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Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group

client onboarding 101Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

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5 Proven AI Marketing Examples to Inspire You

al marketing examples

So, what did you think of the AI-generated title that made you click on this post?

Pretty cool, huh? Yes, I know it’s a gimmick, but AI is everywhere these days. It’s impossible to ignore the conversations, the AI tool testing, and, most horrifyingly, the ethics.

Don’t worry, this isn’t a post about AI ethics. But it is a post about AI case studies.

As we all learn about the potential benefits AI can offer, particularly in business, it’s only natural that we want to see what it all looks like in practice. But let’s narrow the focus down even further. Business is very broad, so let’s put AI marketing under the microscope.

In this post, we are going to look at five different uses of AI in marketing and dissect the case studies to see the effects it has on different areas of marketing.

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Project Onboarding Hacks for a Successful Project Launch

Project Onboarding Hacks for a Successful Project Launch

Project onboarding can significantly impact the success (or failure) of your project.

Let me show you how.

So your boss hands you a new project to run and mentions that some people are already lined up to help get it done. Great, you think. You call the first one on the list, but they don’t really know anything about the project beyond the fact they’ve been ‘volunteered’ by their team leader.

This is where you switch into onboarding mode.

As a project manager, one of the first things to do is get the project team together. You need to build a team that has a common goal and that knows how the work is going to get done. That doesn’t happen overnight but you can certainly influence the speed (and willingness) of people to get involved with your project if you introduce them to the work in a structured way.

In this article, I’ll share my top tips for onboarding new people to a project team. I’ll also draw on the experience of other practicing project managers who have shared their stories so you can quickly get your projects off the ground with a team that knows what to do. To jump to a specific section click the link below.

Alternatively, just keep scrolling.
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How Do You Reactivate Ghost Customers? 5 Tips for Successful Reactivation

What to Do About Ghost Customers 5 Tips For Successful Reactivation

How do you reactivate ghost customers?

Well, let me explain.

During the second world war, a young soldier from Lille attended a dance for servicemen about to be deployed. One woman caught his eye, and eventually, he worked up the nerve to ask her to dance.

Thinking that he would ask again – as most of the other young men would – she politely declined. The young soldier was shy, though, and took her refusal at face value. Not knowing her name or if he would even return, the young soldier went off to war.

Nearly a century later, their granddaughter – my very closest friend for all of three days – told me the story as we drove through the French countryside between Lille and Arras.

We love stories like that – the romance of chance encounters, unintended separations, and reunions that could only be an act of fate. Maybe it’s having an answer to the so-often unanswered question What might have been? that’s the thing that really resonates. Personally, I’m just really nosy and I like stories.

While most of us have some variation of “a friend of a friend’s second cousin’s grandmother was reunited with her first love by total accident,” the truth is, we rarely experience these reconnections without some sort of deliberate effort by one or both parties.

But we lose touch with people all the time. High school best friend. University mentor. Pick-up game buddy. Customer whose payment didn’t go through and involuntarily canceled their subscription to your service because they didn’t realize it.

Happens all the frickin time. But there is no missed connections column for lost customers. If you want them back, you’re going to have to be proactive. Fortunately, not only am I good with stories, but I’m pretty good at solving problems, too. (Or, at least, nagging our CS and Ops Team Manager, Blake Bailey, until he spills all his secrets.)

Either way, in this Process Street post, I’ll share the 5 things you need to know to put some life back into those ghost customers haunting your MRR.

Let’s reconnect!
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I Analyzed 40 Top Tech Blog Welcome Emails: Find Out Their Secret

Best-blog-subscription-emailsWelcome emails are the one email you should be sending.

Why?

Because they have a 91.43% open rate, can create an 86% lift in unique open rate, and have on average 5x the click-through rate of a standard email marketing campaign. I’ve uncovered heaps more stats that I’ll share with you later in the post.

For this article I took the time to subscribe to 40 top tech blogs and applied quantitative research to categorize and break down their welcome emails. Hopefully, this article will offer some kind of insight into how to write kick-ass welcome emails.

If you’re asking yourself whether your welcome emails should include power words, links, emojis, rich formatting, or plain text, or what’s the best way to sign off a welcome email – then this post is for you. Specifically, I’ll cover:

Let’s get to it.
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How to Write a Proposal and Get What You Want (Free Templates)

 

A proposal has a lot of different purposes, but there’s only one good way to write one: the way that pulls together all of the information in a concise and persuasive way and helps you get what you want … whether that’s a whole new software system, or just a tweak to your marketing strategy.

This Process Street article isn’t about a business proposal — also known as a quote — but instead about the document required when formally pitching an idea for action and execution by managers or department heads.

