Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes.

Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. So, that’s how our company came about. That’s what we do. – Adam Schweickert

This article is based on a segment from Process Street‘s Highway 2021 virtual event, where Adam gives us a detailed walkthrough of his onboarding process for new clients.

Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group was the fifth segment in Process Street’s Highway event.

You can check out our playlist of the full Highway event here, and make sure to sign up for free with Process Street!

Here’s the Client Onboarding 101 segment with Adam Schweickert in full:

• Wetmore Consulting Group’s client onboarding problem
• Supercharge your client onboarding workflows with these Process Street features
• Client onboarding process building tips

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Careers can typically take many unexpected turns in the tech industry. We’ve seen this time and time again at Process Street. One person who embodies this concept of career growth and transformation is Ellie Mahoney. 

Being the link between customer needs and product development, Ellie’s role as Product Manager is a testament to Process Street’s commitment to empower top talent to evolve and thrive. 

Her career transition in Process Street has made her a vibrant and dynamic force to be reckoned with. Ellie’s entire career path has travelled through many different industries, and she’s taken on more challenging roles than I have fingers – which is exactly how she likes it. 

We’re taking a look at how Ellie’s diverse career path and skillset trickles into the work she does here at Process Street. 

• Introducing our Product Manager: Ellie Mahoney
• Ellie’s professional life before Process Street
• From CS to Product Manager: Ellie’s career growth in Process Street
• Working at Process Street through Ellie’s eyes 

Ever wondered if your new hire’s first ‘hello’ could be from a chatbot? Or if that glowing quarterly review could someday be delivered by an AI?

Tune in to our latest episode of Process Street’s Employee Onboarding Podcast, where Erin and Max Sher pull back the curtain on the future of employee onboarding, training, and those all-important ‘wow’ moments.

Discover why some traditions are worth keeping and where technology could step in to elevate the experience!

This episode covers:

• Sher Agency structure & dynamics (as a globally distributed web design team)
• How Max scaled up from a solo entrepreneur to a global team
• How to improve digital onboarding efficiency
• Important lessons Max learned about digital onboarding
• How culture plays into good onboarding (especially remote)
• The quest for the employee “wow” moment
• Thoughts on the future of employee onboarding (including the role of AI)

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

In this Spotlight Series blog, we learn all about Brenda Chan, currently working at Customer Support Level 2 as part of the Customer Success team.

Brenda has been at Process Street for over two years and is the epitome of a process pro! Her love for processes is evident in everything she does, and she enjoys testing and improving processes daily.

Brenda is not only a foodie with a passion for TV and film but has been learning Spanish for nearly a year.

We’re fortunate to have her as part of our team, where her expertise and enthusiasm continue to shine, making our customer support experience top-notch.

Keep reading to learn more about Brenda!

In a world where employees are increasingly treated as mere cogs in a machine, new approaches to onboarding can provide a much-needed breath of fresh air, and help to unlock the potential to transform the way companies view and treat their workforce.

In this episode of Process Street’s Employee Onboarding Podcast, we’ve got a riveting conversation between Erica Gordon Roberts and our host Erin Rice, who discuss a unique onboarding strategy that doesn’t just tick the boxes but also establishes a deep-rooted emotional connection with new hires.

We’ll delve into:

• The Importance of Buddy Programs
  • How different companies implement it
  • The unique approach to pairing ‘opposite’ employees
• The Role of Intentional Pairing
  • Criteria for pairing, including different offices, roles, and personality traits
  • The objective of fostering diverse perspectives and inclusivity
• The “Wow Factor” in Onboarding
  • Personalizing the onboarding experience through gifts
  • The process of gathering personal information to tailor the experience
• Impact on Employee Retention
  • The link between personalized onboarding and longer tenure
  • How even those who leave become brand ambassadors
• Company Culture and Onboarding
  • The influence of these practices on overall corporate culture
  • Real-life examples of the types of gifts given
• Emotional Connection and Employee Loyalty
  • How small gestures can create a long-lasting emotional bond
  • Examples of the kinds of emotional connections made
• Positive Experiences Upon Leaving a Company
  • The concept of turning even departing employees into brand ambassadors
  • Celebrating employees’ new opportunities

Join us as we explore the psychological underpinnings of this approach and its profound impact on employee retention and company culture. Discover why it’s the small, thoughtful gestures that can make the biggest difference, turning what could have been a forgettable start into an inspiring journey that employees will treasure for years to come.

