Onboarding – Process Street

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8 Example Processes to Guarantee Consistency in Your Business

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“Imitation is the sincerest [form] of flattery” – Charles Caleb Colton

There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.

Plus, after learning the basic and advanced features of Process Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.

After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.

To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:

  • Scheduling a recurring daily routine
  • Tracking your employee onboarding
  • Surveying your email list or clients
  • Automatically managing customer data in Salesforce

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How to Hire a Virtual Assistant and Ditch the Work You Hate

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Your current team can’t handle any extra work. You’ve exhausted your process automation opportunities. You’ve got no choice but to bring in a fresh face.

You could hire a specialist, but they can be expensive and limited in the work you can hand off. You need to hire a virtual assistant.

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Why Your Employee Handbook Template is Terrible

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Introducing new policies to ensure a safe and productive workplace makes sense on all sides.

Unfortunately, if your employees don’t know about your policies, it won’t do a damn thing to solve your company’s problems. In other words, if your employee handbook doesn’t get read, you’re fresh out of luck.

There are two ways to all but guarantee your employees will never read your employee handbook.

  • Use a cut-and-paste employee handbook template
  • Never write one in the first place

Think of the copy-and-paste template as the cookie cutter cold emails we all love to hate – there’s no feeling of a person behind it, so we tune out, ignore it, and get on with our day.

Unlike cold emails, however, if your employees ignore your handbook they’re inevitably going to fall victim to a rule they didn’t know about.

Sure, you’re still covered for the aftermath (as long as it was in the handbook to begin with), but if you want to prevent these costly blunders from happening your employee handbook needs to be interesting and engaging.

employee handbook

After all, wouldn’t you rather read a document that talks to you as a person, rather than another cog in some merciless corporate machine?

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The Complete Guide to Customer Success for SaaS Companies is Here

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The essential customer success book to boost MRR at your SaaS company

A SaaS company without a customer success system is like a lion without teeth. You can chase customers all you like, but when you catch them you’re thinking “now what?”.

The Complete Guide to Customer Success for SaaS Companies Cover

If you haven’t got a customer success team or set of processes in place at your SaaS company, it’s bad but not the end of the world.

Some SaaS companies are more self-serve than others, but all need a way to retain important customers and start exponentially compounding revenue.

This book for putting the systems in place to retain customers, whether that’s by learning about their problems or by properly onboarding them.

Better yet, it’s completely free.

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What’s in the ebook?

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3 Fatal Onboarding Mistakes That Make Your Best Employees Quit

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The most important piece of the puzzle when it comes to retaining your best employees is the onboarding process.

Why?

Because first impressions count for everything. If you give your new employee an awful first day, they’re going to regret their choice to accept your offer instantly and have their formative time at your company tainted with bad feelings.

In this quick reference guide, I’m going to outline the 3 most fatal mistakes you can make while onboarding new employees, and give you solutions.

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6 Retail Process Checklists to Slash Running Costs & Improve Revenue

6 Retail Process Checklists to Keep Your Store Running Smoothly

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

6 Checklists to Perfect your New Employee Onboarding Process

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Click here to learn more about Process Street

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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App Virality Hacks: How Trello and Asana Grew to Millions of Users

Trello vs Asana

If you’re looking to rapidly grow your user-base by optimizing your product, simply signing up to Trello and Asana will give you a masterclass.

These two apps are optimized for virality because they work best when teams collaborate around them. Here’s how it’s done.

The whole point of project management apps is to give teams a central place to collaborate, update project status and store information. Trello and Asana aren’t particularly useful for individuals, so their product teams put extra effort into getting users to propagate the apps within their own organizations. No marketing required.

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Freemium Conversion Rate: Why Spotify Destroys Dropbox by 667%

Freemium Conversion Rate

In 2015, The Fader reported huge news for Spotify. Out of its 75 million monthly users, 20 million are paying customers.

A 26.6% conversion rate is staggering on freemium products. As Jason Cohen says:

“A really good conversion rate for free-to-paid is 4%, like Dropbox. Awesome for them, but normal rates are more like 1%, and that’s if users are reasonably active.”

If 1% is average, and Dropbox‘s “really good conversion rate” is 4%, then 26.6% is absolutely bloody ridiculous.

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Is Bad Engineer Onboarding Ruining Your Company?

The following post is a guest contribution from Steve Klein the co-founder of StatusPage.io.
Engineer Onboarding

How long does engineer onboarding last at your company? 1 week? 2 weeks? A couple months? Regardless, it’s a process you think about in the short term, right when a new employee starts. Once it’s done, it’s done, and you can go on to thinking about the million other things that are going on in your company. Right?

Wrong.

The effects of employee onboarding last way beyond when a new person starts working and impact your whole company. If your onboarding isn’t effective, in just 1 or 2 generations of hiring you’re dealing with a team that’s shockingly less productive than it could be — and costing you a lot of money.

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