All posts in Process Street


How PocketSuite Use Process Street to Save Money & Grow

PocketSuite Case Study

PocketSuite is a smartphone-based booking, payment, and client management toolset for solopreneurs, which seeks to empower business owners while streamlining the customer experience via SMS communication.

We spoke to Ilya Ornatov, head of growth marketing at PocketSuite to find out how they use Process Street every day to drive down costs, save time, and grow business.

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How NW Maids Use Process Street to Increase LCV and Success Rate

NW Maids Case Study Process Street

NW Maids is a maid and cleaning company based in Seattle, WA with over 600 5-star customer reviews and a dedication to the highest standards.

We spoke with founder Ilya Ornatov about how NW Maids uses Process Street daily to drive success rate, boost lifetime customer value (LCV), and reduce employee errors.

The NW Maids story

It was in 2014 that Ilya set sights on the cleaning business and quit his job as a VP of Sales to focus on making the NW Maids vision a reality.

Business is currently booming, with 10 teams operating across the city of Seattle.

NW Maids Process Street Case Study

As the company has grown, they’ve managed to overcome various obstacles in their mission to simplify the home cleaning experience.

Let’s look at some of the insights they’ve gained, and problems they’ve solved with Process Street.

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Top 10 Business Processes: Our List of Greatest Hits

top-10-business-processes

Whether the number of possible business processes is finite or infinite is debatable. Needless to say, there are a lot.

You can start with a broad, complex discipline like operations, mapping out the general, high-level process, and go on to create a vast amount of sub-processes that fall under the same area.

How granular you go is really up to you, and depends on what is most suitable for the way you conduct business.

There are, however, a number of processes that are absolutely essential to efficiently running any kind of business, regardless of size, industry, or location.

Processes that, without clear documentation and management, will cause bottlenecks that stifle growth or at worst, force an organization to close its doors.

In this post, we’re going to be looking at what we, here at Process Street, have identified as the top 10 business processes that you should care about and focus on continuously optimizing.

These are the big dogs. The greatest hits.

Each process will be paired with at least one fully customizable template that will help you get started or evaluate and refine your current processes depending on what stage you are at in mapping out and implementing your own.

My hope is that you will not only extract valuable insight from this article, but also find ways to apply the templates that have been provided in a way that is practical and useful for your team or organization as a whole.

Let’s get into it.

Oh, and bear in mind, these are in no particular order.

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7 Ways to Use Dynamic Due Dates For Enhanced Process Flexibility

dynamic-due-dates

You’ve just closed a major deal.

It’s taken months of hard work to successfully convey the value of your product and negotiate a solid agreement. The sales team are pumped, managers have a big smile on their faces, and the customer success team are readying themselves to take on a high-value customer.

Ensuring a smooth handoff from the account executive (AE) to the relevant customer success manager (CSM) is now the priority. This critical process cannot be overlooked if you are hoping to build a trusting, long-term relationship that keeps both parties happy.

There are numerous tasks that need to be completed during the handoff, and they must be done efficiently or the customer could get the wrong impression.

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Process Street Best Practices: How to Name Your Form Fields

form-fields

There are numerous features of Process Street that make the platform as useful as it is for managing recurring workflows and processes.

Beyond the ability to create process checklists, features such as form fields, rich media, conditional logic, real-time tracking, and the ability to set up automation with 1000+ other applications, provide a huge amount of value.

In this post, we’re going to take a closer look at one feature in particular: form fields.

An essential component of our software, form fields allow users to safely store important data that can then be automatically passed to and from other tools in your tech stack.

The goal of the post is to show you how you can name your form fields so that they are as effective as possible when used by other team members, as well as suppliers and customers who may be interacting with your checklists.

First, I’ll run through a brief overview of form fields, the various different types, and what value they provide. Then we’ll take a quick look at some typical use cases that will give you a better idea of when they are used, before going through a set of naming best practices with examples.

Let’s get started.

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Introducing Inbox: The Fastest Way to Manage Your Tasks in Process Street

introducing inboxAre you scrambling to keep up with your tasks and stay on top of priorities?

With tasks scattered all over the internet and no concrete place to see everything in one list, it’s not only difficult to manage your work — it’s nerve-wracking.

Enter Inbox for Process Street — making task and process management as easy as working through a single list.

Add an assignee to a task within a larger process, and the task will appear in their inbox. Due dates help you straighten your priorities, hit project deadlines, and show your team what they should be working on first.

Let’s take a look at how Inbox can make you more productive.
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5 Online Collaboration Tools That Glue Our Marketing Team Together

online-collaboration-tools

The days of a business being run on email and local spreadsheets are long gone. No more sending over files, losing data and waiting for hours to hear back from a co-worker.

Thanks to SaaS apps, the team here at Process Street are able to efficiently collaborate and consistently create a high volume of quality content.

Our main tool of choice is obviously Process Street itself, as it’s the easiest way to manage company processes. Our process templates allow us to approach each piece of work with a consistent approach.

A process template can be run as a checklist for one person, or involving multiple people. We use features like task assignments to make sure the designer creates a header image, the team can give feedback, and the editor can make final reviews and publish.

Process Street is like the spine for everything we do. Branching off from there you’ll find a host of other tools which help us do all our other tasks. We love tools which are cloud based, easy to use, and can integrate with Process Street to automate tasks.

These tools help us to produce our content and keep organized as a team.

Here are the five main online collaboration tools we use to do that — some you’ve almost definitely heard of, others may not be so familiar.

Regardless, I hope this toolbox helps you collaborate with your team!

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Form Automation: Turning Your Checklists Into Databases

form automation

Introducing Form Fields

It’s been a long time coming but we are beyond excited to announce that you can now add form fields to your process checklists in Process Street.

Check out the short video below for an intro to forms.

Form fields allow you to collect and store important data within set fields in your checklists.
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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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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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