Podcast appearances and mentions of vinay patankar

This week on How To Win: Vinay Patankar of Process Street, a workflow management software company. You'll hear why they didn't monetize for the first 2 years, how going upmarket increased retention and revenue, and why they focused the product on specific use cases.Key Points:01:15 Identifying market need from personal frustration03:00 Deciding not to monetize for 2 years to optimize fundraising06:15 Recognizing larger customers have higher retention and expansion07:00 Transitioning from SMB to mid-market and enterprise14:30 Having over 50% of revenue from inbound channels15:00 Needing specialized use cases to differentiate amid competition19:00 Advising founders to get very clear on product and go-to-market strategyMentioned:Process Streethttps://www.process.st/Vinay Patankar's Linkedinhttps://www.linkedin.com/in/vinaypatankarVinay Patankar on Xhttps://twitter.com/vinayp10?lang=enMy Links:TwitterLinkedInWebsiteWynterSpeeroCXL

Vinay Patankar is the Founder of Process Street, a company that delivers the future of no-code workflows and knowledge management to users. Salesforce, AirBnB, Yale, GAP, and thousands of other companies rely on Process Street to manage and automate repetitive work in their teams. Early in his career, Vinay served in roles in finance and recruiting talent until making the leap to entrepreneurship. In 2009, Vinay founded Blue Glass Technology in Hong Kong, which builds, manages, and consults on digital properties. He led the company for five years as CEO before founding Process Street.   Vinay's life changed forever when he heard the call to leave home and discover a world of possibilities. Find out how Vinay found his path today on the One Away Show.     Three Key Takeaways:   Remote companies need more processes in place than in-office companies  Most successful people are just like us, so if they can do it, so can we.  Taking risks at an early age is going to create an experience that one cannot have later in life.   The One away moment: Vinay's One Away Moment was when he quit his full time job to travel the world that led to a shift in his mindset giving rise to opportunities and experiences. 

Vinay Patankar is a three-time founder, including Process Street, an AI-powered process management platform that started with a workflow product. Vinay shares his experience of being a digital nomad for 10 years and how it inspired him to create Process Street. Ryan and Vinay also talk about the democratization of AI and the biggest value they think it will add to businesses. Join 2,500+ readers getting weekly practical guidance to scale themselves and their companies using Artificial Intelligence and Revenue Cheat Codes.  Explore becoming Superhuman here: https://superhumanrevenue.beehiiv.com/ KEY TAKEAWAYS Vinay began working as a digital nomad, doing this meant he had to create his own work as remote working wasn't really a thing yet. He began creating a series of internet companies including SEO sites and selling other services. When he had 20 people on his team, Vinay started to feel overwhelmed by the management aspects, it became a personal pain and that's what led to the creation of Process Street. A lot of AI products that are and will continue to be launched are to make repetitive processes more efficient or higher quality. Humans don't like doing repetitive work but it is required for human prosperity, this is how AI can aid us. Human quality control and unique creativity are not things AI can replicate but most other things can be automated. HR, finance and real estate are the three main industries Vinay aids with his products. Process Street is similar to a lot of collaboration platforms but its main difference is Process Street has a builder and collaborator user model. BEST MOMENTS “Why isn't there a software that does this for me, it felt like what I was doing was very repetitive”. “The biggest value AI is going to add is the execution of these repetitive processes” “I see it as just another form of automation” “You can manipulate data in interesting ways” “We don't want to be creative in these scenarios, there are parts of businesses and types of businesses where you don't want that creativity" Ryan Staley Founder and CEO Whale Boss ryan@whalesellingsystem.com www.ryanstaley.io Saas, Saas growth, Scale, Business Growth, B2b Saas, Saas Sales, Enterprise Saas, Business growth strategy, founder, ceo: https://www.whalesellingsystem.com/closingsecretsThis show was brought to you by Progressive Media

This week, on Founder to Founder, Teja sits down with Vinay Patankar, CEO and Founder at Process Street, an AI-powered process creator that helps companies achieve operational efficiency. They talk about growing up in tech, gaming, hitting the grind when building a business, and the importance of slowing down and seeing the world every once in a while.https://www.process.st/@ProcessStreet@VinayP10 Hosted on Acast. See acast.com/privacy for more information.

In the latest episode of "A Productive Conversation", yours truly (Mike Vardy) and guest Vinay Patankar delve into the intricacies of process versus project management. Vinay Patankar is the CEO of Process Street. Manage employee onboarding, workflow automation, checklists, the team's handbook & more with Process Street's AI powered process platform.Vinay underscores the value of specialized tools, suggesting a blend of both for optimal business operations. They also explore the nuances of repeatable work, emphasizing that every business has inherent processes. Vinay shares insights on leveraging project management experiences for future tasks, using Uber's market entry as an example of a project evolving into a process. And that's just for starters.Key Discussion Points Process vs. Project: Dive into the nuanced differences. Which is right for your business? Tool Synergy: The magic of combining tools. Why might HR, finance, and real estate need a special touch? Repeatable Work: Everyone has processes, but are they optimized? Discover the "productivity diet." Project Management Insights: How can Uber's strategy teach us about turning projects into processes? Projects Birth Processes: Uber's new venture hints at how projects evolve. What's the secret? Scaling Challenges: Beyond starting a project—what does it truly take to scale? Uncover the "unsexy" side of business. AI in Business: AI is revolutionizing processes. How might GPT change employee onboarding? Thank you for tuning into this enlightening episode of 'A Productive Conversation.' As always, our goal is to equip you with actionable insights to elevate your business endeavors. Until next time, remember to stop "doing" productive and start being productive.Links Worth Exploring Connect with Vinay: Website | Facebook | X (née Twitter) | LinkedIn Process Street + AI: Read The Story Vinay's Writing: Check it out Related Conversation: Episode 121: Beyond The E-Myth With Michael E. Gerber Related Blog Post: The Process Thanks to all of the sponsors of this episode. You can find all of the sponsors you heard me mention on this episode on our Podcast Sponsors page.Want to support the podcast? Beyond checking out our sponsors, you can subscribe to the show wherever you listen to podcasts. Click on any of the links below to make that happen.Spotify | Apple Podcasts | Google Podcasts | StitcherYou can also click on this link to paste the podcast feed into your podcast app of choice.Thanks again for listening to A Productive Conversation. See you later.Learn more about your ad choices. Visit megaphone.fm/adchoices

In the latest episode of "A Productive Conversation", yours truly (Mike Vardy) and guest Vinay Patankar delve into the intricacies of process versus project management. Vinay Patankar is the CEO of Process Street. Manage employee onboarding, workflow automation, checklists, the team's handbook & more with Process Street's AI powered process platform. Vinay underscores the value of specialized tools, suggesting a blend of both for optimal business operations. They also explore the nuances of repeatable work, emphasizing that every business has inherent processes. Vinay shares insights on leveraging project management experiences for future tasks, using Uber's market entry as an example of a project evolving into a process. And that's just for starters. Key Discussion Points Process vs. Project: Dive into the nuanced differences. Which is right for your business? Tool Synergy: The magic of combining tools. Why might HR, finance, and real estate need a special touch? Repeatable Work: Everyone has processes, but are they optimized? Discover the "productivity diet." Project Management Insights: How can Uber's strategy teach us about turning projects into processes? Projects Birth Processes: Uber's new venture hints at how projects evolve. What's the secret? Scaling Challenges: Beyond starting a project—what does it truly take to scale? Uncover the "unsexy" side of business. AI in Business: AI is revolutionizing processes. How might GPT change employee onboarding? Thank you for tuning into this enlightening episode of 'A Productive Conversation.' As always, our goal is to equip you with actionable insights to elevate your business endeavors. Until next time, remember to stop "doing" productive and start being productive. Links Worth Exploring Connect with Vinay: Website | Facebook | X (née Twitter) | LinkedIn Process Street + AI: Read The Story Vinay's Writing: Check it out Related Conversation: Episode 121: Beyond The E-Myth With Michael E. Gerber Related Blog Post: The Process Thanks to all of the sponsors of this episode. You can find all of the sponsors you heard me mention on this episode on our Podcast Sponsors page. Want to support the podcast? Beyond checking out our sponsors, you can subscribe to the show wherever you listen to podcasts. Click on any of the links below to make that happen. Spotify | Apple Podcasts | Google Podcasts | Stitcher You can also click on this link to paste the podcast feed into your podcast app of choice. Thanks again for listening to A Productive Conversation. See you later. Learn more about your ad choices. Visit megaphone.fm/adchoices

