Well, hello there. Ivana Taylor here, publisher of DIYMarketers and today I’m going to take you on a tour of a most interesting tool that I’ve discovered. It’s called process.st. This is a fantastic tool and I’m going to tell you how I found it. I work with a virtual team and as you know we produce BizapaloozaChat twice a week and all of us have to come together and there are a lot of steps and processes and I was looking for a way to create a process that multiple people can tune into and tap into and follow very, very specifically.
This is a great tool if you are on a virtual team and you have a process that you want everyone to follow in a very, very specific way. Now, right away I can tell you that there is a free version and I am using this thing to produce BizapaloozaChat and I’m using the free version so far and I really, really love it. Let me take you on the tour of this tool and I will tell you one of the things I really love about it. I’m not going to lie, I love the fact that it’s free, right?
You’re going to log into your platform and the first thing that’s going to happen is you’re going to create templates and checklists. I’m going to click on that and you can see all the different BizapaloozaChats. Now you see that this is the master BizapaloozaChat. There is a master template that you create and then you can copy that template over and over and as you see here, I’ve copied that template. Here is the one that’s going to happen today and for the rest of the week, June 5th and so on.
I have a new one that’s created every time we run a BizapaloozaChat. The other thing that you can do is you can share that process with the people on your team. Let’s take a look at the template that I’ve created and I’ll take you on a tour of the different elements here. Here is the master checklist and then inside of the master checklist you will see that you can do little mini checklists. The other thing that you can do is insert images. Oops, let me show you what I mean by that. I’m going to edit the checklist and now I’m editing.
You can insert text, media which includes images as well as video because if you click on that images, video and files, you can create form fields and that’s for generating leads. That’s a whole other component of this that I’m not going to spend a lot of time talking about here. You can create a sub checklist, that’s what this is right here, and you can create email. Let me show you how this works. First of all, the biggest benefit that you are going to get out of this as a business owner or someone that runs a virtual team is that you will document your process.
This is just a critical component because if you want to improve on something and if you want to make a process more efficient, your first step is going to be to create that process. First thing, it’s like a recipe. Here you’re going to have to open up all the apps that you’ll be using and then right away you can create a content folder and here you can see I’ve created a video that shows people exactly how to create a content folder. Then the next step is to set up a script and you can see inside the texts that there are links and I tell you all the guest information to grab.
Then the next process is to brainstorm topics and you can see that I’ve done that. Here’s the email function. I love this function. Once something is completed, as you can see, I said ping editorial for topic selection approval. So if somebody else’s creating topics, they can ping me in our social media manager and let us know that the thing is completed. Now, here’s the other thing. Let me show you, watch this. When you save changes, this template has six checklists in the process.
Yes, so this is just such a huge time saver. Once you’ve made a change to the master template, it will go and make changes to all the other templates and update them as well. That is just a wonderful, wonderful feature. Let me show you how this email function works. Once you’ve completed this, you simply click on completed the task and it will send this email to the editorial team to say, hey, the topic chats are complete. Let me know when you’ve selected a topic so that we can move on to the next one which is developing questions and so on and so forth.
And you can see that I’ve gone through and just outlined this to the nth degree. Now you can see this is the master checklist. You write up everything, you insert your videos and your checklists and everything you need. Now here’s some other features that I absolutely love about this. You can subscribe to different lists, you can archive the list, delete it, edit the template, which is what we just did. You can even print the list. The other thing you can do is assign users to the list.
If you have multiple lists and multiple folders, you can assign people who are in charge of a particular process. You can also invite people by sharing a link. And here’s another cool thing, is for each one you can have entire conversations so you can manage the entire process right here. That is a simple, simple tour of this wonderful tool. I would really, really recommend that you check this out, especially if you have virtual teams, you’ve got complicated processes and you need to have the thing move forward when everyone is not in your office. Definitely check out process.st and see if it doesn’t help you optimize your marketing.
