At Teach 4 the Heart, a professional development provider for Christian educators, scaling Christian marketing operations meant finding a better way to manage daily tasks, email campaigns, and large events like the Rise Up Summit.
The team needed a more structured alternative to Trello. Marketing performance had plateaued, and coordinating external sponsors and team members felt increasingly chaotic.
They turned to Process Street to bring workflow automation to email campaigns, events, cancellations, and daily collaboration.
Why Teach 4 the Heart outgrew Trello
“Before Process Street, we were juggling tasks on Trello. It worked when our team was smaller, but as Teach 4 the Heart expanded, the need for a more robust solution became clear.”
The Challenge: Outgrown Tools, Flat Results
As Teach 4 the Heart expanded, its existing systems could not keep up.
The team relied on Trello to manage email campaigns, event logistics, and day-to-day collaboration, but the cracks were starting to show:
- Email open rates plateaued at 29% to 32%.
- Event coordination became chaotic as the Rise Up Summit scaled.
- External partners could not be looped into workflows.
- Membership cancellations risked falling through the cracks.
Once Process Street entered the scene, Sarah and her team immediately noticed its intuitive design and automation capabilities. “We use Process Street for everything now, from daily team check-ins to sophisticated email workflows,” Sarah said.
The Solution: One Platform to Run It All
Switching to Process Street gave the team structure, visibility, and automation without requiring them to overhaul how they worked.
Here is what changed:
- Email performance workflow: Each campaign followed a repeatable process, from brainstorming subject lines to collecting assets and conducting post-send analysis. Three days after each send, a review task was triggered to evaluate performance and log insights, which were automatically pushed to a spreadsheet for future use.
- Event coordination: The Rise Up Summit was fully mapped into a multi-team workflow, with tasks assigned across internal staff and external sponsors.
- Cancellation automation: Zapier integrations routed cancellation data to Google Sheets, ThriveCart, Xperiencify, and Kit, helping the team keep every handoff in view.
- Daily visibility: Team check-ins and workload tracking became part of the daily rhythm through structured workflows.
At the time of the interview, Sarah described how the Rise Up Summit had grown:
How the Rise Up Summit scaled
“When we started hosting the Rise Up Summit, we had under 4,000 attendees. Thanks to our improved processes, we attracted 10,000 participants last year, and we’re aiming for 12,000 this year. We can even assign tasks to partner organizations, something we never imagined with Trello.”
Sarah’s participation in Process Street’s Workflow Wizards program helped her team refine its workflows and make more of the platform’s capabilities.
The Results: 54% to 56% Email Open Rates and 150% More Event Attendees
With repeatable workflows and automated systems in place, the team hit its stride:
- Email open rates rose from 29% to 32% up to 54% to 56%.
- Event attendance jumped from under 4,000 to over 10,000.
- The team reported zero dropped cancellation tasks after standardizing its handoffs.
- The team reported clearer ownership and more consistent execution through structured workflows.
A Repeatable System for Growth
Teach 4 the Heart built a repeatable operating system for email campaigns, events, cancellations, and daily team coordination. The result was stronger email engagement, higher event attendance, and a clearer way to coordinate work across employees and external partners.
Process Street is a single Compliance Operations Platform with Docs and Ops capability areas plus built-in AI. Teams can govern process documentation, run repeatable workflows, coordinate approvals, and keep a traceable record of execution in one place.