The Ultimate Guide to Business Process Automation is Here!

Would you rather process 1,000 rows of a spreadsheet by hand, or give that task to a machine that can complete it seconds?

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The Consultant’s Guide to Process Street is Here!

You know how important documented processes are already.

They allow you to repeat successes, avoid recurring failures, and all but eliminate human error from your client’s operations.

Unfortunately, doing this with software like Office 365 is like eating soup with a fork – it’s possible, but far messier and more difficult than it needs to be.

Process Street has been built from scratch with the sole purpose of letting you easily and effectively document, manage, and track your processes, and so it doesn’t suffer from the same problems as the traditional software solutions like Microsoft Word.

With this free guide, you can become a true power user and effectively manage your processes, and even earn extra money by referring your clients.

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The Complete Guide to Business Process Management is Here!

Processes aren’t just paper inside folders full of useless information no one looks at. They’re the blueprint for how your business works on a day-to-day level.

How do you create reports? How do you check in with your team? How do you conduct and record your meetings?

The answer any efficient business will give you is that you use a process.

We’re well aware that the most dominant literature on business process management is extremely boring and un-actionable — reading guides on BPM is the equivalent of opting to take a tranquilizer.

So why, when processes are so important, hasn’t anyone ever put together a clear guide for businesses of any size?

That’s what we thought, and that’s why we’re publishing this 112-page ebook.

Download the Complete Guide to Business Process Management

Without processes, your business is a ticking time bomb, prone to error and impossible to scale.

Companies that implement processes have a 280% higher success rate on their projects (95%) versus those that don’t (25%).

On a day-to-day level, you can use processes to:

  • Record the one best way to do work, making it faster and cheaper to train new hires
  • Stop making mistakes because of human error and oversight
  • Reduce operating costs by rocketing efficiency
  • Build scalable systems that help your business stop dealing with urgent work, and focus on growth

What’s in the book?

Learn why processes are essential

Processes protect your business from failure. If you don’t measure what’s working and what isn’t, you can’t make any informed changes. You can stab in the dark, but you might never find out why what you’re doing does or doesn’t work.

Processes also act as the blueprint for your business to scale. Sharing detailed and comprehensive knowledge with new and existing employees is the only sure-fire way to keep your business running properly without wasting time on training, missing deadlines, or simply forgetting how to do things.

There are plenty of studies on why processes are effective, and some post-mortems from history’s greatest failures that show how errors can be easily avoided by systemizing tasks.

  • Surgeon, writer and public health researcher Atul Gawande found that implementing a checklist in the operating theatre. 78% of staff actually observed the checklist to have prevented an error in the operating room, and 80% said the checklist was easy to use and improved the safety of care.
  • Disasters such as Chernobyl and the Challenger shuttle could have been avoided if the people involved with these organizations had implemented and enforced processes. In short, all human error incidents are a result of not following the proper process.
  • Zenefits is living proof that your business will go off the rails without the right processes in place. While they saw explosive growth, their operation was unsustainable and eventually came crashing down — an embarrassing, devastating failure.

Time and time again, it’s been proven that documented and enforced processes are vital if your business is going to do anything but fail.

But where do you start? Start with our business process management guide.

Learn how to create processes

There’s a right way to create a process, and there’s a ton of wrong ways.

George Boorman, the man responsible for Boeing’s watertight pilot process, sums it up nicely:

“Bad checklists are vague and imprecise. Good checklists are, above all, practical.”

That’s the high-level overview, but in the business process management guide, I give you the step-by-step process you’ll need to create processes for anything from scratch.

Processes don’t need to be complex, and, depending on their exact purpose, they don’t need to be 100% comprehensive. They can be fully automated, semi-automated, or fully manual — the important thing is, they exist and are accessible by the people who need them. That’s the only way to reduce human error and lower the rate that your team forgets to do their work or vital steps in their workflows.

In the guide, I teach you how to create the processes you know your business needs. It contains step-by-step instructions for every level, from basic to advanced.

Learn how to map and optimize your current processes

The only way you can be sure you’re running the most optimal process is if you fully understand how it works at every stage. When you hire a process consultant, they’ll come in and interview your team about how they get work done. Then, they’ll map the existing process and work with the team to optimize it. That means smashing bottlenecks by cutting out useless reviews and approvals, minimizing the amount of paper (or data) moving from place to place, and automating as much as possible.

Processes are the kinds of things that sound complex but are actually just a necessary step

This guide — written by analyzing best practices from process experts — will teach you how to do it without hiring an expensive consultant.

Now you can use techniques that are usually the reserve of big businesses that can afford the high price tag.

Learn how to outsource your processes

One of the major benefits of having a documented process is that you can outsource it without much friction. That helps your business scale because you’ve already worked out the most efficient way to do the task.

Another way to approach outsourcing is to hire a company to handle one entire side of your business. Some companies hire IT service providers or bookkeepers as an alternative to hiring a specialist in-house. To use an example from the world of corporations, IBM handles all things IT for Coca Cola. To use an example from Process Street, we hire an agency that recruits virtual assistants and handles their payroll. That means we don’t need to hire a recruiter or an accountant for a big chunk of our staff.

This ebook contains step-by-step guides to getting your processes ready to outsource in house, and ideas of what you could save money on by hiring agencies.

Learn what to do when your processes fail

Sometimes you have to rip everything up and start again. The corporate term for that is business process reengineering (BPR). Almost every business has had to make major changes to their operations at some point, whether it’s Ford, Google, Taco Bell, or countless smaller businesses that haven’t had case studies written on them.

