At Teach 4 the Heart, a fast-growing professional development provider for Christian educators, scaling operations meant finding a better way to manage daily tasks, email campaigns, and large-scale events like the Rise Up Summit.
The team was outgrowing Trello. Marketing performance had plateaued. And coordinating external sponsors and team members felt increasingly chaotic.
How did Process Street streamline your operations?
“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.”
Challenge: Outgrown Tools, Flat Results
As Teach 4 the Heart expanded, their existing systems couldn’t 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 29–32%
- Event coordination became chaotic as they scaled the Rise Up Summit
- External partners couldn’t 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 powerful automation capabilities. “We use Process Street for everything now, from daily team check-ins to sophisticated email workflows,” Sarah shared.
Solution: One Platform to Run It All
Switching to Process Street gave the team structure, visibility, and automation, without needing to overhaul how they worked.
Here’s 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, Thrive Cart, Xperiencify, and Kit—ensuring no one slipped through.
- Daily visibility: Team check-ins and workload tracking became part of their daily rhythm using structured workflows.
Beyond email marketing, Process Street has been instrumental in scaling Teach 4 the Heart’s outreach.
How did Process Street streamline your operations?
“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 further refined her skills, enabling her team to make the most of what the platform offers. “Every new feature, like the recent task attached option, only adds to our capabilities,” she said.
Results: 54% Higher Email Engagement & 150% More Event Attendees with Process Street
With repeatable workflows and automated systems in place, the team hit their stride:
- Email open rates doubled to 54–56%.
- Event attendance jumped from under 4,000 to over 10,000.
- Cancellations are now seamless, with zero dropped tasks.
- Team performance improved with consistent workflows and clear ownership.
Process Street Empowered Teach 4 the Heart
For Teach 4 the Heart, Process Street is a core component of their strategy. With structured workflows and process automation, they routinely surpass goals and optimize operations. As the team continues to grow and adapt, Process Street remains their trusted partner in achieving educational excellence.
Double your email open rates & scale your team’s impact.
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Kate Meda
Kate Meda is a Content Marketer for Process Street. She enjoys omitting needless words and making things sound good.