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        example processes header

        “Imitation is the sincerest [form] of flattery” – Charles Caleb Colton

        There’s nothing wrong with looking at example processes and learning from what they do – if anything it’s the best way to improve your own business practices.

        Plus, after learning the 什么是气垫ccbasic and advanced features of 什么是气垫ccProcess Street from the first two chapters of our consultant’s guide, looking at how others use the app is a great way to see those features in action.

        After all, anyone can run a customer support checklist, but we want to make even creating processes more efficient.

        To get your own processes kickstarted, I’m going to highlight 8 example processes (with ready-to-use templates) to boost consistency and efficiency in your business with Process Street. These include:

        • Scheduling a recurring daily routine
        • Tracking your employee onboarding
        • Surveying your email list or clients
        • Automatically managing customer data in Salesforce

        example processes idea gif


        Employee onboarding is an incredibly important process to keep on top of, but it’s also easy to let it descend into a sprawling mess. Thankfully, it’s also one of the best (and most common) use cases for Process Street.

        By creating an employee onboarding template and running checklists for each new employee you eliminate the chance of steps being forgotten, such as introducing them to the rest of the team or giving access to important resources. The new hire can even work with you on vital tasks and save your team some of the trouble.

        example processes employee onboarding

        Obviously, a general template won’t fit all cases – some employees will require specific training. However, that’s where the beauty of public templates lies, as you can use our general templates as a base and edit them to your needs.

        Check out our collection of 6 employee onboarding processes ready-to-use in your company.


        With a little creativity, Process Street’s checklist setup can be used to survey your audience and record the results for easy review. All you have to do is create a survey as a template and allow viewers to use form fields to record their answers.

        example processes survey clients

        For example, each task can be posed as a question with a dropdown field to cover potential answers. You could even provide other form fields like paragraph and email to capture longer-form answers and details about the user filling them out.

        Best of all, all of this can be tied together by creating a checklist run link and putting it into an email to your subscribers. This means that anyone clicking the link will run a new survey checklist without needing a Process Street account, making it quick and easy to fill out.

        Learn more about surveying and helping your customers with our free customer success guide.


        Speaking of Zapier, one of my team’s favorite time-saving processes is to link our Slack channel to Process Street. Whenever we type “run a meeting”, our meeting checklist fires and a link to it is posted back into Slack.

        This makes our meetings even more efficient – we don’t have to stop to run the meeting checklist and make sure everything is recorded. All we have to do is type “run meeting”.

        During the meeting, we’ll make notes in the checklist on what we’ve all worked on, what we’re getting stopped by, and what we’re going to focus on until the next meeting. This way we can keep track of what everyone’s been doing and that we’re hitting our targets, whether we’re looking a week or a year into the past.

        example processes meeting checklist

        Once the meeting’s over, ticking off the final task posts a copy of our notes back into Slack, giving everyone an easy overview of the latest meeting. Multiple copies of notes, all for no extra work – that’s what I call efficient.


        Whether you’re getting clients through inbound or outbound marketing, at some point or another you’re going to want to qualify your leads to assess their needs and whether they’re good to follow up with. After all, your product and services aren’t going to be suitable for everyone, and trying to sell someone something they don’t need will only alienate them sooner or later.

        Unfortunately, qualifying leads often involves a lot of data management, as recording data in a CRM during a call with a lead isn’t good practice – you’ll end up rushing your notes or constantly having to take small pauses and breaking up the flow of the conversation. Not to mention that there’s a strong chance you could forget a vital question because you’re focusing too much on entering data correctly.

        So, much like with onboarding clients using Salesforce, you can integrate Process Street with your CRM to automatically sync data to and from your qualification checklist.

        example processes sales qualification

        For example, if you used Close.io, you could click a link in an opportunity to run the BANT qualification checklist. Doing so would push existing data in Close into the checklist, so you don’t have to spend time setting it up. During the call you can follow the checklist to ask all the right questions and record the answers directly into the checklist.

        Using Zapier, Zaps can detect when particular tasks are checked off and then automatically update Close to reflect your qualifying checklist. For example, ticking off the “Create an opportunity” task will create an opportunity in Close (automatically calculating the annual contract value, etc), follow-up tasks can be pushed through, and all of the information you gather can be synced posted into a note in Close.



        Ben Mulholland is an Editor at 什么是气垫ccProcess Street, and winds down with a casual article or two on Mulholland Writing. Find him on Twitter here.


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