Our plan was to transform the way they work, empowering them to turn their most important processes into transparent, actionable, and accountable workflows.” Vinay Patankar, CEO, Process Street Process Street 201 Spear St, San Francisco, California 94105, United States Website http://process.st Email support@process.st

Vinay Patankar is the CEO of Process Street, a modern process management platform for employee onboarding, workflow automation, checklists, the team's handbook, and more. He was the youngest Cisco engineer in Australia at age 16 and has a background in IT, finance, and software recruitment. He also founded an affiliate marketing company with teams in 3 countries (USA, Philippines, and India), that generated $1 million in revenue in less than 3 years.Connect with Behind Company Lines and HireOtter Website Facebook Twitter LinkedIn:Behind Company LinesHireOtter Instagram Buzzsprout

Want summaries, show notes, and more? Subscribe to the Forward Launch Your SaaS newsletterMORE FROM PROCESS STREETProcess Street is a simple, free and powerful way to manage your team's recurring checklists and procedures. Learn more at process.stReach out to Vinay at twitter.com/vinayp10GUEST BACKGROUNDVinay Patankar is the CEO of Process Street. Manage employee onboarding, workflow automation, checklists, the team's handbook & more with Process Street's modern management platform.MAIN INSIGHTContinuously learn and evolve as your company grows and scales by strategically adding on new marketing channels. TOPICS WE COVER IN THIS EPISODEEarly days of entrepreneurship and how he founded Process StreetWhy does your marketing strategy need to evolve along with your companyWhen to find the next channel or marketing strategyCommon signs of a declining channelHow to encourage a learning culture in your teamWhat to do to a deteriorating channelCommon pitfalls in finding a new marketing channel and strategyHow to avoid burning money when it comes to finding a new marketing channel KEY TAKEAWAYSSystems and processes are key pieces of building and scaling a businessProcesses and systems need to be deployed once a business needs to scaleDo not overestimate the scalability of a particular channel or strategyInvest early in testing new marketing channels and strategyAll marketing channels will eventually deteriorateTwo ways to grow your customer:Unlock new channels to drive more peopleImprove the customer journey to drive growth PRACTICAL STEPSAnalyze customer journeyFind the low-hanging fruit and the most efficient channelFind a new channel to run experiments and only do micro testingCreate a good system for analyzing experimentsExecute the campaign properly TIPS FOR SUCCESSDo micro tests to limit risksEncourage proactive learning in your teamWant summaries, show notes, and more? Subscribe to the Forward Launch Your SaaS newsletter

Want summaries, show notes, and more? Subscribe to the Forward Launch Your SaaS newsletter MORE FROM PROCESS STREET Process Street is a simple, free and powerful way to manage your team's recurring checklists and procedures. Learn more at process.st Reach out to Vinay at twitter.com/vinayp10 GUEST BACKGROUND Vinay Patankar is the CEO of Process Street. Manage employee onboarding, workflow automation, checklists, the team's handbook & more with Process Street's modern management platform. MAIN INSIGHT Continuously learn and evolve as your company grows and scales by strategically adding on new marketing channels.  TOPICS WE COVER IN THIS EPISODE Early days of entrepreneurship and how he founded Process Street Why does your marketing strategy need to evolve along with your company When to find the next channel or marketing strategy Common signs of a declining channel How to encourage a learning culture in your team What to do to a deteriorating channel Common pitfalls in finding a new marketing channel and strategy How to avoid burning money when it comes to finding a new marketing channel  KEY TAKEAWAYS Systems and processes are key pieces of building and scaling a business Processes and systems need to be deployed once a business needs to scale Do not overestimate the scalability of a particular channel or strategy Invest early in testing new marketing channels and strategy All marketing channels will eventually deteriorate Two ways to grow your customer:Unlock new channels to drive more people Improve the customer journey to drive growth  PRACTICAL STEPS Analyze customer journey Find the low-hanging fruit and the most efficient channel Find a new channel to run experiments and only do micro testing Create a good system for analyzing experiments Execute the campaign properly  TIPS FOR SUCCESS Do micro tests to limit risks Encourage proactive learning in your team

In early 2022 the Process Street team attended HR Transform at the MGM Grand in Las Vegas.We had a great time hanging out with customers and touting the benefits of process over project management. During the conference, Vinay Patankar (Process Street CEO) was thrilled to be invited to speak on a panel about employee onboarding, headed up by Kevin Grossman of Talent Board.The speakers were:Vinay Patankar, CEO and Co-founder of Process Street.Danielle Monaghan, VP Global Talent at Uber (now Google)Greg Russell – Head of Talent at SnapdocsThe focus of the conversation was “prioritizing onboarding to help boost retention“.Key points discussed during the panel included:How preboarding helps retentionCandidate participation in preboardingHow tech make onboarding feel personalLack of visibility into onboarding can be costlyEnsuring retention must be an ongoing process

Co-Founder and CEO at Process Street, Vinay Patankar is on today's Lunch with Norm. We'll be discussing the biggest hurdles teams face when scaling, modern process management, and the difficulties and strengths of remote work. We'll also be discussing importance of workflow software. Vinay is an entrepreneur originally from Australia that wanted to expand and see the world, somewhere along the line he co-founded Process Street a tool to automate and manage repetitive work and help businesses streamline operations, helping companies like Salesforce, AirBnB, Yale, GAP and hundreds more. This episode is brought to you by Global Wired Advisors Global Wired Advisors is a leading Digital Investment Bank focused on optimizing the business sale process. Our approach combines decades of merger and acquisition experience with online and e-commerce expertise to increase the transactional value of your greatest asset. Maximizing the value of your company in a business sale is achieved through the full expression of its future potential. Choosing the right representation to provide this vision to the right buyer, means putting your future in focus. For More information visit https://globalwiredadvisors.com/ This episode is also brought to you by Sellerise. Take a deep dive into your business processes to make data-driven decisions and outperform the competition in an innovative way. Sellerise is a comprehensive solution for your everyday business needs with innovative tools like the PPC Dashboard, Smart Alerts, Review Requester, and Keyword Tracker. Everything you need to grow and scale your business is just one click away. Stand out from the crowd and conduct business whenever, wherever. Innovate your effort and work smarter, not harder. The difference is amazing. Sellerise is for professionals at every level of the business journey. Simply select the capabilities that best fit your needs. Visit www.sellerise.com This episode is brought to you by Zee Are you a private label seller looking to expand into larger markets internationally or need an experienced  import partner to keep growing? Zee makes selling your Amazon products abroad easy with excellent import knowledge, door-to-door solutions, customer service and scalability. Streamline your import process with Zee today to increase profit margins and continue to scale. Ready to expand your ecomm empire and take your Amazon FBA Business global? Visit https://zee.co to learn more! This episode is also brought to you by .CLUB Domains .CLUB is the most used new top-level domain name and the perfect web address for your membership or subscription-based startup or business. Why? Because your customers are your CLUB! Grow your business with a domain name that instantly means membership and subscriptions. There are a lot of great domain name choices today, but if your business is about building a community of members around a product or service, there's no better URL than YourName.club. With 1.3 million registrations worldwide, there are already thousands of e-commerce sites using .CLUB. - great subscription businesses like Soap.club, Firstleaf.club and Coffee.club. You too can join the .CLUB today. Visit www.get.club. Vinay Patankar the Co-Founder and CEO at Process Street joins today's show to talk about the importance of workflow software, modern process management, and the difficulties of remote work. Vinay is an Australian entrepreneur that co-founded Process Street, designed to help businesses streamline their operations Process Street works as a toll to manage and automate work for teams like Salesforce, AirBnB, Yale, GAP and hundreds more. This episode is brought to you by Global Wired Advisors, Sellerise, Zee & .CLUB Domains.