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

The widespread adoption of artificial intelligence (AI) in marketing has reached a pivotal moment. Nowadays, it’s rare to come across any company, regardless of its size, that doesn’t leverage cutting-edge AI marketing tools to better their brand or business’s marketing efforts.

Whether you’re a blogger, an e-commerce entrepreneur, an affiliate marketer, or part of a global corporation, including AI-powered marketing tools into your business strategy is an absolute game-changer. 

By harnessing the power of AI, you can orchestrate and execute highly impactful marketing campaigns that propel you towards achieving your goals with unmatched speed and efficiency. 

But we know marketing is a vast space with many different mediums. That’s why we’ve found a tool for every aspect of marketing, from content creation to comprehensive marketing process management. Check it out:

• Process AI: Best for building and running marketing processes
• AI Carousels: Best for creating social media content
• Optimove: Best for processing marketing campaign data
• GrowthBar: Best for SEO optimization
• Opus Clip: Best for short-form video creation 
• ElevenLabs: Best for text-to-speech audio creation 
• AI Buster: Best for writing assistance
• GetGenie: Best for content marketing
• Graphite: Best for marketing strategy creation
• Capsule AI Studio: Best for video content creation  
• Maximizing your marketing efforts: Working smarter, not harder

Want to take your onboarding to the next level? You’re in for a treat with our latest podcast featuring Erin and Wristy, who dive into some game-changing approaches to humanizing the workplace and leveling up your team culture.

If you’re an HR pro, team leader, or just a culture-curious individual, this one’s for you.

Here’s what we’ll unpack:

• “Culture Add” vs. “Culture Fit”: What’s the Real Deal?
• The Power of a Team Charter: Saying Goodbye to Lengthy Presentations
• Q&A Rounds: A Safe Space to Ask Anything
• Buddy System & Mentorship: Two Sides of the Same Coin?
• Creating “Wow” Moments in Onboarding
• Ownership & Accountability: Why Your Employees Will Stick Around

So, if you’re ready to get some actionable insights straight from the experts, read on!

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

Leverage is an operations consulting firm that helps teams optimize their processes by introducing them to top workflow management tools. One of these tools is Process Street, which Leverage uses for its own daily recurring tasks.

The company’s CEO and founder, Nick Sonnenberg, even features Process Street in his book Come Up for Air: How Teams Can Leverage Systems and Tools to Stop Drowning in Work. He also made an entire YouTube video talking about Process Street’s benefits.

But why is Nick such a strong advocate of Process Street? What has the software done to help him and his team at Leverage? In this article, we will answer these questions by looking at:

• The challenge
• The solution 
• The result 

In this podcast episode, we interview Justine Van den Mooter from Qwilr about designing an effective onboarding experience.

We discuss creating a comprehensive onboarding process for all new hires, regardless of their role or location, fostering manager involvement, and providing a supportive environment for new employees.

Justine shares her experience in revamping Qwilr’s onboarding process and highlights the importance of proactive communication, personalized tasks, and maintaining excitement throughout the onboarding period. We also touch upon the challenges of onboarding in a globally distributed company.

Overall, the episode emphasizes the significance of a well-designed onboarding process in creating a positive employee experience.

You can listen on Apple, Spotify, Google, Podchaser, Podcast Addict, Deezer, & all your favorite podcast platforms!

When it comes to exemplifying our core value of continuous improvement, our Customer Success Manager Gustavo Amaral is at the forefront. That’s why we are thrilled to feature him as the star of our new Employee Spotlight blog post!

Gustavo’s commitment to personal and professional development at Process Street and beyond exhibits a strong desire to learn, explore the world around him, and excel in his role. Being highly skilled both in workflow creation and customer service makes Gustavo the perfect asset to our company.

This edition of Employee Spotlight will shine the light on the family man, the motorcycle enthusiast, and the caring professional who sees our customer’s satisfaction as his top priority.

• Introducing Gustavo Amaral, Customer Success Manager
• Gustavo’s professional experiences prior to Process Street
• Personal growth and continuous improvement
• Gustavo’s take on working for Process Street
• Bonus questions!