The TOP 10 Company Processes EVERY business needs
In our piece “Everything you need to know about SOP and Process Documentation“, we spoke about the top 10 processes EVERY company needs.
Today we want to dive deeper and give specific examples. We’re taking one specific process from each of the above to show you exactly what this might look like in your company.
The Hiring Process Template
People and processes are the most important elements when growing a business. You want the best talent in your company, and it starts in the hiring process.
Things you’re going to want to consider include;
- Job posting
- Sourcing
- Screening
- Interviewing
- References and background checks
- The job offer
We try to make our hiring process engaging for everyone from the get-go. That’s why our Head of Customer Success stood in the rain to take 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 messaging!
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 Project Management Template
Developing a solution like Whale or a service or an actually physical product means getting stuff done!
For product development, you’re going to need a stellar project management process! Consider aspects like;
- Intro to the project management process
- Project initiation
- Project planning
- Project execution and launch
- Project monitoring and control
- Project closure
The Accounts Receivable Template
Staying afloat (which is the only time we Whales like to float instead of deep dive) is essential in your business. And that means keeping track of who owes you money and when.
You’ll want to keep in mind
- Accounts Receivable Checklist
- Contingency Plan
- Best Practice
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
The Supply Chain Process Template
The supply chain process refers to the sequence of activities involved in the production and distribution of goods and services from the supplier to the end consumer.
Here are key stages typically involved in a standard supply chain process:
- Planning and Sourcing
- Procurement and Purchasing
- Production
- Logistics and Transportation
- Inventory Management
- Storage
- Distribution
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
- Public relations
- Customer retention
- Marketing Analytics
The Quality Assurance for Services Template
Quality assurance is a systematic process that ensures the services provided meet specified requirements and customer expectations. When customer experience is all essential, you need to make sure that you’re top of your game!
- Service Standards Definition
- Quality Control
- Continuous Improvement
- Training and Skill Development
- Risk Management
- Customer Satisfaction Measurement
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 are some common features you might find in a people directory template:
- Name: The person’s full name, typically organized alphabetically.
- Photo: An optional field to include a profile picture or photo of the individual.
- Job Title: The person’s position or role within the organization.
- Department: The department or team to which the person belongs.
- Contact Information: Email address, phone number, or other contact details.
- Location: The person’s physical location or office.
- Biography: A brief description or bio providing additional information about the person.
- Social Media Links: Links to the person’s social media profiles (e.g., LinkedIn, Twitter).
But 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!
We know because it’s what we do at Whale. In fact, we recently ran a little challenge for ourselves in how fast we could get our own processes documented. But more about that another time.
Now, grab a colleague and a Whale 🐳 and let’s go!