This episode features the journey of a startup visionary and goes into the inner workings of a platform many startups and companies are familiar with.Vinay Patankar, Co-founder and CEO of Process Street, a process and workflow SaaS platform that has grown and received generous funding to grow, guests in this podcast. Process Street has contributed to the transformation of the world's working economy towards a remote model. Vinay talks about how his personality has taken him to many cities and many companies. He also elaborates how his nomadic lifestyle prompted the idea for Process Street. The conversation goes deeper into how processes, projects and their management can exponentiate your business' growth when you know how to empower people using technology. Any startup founder or company working with multiple teams, especially remote ones, on processes will find this video very insightful and educational.Want to gain fresh, innovative perspectives and insights from captains of the tech industry? Drop by and say hello at LeadersOfB2B.com

Vinay Patankar is the Co-Founder and CEO of Process Street, a process and workflow management tool. In this episode, Nick and Vinay discuss Process Street’s recent Series A completion and their new partnership with Atlassian and Salesforce. You’ll learn the difference between static and dynamic knowledge and how to document your company processes easily and effectively.  Read the full show notes at getleverage.com/podcast/68

Vinay Patankar is the co-founder & CEO of Process Street. Process Street is the simplest way to manage your teams recurring processes and workflows. Process Street makes it easily set up new clients, onboard employees and manage content publishing with Process Street. Process Street is a venture backed SaaS company and AngelPad alum with numerous fortune 500 clients. Salesforce, AirBnB, Yale, GAP and 1000's of other companies rely on Process Street to manage and automate repetitive work in their teams. Vinay was the youngest certified Cisco engineer in Australia at age 16, and is well-versed in IT, Finance, Startup Investment and Software Recruitment. Process Street is his fourth internet company. Ben & Vinay dive into no-code for enterprise and B2B customers, and how process & automation tools are changing the way we do business on scale. Vinay also blogs at Abstract Living about Startups, how to build a blog, Nomadic travel and all things marketing.

