Perhaps you’ve heard about checklists. Perhaps you know someone who uses checklist templates. Who knows, you may even have a simple checklist template or two you use in your own business.

Chances are, if you clicked this link, you’re interested in learning about simple checklist templates. Or specifically, how you can use them to run your business more efficiently.

You probably already know the basics – why checklists are useful, and the value of using a BPM software like Process Street. But you want more.

You want to know the essential checklists, the ones all the top CEOs and successful executives are using. You want ready-made checklists that will save you time, money, and confusion, and you want to learn about some of the immediate benefits of using simple checklist templates, straight from the mouths of those who have used them to run successful businesses of their own.

Well, you clicked to the right article. Here, I’ll be looking at an extensive correspondence between our content team and a number of successful SMB owners who just happen to be simple checklist template champions.

Whether it’s daily, weekly, monthly, or otherwise, we’ve devised this article as a resource that will help you understand how you can use simple checklist templates in your business.

Breaking it down, we’ll look at:

• Benefits of simple checklist templates
• What simple checklist templates are successful business owners using?
• Simple checklist template essentials: Recommendations from top business owners
• How to build a simple checklist template with Process Street

But first, what is simple checklist template, anyway?
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This is a guest post from Shawn Mike. Shawn has been working with writing challenging clients for over five years. His educational background in the technical field and business studies has given him the edge to write on many topics. He occasionally writes blog articles for Dynamologic Solutions.

According to statistics, it is claimed that US organizations suffer a loss of $62 billion a year thanks to unsatisfactory customer service.

Customer service represents your secondary acquisition test, beyond actually getting that customer on board in the first place.

It’s very much a short-term game of conflict resolution, and your business depends mainly on how you deal with customer feedback and requests.

For maximum lifetime value, you need to consider how to synergize customer service with customer success.

It must be kept in mind that customers are the heart of every business and should be at the top of your priority list.

Satisfied customers help increase sales and build brand identity and reports claim that 77% of customers are estimated to recommend a brand or business to a friend depending on how good their experience with your product is.

Which is why focusing on keeping your customer base satisfied with great service and excellent products can go a long way in improving your sales.

Nowadays, consumers expect more than just a great product. They need you to guide them through the perfect experience. A better customer experience equals a greater lifetime value expectancy.

This article is all about figuring out the best way to analyze and improve customer experience by automating a lot of the manual work that can get in the way.

We’ll focus on:

• Understanding customer success
• Difference between customer service and customer success
• How to improve your customer success strategy
• Benefits of customer success automation
• How to successfully automate customer success
• Example customer success process template

Read on to learn more about how to optimize your customer success strategy. There’s even a free Ebook for you at the end of it!
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How do you know whether you’re going to be successful or not with a new business or product?

Well, you’ll probably look to pour your heart and soul into it. You’ll work hard to make it the best product or service you can. You’ll endeavor to make each and every customer happy.

And well done to you for that.

But you’re not the only one who impacts on whether your efforts are successful.

It’s no secret that one of the hardest parts of business is the competitive nature of the market.

What your competition looks like, how it’s constructed, and what opportunities their weaknesses provide you, are crucial factors which can determine your success.

This is where you’ll need to do some kind of competitive position analysis.

In this Process Street article, we’ll look at a framework which is designed to help you understand your competition called Porter’s Five Forces. We’ll cover:

• What is Porter’s Five Forces Model?
• Porter’s Five Forces – Force 1: Threat of new entrants
• Porter’s Five Forces – Force 2: Threat of substitutes
• Porter’s Five Forces – Force 3: Bargaining power of customers
• Porter’s Five Forces – Force 4: Bargaining power of suppliers
• Porter’s Five Forces – Force 5: Competitive rivalry
• Resolving the 5 Forces: An Economic Moat

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Your average pitch gets examined by investors for about 3 minutes 44 seconds and (if successful) is worth around $1.3 million.

That’s more than $5800 per second.

With figures like that, you need to know how to pitch to land investors, customers, employees, prizes or whatever it is you’re aiming for.

That’s where we here at Process Street come in.

We pitched to over 2500 top SaaS professionals and investors at SaaStr Europa 2019, walking away with the grand prize from the pitch competition, the contact details of several venture capitalists, and collaboration opportunities for months to come.

However, I’m getting ahead of myself. In this post I’ll show you;

• How to pitch: the basics
• What the SaaStr pitch competition was
• The pitch deck we used to win it
• The results and prizes in detail
• The lessons you can learn from our experience
• The secret technique we used to get even more out of our pitch

Let’s get stuck in.

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There are many things that Process Street, our process management platform, can be used for including onboarding new clients or launching a website. But an interesting use case that has cropped up recently is using Process Street for managing podcast releases.

Many podcast publishers run a checklist to help them manage the recording, publishing and promoting of each podcast episode. Checklists are a great tool to make sure things get done right, and since Process Street is the ultimate recurring checklist software, it only makes sense that podcasters would gravitate towards our platform.

