Premade templates are a great way to get started with Process Street.
These are templates (processes) which have been fully fleshed out and are ready to use; from employee onboarding to office cleaning.
Below are a couple of examples of these processes which you can import and track using our app.
You can either use them as they are or import and then edit them to suit your needs; using premade templates as a base from which to build your own process is a great way to get the most out of the app!
Property management
- Landlord Screening Checklist
- Home Inspection Checklist
- Lease Renewal Checklist
- Tenant Screening Checklist
- Maintenance Log Setup Checklist
Sales
- Client Onboarding for Financial Planners
- Sales Email Sequence Process
- Monthly Sales Report
- Sales Forecasting Checklist
- Sales Pitch Planning Checklist
HR
- Employee Onboarding
- Salesperson Onboarding Checklist for Startups
- Performance Review Template
- Unconscious Bias Training Guide
- Standup Meeting Checklist
Marketing
- Client Onboarding for a Marketing Agency
- Podcast Publishing Checklist
- Website Launch Checklist
- The Ultimate Blog Post Editing Checklist
- Re-engagement Sequence Email Process
IT
- Helpdesk Management
- Server Maintenance Checklist
- Email Server Security
- Firewall Audit Checklist
- Naming Convention Design (Servers, Computers, IT Assets)