Are you a property manager who loves or hates creating systems by leveraging technology? Do you enjoy or dislike doing inspections, dealing with tenant issues, and handling renewals? Have you considered putting processes and people in place to automate your business? Today, I am talking to Paul Kankowski, a real estate investor with more than 200 doors. Paul increased systems to build a better property management business. He describes how he created computer-based processes for his employees to do everything his way, the same way, the right way. You’ll Learn... [03:10] One-man Show: Learn how to get the job done right and then do what you want. [04:41] Paul prefers to create processes and systems to solve problems. [05:29] No Secret Sauce: NARPM speaker/expert on automated processes/systems.  [07:29] Paradise is Possible: People make more money, if they have good systems. [08:39] Fines: Do I charge? Do I not charge? Decision made by process, not employee.  [09:25] Everything that doesn't have a process, Paul deals with until he creates one. [10:52] Manuals and How To Videos: From simple checklists to 195+ steps to follow.  [13:37] First Process: Tackle the one that's losing you the most money. [16:40] Make or Break and Placing Blame: Mistakes are made by processes or people.  [25:40] People as Process: Property management will never be completely automated. [29:30] Retention vs. Growth: Give good customer service and don't let doors leave.  [36:20] Stay in Your Space: Identify what energizes or drains you, then offload them.  Tweetables Mistakes are made when processes are broken or employees skip steps. Be involved in your systems. Know how they're running for your business to run right. Processes are not a secret sauce that everyone has to have a different one.  Why people like systems: They make more money, if they have a good system. Resources PM Systems Conference (Aug. 10-13, 2020, in Las Vegas) AppFolio Asana Process Street Podio Wolfgang Croskey Mark Cunningham Landlord Source Property Meld DGS 80: Automating Your Business with Process Street with Vinay Patankar  DGS 76: Outsourcing Rules for Small, Medium and Large Companies with Todd Breen of VirtuallyinCredible DGS 69: HireSmart Virtual Assistants with Anne Lackey DoorGrowClub Facebook Group DoorGrow on YouTube DoorGrowLive DoorGrow Website Score Quiz DoorGrow Cold Leads Calculator Transcript Jason: Welcome, DoorGrow Hackers, to the DoorGrow Show. If you are a property management entrepreneur that wants to add doors, make a difference, increase revenue, help others, impact lives, and you are interested in growing your business and life, and you are open to doing things a bit differently, then you are a DoorGrow Hacker. DoorGrow Hackers love the opportunities, daily variety, unique challenges, and freedom that property management brings. Many in real estate think you’re crazy for doing it, you think they’re crazy for not because you realize that property management is the ultimate high-trust gateway to real estate deals, relationships, and residual income. At DoorGrow, we are on a mission to transform property management businesses and their owners. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. I’m your host, property management growth expert, Jason Hull, the founder and CEO of DoorGrow. Now, let’s get into the show. Today I am hanging out with Paul Kankowski. Welcome to the show, Paul. I'm excited to have you on. I told you in the green room that I was really excited to have you because this is a topic I think everybody would be interested in. Everybody loves this idea of creating systems in the property management business, figuring out how to leverage technology. Before we get into this topic, qualify yourself. Tell everybody about you. You’ve done some really cool things in the property management space connected to this. Introduce yourself. Pau: Hi, my name is Paul Kankowski. I'm out here in Temecula, California, this is Southern California. I have over 200 doors right now. We're not huge, but we have increased our systems in order to make ourselves better. I actually started in education. I was a school principal and a math teacher for 18 years, and I was a real estate investor. I've been a real estate investor for over 20 years. I bought a lot of properties and when the crash happened, I became a flipper. I bought a lot of rental properties and people were doing a really crappy job in my area. Now I actually know a lot of property managers in my area, but back then I didn't. At the time, I just didn't have anyone that could do the job right, so I started taking some NARPM classes and I started using that to manage my own properties. I only cared about managing my own properties and family for the first two or three years, and then I went into that to turn it into a business. Since I've turned into a business, now, I don't want to manage everyday things. I don't want to be doing inspections. I don't want to be doing all the stuff that you have to do as a one-person show. We have eight employees and I've created processes and systems so that they do everything that is done by computer and everything in the same way, I can work on higher-level things, more networking, and doing stuff that is more enjoyable in the industry. Jason: More enjoyable for you, right? Because some entrepreneurs hate that stuff. Paul: Yes. More enjoyable, in the sense, that I don't like doing inspections. I don't do them anymore. I don't like dealing with some tenant issues. I don't like dealing with renewals, but I like everything being done my way. I like it being done well. I like it to be done the same type every way. Before (as you know) I have to get my hands on everything to make sure things are being done, so we are giving the best customer service. Now, we have systems in place, so I know that things are being done the way we state it and ought to just hope that my employees are doing it the right way. Jason: Right. What's cool about Paul, for those watching, is Paul's built this business around himself and what he wants to spend his time doing, versus what most business owners think they should or have to do. You get to do things you enjoy doing on a daily basis, which really is different for every single entrepreneur. Paul: Yeah, it's great. I like doing the processes and systems are working on them, but I can't. I was a math teacher for 12 years, so systems and stuff are like math problems. If you have a problem, how are you going to solve it and how do you solve them the same way each time? It also (I think) a great way for people to hire people that can do it for them, to get it done right, but you have to be involved in your systems. I don't care if you don't like the math portion of it. It's just very important that you know how they're running so that your business will run right. Jason: Right. You can't just stick your head in the sand and throw it at somebody and expect that it's going to be done well. Paul: I agree. Jason: Let's take a step back. Everybody listening to this, I want to point this out, too. You’ve run some conferences related to automation and technology. You've got some things going related to that, you didn't mention that. You're an expert at this. You’ve spoken at NARPM, the Broker-Owner, I think, related to this, or the national conference or something like that. Paul: I spoke at the national conference in San Diego. It was something similar to this. I have had four conferences on systems and I have a systems conference. My next one's in August, that will be our 5th one. This has been really good. It's a small conference, they only allow 50 property managers to go do it. It's a workshop, not a conference, I always like to say, because it's not a bunch of speakers speaking. It's a lot of time you getting down and dirty, actually doing the processes, having fun with property managers, and really getting in conversations. “How is your move out? What's your move out different?” Sitting there and discussing with other people what they're doing and then creating the process on people that have already paved the path to do good process. I find that when you sit there and you work with five or six other people, you learn where your inefficiencies are, what's great about someone else's processes that you can copy. Processes are not this secret sauce that everyone has to have a different one. You can take a good process and you can adapt it to your business. That's what our workshops are about. It's a really great time. They usually sell out in about three to four weeks. I usually have a long waiting list afterward, just because we do keep it small. I don't want to get so big where people can't actually sit and have a conversation with each other. Jason: I like the idea. Let's talk about your business. Let's paint a picture of what's possible or what you see other business owners do that had been in these conferences, some of the people that are plugged in, they've got technology, they're leveraging it. I want to paint a picture of paradise or a possibility for those that are listening because I think a lot of people listening are going, “It sounds so complicated. It's probably not possible. I'm sure what I'm doing is nearly just as good.” What are you noticing in your own business? Maybe in terms of margins, systemization, and staff? Paul: This is the biggest thing and this is why people like systems. You'll make more money if you have a good system. I'll look at HOA. HOA was an issue a year ago. We tackled; we were not doing as good of a job. We were handling every HOA issue as its own individual thing. We weren't getting emails to owners. We were dealing with the HOAs, but we weren't letting the owners know, “Hey, we're dealing with it every week.” I lost a big owner because they thought we weren't dealing with the HOA issue, even though we were, but I lost it because of perception. The perception was they were getting email weekly, so we create a process where the owners get updated every week on the condition of the HOA when the things are going to be resolved. The other things that would make more money, first off, we have owners that are happy. Second, the fines that we’re giving to tenants, they were happening 100% of the time. When it’s not in a set process, a lot of times I'm like, “I'm not going to charge that because it wasn't that big a deal. He left the trash can out.” Well no, it is a big deal and it's a $25 charge. You're going to get a charge no matter what now because it's in the steps. The employee who's doing it doesn't have to make that decision, “Do I charge? Do I not charge? Is this one of those things?” That's a step that might have been missed. We've noticed our revenue—when we have processes—doing really well, it goes up dramatically. I would say HOA fines, we might have a couple of $100 in HOA fines the year before and now, it's thousands of dollars. That's a huge difference because we were not being consistent on the fine. That's a huge thing about the process. The other thing is everything that doesn't have a process, I have to deal with. Here's one that we have not created yet, owners leaving us, and we have to exit them. That’s the next process we’re making in the next two months. Right now, when an owner leaves, I have to do all the work because I don't have a process. I'm afraid that my employees might do it their way. They might make a mistake. They might not take them out of the property mill. I'm going to be paying $2 a month for that door that’s not even active because it's not been deactivated or up fully own and that it's $1.50 a month. All these little things that you think, “It's only $2, only $1.50.” You have 20 doors that you're being charged $2 a month, that’s $40. Over a year, you're looking at $480. You have to have good processes so you don't skip minor steps. You say, “Well, I don’t skip.” If it's not written down, you make mistakes. You might not make mistakes but your employees are going to. They're not bleeding the business day-to-day that they're not going to sleep thinking about the business like you are as the property owner. If you write it down and you have every detail there, not only you're going to make more money, you're also not going to lose money from having money just shot through. Jason: Okay. You were just talking about a process that you haven't yet created, that you're working on right now. When you get into this process of creating a new process, how involved are these? Are these like insane, and they have lots of different steps? You're thinking of every nuance and every detail or are a lot of your processes simple? Paul: When I started, they were really simple. When I started, I was Asana, it was a checklist. It was a checklist and everything was the same and it was fine. It was better than nothing, but it wasn't good. Now, my utilities processes are 195 steps. Jason: Your utilities process. Paul: Are 195 steps. When someone does utility, it's about eight steps for them to finish it because one of the things is every utility is listed and so you put SDG&E, or you put Edison, a different step is going to come up for every single utility. It asks you questions and then Neil, my person has to go through 195 steps, they go through nine steps. They go through SDG&E, then it tells them the phone number to call, who they have to talk to. Sometimes, one of our processes for a little water company we deal with it says, “Talk to Susan,” because Susan's the one in the office that they have to talk to in order to pay this bill because this is [...] water district, and they're just kind of backward, I believe that's the one. It says every detail. There are videos there. If I get a new person on, they can watch a video and the video shows them step-by-step how we do, how we put the invoice in AppFolio, how we do everything. It's a training tool for my new employees. I just had a new employee last week. The first thing we tell them is, “You need to go through Process Street. You need to watch these processes and you need to go through this 20 times,” and then I want you to try it, without me even instructing you and see if you know how to do the process. I'm going to watch you do it. If you know how to do it, then I created a good process. If you watch these videos and go through it 20 times and you still don't have a clue how to do your job, then my process isn't good enough at this stage I'm at right now. You can be as small as just wanting a checklist and having people skip steps, which is fine, but there's more chance for mistakes to being so detailed that it's a training manual for every person that comes on. Jason: I love it. For those listening, you're currently using Process Street. We had Process Street founder, CEO on the show before. It was a great episode. Make sure you go back and listen to that episode where we're talking about Process Street. We use it internally here at DoorGrow. I think it's a great software. Now, if somebody is looking to get started with this, or they're showing up at your conference for the first time, they're one of these 50 people, they've got the deer in the headlights, eyeballs going on, and they're like looking around, they're feeling really inseminated, what is the first process that usually people should tackle? Paul: The one that's losing you the most money. The one that's a hemorrhage point. It’s usually either moving, leasing, those are usually two of the big ones, move out. It's funny, right now, we've changed our compass around a little bit. I'm doing a pre-session on the first day, so we're doing it for four hours, where I'm going to work with a small group (10 people), and we're going to break down your process and build it together for the first four hours. You're right, I have people at all stages of my conference now, I have people that have been to every single one of mine. This August, it will be their 5th time going and I have people that's their first time going. We want to give the difference between those that are first-timers and those that have been to four of them. When I started this systems conference two years ago, it was two years ago last September, I started it because I thought my processes sucked. I hired a speaker to come and speak to us, and he was pretty expensive. This is how this conference has started. I put on Facebook, “Anybody wants to share on the speaker cost, we’ll just meet in Vegas.” We had 10-12 companies there and it just started because 12 of us got together, we split the cost of the speaker, and we went together and hung out. We had such a great time, we found that it was so great just talking with other property managers, that we kind of tweaked it a little bit, and then we’re like, “Okay, we are kind of the speakers because we are in the industry. We know what each other needs.” Now it's all about helping each other. If you go to this, you're going to the four hours (in the beginning where you're going to get that), and then just go and sit with other property managers, see what they're doing, write little notes, and get your checklist. Start as basic as you can. I have one guy that will only use Google. Everything is Google sheets, but he has his steps written down and it works for him. Other people are Asana, other people Process Street. Other people like Wolfgang Croskey, have Podio everything automated. All his emails are sent automatically. Everybody that goes, they're using different software, they're using different things, but their whole goal is to help each other and to make it so that your process will be good. Jason: Yeah. I would imagine one of the best things about being there, talking with other people, seeing and hearing how they do things, you're just going to get ideas, and there's a lot of ways to implement that idea. A process is software-agnostic in general. It's a process. You need certain steps to be done, it can be done by humans, it could be done by technology like Podio, it could be done by whatever, but it needs to be done. You need to know what the vision is so that you can create it. Sometimes, this just comes from getting ideas from other people. “Oh my gosh, that’s a great idea,” and you're doing that in your business. “We should do that too,” and then, “How can we do that with the tools and resources that we're currently using?” Paul: Jason, I would say, to start a good process, the first thing you do is you get every employee that's working on a process on the table. You get a big white sheet of paper and you write down, “What are you doing?” This is our creation of the process. Our process is to get them right. It’ll take about two months. It sounds like a long time, but it's really not because of the process we do to get our processes. We start out by getting all the people involved in the process, and we write down, “What steps are you doing? What do you do?” We don't skip anything. After we get all of the steps down, I send it to someone in my office named David who will sit there and put it into a Process Street with all the bells and whistles, all the changes, and when this is going to happen. We sit there, and we go through it, and I try to break it. I go through every single step and I see where it ran into a problem. That's the very first month. I only work for an hour here and an hour there. I work on for an hour and say, “Hey, this is tweaked,” and “Are we clear?” He fixes that. I look at it and say, “Okay, this is good.” After that, we give it to the person who’s actually going to be doing the job. Their job for the first month is to try to find where the process doesn't work and to either, doing the process to be like, “Oh my gosh, we forgot to put the charge into the tenant,” or whatever it is. If they find something wrong with the process, then I'm going to praise them beyond belief because they broke my process. Breaking my process is a good thing. Throughout the entire year or whenever we have a process, whenever a problem occurs in my company—an HOA gets missed, and we have some major issues with some HOA—we look through the process, and we say, Was it a mistake by the employee, or the mistake by the process?” If it’s a mistake by the process, we fix the process right then, right there and get it right again. If the mistake is by the employee, we show them, “Look here are the steps, what happened? Why did you skip it?” “Oh, I'm sorry. I just skipped this step,” now they know that it was them. It's really easy. In the past when you just have, “ Hey, here's what you do with an employee, you're always blaming the employee,” a lot of times, it is not the employee’s fault, it's your process. Jason: Yeah, that makes sense. A broken process ensures you're going to have a bad employee a lot of times. Paul: I agree. Jason: I'm going to recap, this is what I wrote down. It takes about two months. You're going to first document it, sit down as a team, then you're going to build it, then you're going to break it, then you're going to fix it, then you're going to test it. It sounds like over time, you're going to optimize it based on what feedback you're getting from your team, and what feedback you're getting from clients, tenants, owners, and problems that are coming out. Paul: Exactly and that process is never done because the second something goes wrong in our company, you look at what the process is. If you have a move-in and the move-in is a disaster, it's either the employee or process, and you have to check and find out. It's so easy when you have a good process, to find out where the breakdown occurred. Jason: I think this is an interesting thing to point out because I get a lot of people that come to me, and they're like, “I need the perfect magic owner's manual. Where can I buy that?” or “I need this,” and I tell them, “Every single property management business is so unique, so different. How you want things done is going to be different and no business is ever perfect,” it's never just done. I think a lot of property managers think, “Well, I just need this one thing that I could just strap onto my business and it'll finally be perfect, it’ll finally be done, and I won't have to ever mess with it again.” I think that's just not reality. You’ve got things really well dialed in and you're still working on stuff. Paul: I bought multiple different companies through NARPM that I'm glad I bought them because I did look at them. I can tell you right now, there are some things I bought that I never looked at, we never really did, and it says, “Blank your property manager company name,” it is very, very detailed and stuff like