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The Rise of Instagram

Instagram is the fastest growing social network. It has more users than Twitter and is an amazing tool for driving traffic and sales. Take a look at this guy who sold $4,000 worth of neckties in one day on Instagram.

Photo and Image Credit

Here are some more stats on the rise of Instagram from Search Engine Journal.

• Multi-platform use is on the rise: 52% of online adults now use two or more social media sites, a significant increase from 2013, when it stood at 42% of internet users.
• For the first time, more than half of all online adults 65 and older (56%) use Facebook. This represents 31% of all seniors.
• For the first time, roughly half of internet-using young adults ages 18-29 (53%) use Instagram. And half 0f all Instagram users (49%) use the site daily.
• For the first time, the share of internet users with college educations using LinkedIn reached 50%.
• Women dominate Pinterest: 42% of online women now use the platform, compared with 13% of online men.

If you’re hungry for more data, you can view the comprehensive 4-page report right here.

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Note: This is a review of the Duct Tape Marketing System course and coaching program. If you are interested in a review of the book, check out the Amazon reviews here.

BONUS FREE STUFF – If you’re considering buying the Duct Tape Marketing System make sure to check out our exclusive bonus valued at $1,500 just for using this link. You can find all the details at the bottom of this post.

Why I’m writing this review

Recently I was hired by Vinay as the new content creator for Process Street. With a history of ghost-writing product descriptions and other mundane copy I was excited to get underway with something more personal and varied. Unlike in the past, this job needs me to research topics I don’t know much about. I hadn’t heard of more than two big marketing blogs and was lost for words when asked my opinions about them.

It’s scary having to talk about business and marketing when you’re a music technology graduate, but my first checklist was, coincidentally, relevant to my skills! Intentionally or not, my next project involved writing about a marketing course that is applicable to plenty of different people, teaching the basic theory of what seems to be a science of holding attention spans that have shrunk down massively since the introduction of all this easy-to-read content on the internet. Writing this review (and another upcoming post) gave me my first freedom to write as myself and expanded my marketing knowledge hugely.

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Accounting processes and workflows are at the core of any business. Sadly, 82% of businesses fail due to bad or negative cash flow.

It doesn’t have to be this way.

At Process Street we recognize the pivotal role small business accounting has for survival, profitability, and growth. We have therefore utilized our checklist approach to organize key accounting processes into a series of dynamic, efficient, and clear process templates.

All of these are free to use, ready to go, and can be edited to your needs, so there’s no reason to leave the failure of your business’ accounting up to chance.

This post will provide you with the following templates:

• Environmental Accounting Internal Audit Checklist
• Cash management process
• Small Business Budget Process
• Financial Plan Template
• Financial Planning Process
• Financial Audit Checklist
• Tax Preparation Checklist

This template pack can be used in conjunction with our other accounting processes template pack.

Let’s dive right in and organize your small business accounting.
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This is a guest post from Jessica Thiefels. Jessica specializes in link building, social media strategy and content strategy. You can find her at Jessica Thiefels Consulting or @JThiefels.

While the term “business agility” can sound like just another buzzword, the idea behind this phrase can be key to the success and growth of your small business.

“[Business agility] refers to distinct qualities that allow organizations to respond rapidly to changes in the internal and external environment without losing momentum or vision” – HR Zone, What is Business Agility?

In other words, business agility is the effectiveness with which you make improvements and adaptations in your current methods or processes. This allows you to grow and stay ahead of your competition.

However, it also requires efficiency in nearly every area of your business, from talent acquisition, retention and operations, to infrastructure, leadership and customer relations.

To help overcome these trials, I’ve gathered four highly actionable steps to let you increase business agility and scale your small business.

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Whether you want to reduce your environmental impact, be more efficient, or reduce your expenses to Dunder Mifflin, going paperless is a really positive step forward for your business.

Operating in a paperless office means all activity and work is recorded and can be easily found. It means you can send work over to other colleagues in seconds. It means you don’t need huge filing cabinets taking up valuable space.

It’s just better in many many ways.

Even if you want to keep paper as a small part of your life, taking the necessary steps toward a paperless office will yield results.

So how do we create a paperless office?

The answer is in the tools you choose to use for your business. Any business may have specialist tools specific to their industry, but we’ve tried to pick out 7 tools which can collectively cover almost all aspects of a company’s operations.

You’ve got your email, word processing, spreadsheets, databases, kanban boards, BPM software, accounting, software development, automation, communication, and funny gif sending software. And that’s just the start of what these tools can achieve.

In this Process Street article, we’re going to go through each one by one and give you an introduction. Some tools you might already be familiar with, but I’m sure at least one will be new!

Here are our paperless office quicklinks:

• GSuite
• Process Street
• Airtable
• Quickbooks
• Phabricator
• Zapier
• Slack

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