I didn’t used to see the point of surveys…

I’m much more comfortable with scraping data, using software and relying on trends based on in-depth studies. I didn’t understand how it could be beneficial to read unstructured feedback from a few hundred people until I conducted a survey myself.

It’s not easy to know if what you’re doing is important for your ideal user or reader. You might believe that a certain marketing campaign or product feature is going to be the next big hit that brings customers, but without hearing the opinions of your audiences, you’re making another shot in the dark.

In July, I sent out the first reader survey we’ve done at Process Street. I built the processes and learned the benefits as I went along, and in this post I want to share them with you.

As a result of the survey, we received hundreds of common problems to solve in our articles, allowing us to create relevant and high-converting content. And, speaking of conversions, the follow-up conversations with respondents landed us a few new users and customers!

For a quick email template and a few hours of data entry, I’d say it’s well worth trying. In this article, I’m going to show you exactly how we surveyed our readers, and how it’s helped us improve our marketing and product. But first, an explanation of what I mean by feedback.

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Maybe some teams can get by without strictly following documented processes every day, but when it comes to agile software development teams, it’s simply not an option to operate in the dark.

Since software is complex and easy to mess up, processes mean the difference between a great product and a crappy one. Without processes, software teams will spend more time squashing bugs and dealing with support headaches than they will actually developing the product…

The exact reason we created Process Street is to help businesses avoid that nightmarish cycle, and, of course, we use Process Street ourselves to help run the agile processes behind the scenes.

We use regular agile processes like:

• Daily standup meeting
• Sprint planning
• Sprint turnover
• Sprint retrospective

We also run routine QA processes like:

• GitHub pull request procedure
• Weekly WordPress maintenance
• SSL certificate renewal

And, finally, we have a set of training processes:

• Developer onboarding
• How to set up your development environment
• Pull request review failed procedure
• Pull request merge procedure

These are all regular tasks for the team, and the reason they were created was because we found they have a high margin for error.

Scroll down to find the exact processes we use.

If you want to tighten up the way your software team works, hit your sprint targets, and efficiently train new development hires, then this post will show you how. We even reveal the exact processes we use and a workflow diagram detailing the journey an issue takes from start to end.
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Within the construction industry, the need to follow well-documented processes is high!

Maybe you need to use processes to make sure project management techniques are being followed correctly? Maybe you want to make sure all industry safety standards are being adhered to and followed as best as possible?

Or maybe you just want to make your clients as happy as possible and know that effective process management will achieve that end?

Whatever your reason for wanting to implement processes within your business, we’re pretty sure we can help.

This is why we’ve constructed this template pack to demonstrate the wide-ranging potential of Process Street in dealing with and managing these use cases. From reporting to clients to guaranteeing safety on site, the automatic recording of results with the ease of reporting through our checklist structure will help boost your efficiency and let you hit your targets.

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Over the last 6 chapters of our consultant’s guide to Process Street I’ve gone through the basic and advanced features, example processes, compared process documentation software, documenting client processes and monetizing our partner program (and the app in general).

In other words, you’re almost good to go. The only thing I have left to highlight are some extra small business resources for consultants to help you stay up-to-date on tips and tactics, improve your business practices in general, and to improve your toolkit.

I’ll be focusing on:

• Blogs and websites to widen your knowledge
• Ebooks to tackle complex topics and help you read more
• Podcasts to turn dead air into productive listening
• Posts to give concise insights into practices and principles
• Premade templates which are ready to use in your own organization, or to customize for your clients
• Tools to improve your stack

After all, it pays to be prepared.

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Want to make more money from your clients, without making them pay more?

Well, with Process Street‘s partner program you can do just that – for every customer you refer who sets up a paid account, you’ll get a cut for no extra effort. Hell, there’s a reason we’re one of the top business process management software apps on the market.

To get you started, this section of our consultant’s guide to Process Street will go through:

• How to generate passive income by referring Process Street
• How the partner program works
• How much you’ll earn from referred sales
• How to earn money from referring people without your unique link
• Setting up your affiliate account
• Generating your referral link
• How payments work
• Monetizing Process Street outside of referrals

If you have reservations about recommending us to clients that’s not a problem – just check out any reviews of Process Street to get a little assurance before earning passive income with referrals.

Let’s get to maximizing your profits without needing extra effort or money from you or your clients.
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Now we come to the heart of our consultant’s guide to Process Street – how to document client processes and deliver them as efficiently as possible.

This is your bread-and-butter in any BPM software, and by weighing up the pros and cons of the various ways you can manage business processes, you’ll be able to see what best fits your company and customers.

I’ll be detailing the method, advantages, and disadvantages of:

• Documenting client processes in your own Process Street organization before handing them off
• Setting up a new organization in the app to later hand off the whole thing
• Accessing and working inside a client’s existing Process Street organization

I’ll also be covering the various options for actually documenting client processes (such as using new or premade templates), collaborating with clients to get the best results possible, how to hand off business processes, and when to set up integrations with other apps.

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You might think that I’m going to say that Process Street is the only bit of process documentation software you’ll need, but you’re wrong.

A craftsman is only as good as their toolkit allows them to be, and thus a consultant can only create business systems effectivel and increase their clients’ efficiency if they know the limits of their tools. Microsoft Word, for example, is good for creating detailed formal documents, but it’s a nightmare to document and track your processes with it.

Hence why today I’ll be going over how to use Process Street with the basics of your toolkit – Word, Excel, and PowerPoint. I’ll also be comparing them a little, as some tasks can be better and more easily achieved by using Process Street, such as:

• Documenting your processes
• Tracking your important processes
• Visualizing your processes

Basically, we don’t think you have to be some elite business process management hacker to see massive improvements – you just need to know how to use it with the rest of your stack.

Let’s get started.
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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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The introduction to Process Street for consultants covered the basics of using the app, but now it’s time to take a deep dive into the advanced features.

Using these, I’ll show you how to make the most of your business processes, automate your busy work, be more productive in general, and make sure that you and your clients’ operations are both scalable and efficient.

Whether you’re working with HR templates or IT processes, today I’ll show you how to:

• Copy templates between organizations to easily hand them off to clients
• Customize your template overview to have a personal view of all checklists run
• Share, embed, export, and print templates and checklists to allow off-and-online access, whether the recipient has a Process Street account or not
• Automate basic tasks to free up time, letting you and your clients scale more easily
• Use “variable” information to keep data across your checklist in sync
• Create custom links which trigger new checklists (and push data into these new checklists automatically)
• Integrate Process Street with other apps and websites using custom links

It’s time to get stuck into the meat of how to make the most of Process Street’s advanced features and further benefit your clients.

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Today is the first post in a new series – a guide to help consultants and their clients work with Process Street to boost efficiency and be more productive.

Whether you’re documenting your clients’ business processes, updating their toolkit, or generally improving company tools and practices, Process Street is the easiest way to document and manage both your personal and clients’ workflows.

Over the next seven weeks we’ll go through:

• An introduction to Process Street for consultants – why you should care, and the core features
• Advanced features such as process automation and custom share links
• Common use cases and how best to use Process Street in different forms of consulting
• The benefits of Process Street as part of your (and your clients’) toolkit
• How to easily set up and hand off processes to your clients
• How our partner program works
• Extra resources to become a true master of efficiency

I’ll even be writing this guide to let you give it to your clients to teach them how to use Process Street. After all, efficiency is the name of the game.

So, join me today as we kick off this mega guide for consultants by explaining what Process Street is, what the core features are, and why the hell you should care about it.
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