that, but until you sit down, if you buy something, it gives you a basis to start working on your thing, don't think, “Oh, I spent $1000 on this. Now, I can just implement it in my company,” you have a framework. By the time you're done rewriting that, it's going to be 50%-60% different (I think) than what you bought. It's still going to help you. It's still going to help you pay Mark Cunningham, or any of these people, or Landlord Source for something that they have, is going to help you in getting your brain thinking about what you need to do for that role or position, but how Mark Cunningham or Landlord Source do their business is not the same way. I don't do my business the same way as anyone and I get a lot of their information. I look at them and I'm like, “Oh my gosh, it’s really cool how they did that,” but then we might have a different law in California, a different ruling, a different way of doing what we have to. You can't assume that what someone else do you can just implement in your company on day one. Jason: Yeah. For a lot of us, it's easier to create something. Especially, for starting from scratch. If you're a startup, or you're a new property manager, you never documented your processes, sometimes it's helpful to have some resources to look at. It might not even be that great. Sometimes the bad processes with the bad ideas are even better because you can look at that and the contrast from what you know you're doing and what you're reading about, you're like, “Okay, we don't want to do anything like this, and I want to make sure that we avoid these things.” I like the idea that you intensely try to break your processes. Paul: Yeah. The other thing I want to add is, I think automation is amazing, but this is my fear of automation. I will automate a lot of my processes, and they’ll be better automated than it is something that we're going to work on. But any bad process that’s automated, you're not going to see that's a bad process. If you have an email that’s automated going out and says, “Dear tenant’s last name.” Putting the tenant’s last name because you're not actually having any human do it at the beginning, then you're going to be automating that for 70-80 emails that are going to be sending “Dear tenant’s last name.” I think you need to do a process for a while by hand. You need to have an actual human being doing the process, checking the boxes, and making sure it's right, so they could find things that are wrong. When you get a process really good, then your next step is to automate, because yes, it's great to save time and have an email every week go out that tells them about their HOA violation or tells them about the moving processes. I still look at emails every once in a while and I'm like, “Oh my gosh, we forgot to change the wording from this move-in email to this move-in email saying the second week.” If it's automated, it’s going to be automated. Something automated bad is going to be badly automated forever. All I'm saying is that a lot of people want to go from no process to everything being automated, and them not being involved. I don't think that's possible. Wolfgang Croskey, he’s automated, and he does an amazing job, but I don't think he went from not having a process to everything running on its own, and him not involved in it. Jason: No. There was a coaching plan for a good while and I know he didn't start at Podio. I think he was using Process Street and even before that, he was working on stuff. I love the idea. You got to do it manually. A lot of property managers are already doing a lot of things manually. They're doing it that way first. They now need to document it, then they need to figure out, how can we start to systemize this? How can we create consistency? How can we automate this? How can we make sure it's being done the same way every single time and there are checks and balances? That's one of the reasons I like Process Street because you can build a process and that’s one step, and you just paste it in a Word document if you have to. Really, really low level and maybe that's the best you've got. Eventually, you can break it into some multiple steps. Then you can get it into something crazy like you're 100 plus step thing that's got context-sensitive options based on what you pick, and it's going to give you different tasks to do depending on what options you're selecting, and you can get really crazy (if that makes sense). The cool thing about having a process though is you can continually improve it. It can get better over time. That means that you're lowering operational costs, you're lowering drag, you're improving your team member’s ability to accomplish things and win, and get things done. Now, what do you think about the challenge of people as a process? What I mean is, everybody has team members that they need in order to think. If somebody is making decisions, they're planning, they're coming up with ideas. Then you have team members that really are operating like a computer. Their job is just to follow the process. How do you balance this in your own company and determine, is this just anybody on the planet that could just follow this checklist, or they need some customer service skills, and they need to be able to communicate? How do you balance the discrepancy that people have that are fearful of processes because they're like, “I want my clients to be taken care of really well.” Paul: You still have to think. You still have to go through it. You still look and see what's going on. How many of us property owners, managers, et cetera, spend nights thinking about everything we have to do the next day? You write steps down on a sheet of paper before you go to bed and then you try to get it out of your mind so the next day you don't forget it. You're not doing that because you don't want to care about your business or you don’t what I think about it, you're doing it because you don't want to be staying up at 1:00 in the morning, sitting there and trying to think what you need to do. Everything we do in life, if something tells us how to do it, then we can start thinking about things that are higher level. You can take your employees. If you could take a lease renewal process and you can make it so that every single time it's done correctly, it's done right, no one wants to think about it, then there's no stress on these renewals. Now, when something does come up that’s stressful, people that are higher level can think about the things that are higher level. You have a maintenance issue where someone falls off the roof and you're getting sued. You're not going to process for that. Now, instead of you thinking about lease renewals and wasting your time on something that can be automated, something that can be just automatic, you can spend your time on high-level items, and you're going to have employees that need to spend their time with high-level items, so you could spend your time on other high-level items. Probably the management will never be completely automated. There are companies that say, “Oh, we could just automate everything,” no, you can automate a lot of stuff so you can spend your time on the 10% of the stuff that really, really matters, that’s really stressful, and that can't be automated. Jason: We talked about this on the show I think probably several times with different companies, but ultimately, the goal (in my opinion) when it comes to technology, when it comes automation, when it comes to systems, is to take off the plate of yourself and your team members, the stuff that's really redundant, the stuff that could be systemized so that you can focus more on depth. I think that's where property managers are going to be able to compete with the big conglomerates, the big companies that are super tech-based, is that it's going to be about relationships. Property management is a high touch relationship type of business. If process and systems allow you to create a more personal touch, to go deeper, to spend more time communicating more intimately with more depth with tenants, residents, owners, then I think you're creating a business that is going to have significant value, and it's going to have longevity because it’s built on relationships. Ultimately, it's people that are giving you the money. As people, we tend to like humanity, and we tend to like people. Paul: If you're spending, as a business owner, 20 hours a month on something that can be automated or something that can be done by someone at a less level, you have to think of your time as value. When I had 30 doors, I did everything. When I had 50 doors, I was still doing everything. You have to figure out where you value your time. I have five remote employees and I have two employees in my office. People are like, “Oh my gosh, that's a ridiculous amount of employees you have for the number of doors you have.” We’re profitable, and we’re profitable because we're in California, we price ourselves well. It's the customer service level we give our competition. Some of them are missing the mark. They are not giving that customer service, so we are giving it. Someone is not going to leave because of some deep discount or just giving really bad customer service where retention is so huge. I'm seeing so many property managers talk about retention being better than growth because if you are losing 20% or 30% of your doors, all your time and ability is going to just stay even. People are spending $500–$1000 a door to get a new lead, but there are others that walk out the door. My thing is to give really good customer service and don't let those doors leave you. They are going to leave you because they are selling, but don't let them leave you because you are not doing the job right. Jason: I find that with clients. A lot of times, the issue with retention. I agree, retention is a significant thing. The issue with retention is often created during the sales and onboarding so if you can really systemize, automate, and build a really solid process during the sales and onboarding, you've got a really solid sales and onboarding process that really develops a strong relationship, that would carry you for years with some clients. Paul: I agree. Jason: And the trust level is higher even if the communication (later on) is really low. If you created them in the beginning, they are going to trust you and it's going to be a lot stronger. If that's not done effectively during onboarding and sales and isn't created well, there's going to be a lot of uncertainty, a lot of fear. They are going to be questioning everything that you do. You might end up a lot more operational costs related to that, and they are probably not going to stay with you as well. Paul: I agree. We have one person whose new onboarding is their main priority. It's making sure that new owners have a good experience and are treated well, and the onboarding experience is great. Never lose a customer. I think one of the podcasts I heard about that, I read the book. It was a great book. It's about customer service and taking it to the next level.  The thing is people will spend so much money on different things and then don’t answer the phone. If you can have your people working on the process, working on other things, then you answer your phone, you are not going to let that lead that. You just play when it clicks, $30, $20 get away. Processes are huge for your business to me, they are the number one building block.  I don't think everyone on all the boards is always, "How can I grow? How can I grow? How can I grow?" I think growth is important, but if you grow and all of a sudden, you add 100 doors in one year and it was just you, you don't have a process and everything is in your head, then you are going to lose all those doors because you are not going to be able to give. When you had 30 doors, and you go from 30 to 130 and you’re at the customer service, you gave those 30 people. You are not going to be able to give 130 because all of a sudden, then you are hiring someone. They are going to be like, "Well, how do I do it?"  "Well, you just got to listen to my head." No one can read your head. So, even if you are a single person that's by themself, if you want to give a task away, then start working on the process for it as soon you have to give that away. If you are at 50, 60, 70 doors, I would tell those people it's more important for you to start working your processes right now unless you plan just staying at 50 or 60 and never want to grow.  Jason: This is one of the greatest secrets that I coach entrepreneurs when they come into our program. One of the very first things to start them with is helping them get clarity on where they can get leverage the quickest first. It's usually different for everybody. There are some similarities but the way to identify that is usually done through getting clear on where you are actually going. I have them do a time study, then I have them identify which things are energizing them and which things are draining them, then which things are strategic versus tactical. The strategic stuff grows your business, tactical stuff just keeps it going. Most of the process would work by its tactical work. The strategic work is what you are talking about doing in creating a new process. You are like, "We are going to work for this new process for the next two months when we get this dialed-in." That's what grows companies.  If you get to stay in your area of genius, the things you really enjoy doing as a business owner, and you've identified what does are because you are clear on which things are causing you grief and energizing you versus draining you, then you know exactly what to offload. You know what to give to your assistant and different people. We've had different great companies here talking about [...], hire smart VAs, great assistants. We've had companies talking about virtual team members and whatnot. Those are great episodes if you want to listen to those on the DoorGrow Show. We touched a lot on those different ideas. Ultimately, one takeaway you want everybody to get is that everybody can have the property management business that they enjoy, that they love having, and if we built around you and what your unique strengths are, maybe you love the accounting side, maybe you love doing the phone calls, the customer service, connection with people. Maybe you’re a people person, maybe you geek out on systems and process, but you can do whatever you want to do in your business if that's your intention. I think we get stuck sometimes having the business that we think that we need to do like the job that we need to do in the business instead of the business that we want. Paul: I would agree with that 100%. Last year, we grew 80 doors so that's probably the average of what our average. We are averaging between 5 and 10 doors a month. We haven't really started spending money on marketing because I really wanted to first get everything correct and right. One of my property management friends (who is my mastermind guru) calls me once a month and asks me, "Hey, Paul. Did you talk to a tenant this month?" and I'm not allowed to talk to tenants because it was taking time away that I could be doing other high-level things and I need to trust my team to deal with my tenants.  Now, if it gets to a certain level and I have to talk to a tenant, then that's a different call, but I have to make sure that I am actually thinking about when I talk to a tenant. When a tenant calls because they are pissed-off about the fact that we paid the utility bill and make every charge, I have to trust my team’s going to handle it, my team's going to do it, and that I am not going to get involved in it because I find when I get involved in it, then I might do something that wasn't like the process we agreed upon as a team. I even had to, as an owner, that's $25. You are talking for 10 minutes, not worth my time for $25.  I have to be out of it because I will be like, “Yeah, just waive the $25. I don't want to talk to them anymore.” It's really important that no matter who you are, that you follow what you tell your team to follow. A lot of times, you can do it yourself, you made your own decision, but once you make a decision on how you are going to run your process or what your rules are, you have to stick to it company-wide.  I laugh because it's usually us, as the owner, are the worst culprits of not following what we are going to do. The employees do it because a lot of times my employees’ bonuses are based on serving certain goals so if I don't accept anything, they are like, "Man, you are hitting on my bonus. Don't be messing with my goals."  That's something I've learned is just find what you like. Find what you are good at and get a group of property managers around you that can be like a mastermind group that can keep you focused because you need other owners to tell you, "Stop doing that," because your employees won't always tell you exactly what you need to do, what you need to hear.  The other thing is when systems aren't working right. Now, there's a system in there where my employees can say, "Well, you didn't follow the system here." Every person is accountable for checking off what they have to do in the system. When I don't check it off at the end of the week, an email goes out to every person who missed any steps of the system. I have an employee that's checking that. My name is on there. I miss a part of my system and it will list. I never want to be there with three or four items that I missed because that would look really bad. That's another thing, the accountability, I'm not doing the accountability part. I have an employee on Saturday that answers the phones and her job on Saturday if it’s not very busy, is to go through every single process in [...] and write down who hasn't met their deadlines for that process. Jason: Yeah, accountability. Paul: It works really well. None of us wants to see our name on that list, so everybody is getting their stuff done and it's not because I'm going to yell at them, it's because we don't want to be mass emailed to the whole team that you didn't do your job. Jason: It creates a lot of pressure which is a positive thing. That means you don't have to come down on them all the time. There's this lateral pressure, this internal peer pressure in which most employees and team members are recognition-based. That's how they are most motivated rather than financially, so they want to be seen as doing a good job, and they want to be recognized. That's the opposite. There's that pressure, so they want to make sure they avoid that. Paul: Exactly. Jason: It makes sense.  Paul: And we also do our bonuses based on not being recognized. Even my bonuses. Everything is based on getting your job done. What I saw in the past, we didn't have someone that was going through it weekly. We had some process where they’d be open three or four weeks and not being completed yet. Now, it's very rare for the process. It will definitely not be there if you are listed on that one week. If you are listed in the second week for the same one, then you are going to have a conversation with me, then you’re going to me. Our processes are never missed for more than 5–7days, which is huge.  The only thing that I'm still trying to figure out is maintenance because I use Property Meld and I'm still trying to figure out how I can make sure my maintenance team doesn’t get missed. Property Meld does good ways of doing that. That's something I'm currently working on is how on a weekly basis, we can check to make sure none of that's missed.  Everything that you do, you got to find using the software systems that will work to check on the system.  Jason: All right. Paul, I think it has been really fascinating. I think everybody listening got a lot of value out of this. I loved your tips about where to start. Anything else that you throw out there and want to say to anybody before we wrap this up about creating systems in the business? Paul: I just tell them the dates. Our website is pmsystemsconference.com and the dates of our conference will be August 10th through 13th. It's in Las Vegas and it will be in Rio. It is not up yet, we should have it up next week or two. We are still working on it. We just got the rooms and booked everything yesterday. We just booked for August, but it's a really good time. Last time in January, we went ziplining on one of the nights. We also try new fun stuff because if you are working all day, you also want to have fun. There was a time we went bowling one night which is a great time to get together with a small number of property managers and get to know them. I enjoyed it.  People always ask me how long I am going to do it, I'm going to do it until I stop getting fun. When it becomes a job, then I'll stop doing that workshop, but now I go there and it's like seeing a bunch of old friends.  Jason: Cool, love it. All right, Paul, thanks for coming to the DoorGrow show. I appreciate you. Paul: Thank you so much, Jason. You have a wonderful day.  Jason: All right, so check out his website. Check that out. Thanks everybody for tuning in. If you have a moment, make sure to like and subscribe. If you are watching this on YouTube, be sure to like and subscribe. If you are listening to this on a podcast on iTunes, then please leave us a review. We would love it. That would be great. If you are a property management entrepreneur, you are struggling, you are frustrated, you are not sure what you need to do in order to grow, there's a lot of different ways you can approach growth depending on what challenges you are dealing with now. We have solutions for various things here at DoorGrow that we can help you with, please reach out. You can check us out at doorgrow.com, and we will talk to you soon, everybody. Until next time, to our mutual growth. Bye, everyone. You just listened to the DoorGrow Show. We are building a community of the savviest property management entrepreneurs on the planet, in the DoorGrow Club. Join your fellow DoorGrow Hackers at doorgrowclub.com. Listen, everyone is doing the same stuff. SEO, PPC, pay-per-lead, content, social, direct mail, and they still struggle to grow. At DoorGrow, we solve your biggest challenge getting deals and growing your business. Find out more at doorgrow.com. Find any show notes or links from today’s episode on our blog at doorgrow.com. To get notified of future events and news, subscribe to our newsletter at doorgrow.com/subscribe. Until next time, take what you learn and start DoorGrow hacking your business and your life.