One example might be moving from paper to a centralized company database. Enterprise Engineering Institute describe the improved process:

“In the new situation the buyer registers an order in an online database. The buyer no longer sends a copy of the purchasing order form to the creditor administration. When the goods arrive at the store, the storekeeper checks in the database whether the received goods correspond to the purchasing order form.”

Drawing from every case study on we could get our hands on, this ebook contains numerous examples of how real businesses have impacted their bottom line by changing their processes.

Get the ebook for free

Everything you need to start documenting, mapping, and optimizing your processes condensed into one handy book.

Download it now:

The Complete Introduction to Task Management is Here


Last year, I was absolutely terrible with productivity.

My task manager — if I bothered looking at it — had about 50 incomplete items every day, and it was really dragging me down.

When you read articles about productivity, you can easily be fooled into thinking you need to be a hyper-efficient machine.

Task Management

Here’s something that’ll calm you down:

You’re a human, and you’re not always going to have your best days, weeks, or months.

There will be times when you don’t feel like you can get anything big done, and end up wasting a bit of time.

That’s nothing to worry about. Especially when you’ve got a solid system in place to manage your tasks already.

And that’s exactly what this book’s for: getting a system in place.

It’s a collection of everything I’ve learned in my journey from being a total mess to someone who has a firm grip on their tasks.


It includes:

  • Proven task management methods
  • Recommended productivity apps
  • How to figure out the most important task you need to do right now
  • Building and maintaining useful and actionable to-do lists

So if you’re serious about not getting buried under a mountain of tasks you imagine you’ll ‘do later’, get this free ebook:

What’s in the ebook?

Still not convinced?

Look at it this way…

There are two types of people in the world: those who have exceptionally high output, and those who are always behind.

The major difference isn’t some kind of natural ability to get stuff done, and everyone has the same amount of hours in their day.

What separates the people who can relax at the end of the day from those who need to work overtime to even meet their deadlines?

Task management.

That’s all.

Knowing what you have to do, and when you should do it is 80% of the battle.

It’s a state of mind (and a physical list of tasks) — something you need to learn if you’re going:

  • Reduce stress in your life
  • Get more done
  • Stop missing deadlines.


Get the ebook here


How to-do lists help you get more done

While there’s debate about whether Peter Drucker’s quote on not being able to manage what you can’t measure is true for business in general, it’s definitely true for productivity.


If the only task list is in your head, you’re bound for failure. No human can measure and catalog tasks as well as a computer or piece of paper, and having a to-do list in your head only creates problems when it comes to freeing up space for creative thinking.

A to-do list is a deceptively simple thing, though. Technically, it is a list of tasks, but a plain old list of tasks won’t cut it as soon as you come under pressure and need to prioritize work.

What, you don’t prioritize your tasks?

I used to roll my eyes at my dad when he told me to ‘get my priorities right’. Turns out, he was right.

All tasks are not created equal, and treating them with the same importance could mean you’re accidentally putting time towards progressing with useless work, when you could be doing work that matters.

In the ebook, I explain 4 distinct methods of prioritizing your tasks — choose one that works for you. I personally like the ABCDE method, but you might prefer one of the variations.

All these different methods and apps might seem like getting into task management is hard at first, but it’s not. In reality, you’ve only got to choose an app (or notebook), and pick and choose your methods for capturing, structuring and prioritizing work.

…And guess what! At Process Street, we couldn’t resist making a process for you, too!

Have your most productive week with this system

The last chapter of the book is perfect for anyone looking for a full and watertight task management system they can either customize (because systems aren’t always perfect) or use as is.

In it, I run through a weekly review you can to do to tie up any loose ends, re-prioritize your work, and make sure you hit the ground running on Monday morning.

Because there’s nothing more demotivating than dreading whatever unknown work might come your way at the start of a fresh week…


Download the ebook for free

The road to better task management starts here. Free yourself from putting out fires, being unprepared, and unintentionally working on the wrong things at the wrong time.

Download your free ebook now:

The Complete Guide to Customer Success for SaaS Companies is Here

Customer Success Ebook Header

The essential customer success book to boost MRR at your SaaS company

A SaaS company without a customer success system is like a lion without teeth. You can chase customers all you like, but when you catch them you’re thinking “now what?”.

The Complete Guide to Customer Success for SaaS Companies Cover

If you haven’t got a customer success team or set of processes in place at your SaaS company, it’s bad but not the end of the world.

Some SaaS companies are more self-serve than others, but all need a way to retain important customers and start exponentially compounding revenue.

This book for putting the systems in place to retain customers, whether that’s by learning about their problems or by properly onboarding them.

Better yet, it’s completely free.

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What’s in the ebook?

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The Ultimate Guide To Business Process Automation With Zapier Is Here!

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The Business Process Automation Ebook That Will Save Your Work Day

The day is here and the time is now; we’re proud to announce the release of our Ultimate Guide To Business Process Automation with Zapier!
business process automation zapier - cover

We’ve created the perfect resource to get you saving time and money by automating your business’ processes.

From basic tasks such as saving Gmail attachments into Dropbox to shipping your Salesforce leads into Mailchimp, the Ultimate Guide will guide you through setting up the perfect Zaps to automatically handle the tasks that clog up your schedule.

Plus, with Zapier’s 500+ integrated apps, chances are that your favorite programs are just waiting to be linked!

Better yet, it’s completely free!
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What’s in the Ebook?

Still Not Sold?

Perhaps you’re not familiar with just how powerful this tool can be? Well then, allow us to demonstrate the power of this guide right here, right now by giving you the lowdown on some of its juiciest topics!
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