{"id":8169,"date":"2016-09-16T21:23:05","date_gmt":"2016-09-16T21:23:05","guid":{"rendered":"https:\/\/www.process.st\/templates\/demo-checklist-2\/"},"modified":"2024-02-28T20:51:37","modified_gmt":"2024-02-28T20:51:37","slug":"demo-checklist-2","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/demo-checklist-2\/","title":{"rendered":"Demo Checklist"},"content":{"rendered":"
\n

SOP Demo: <\/h2>\n<\/section>\n
\n

Overview <\/h2>\n
\n
    \n
  • \n
    \n
    \n 1\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Access PS: internet, modern browser, and on mobile\/tablet\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 2\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Home page overview: toolbar left, Tags, Folders, Template\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 3\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n You as the Admin: will see all the Folders\/Templates\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 4\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Your Users: will only see the Folders\/Templates you have granted them access to\n <\/div>\n<\/li>\n
  • \n
    \n
    \n 5\n <\/div>\n<\/p><\/div>\n
    \n
    <\/div>\n<\/p><\/div>\n
    \n Guest V members? down-sell guest, upsell members - Guest are difficult and time-consuming to manage\n <\/div>\n<\/li>\n<\/ul><\/div>\n
    \n

    In an SOP demo, have all active Checklist hidden. Focus on their primary need of having a central repository for their SOPs. Layer on Checklists later in the demo as an upsell after demonstrating the value\/ease of using PS for SOPs. There is no need to talk about CL now, focus on the needs they told you in the Quali call first and sell them of CLs later. <\/p>\n

    ****Inspiring interest in Checklists is a big win as the Prospect will gain more value for Process Street and it may lead to them paying for additional members****<\/p>\n<\/p><\/div>\n<\/section>\n

    \n

    Templates <\/h2>\n
    \n
      \n
    • \n
      \n
      \n 1\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Paint a Picture using the value they gain (expand this thought?)\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 2\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Procedure Folders: This is where store your procedures for each dept\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 3\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Click in Folder: You can see all the SOPs for this dept\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 4\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Template example: Have template ready that will show case vids\/images\/files\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 5\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Talk to Pre-made template library\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 6\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Demo Template Editor: in one minute, its easy!!!\n <\/div>\n<\/li>\n
    • \n
      \n
      \n 7\n <\/div>\n<\/p><\/div>\n
      \n
      <\/div>\n<\/p><\/div>\n
      \n Export as Doc (mention, don't show)\n <\/div>\n<\/li>\n<\/ul><\/div>\n
      \n

      For SOP use case, most Prospects will store SOPs for each department in folders corresponding to the department name (Marketing SOPs in the Marketing Folder). Show Process Street as the Prospect would use it when their account is fully set up. When you click into a department folder, have no checklists running, just have Templates as SOP's.<\/p>\n<\/p><\/div>\n<\/section>\n

      \n

      Searching\/Organizing <\/h2>\n
      \n
        \n
      • \n
        \n
        \n 1\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Tags: tag created template 'awaiting approval'. click tags\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 2\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Folders: talk to again if necessary\n <\/div>\n<\/li>\n
      • \n
        \n
        \n 3\n <\/div>\n<\/p><\/div>\n
        \n
        <\/div>\n<\/p><\/div>\n
        \n Search (easily find anything): Template Name, CL Name, User Name\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
        \n

        Groups\/Permissions <\/h2>\n
        \n

        Open Groups page and talk to the below points:<\/p>\n<\/p><\/div>\n

        \n
          \n
        • \n
          \n
          \n 1\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Adding members to groups (can down-sell guest again if necessary)\n <\/div>\n<\/li>\n
        • \n
          \n
          \n 2\n <\/div>\n<\/p><\/div>\n
          \n
          <\/div>\n<\/p><\/div>\n
          \n Assigning groups to an entire Folder or to a individual Template\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
          \n

          Activity Feed, @mentions, subscribe (?) <\/h2>\n
          \n

          Talk to: Activity Feed, @mentions, subscribe (?)<\/p>\n<\/p><\/div>\n<\/section>\n

          \n

          Checklists <\/h2>\n
          \n

          "PS is amazing for managing\/centralize your SOP's but you can go a step further and assign your SOPs as Checklist to your users..."<\/p>\n

          "A template is a static collaborative doc - you can take it a step further - and make it a living procedure document..."<\/p>\n

          2 min CL Demo - sell them on the value -> treat it as an upsell as it gives them more value (easier to get budget approved), and could lead to more seats. <\/p>\n<\/p><\/div>\n

          \n
            \n
          • \n
            \n
            \n 1\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Click Template cog -> run\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 2\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Set due date\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 3\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Assign to member\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 4\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Talk to: member receives email with due date, link -> works through procedure\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 5\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Talk to: Audit trail\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 6\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Talk to: Scheduler, run multiple\n <\/div>\n<\/li>\n
          • \n
            \n
            \n 7\n <\/div>\n<\/p><\/div>\n
            \n
            <\/div>\n<\/p><\/div>\n
            \n Talk to: export to CSV\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
            \n

            Zapier (just talk to) <\/h2>\n
            \n

            Talk to Zapier, and see if there is interest - You should have good knowledge of the other systems involved in the process at this point, if you don't ask them. If there a lot of interest transition to a short Zapier demo.<\/p>\n<\/p><\/div>\n<\/section>\n