Welcome to the Process Hacker News, your roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got momentum, impactful ideas, terrible leaders, and more. For all the links, check out the show notes: https://www.hacktheprocess.com/momentum-impactful-ideas-terrible-leaders-and-more-in-process-hacker-news/ Enjoy! Events Brian Solis will be one of the keynote speakers at the Future of Marketing Conference on February 19 at the Georgia Aquarium in Atlanta. Media Malcolm Gladwell has published a new book called Talking to Strangers. Find out what it’s all about as Omar Zenhom breaks down the invaluable lessons he found in there. Tom Morkes is joined on his podcast by Jonathan Keyser, the CEO of Arizona’s largest tenant rep commercial real estate firm, who talks about how he grew his business, how he trains leaders thru the Keyser Institute, and how you don’t have to be ruthless to win. Writing All You Have to Do is Ask, the new book by our latest Hack the Process guest, Dr. Wayne Baker, is now available. Go get your copy today and give yourself permission to ask for the help you want. Leadership teams can be high-performing powerhouses, but they can also set a bad example in the organization. In Ron Carucci’s new Forbes article, he points out the pitfalls of tolerating bad behavior within leadership groups. Being a parent is all about great child-rearing, and Maria Dismondy wants to help you out with a list of parenting books to raise kind and caring kids. Wouldn’t you love to have a one-hour work week? Jon Dykstra weighs the pros and cons if he were to work one hour a week and still try to grow his online publishing company. Turning Ideas Into Impact is a new book out on the Think Aha website that gathers insights about leadership skills from sixteen women who are Silicon Valley consultants, including the book’s co-author, Kimberly Wiefling. Recommended Resources SXSW 2020 is happening from March 13 to 22 in Austin, Texas, featuring speakers Tim Ferriss and Brene Brown, who jointly inspired Hack the Process guests Michelle Kim, Omar Zenhom, Alex Cespedes, Vinay Patankar, Malek Banoun, Heather Chauvin, and Kate Swoboda. You can now get the expanded version of Love Yourself Like Your Life Depends on It by Kamal Ravikant. Marissa Orr found motivation in Kamal’s books. Blasting Through Blocks is a new workshop by Julia Cameron, who was mentioned as a resource by Loic Le Meur, Jay Wong, and Heather Chauvin. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