To explain how to write a proposal document and get what you want, we’ll go through the following:

Let’s get started.
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A Basic Introduction to Creating a Software Requirements Specification

A Basic Introduction to Creating a Software Requirements Specification

Kamelia Stone is Content Manager at Marketbusinessnews. She likes to travel, meditate, and draw inspiration from different sources, primarily from books.

Software Requirements Specifications (SRSs) document describes the various software features, capabilities, coding tests, and functions that are to be implemented in the product.

These parameters also include characteristics, design details, and implementation obstacles for the development team. The structure of SRS can be modified, depending on the project, and various features/functions can be added during the process.

SRS lies in the initial, bottom stage of the entire development process. The next stages include user requirements, which detail the needs of end-users, and describing beyond the goal of the final product (business requirements).

No matter how the SRS structure is shifted during the development process, functional (if/then, data handling, etc.) and non-functional (usability, scalability, etc.) requirements always take place.

This post for Process Street will discuss:

Now let’s get straight to business.
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Go Lean and Go Green: Green Technology to Future Proof Your Business

Go Lean and Go Green Green Technology to Future Proof Your Business-12

In 2018 the green technology market was valued at $6.85 billion.

This figure is projected to increase to $44.61 billion, with a Compound Annual Growth Rate (CAGR) of 26%.

This change comes as a response to our present-day environmental crisis. In this sense, green technology provides a knife for our noose, to help us move forward, past plastic pollution, poisonous chemicals, and climate degradation.

The concept of ecological modernism, which sees technology as key to solving big environmental problems, is getting a lot of buzz these days.” – The Guardian, Technology as Our Planet’s Last Best Hope

Like The Guardian, at Process Street we also believe technology plays a vital role in helping society move forward, to work with the environment and our planet… rather than against it.

In this article, you will learn what green technology is, why it is important, and 6 easily applicable ways you can utilize green technology in your business or line of work today.

In addition, Process Street as a green tech solution gives you free access to our leading business sustainability templates. Sign up to Process Street here for free and check out our ISO 14001 Environmental Management Self Audit Checklist below for a taster.

Click here for free access to our ISO 14001 Environmental Management Self Audit Checklist!.

Click on the relevant subheaders or scroll down to find out how to be both lean and green in business.

Right tech-perts, let’s get started!
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User Feedback: 3 Methods We Tested to Better Understand Our Users

I’ve written before about how we collect feedback on our marketing material and how that helps us write useful posts for our subscribers, but the other reason we gather user feedback focuses on expanding and improving the Process Street app.

With user feedback data, we can:

  • Choose which features to build based on the frequency they’re requested
  • Get data on bug reports which helps our engineering team build fixes
  • See the most common industries and use cases for our product, which guides our marketing in the right direction

Whether you’re in software or not, you still need to be gathering and processing feedback from everybody possible: leads, prospects, free users, and paying customers.

In this post, I’m going to outline the three methods you can use to gather feedback for your company. These are three methods we’ve used ourselves in the past as our business has evolved, so the complexity and usefulness of each method is higher than the last. Which method is right for you?

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Default to Action & Overcome the Toolbox Fallacy

toolbox-fallacy

“A good plan violently executed now is better than a perfect plan next week.” – George Patton

“Once I have X, I can do Y.”

This phrase is the defining characteristic of the toolbox fallacy: thinking you can’t do something until you have the right tool.

The toolbox fallacy is self-deception disguised as excuses or a lack of “tools”. The issue with these tools is that you believe that you need them and thus, can’t (or won’t) start a project without them.

“As soon as my Apple Watch arrives, I’ll start training for the 5K.”

The problem is when X arrives, do you crack on and get started with the Y? Often times, it’s too easy to continue down the slippery slope of toolbox logic.

“My Apple Watch arrived, but now I need a coaching app – which I am yet to have downloaded.”

So, how do you overcome the toolbox fallacy? Simple: You default to action. In other words, you get the ball rolling – whether you have all the tools you think you need or not.

The solution, in a sense, is to be more agile.

In this post I’ll be looking at how to overcome the toolbox fallacy by putting the systems in place to move fast, and with virtue. I’ll try to address:

  • How do you plan and structure clear action items, so you can move fast and be sure you’re making the right decisions?
  • How will you move fast without breaking things (by things I mean humans)?

And, to sum things up I’ll take a look at how we at Process Street use OKRs to decide when it is we should be moving fast vs when we should be slowing down.

To jump to a specific section click the appropriate links below:

Let’s start by unpacking the toolbox fallacy in more depth!
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