A Tool For Workflow and Business Process Management

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A tool for workflow and business process management

Process Street is a great tool for documenting the workflows involved in your business operations. With this tool, you can create templates, run checklists and so much more.

I know, none of that sounds fun unless you're into that sort of thing (raising my hand). However, it's so necessary for the function of your business. Documenting your processes can become a part of your standard operating procedures. I talk more about standard operating procedures (SOPs) in this post.

Basically, it can become a way to write down what you do so that:

  • You can have a record of how you did something so that you can recreate it without having to struggle to remember the steps each time.

  • Those steps can be duplicated by anyone. Which is especially helpful when you are ready to start outsourcing work to other people.

  • You can analyze what is working and what is not working in your business operations and see where you may need to make adjustments.

Process Street makes documenting processes rather simple and can be used for a variety of businesses.

Here are some examples:


  • Document processes so that when you are ready to hire additional support, you will already have your “how-tos” and best practices ready to pass off.

  • Create a client onboarding checklist

  • Create a new hire checklist

  • Document your folder management system

  • Create surveys that can be completed by clients throughout the span of a project

  • Create feedback forms that can be completed by clients when a project is complete

Virtual Assistants

  • Start transitioning your role from a virtual assistant to an operations manager by documenting processes for your clients so that they can implement them into their standard operating procedures.

  • Create folder management systems for your digital storage tool. Run a checklist every month to update your folders.


  • Create an outline template for blog posts and run a checklist for each new post that you create

  • Document your social media content creation processes and run a checklist for each post

Operations Managers

  • Document standard operating procedures for your clients

  • Document monthly business maintenance tasks and run a checklist to go through the tasks

Project Managers

  • Document project stages to create templates for repeat projects. Then run a checklist for each new project.

  • Create a project outcome template to document the project deliverables, hold-ups and feedback. Then run a checklist for each project.


  • Document website development processes and run checklists for each project

  • Document printable template elements and run checklists for each template

  • Document video editing processes and run checklists for each project

HR Managers

  • Create recruiting and onboarding checklist templates once and then run the checklists as many times as you need to

  • Create offboarding checklist templates once and then run them as needed

  • Create and run performance review checklists

If you’re interested in learning more about how Process Street works, you can find out more here:

Learn More About Process Street

If you’re ready to start using Process Street in your business, for the first 14 days, you will have access to a free trial of the Standard plan. After that, you can choose to downgrade to the free plan, which offers 5 templates and 5 checklists, or you can upgrade to a paid Basic, Standard, or Enterprise plan.

Start Your Free Trial

Feel free to contact me if you need some insight on how to best use Process Street for your business.

Wishing you a lovely journey


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