We are joined by Vinay Patankar, CEO of Process Street, in this episode of the pod to discuss how Process Street is building a platform that manages recurring processes for teams and turns businesses into automated, self growing machines. See acast.com/privacy for privacy and opt-out information.

On today's episode of Gritty Founder, Kreig Kent talks to Vinay Patankar about his journey as an entrepreneur and how he built Process Street. Vinay shares advice on hiring and managing early team members, as well as strategies for content creation and promotion. Vinay Patankar is the CEO of Process Street, a platform that manages recurring processes for teams and turns businesses into automated, self growing machines. Some Questions Kreig asks Vinay: - How did you initially fund Process Street? (16:12) - What is some advice for founders who are in the beginning stages of starting a business? (21:24) - What was your strategy for finding your cofounder? (28:43) - Can you share a strategy for someone who is looking to hire a CTO but doesn’t have experience hiring engineers? (33:48) - Did you initially do all the UX and UI yourself? (41:32) - In your opinion what is the most important thing when building a company from the ground up? (44:20) - What is an example of a hack you used to build Process Street? (45:58) In This Episode, You Will Learn: - About Vinay’s background, his journey as an entrepreneur, and how he started Process Street (4:19) - How Vinay found his cofounder and convinced him to work on Process Street (16:31) - Figure out how you can work on your business full time (21:41) - Strategies for managing a small team (26:16) - Strategies for hiring early team members (29:04) - Content creation and promotion hacks (46:28) - How Process Street works (52:55) Connect with Vinay Patankar: Twitter Process Street Also Mentioned on This Show... Vinay’s favorite quote: “Stay hungry. Stay foolish.” ―Steve Jobs Vinay’s book recommendation: The Black Swan by Nassim Nicholas Taleb