            \n

            Checklist Demo: <\/h2>\n<\/section>\n
            \n

            Overview <\/h2>\n
            \n
              \n
            • \n
              \n
              \n 1\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Access PS: internet, modern browser, and on mobile\/tablet\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 2\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Home page overview: toolbar left, Tags, Folders, Template\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 3\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n You as the Admin: will see all the Folders\/Templates\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 4\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Your Users: will only see the Folders\/Templates you have granted them access to\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 5\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Templates CL relationship\n <\/div>\n<\/li>\n
            • \n
              \n
              \n 6\n <\/div>\n<\/p><\/div>\n
              \n
              <\/div>\n<\/p><\/div>\n
              \n Guest V members? down-sell guest, upsell members - Guest are difficult and time-consuming to manage\n <\/div>\n<\/li>\n<\/ul><\/div>\n
              \n

              In Checklist demo, take into account how many Templates they need. If it's a small number, they will likely not have much use for folders, to you talk to Folders, and demo with Templates not in Folders. <\/p>\n

              The focus is making it easy for their Users to follow the process and for management to see progress and have a full audit trail. Having a central location for their procedures, will likely, also be important. <\/p>\n<\/p><\/div>\n<\/section>\n

              \n

              Checklists Features <\/h2>\n
              \n

              Talk to the Checklist process (and the platform as a whole) from the perspective of their users following their procedures. "So Tom will work through the process of onboarding XYZ Corp". Make sure you have a video to show in your example checklist.<\/p>\n<\/p><\/div>\n

              \n
                \n
              • \n
                \n
                \n 1\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Checklist Features - click in active CL and show off forms\/email\/vids\/images\/subCL\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 2\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Demo: Emails\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 3\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Demo: Forms\n <\/div>\n<\/li>\n
              • \n
                \n
                \n 4\n <\/div>\n<\/p><\/div>\n
                \n
                <\/div>\n<\/p><\/div>\n
                \n Notifications: Talk to (added to CL, due for, @mentions)\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                \n

                Templates Creation (just talk to) <\/h2>\n
                \n

                It is easy to create Templates and use the Editor. Just talk to the points below. If they are struggling with any part of the Editor then show it. Try to keep the flow to lead into running checklists. <\/p>\n<\/p><\/div>\n

                \n
                  \n
                • \n
                  \n
                  \n 1\n <\/div>\n<\/p><\/div>\n
                  \n
                  <\/div>\n<\/p><\/div>\n
                  \n Talk to Pre-made template library\n <\/div>\n<\/li>\n
                • \n
                  \n
                  \n 2\n <\/div>\n<\/p><\/div>\n
                  \n
                  <\/div>\n<\/p><\/div>\n
                  \n Talk to Template Editor, it easy to use (show if they ask)\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                  \n

                  Checklist Run <\/h2>\n
                  \n
                    \n
                  • \n
                    \n
                    \n 1\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Run Options: Talk to: Scheduler + Run multiple => if interest show a end\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 2\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Run manual (green button)\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 3\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Set due date\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 4\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Assign to member\n <\/div>\n<\/li>\n
                  • \n
                    \n
                    \n 5\n <\/div>\n<\/p><\/div>\n
                    \n
                    <\/div>\n<\/p><\/div>\n
                    \n Talk to: member receives email with due date, link -> clicks link -> works through process\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                    \n

                    Reporting <\/h2>\n
                    \n

                    Show the points below, and go into more detail as required<\/p>\n<\/p><\/div>\n

                    \n
                      \n
                    • \n
                      \n
                      \n 1\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Progress Bar\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 2\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Activity Feed (CL and Account level)\n <\/div>\n<\/li>\n
                    • \n
                      \n
                      \n 3\n <\/div>\n<\/p><\/div>\n
                      \n
                      <\/div>\n<\/p><\/div>\n
                      \n Export to CSV - which you can do additional reporting on or feed to another system\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                      \n

                      Other Features <\/h2>\n
                      \n

                      Talk to other features, show if there is interest:<\/p>\n<\/p><\/div>\n

                      \n
                        \n
                      • \n
                        \n
                        \n 1\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n Search, Tags, Folders\n <\/div>\n<\/li>\n
                      • \n
                        \n
                        \n 2\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n Groups\/Permissions\n <\/div>\n<\/li>\n
                      • \n
                        \n
                        \n 3\n <\/div>\n<\/p><\/div>\n
                        \n
                        <\/div>\n<\/p><\/div>\n
                        \n Zapier workflow automation - If interest transition to workflow demo\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                        \n

                        Workflow Demo: <\/h2>\n<\/section>\n
                        \n

                        Go to Zapier <\/h2>\n
                        \n

                        For a workflow demo, work through a Checklist Demo as documented above, but adjust pitch to talk about how Zapier will automate along the way<\/p>\n<\/p><\/div>\n

                        \n
                          \n
                        • \n
                          \n
                          \n 1\n <\/div>\n<\/p><\/div>\n
                          \n
                          <\/div>\n<\/p><\/div>\n
                          \n Talk to the "App Details for Current Selections" Zapier page\n <\/div>\n<\/li>\n<\/ul><\/div>\n<\/section>\n
                          \n

                          Zap Action "Create Checklist" example <\/h2>\n<\/section>\n
                          \n

                          Zap Trigger "New Task Checked" example <\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

                          SOP Demo: Overview 1 Access PS: internet, modern browser, and on mobile\/tablet 2 Home page overview: toolbar left, Tags, Folders, Template 3 You as the Admin: will see all the Folders\/Templates 4 Your Users: will only see the Folders\/Templates you have granted them access to 5 Guest V members? down-sell guest, upsell members - Guest […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"19","template_description":"","template_id":"tte3n3qTfDyKzdsU3SBEkA","task_0":"SOP Demo:","task_slug_0":"sop-demo","task_1":"Overview","task_slug_1":"overview","task_2":"Templates","task_slug_2":"templates","task_3":"Searching\/Organizing","task_slug_3":"searchingorganizing","task_4":"Groups\/Permissions","task_slug_4":"groupspermissions","task_5":"Activity 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