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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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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When we started building Process Street, we thought we knew all the features our users would need.

We were quick to learn that we’d left an awful lot out…

After a year of continuous development, we’re rolling out Process Street 2.0 — a whole new app with a ton more functionality, including:

• A rebuilt UI from the ground up
• Form builder and automation
• Task assignments and due dates
• Run links and checklist sharing
• Zapier, Google Apps, and Microsoft integrations
• Easily complete tasks and checklists

Process Street isn’t just a checklist app anymore. It’s a complete platform for workflow automation, business process management and reporting. Continue Reading

Running a business is complex, especially when it’s unclear who is responsible for what.

To move your business from an informal organization to a well oiled machine, you need processes. There’s no getting around them.

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Sales will make or break your business

Outbound sales feed your team. Your cold-callers are foragers. Your senior sales staff are hunters.

They find the new clients and bring them back to the tribe of engineers and human resources staff who depend on them.

But we live in a more complex world than the hunter-gatherers of old, and with that comes the need for more complex processes.

The key to a successful sales process is understanding the overview.

There are lots of individual processes you can employ to improve different aspects of your sales and they need to fit together into a coherent sales narrative. Some call this narrative a sales funnel, and others a sales pipeline.

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What is BANT qualification?

Let’s say you’ve got a list of leads. You don’t know which, but some will be ready to buy right now. Others, however, won’t have the slightest bit of interest…

The only way to find out is to call them. And that’s where BANT qualification comes into play.

Invented by IBM sales teams, BANT is a series of criteria, which stands for:

• Budget. What is the prospect’s budget?
• Authority. Does the contact have the right authority to buy?
• Needs. What needs does your prospect have? Do they match your product or service?
• Timeframe. How soon are they wanting to implement a solution?

Any one of these questions can be used to disqualify a prospect, or at least help you decide how to proceed with that particular contact.

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In the lifecycle of every startup, there comes a tipping point.

For companies focused on aesthetics and creating something beautiful, there’s a time where the founders need to shift towards their product — look inward and think deeply about the problems it solves, who’s it for and how to refine user experience.

For product-focused startups like Process Street, a necessary early shift is towards design.

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When starting a new business whether it be a tech company or a retail store you will have many challenges that you will need to face and conquer. Starting a new business has many challenges on its own but when you’re looking to scale many of these challenges will be new to you and you will be unsure on how to face them. They can range from Customer Profiling to Investor Pitching and when your startup begins to scale there are challenges such as onboarding processes that you will need to know to ensure your company runs as smooth as possible.

That’s why over here at Process Street we created the checklists within this startup processes post, to ensure you are one-step ahead when faced with these challenges.

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If you’re into printing out and filling in your checklists, here’s a 1-page Microsoft Word checklist template. It’s easily customizable, and shouldn’t be much trouble to edit inside Word if you want to include more or fewer boxes / pages.

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