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.

• The MEDDIC Sales Process Checklist Template
• Sales Training Process Checklist
• Weekly Sales Prospecting Checklist
• Cold Calling Checklist
• BANT Sales Qualification Call Process
• Sales Presentation Template
• Sales Pitch Planning Checklist
• Closing The Sale Checklist
• Order Processing Checklist
• Monthly Sales Report
• Churn Prevention Checklist
• Cold Email Checklist for Sales
• Company Research Checklist
• High Touch Client Onboarding for SaaS Companies
• Investor Pitch
• Sales Competitive Analysis Checklist
• Sales Forecasting Checklist
• Sales Onboarding Checklist
• Sales Service Handoff Process
• Upselling Process for SaaS Companies

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.

• Sales processes: What they are and why it is important to have established sales processes
• Our top 20 free sales processes
• A quick tour of Process Street and the benefits of using our sales processes

With that said, let’s get started!
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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.

• Web Design Process
• UX Design Process
• Brand Identity Design
• Header Design
• Engineering Design Process
• Graphic Design Process
• Logo Design Process
• Animation Design Process
• Blog Image Design Process
• Graphic Design Approval Checklist
• Social Media Image Design

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.

• Our top 11 design checklists covering design’s vital areas
• How to create your design processes and checklists using Process Street

Let’s jump to it!

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:

• What’s the SOAP note definition?
• How a SOAP note works
• The history of the SOAP note
• The benefits of SOAP notes
• A SOAP note example
• Using Process Street for your SOAP notes (and more)!

So what’s up, Doc? Ready to get reading?
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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:

• What is Homeowner’s Association Management?
• Process Street Checklists: Optimizing HOA Management
• HOA Audit Checklist
• HOA Budget Preparation Checklist
• HOA Property Maintenance Checklist
• HOA Home Cleaning Checklist
• HOA Newsletter Template
• HOA Board Meeting Agenda Template
• HOA Annual Board Organization Checklist
• HOA Transition Checklist
• Enhance Productivity and Collaboration with our Approvals Feature
• Other Useful Resources for HOA and Property Management

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

Let’s get started!
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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:

• What’s the operations manual definition?
• The benefits of having an operations manual
• 7 (free!) superpowered operations manual templates
• Use Process Street to take full control of your operations!

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

• Operations Manual Template
• Checklist for Writing an Operations Manual
• Internal Audit Procedure for an Operations Manual
• Process Library Checklist
• The Process for Optimizing a Process
• ISO 9000 Structure Template
• ISO 9001 Internal Audit Checklist for Quality Management Systems

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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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:

• What’s the business process optimization definition?
• Is business process optimization right for you?
• Example of an optimized process
• How to optimize your business processes (with Process Street’s template)
• Use Process Street – and its automation features – for true optimization!

It’s time to learn about optimization!

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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.

• What is SIPOC?
• SIPOC Template
• The benefits of implementing SIPOC methodology
• Creating a SIPOC diagram with our SIPOC Template
• SIPOC example

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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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:

• What is a procedure?
• Why are procedures important?
• Preparing to write your procedures
• How to write an effective procedure
• How to write an effective procedure

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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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:

• What is a fire extinguisher inspection?
• How often do fire extinguishers need inspecting?
• Who can inspect fire extinguishers?
• Perform free monthly inspections with Process Street

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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“The biggest room in the world is the room for improvement” – Helmut Schmidt

Only 4% of businesses measure and manage their processes. Process improvements are impossible with stats like that.

Why, when doing so provides an avenue for continuous improvement, advancement, and business success?

At Process Street, documenting our processes means we can continuously assess what is working and what is not.

For instance, when I first began as a Content Writer, I found navigating HTML code difficult. Luckily for me, at Process Street we document all of our business processes, creating full transparency over what works and what doesn’t. In this sense, a stronger HTML focus was needed during training. The required changes were made, and our training resulted in major process improvements.

In this article, you will find out how you can do the same. You will learn how to:

• Identify opportunities for process improvements.
• Implement the changes required.
• Measure the success of the changes made.

Think of this article as your ultimate toolkit, to make continuous process improvements in your business. We provide you with 17 free templates, to support you in improving your processes. Click on the links below to jump to the relevant template.

• Business Requirements Template
• SIPOC Template
• SWOT Analysis Template
• FMEA Template: Failure Mode and Effects Analysis
• Standard Operating Procedures (SOP) Template
• SOAP Note Template
• HACCP Process checklist
• HAZOP Process checklist
• Lewin’s Change Management Model
• Bridges Transition Model Process Checklist
• ADKAR Model Change Management Process Checklist
• McKinsey 7-S Model Process Checklist
• Kotter’s Change Management Model Checklist
• Kubler Ross Change Curve Change Management Model
• Nudge Theory Change Management Model Process
• PDCA Change Management Model Process Checklist
• Satir Change Management Model Process Checklist

Or, if you just can’t wait, check out the first of our templates below to see what we’ll be giving you!

We begin this article by explaining exactly what we mean by the term process improvement, and identifying the three steps you should follow to effectively improve processes in your business. The templates provided above have been carefully designed to assist you with each step.

Click on the relevant subheader below to jump to the appropriate section, alternatively scroll down to read all we have to say.

• What do we mean by the term process improvement?
• Process improvements, step 1: Identifying business opportunities for improvement
• Using process documentation as a business opportunity
• Process improvements, step 2: Implementing changes
• Process improvements, step 3: Measuring the impact of change

Let’s get started!
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