All posts in Processes


Sales Processes: 20 Checklists to Increase Sales in Your Business and Perfect Your Sales Process

9 checklists sales processes

For sales professionals today, only 34% of their time is spent selling.

This begs the question, what are they doing for the remaining 66% of the time?

Sales teams struggling to keep up with data entry, quote generation, and other tasks drag sales reps away from potential leads. As such, 54% are expected to miss their quotas every year.

What you need are optimized sales processes that outline the best sale practices drawing from up-to-date research and findings.

This is where Process Street comes to save the day.

In this article, you’ll find 20 structured sales processes based on industry best practices which you can access for free. Simply click Edit Checklist to add any process to your Process Street account, so you can start supercharging your sales process today!

For a quick taster, check out our MEDDIC Sales Process Checklist Template below:

Click here to get our MEDDIC Sales Process Checklist Template!

You can click on the relevant link below to jump to your template of choice.

Click on the subheader below to jump to the relevant section, alternatively scroll down to find out all we have to say and perfect your sales processes.

With that said, let’s get started!
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11 Essential Design Processes & Checklists (UX, Web Design, Branding…)

7 Design Processes Checklists

Design is one of those tricky areas of business which some people seem innately good at and others are terrible.

But effective design is crucial to business success.

Here are two key statistics from Adobe which demonstrate how vital design is for your business:

  • Design-driven companies have outperformed the S&P Index by 219% over 10 years
  • Companies that foster creativity enjoy 1.5x greater market share

In the modern digital arena, customers and users expect excellent design and usability more than ever. Poorly designed websites will put customers off or fail to convert those customers who see past the poor layout. Design thinking is business thinking.

For instance, think of any marketing campaign you’ve run. The choice of the images, the font, the location of your call to action are all defined by thinking in terms of design.

For this reason, in this Process Street article, we give you free access to our top 11 design processes and checklists. Simply click on the links below and be directed to your template of choice.

Even websites which appear on the surface to be poorly designed, like Craigslist or Reddit, work because the user experience they provide is one that resonates with the user. A solid design creates more than just conversions, it can create brand loyalty too – keeping your customers coming back for more.

Click on the subheader below to navigate to the relevant section in this article. Alternatively, scroll down for a thorough overview of our top 11 design checklists.

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SOAP Note: How to Write Spotless Healthcare Notes (Free Template!)

SOAP note

Healthcare providers are the backbone of humanity.

It’s through their hard work, diligence, and courageousness that we’re able to recover from injuries and illnesses alike. However, even before the novel coronavirus struck, those working in the healthcare sector were run off their feet – especially considering there are only 2.6 doctors per 1,000 patients in the United States.

Healthcare providers, then, need to strike the fine balance of providing each patient with adequate care but within an appropriate timeframe.

To help make this near-impossible task a reality, many healthcare providers turn to what’s known as a SOAP note.

Not sure what a SOAP note is?

I’ve got you covered. (Spoiler: It’s not related to the cleaning product.)

In this short yet informative post, I’ll explain what a SOAP note is, its interesting history, why it’s useful, and provide a visual example of what a SOAP note looks like. To boot, I’ll also show you how Process Street makes writing and implementing SOAP notes extremely easy.

Read through the below sections to get clued-up:

So what’s up, Doc? Ready to get reading? 👀
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The All-You-Need Checklist Bundle for Homeowners Association Management (8 Free HOA Checklists)

homeowners-association-management

Homeowner associations (HOAs), also commonly referred to as community associations or residents associations, are on the rise in the US.

A 2019 study found that nearly 60% of recently built single-family houses, and 80% of houses in new subdivisions, are part of an HOA.

If we were to break that down by region, HOAs govern about 33% of homes in the Northeast, about 50% of homes in the Midwest, and at least 75% of homes in the West and the South.

All in all, there are now almost 310,000 HOA-governed communities in the United States, which is a staggering 260% growth since their inception in the 1970s.

Needless to say, it’s likely that you will encounter an HOA property while house-hunting, and if you are on the other side (an HOA community member) it’s important that you and the other members manage the association well to keep the community happy and attract new residents who could easily choose an alternative.

This post aims to provide you with the tools you need to manage an HOA that stands out and establish a community that not only feels confident in the leadership team, but also provides the space for members to contribute in a way that benefits the collective.

We will be covering:

Here is a preview of the free homeowner’s association management checklists that we’re offering in this post:

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Operations Manual Templates: How to Create a Solid Operations Manual (Free Templates!)

Operations Manual Templates

In a past life, I interned at a fashion company. And at the tender age of 19, it was my first introduction to the working world.

But my time there was largely spent in a state of bewilderment, wondering what tasks I should be focusing on, what the right processes for those tasks were, and what a successful end-result for those tasks would look like. (This company was part of the 22% that have no onboarding program.)

And because the team was always out of the office – attending photoshoots, meeting brands and retailers, going for their 17th coffee of the day at over-priced (and mediocre) cafés in London’s East End – it meant I was often alone in the office, wondering what the hell to do.

Unsurprisingly, the company went bust in 2019.

