Process Street helps us manage recurring tasks and standardize our workflows, which is essential for maintaining consistency across our client care plans.

We use Process Street to manage our recurring tasks here at Maple. We each have weekly checklists that we go through to make sure we’re on top of things, plus monthly checklists for important parts of our professional and enterprise care plans. Things like optimizing for SEO, repairing broken links, and sending updates to clients. We also use it for running detailed audits of all the websites on our care plans and onboarding new care plan clients.

Benefits

• The platform is really optimized for iteration and improvements—we can make updates to our documentation on the fly so we’re always using the latest version
• Centralizes all our process documentation so we never have to wonder if there are other notes somewhere we should be referencing
• Scales easily as our business grows and our team needs change
• Reduces errors and ensures consistency in how we execute our processes
• Makes onboarding new team members faster with standardized workflows

Process Street fits perfectly into our workflow by keeping our recurring tasks organized and ensuring we maintain the high standards our clients expect from our care plans.