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7 Construction Templates to Improve Processes, Standards, and Client Relations

Construction_Template_Pack_Header-08Within 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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68 Small Business Resources to Make Consulting Easy

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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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How To Earn Money With Process Street’s Partner Program

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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

partner program money

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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How To Document Client Processes (Without Losing Your Mind)

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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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Best Process Documentation Software Compared: Office 365 vs Process Street

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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:

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.
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Let’s get started.
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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 Boost Efficiency with Advanced Process Street Features

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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

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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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An Introduction to Process Street for Consultants

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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.

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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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5 Methods to Set up Recurring Tasks (and Stop Your Team Missing Deadlines)

What is a recurring task?

Forgetting about your company’s recurring tasks is dangerous, and can put your business in an awkward position if it happens too often. That’s because recurring tasks make up the most important core set of activities.

They’re the duties in your team that you know you’re going to have to do regularly:

  • Proof a weekly newsletter
  • Turn in taxes
  • Schedule performance reviews

Traditionally, this would be managed with a calendar, Outlook, or the shaky memory of whoever’s turn it is to remind the group.

Managing recurring tasks in those kinds of ways isn’t ideal and it has got the job done for businesses of the past, but there are smarter ways that help you conserve brain energy, organize your team’s work effectively and make sure you’re on top of deadlines.

After all, your team all trying to remember what they’ve got to do on Monday morning is enough to get them crawling back to bed with a headache.

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Process Street 2.0: Your Workflows, Now With Superpowers & Confetti

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 Yammer 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

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