gets pushed aside.

That moment matters, but a promise is not a process. Pew Research Center found that 30% of Americans made at least one New Year’s resolution in 2024, and the most common goals were health, money, relationships, hobbies, and work. Those are exactly the areas where a life checklist helps because it turns intention into a sequence you can actually follow.

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An editor is a writer’s best friend.

For me, that’s literally the case. I’ve known Ben Mulholland since my school days, and he became the sharpest editor I know.

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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 while you’re on a roll.

The trouble is, if you set off working as soon as possible 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 low-energy, unproductive state.

I should be sitting in a field, sipping a lukewarm cider, waiting for Aerosmith to come on stage and blow me away. Instead, the event moved online, and the same question still hits every organizer: how do you turn a live conference into a virtual conference without losing the structure that makes the event work?

Virtual conferences are no longer a stop-gap. They are part of how teams host launches, customer events, webinars, training sessions, partner summits, and hybrid programs. This guide puts four Process Street process templates at the center and shows how to plan, host, run, and troubleshoot a virtual conference with repeatable workflows that cut costs and increase sales. When costs increase, sales targets get harder to hit, so the process behind the event matters as much as the platform.

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Client Onboarding for Professional Services

A client onboarding checklist gives every new customer the same strong first experience: clear expectations, accurate intake, assigned owners, and fewer missed steps. That matters whether you run an agency, law firm, SaaS company, clinic, accounting firm, MSP, brokerage, or consulting practice.

Below are 14 client onboarding checklist templates you can run in Process Street. Start with the industry template that matches your work, or use our broader client onboarding templates guide if you want a single reusable client onboarding process before choosing a vertical workflow.

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On a foggy morning at Wright Field in Dayton, Ohio on October 30, 1935, a flight competition was held for the top airplane manufacturers to win a tender from the U.S. Army Air Corps for the next-generation long-range bomber.

Boeing Corporation’s Model 299, a cutting edge aluminum-alloy plane that could fly faster, farther and carry five times as many bombs as the army had requested, was sure-fire to win. Nicknamed the “flying fortress”, historians stated this competition was held as a mere formality, with Boeing almost guaranteed to secure an order of at least sixty-five aircraft.

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Inspection checklists help teams maximize safety without turning every inspection into guesswork. They give inspectors, managers, and operators a repeatable way to check conditions, capture evidence, and assign follow-up before small issues become expensive problems.

Use this pack to choose the right inspection checklist for the job, then run it in Process Street as a workflow. Each workflow can collect structured responses, attach photos or notes, route corrective actions, and keep a record your team can review later in Reports.

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Web design is more than how something looks. A good site has to communicate clearly, load correctly, guide the visitor, collect feedback, and survive the handoff from designer to client.

These free Process Street web design process templates give you repeatable checklists for the work behind that outcome: animation, social media images, usability testing, client onboarding, UX, brand identity, headers, logos, and launch QA.

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Proposal templates work best when they help you move fast without skipping the details a buyer, funder, or reviewer needs to see.

This guide gives you 12 free proposal templates, plus practical advice for adapting each one to the client, project, grant, sponsorship, or bid you want to win.

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Design processes and checklists turn subjective creative work into a repeatable system. They help teams capture requirements, review work, collect feedback, and ship designs without relying on memory or one person’s taste.

That matters because design is still business work. A strong design process connects user research, brand standards, approvals, and delivery so the final asset is not just attractive, but useful, consistent, and ready to perform.