Time management is an essential part of being an effective and efficient business that delivers great value to our customers, awesome benefits to our team and our partners. Make sure to track your time so we can support you with continuous improvement of our business processes
The timer for this flow should read "CLIENT NAME - Messaging Training."
Note: in the case of this procedure, tracking time in Monday happens at the business management level, in the appropriate task associated with this procedure.
We use a series of various software or business applications to manage our business. It is what we refer to as our technology stack,
As part of this stack, we use Monday.com (formerly DaPulse) as a visual task manager to assign work between various team members, collaborators and suppliers. Monday.com is also what we use to track the time spent on various tasks.
Monday allows us to know who's doing what, when a task is due, what the status is, etc.
When it comes to the actual procedure for a task, we use Process Street. Process.st is a Business Process Management software. We can use it to build our procedures and checklists. We can use them to run those checklists and to share data between our various applications.
As an example. we can make sure to take data from our Customer Relationship Management software, such as PipeDrive and pass the client info into Process.st for someone to run the Client Onboarding procedure.
So if you're here, chances are someone assigned you a task and you need to run the checklist. If you're not familiar with things in Process Street yet, we included a little basic training/tutotial on the next page.
For a quick one-minute, high-level view of what Process Street can do, check out this video.
For a quick 5 min tutorial on how Process Street can help with workflows and scheduled processes, check out this video.
If this is your first time running a checklist, check out this tutorial page on the Process Street support website
Last updated on May 24 at 3:00
by Nick Longo
WHO:
Training team members who work with clients to extract information
WHAT:
To help clients help themselves by creating the most compelling marketing campaign as possible in a Done-With-You campaign format.
WHEN:
This is done during the onboarding phase prior to a client launching their "Market Validation" campaign
WHY:
If we empower clients to do better work on their own, it will produce better results and require less work on our team's end.
Notes and Comments: Add some notes and comments for tips, remarks, working notes. Feel free to shoot a quick Zoom video and include the link to add some context and nuance if you want!
The client will have to do some of this work on their own, some of it will be done during meetings.
The process to complete the growth workbook is still being finalized, but below we've outlined the critical pieces that must be done in order to set a client up for success in doing their own copy for cold email market validation.
Walk them through what is being set up, and what their part is in it.
The client may need access to this process street template:
The client WILL need access to this template:
https://docs.google.com/document/d/1E9SVLGBQHOg1prYOGn8C5npJR5c3AiyHDDLvEEfqk68/edit
Walk them through what is being set up, and what their part is in it.
The client may need access to this process street template:
They WILL need access to the google doc template:
https://docs.google.com/document/d/1Pp2dfXQfxS9_n331UGTb1vqOS_O23XibIrJtcCndINw/edit
Walk them through what is being set up, and what their part is in it.
They WILL need access to the google doc template:
https://docs.google.com/document/d/151Md9izpESyOP3mLHLflV4K5_7kSJB-tdBDwHrlEv5g/edit
Clients may think that this is a simple "fill in the blank" exercise. However, once the general information has been filled in, it's important to go through it and make sure it flows in simple language. We also want to make sure they've hit all the important marks.
This shows the outline of the process to get someone to complete their messaging scripts (cold email and linkedin).
The data flow for this process predominantly revolves around the rate at which we deliver information to our clients.
We want to make sure they have the growth workbook done before we start the process of training them in the messaging process.
The complete flow is outlined below.
There are a couple of critical pieces of data flow for this type of project.
This is the updated list of who's been trained on this procedure.
If we have any additional training material or considerations for the Learning Management System or on skill management, we will also include it here.
Followed by:
Nick
Also need to train:
Any new trainers who join
Once you're done running a procedure, it's key to notify:
Note to procedure builder:
Notifications are a powerful tool. If you can figure out how to send a notification at the end of this procedure that's simple and efficient, you have the opportunity to reduce friction and increase efficiency at the hand off between this task in the workflow and the next business function in the sequence.
That will require you getting comfortable with working with variables in Process Street:
https://www.process.st/help/docs/variables/
Once you start getting the hang of that, you can configure a basic email template below with what you want sent to:
If you want the people running the procedure to use this feature, we'll have to make sure their computer (Mac or Windows) is set up to properly use their work Gmail to handle "mailto" links. We can include the tutorial on how to do so directly in the procedure. If you want to do that, just reach out and I'll be happy to assist.
To send the automated notification:
Push the button below to send the following email
If the "mailto" link doesn't automatically and properly run your email software on your computer, please reach out to Niko by Slack for additional support.
Time management is an essential part of being an effective and efficient business that delivers great value to our customers, awesome benefits to our team and our partners. Make sure to track your time so we can support you with continuous improvement of our business processes.
Note: in the case of this procedure, tracking time in Monday is optional since this micro-task will most likely end up being included in the larger task of building a proposal.
When you're all done with the whole procedure here in Process Street and ready to move on here, make sure to click the "complete list" green button on the right-hand side, at the top.
If you don't currently see the left bar menu, you may have to click "Show Menu".
Congrats! And keep up the good work!
In the case of this procedure, there is no gate at the moment.
