Internal process
Internal processes are the essential workflows that keep your business operations running smoothly within the organization. From simple tasks like managing purchase orders to complex responsibilities such as regulatory compliance, these internal workflows drive efficiency and consistency without needing external input.
Optimizing these core business processes is key to improving performance, reducing costs, and enhancing the customer experience. When you invest in making these processes faster and more effective, you’re setting up your business for scalable growth and lasting success.
Benefits of Improving Your Company Processes
Upgrading your internal processes goes beyond just fine-tuning workflows. It’s about unlocking insights that show exactly how your organization delivers value—and where it can do better.
Meeting customer expectations isn’t just about the end result; it’s about creating seamless experiences at every touchpoint.
Here’s what refining your company processes can do for you:
- Boost Service Delivery: Achieve consistent, high-quality results that customers notice.
- Maximize Resources: Make the most out of what you have, reducing waste and optimizing productivity.
- Deliver Real Value: Serve your customers in the most efficient way possible, building loyalty and trust.
It’s all about efficiency, consistency, and impact. When your core business processes are sharp, so is your organization.
The TOP 10 Company Processes EVERY business needs
For any business to thrive, solid processes are key. Think of these as your company’s backbone—they keep everything running smoothly and ensure everyone’s on the same page. From efficient onboarding that sets new hires up for success to clear customer service guidelines that boost satisfaction, these processes create structure and drive growth.
When done right, internal processes like finance management, marketing workflows, and sales strategies don’t just streamline tasks; they empower your team to deliver real value. Ready to unlock the full potential of your business? Start with these 10 core business processes! 🚀
The Hiring Process Template
People and company processes are key when it comes to growing a business. Attracting top talent starts with a well-structured employee onboarding process that sets the stage for success.
Here are some essential steps to consider:
- Job posting
- Sourcing candidates
- Screening resumes
- Conducting interviews
- Performing reference and background checks
- Extending the job offer
At Whale, we make our hiring process engaging from the start. Our Head of Customer Success even braved the rain to create this video! 🌧️
The Welcome to the Company Template
It can be pretty overwhelming for new hires to join a new company. Make them feel welcome from the get-go with the right internal processes!
Help them learn:
- About the Company
- CEO Orientation
- Mission and Vision
- Values
And make sure they know where to find all the information! We like to share this with new hires on day 1.
The Customer Success Story Template
Part of sales is being able to showcase the value and ROI of your product.
What better way to do this than have customers tell the world how good your product is?
When documenting your style and story make sure you have;
- Customer Success Story Template
- Reach out to customers
- How to craft the story
Here’s a sneak peak of one of our customer’s story’s;
The B2B Sales Process Template
Every business needs one thing: sales! And having a structured approach to core business processes in sales is going to help with:
- Increased conversion rates: Clearly defined steps enhance the effectiveness of your sales efforts, increasing the likelihood of conversion.
- Improved customer experience: A predictable and smooth sales process improves customer interactions and satisfaction.
- Enhanced data collection: Systematic processes make tracking and analyzing data easier, providing insights to further refine sales strategies.
Try out this ultimate sales process template to always be closing!
The 30-60-90 Day Onboarding Plan Template
Crafting a 30-60-90 Day Onboarding Plan is like setting the GPS for your new hire’s journey, ensuring they not only reach the desired destinations but also enjoy the ride.
Think of it as part of your internal processes for welcoming new talent, guiding them through the initial complexities of their role while delivering an exceptional employee experience.
This plan isn’t just about ticking boxes; it’s about creating a journey that empowers your new team members to unlock their full potential and contribute to your business’s growth.
The Customer Service Process Template
Not to brag but there’s a reason Whale was voted tops for Customer Service by G2 and our customers.
We’ve worked at getting our customer service SOPs down to a fine art.
If you’re considering your customer service process, you’ll want to factor in;
- Intro to the Customer Service Process
- Information Gathering
- Ticket Creation and Prioritization
- Escalation
- Problem Resolution
- Follow-up and closure
- Continuous Improvement
Finance Process
💡 The finance process is one of the essential internal processes that guides how financial activities are managed within our organization. It gives employees a clear view of how transactions are handled, recorded, and reported.
Covering everything from budgeting and expense control to cash management, financial reporting, and compliance with regulations, the finance process is crucial for ensuring transparency, accuracy, and accountability in our financial operations.
The Marketing Process Template
It’s enough work trying to run a business, never mind trying to figure out how to market it! We put together the steps you to take if you’re ready to take your business to the next level.
- About the marketing process
- Market research
- Branding
- Content marketing
- Lead generation
- Sales enablement
- Event marketing
- Brand activations
- Public relations
- Customer retention
- Marketing Analytics
The Vision and Mission Statement
We list the vision and mission statement as one of the top 10 core processes because it’s foundational to company success.
A clear mission doesn’t just guide daily decisions; it attracts top talent who feel a personal alignment with the company’s goals, boosting recruitment and retention.
Similarly, an inspiring vision statement captures the interest of potential investors by showcasing ambitious goals and the business’s growth potential.
The People Directory Template
A people directory allows your team to get to know each other. Ours at Whale has some fun facts in addition to each member’s contact details.
Here’s what you might find in a people directory template, part of any well-rounded list of business processes:
- Name: Full name, typically organized alphabetically.
- Photo: An optional profile picture for easy recognition.
- Job Title: Their position or role within the company.
- Department: The team or core business process they contribute to.
- Contact Information: Email, phone number, or other contact methods.
- Location: Physical office location or region.
- Biography: A brief bio for a personal touch.
- Social Media Links: Links to their professional profiles, like LinkedIn.
Incorporating a people directory as part of your internal processes can foster team cohesion and make it easier to navigate company processes effectively.
But Internal Company processes take too much time?
Nooooooo. Documenting and rolling out processes don’t need to take time. You can get your processes documented in just minutes with Whale’s templates and AI Assist!
With Whale’s templates and AI Assist, you can get your internal processes documented in minutes. It’s exactly what we do here at Whale. We even ran a challenge to see how fast we could document our own core business processes—but we’ll save that story for later 😉
So, grab a colleague and a Whale 🐳, and let’s dive into seamless SOP document creation and process documentation!
Get documenting & training NOW
FAQs about Internal Processes Every Company Needs
Why are internal processes necessary for every company?
Internal processes are crucial because they provide a clear structure for completing tasks efficiently and consistently. They help improve productivity, ensure standardized procedures are followed, and clarify team members’ responsibilities. Additionally, they allow companies to identify areas for improvement, enabling informed decision-making and process optimization. Without well-defined internal processes, companies risk confusion, errors, and misalignment with their goals.
What are examples of internal processes?
Internal processes are the backbone of smooth operations and efficiency. Here are some essential examples of internal processes every business should consider:
- Employee Onboarding – Setting new hires up for success from day one.
- Inventory Management – Keeping stock levels optimized to meet demand.
- Financial Management – Overseeing budgets, expenses, and financial planning.
- Customer Relationship Management (CRM) – Building and maintaining strong customer connections.
- Supply Chain Management – Coordinating suppliers, production, and logistics.
- Internal Communication – Ensuring clear, effective communication across the team.
- Knowledge Management – Centralizing company knowledge for easy access and sharing.
Each of these internal processes contributes to a more organized, efficient, and growth-ready business.
What is company work process?
A work process is a method employees use to add value within a company. Businesses typically develop tailored, industry-specific processes to complete tasks efficiently and meet their objectives.
