The top 10 company processes


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.

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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 B2B Sales Process Template

Every business needs one thing; sales!

And having a structured to 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 that they not only reach the desired destinations but also enjoy the ride. 

Think of a 30-60-90 Day Plan as your new hire’s personal GPS, guiding them through the initial complexities of their role while ensuring they get the ultimate 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 encompasses the procedures and guidelines that govern financial activities within our organization. It provides employees with an overview of how financial transactions are managed, recorded, and reported.

From budgeting and expense control to cash management, finance reporting, and compliance with financial regulations, the finance process ensures 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 state the vision and mission statement as one of the top 10 core processes because it’s crucial to the success of the company.

A clear mission attracts individuals will even attract top talent and those who feel a personal alignment with the company’s goals, aiding in recruitment and retention.

Similarly, a persuasive vision statement can attract investment by showing potential investors the ambitious goals and growth potential of the business.

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!


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