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If you read this post you may already be thinking about how you can use Process Street in your business. If you're already trying out the Discovery Call Template you may be thinking, 'well this is great, but now how am I supposed to put the information I collected in an easily accessible place?'
I set up automation with Zapier to connect Process Street and Google Sheets. You can follow the steps in the video below to set up the same automation for your Discovery Call Template or any other templates in the Process Street template library.
You’ll need to first get set up by creating a Process Street account if you don’t have one already. 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.
Then, you’ll need to access one of Process Street's premade templates or set up your own.
You’ll also need to create a super simple Google Spreadsheet (more details about that in the video)
And you’ll need to create a free Zapier account if you don’t have one already.
So to review, you’ll need:
A Process Street account
A Google sheet
A Zapier account
Once you’re set up, come back here and I’ll walk you through the steps in this short video.
Don’t worry, there’s no excessive talking in this video, just the necessary steps that you’ll need to take!
Collect the information you need from a discovery call without having to manually duplicate efforts. Then, when the client is ready for official onboarding, you’ll just be able to copy and paste information into your CRM with a few clicks.