If they’d have had an operations manual or some operations manual templates, however, I would’ve been able to complete a ton of work while they were focusing on other parts of the business. That’s because an operations manual contains information about the company, the company’s hierarchy, roles and responsibilities, business policies, and key facts regarding processes and procedures.

Don’t let your business fall into the same trap as the now-defunct fashion company.

Create, implement, and audit an operations manual.

In this post, I’ll further define what an operations manual is and the benefits of having an operations manual. To boot, I’ll provide you with a host of nifty operations manual templates, and tell you how Process Street can aid you with your manual!

Read the following sections to get clued up:

Or, if you just wanted the templates, grab them here:

In fact, here’s a sneak preview of the templates that you’ll be getting for free!

Let’s get started, shall we?

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Business Process Optimization: How to Improve Workflows Like a Pro (Free Templates!)

Business Process Optimization

In the fast-paced, full-throttle world of modern business, there’s an incentive to keep going, keep doing, keep pressing forward.

(Business. More like busyness, amirite? 😏)

But what if I told you that striving forward without robust, solid processes is a massive mistake?

While Łukasz Tartanus found from his sample that 69% of businesses have documented processes, only 4% manage and measure them. This means countless businesses are zealously pressing forward with depreciated, outdated processes for their recurring tasks. If only their processes were optimized, these businesses would be able to grow and achieve internal targets far quicker.

This is why business process optimization is important. And it’s why you’re about to read my post on it.

I’ll define business process optimization, its benefits, explain how to go about it, and show you how Process Street makes process optimization super easy.

Just read through the following sections to get clued up:

It’s time to learn about optimization! 🚀

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How to Use The Deming Cycle for Continuous Quality Improvement

deming cycle headerUnderstanding quality and seeking to improve it is arguably the core purpose behind undertaking process improvements.

But where did this philosophy of process improvement come from?

One key person is William Edwards Deming – sometimes referred to as Edward W. Deming. He’s principally a statistician, but one could even call him a philosopher of science.

Deming’s goal was to reapply the scientific method to business processes, and has left us with two main variants of his thinking: PDSA and PDCA.

In this article we’ll outline:

Deming’s approach is not just about improving processes, but about improving a whole business.

In a recent meta-study from the British Medical Journal, researchers found only 2 out of 73 studies had applied PDSA in a way which fully met criteria. Commenting:

To progress the development of the science of improvement, a greater understanding of the use of improvement methods, including PDSA, is essential to draw reliable conclusions about their effectiveness.

And that’s why we’re writing this article!

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What is SIPOC? How to Create a SIPOC Diagram (Free SIPOC Template)

What is SIPOC How to Create a SIPOC Diagram (Free SIPOC Template)

Do you know what SIPOC stands for?

Go on, have a guess…

To clarify, SIPOC is an acronym for Suppliers, Inputs, Processes, Outputs, and Customers.

The SIPOC methodology acts as a tool to identify the inputs and outputs of target business processes, to determine the process owner, customers, suppliers, and to establish clear boundaries for the process.

Numerous case studies have shown the utilization of SIPOC to give substantial process improvements. For this reason, we at Process Street present you with this ultimate SIPOC guide, explaining the what, why, and how of SIPOC, with free templates to help 👊you👌 get started.

Click on the relevant subheaders below to jump to that section, alternatively scroll down to read all we at Process Street have to say regarding SIPOC.

Alternatively, if you want to skip all of the info and get straight to the free SIPOC Template, you can check it out below.

Let’s get started!
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How to Write a Procedure: 13 Steps to Eclipse Your Competition

how to write a procedure - header

Knowing how to write a procedure is a key skill for anyone looking to build a successful business. Procedures are vital to consistent success for many of the same reasons that processes are important – they let you reliably repeat your successes, isolate and correct your mistakes, and create a business model that lets you scale your operations.

If you don’t know how to write a procedure then you’re dead in the water. Get it right, and the resulting efficiency boosts can put you on track to eclipse your competitors.

This Process Street post will cover the following topics to help you write effective procedures:

Read on to learn the 13 steps to writing your business’ procedures effectively, in a way that they will actually be followed instead of getting read once and then forgotten.

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How to Perform a Fire Extinguisher Inspection (Free Template!)

Fire Extinguisher Inspection

Lunch was over.

I was walking back to our senior common room with my friends. When we reached Foundation House, we found all of the students and teachers standing outside while the fire brigade trailed in.

There was no smoke or visible flames but I saw three friends that we’d left in the common room off to one side of the car park looking sheepish.

Turns out that they’d managed to make a pseudo-napalm launcher out of a tube of Pringles, a rubber band, spray deodorant, a lighter, and a supply of biro casings.

My friends were smart but, as you might’ve guessed, had no common sense.

Whether you have students setting off fire alarms with molten flaming plastic or have a much larger accident, it’s important to know that your safety measures are up to standard.

$25 billion in damages were caused by fire in 2018 in the US alone, which should tell you how vital it is to catch fires and deal with them early before they need additional help to contain.

That’s why fire extinguisher inspections are so important.

In this post I’ll cover:

You’ll also get access to Process Street’s free Fire Extinguisher Inspection Checklist in the very next section of this article!

Let’s get started.
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