Contemporary Coworking, Prolific Podcasting, Subscriber Segmentation, and More in Process Hacker News Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got contemporary coworking, prolific podcasting, subscriber segmentation, and more. For all the links, check out the show notes at https://www.hacktheprocess.com/contemporary-coworking-prolific-podcasting-subscriber-segmentation-and-more-in-process-hacker-news/. Enjoy! Events Catch Jenny Feinberg in the Castro Art Walk in San Francisco, as she showcases her vibrant, expressive paintings on August 1. Seerfest 2019 is a one-day digital marketing event on October 3 in Philadelphia, where April Dunford will be a speaker. All sales from the tickets will go to Hopeworks Camden, an organization set up to help the youth of Camden, New Jersey achieve technology skills and job opportunities. Media In a world where working remotely at home is starting to be more common, why is coworking still valuable? You’ll hear about it in an interview with Alex Hillman on the Building Remote Teams Podcast. On the Inspired Money Podcast, you can find out more about Engel Jones and how he launched his record-setting podcast with the goal of having thousands of meaningful conversations with folks. Bill Wooditch pays a visit to the Breakfast Leadership Podcast to discuss his book, Fail More, and how failures can be used as foundations. In an interview with Bloomberg, Safi Bahcall discusses why he thinks Richard Branson and Elon Musk have outdone NASA. Writing Why do you need to segment your subscriber list and what’s the best way to do it? Brennan Dunn has come up with a beginner’s guide to help you out. When your boss betrays you it can change our career outlook, and most times, it’s for the worse. In a new HBR article, Ron Carucci offers ways to avoid the risk of becoming someone you don’t want to be. Some folks still prefer physical books over ebooks, and Curtis McHale is one of them. He also names a few book titles important enough to buy in hard copy. Recommended Resources Sean Ellis, who was referenced by Vinay Patankar and Maneesh Sethi, is working with Itamar Gilad to present the Breakout Growth Workshop in Barcelona on October 1. The event hopes to accelerate value delivery and achieve breakout growth for both new startups and established companies. On October 3, TEDxSan Francisco will be featuring a wide range of speakers, including Lauren Kunze, who was mentioned by Loic Le Meur, and Kimberly Bryant, who inspired Michelle Kim. Here is a list of interesting UX folks you can follow on Twitter, and one of them is Laura Klein, who was recommended by Rich Mironov in his Hack the Process interview. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Blockchain, The Dark Web, Overconfident Co-Workers, and More in Process Hacker News Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got blockchain, the dark web, overconfident co-workers and more. For all the links, check out the show notes at https://www.hacktheprocess.com/blockchain-the-dark-web-overconfident-co-workers-and-more-in-process-hacker-news/. Enjoy! Events Tickets for Clarity 2019, led by Jina Anne, are selling out quick! Grab yours today and be a part of this design systems conference, scheduled for August 19 to 21 in San Francisco. The How to Web conference is coming to Bucharest, Romania on October 30 and 31, and they’ve just announced that one of our latest Hack the Process guests, April Dunford will be among the keynote speakers at the event. Congratulations to Process Street and founder Vinay Patankar for being one of the winners of the SaaStr Startup Pitch Competition by Ingram Micro Cloud at the recently concluded SaaStr Europa 2019! Media On Trend Following Radio, Christian Terwiesch and his co-author, Nicolaj Siggelkow, explain what a connected strategy is and how you can convert customer transactions into long-term relationships. Listen to some laid-back chat between Hampton Catlin and Michael Lintorn Catlin as they talk about gay pride, the dark web, and their friend Melissa Barnes, after whom they named their latest cocktail. Stephanie Scapa talks about the best tools to master contract negotiations on the Negotiate Anything Podcast. Writing Why does philosopher-turned-brand-strategist Daniel Coffeen find blockchain exciting? Read about how his life has been influenced by the evolution of computer technology. Have you heard of The Pareto Principle? You can use this 80/20 rule to manage time, enjoyment, and business. Find out how in this blog post by Tom Corson-Knowles. How do you work with someone who thinks they’re always right? Ron Carucci co-wrote an article with Jarrod Shappell for HBR exploring ways to deal with an overconfident co-worker. In a write-up on the Manager’s Club, Ron Lichty was named among 13 engineering leaders to follow on Twitter. Recommended Resources Adam Carolla is Unprepared is a show featuring comedians Adam Carolla and Adam Ray, and it will be happening at the Helium Comedy Club in Portland, Oregon on July 19 and 20. Jason Hsiao mentioned Adam during his interview. If you’re in Sydney, Australia, you can drop by The Growth Faculty to listen live to Brene Brown, who was mentioned by Heather Chauvin and Kate Swoboda, at the ICC Sydney Theater on July 31, as she talks about leadership, courage, and her new book, Dare to Lead. John Lee Dumas recommends these top 7 business podcasts to listen to. Nicole Holland, Tom Morkes, and Nicaila Matthews-Okome have all mentioned listening to John Lee Dumas’ own podcast, Entrepreneur On Fire. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Chaos, Procrastination, Childhood Fears, and More in Process Hacker News Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got chaos, procrastination, childhood fears, and more. For all the links, check out the show notes at https://www.hacktheprocess.com/chaos-procrastination-childhood-fears-and-more-in-process-hacker-news/. Enjoy! Events On June 19 in Chicago, Salesforce is hosting The New Standards of Customer Engagement, a workshop on thought leadership, customer engagement, and digital customer experiences that will be taught by Tiffani Bova. Launchpad, led by Anne Driscoll and Chris Schultz, is inviting New Orleans product managers, product designers, user experience designers, researchers, and product marketers to Product NOLA on July 3 to help build better digital products and create a better tech ecosystem. Media Bill Wooditch is one of our latest Hack the Process guests. Listen as he tells his story of fear in early childhood and encourages you to fail more to succeed, on the Second City Works Podcast. Process Street is more than a process documentation checklist. Hear their CEO Vinay Patankar explain the advantages of Process Street, and how it can help automate your business, in an interview on the DoorGrow Show. NBC Washington featured Sasha Ariel Alston as a young DC writer inspiring girls to pursue STEM with her book, Sasha Savvy Loves to Code. On the Living Corporate Podcast, Nicaila Matthews-Okome shares her career journey, her Podcast Moguls Program, and the new Color Noir app. Writing If you’re appearing on TV, a radio show, or a podcast and you hope to deliver a great interview, read these eight quick media training tips compiled by Alistair Clay. It can be tricky managing writer’s block for bloggers and authors alike. Find out about a hack for writer’s block that Alex Cespedes calls creative procrastination. In Daniel Coffeen’s newest blog post, he shares his thoughts on creating a tentative course outline for teaching William S. Burroughs. Recommended Resources Check out this review of Cheshire Crossing, an upcoming graphic novel by Andy Weir, who was recommended by Tracy DeLuca, illustrated by Sarah Andersen, who was mentioned by Sarah Cooper. On the John Maxwell Leadership Podcast, a special Father’s Day episode gives John a chance to talk about his deep appreciation for his father and how important his influence was. JuVan Langford considers John Maxwell one of his inspirations. Join Martha Beck, mentioned by Pace Smith, for Life Reboot: From Chaos to Clarity, a free recorded webinar that will help you get rid of your toxic thoughts and revitalize your mind. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Delegating work, tracking progress, and managing issues often leads to frustration. So, businesses buy workflow software with all the bells and whistles; only to realize that it’s too cumbersome and confusing. Today, I am talking with Vinay Patankar of Process Street. After experiencing similar pain with software, he decided to create his own simple way to manage recurring workflows for teams. You’ll Learn... [02:40] Why isn't there software that can do these tasks while I sleep? [04:57] Philosophy behind process development and problem with most products - the people who built and designed them. [05:45] First-generation Software: The experience on paper is not necessarily the best experience on a computer. [06:15] Can my grandmother figure this out? Create easy and intuitive software that anyone can use without any kind of context or previous knowledge. [08:05] Process Street is not just a process documentation platform, but a superpower checklist for accountability. [11:17] Rules around Tasks: Customize checklist based on variables or conditions. [12:27] Create automations to do fast integrations with other systems. [15:50] Document processes to do it right, the first time; but not slow you down. [17:23] Process breaks down and people start doing it their way, but don’t document or update their processes. [19:50] Track Changes: Capturing every change made to a process on the backend. [21:22] Process Street gets processes done faster and more accurately. [24:20] Everything becomes better; creates momentum, saves time, improves efficiency. [25:35] Process Street’s Support Channels: General, sales, and engineering. [26:47] Catch-22: Struggling to manage team, keep things organized, maintain culture, document processes, and systemize business to grow and move forward. [28:24] Pre-made Process Templates: Tenant move in and move out, tenant screening, property inspection, and landlords. [29:09] What's your process? Share, copy, paste, and optimize processes. [30:25] Process Street down the road: Future features to include role-based assignments, task permissions, and mobile app. Tweetables User experience and ease should always be at the top of the list with software. Once you’ve got that checklist, you can superpower it. What's your process? Share, copy, paste, and optimize processes. Resources Process Street Microsoft SharePoint SAP Workflow Oracle Fusion Zapier Basecamp AppFolio Salesforce Typeform Gravity Forms Podio DoorGrowClub Facebook Group DoorGrowLive Transcript Jason: Welcome DoorGrow Hackers to the DoorGrow Show. If you are a property management entrepreneur that wants to add doors, make a difference, increase revenue, help others, impact lives, and you are interested in growing your business and life, and you are open to doing things a bit differently, then you are a DoorGrow hacker. DoorGrow hackers love the opportunities, daily variety, unique challenges, and freedom that property management brings. Many in real estate think you’re crazy for doing it, you think they’re crazy for not because you realize that property management is the ultimate high-trust gateway to real estate deals, relationships, and residual income. At DoorGrow, we are on a mission to transform property management businesses and their owners. We want to transform the industry, eliminate the BS, build awareness, change perception, expand the market, and help the best property management entrepreneurs win. I’m your host, property management growth expert, Jason Hull, the founder and CEO of DoorGrow. Now, let’s get into the show. Today's very special guest, super excited about, head of a really cool software platform, Vinay Patankar. Welcome to the show. He is here representing Process Street. Vinay: Thank you, Jason. I'm excited to be here. Hey, everyone. Jason: Vinay, give everybody a little bit of background. How did Process Street come about? Let's start with you. What's your background in all of these? Vinay: Sure. My background is I've done a few things. I'm from Australia originally. I kind of worked in tech, worked in finance, work as a recruiter, started a couple of companies, and ended up on running a company that was a marketing agency. We're doing lead generation for consumer finance. Basically, driving leads for credit cards for Citigroup, and insurance for Geico and things like that. We basically had a very repetitive process where we were launching new campaigns on different ad networks. I'm running a lot of different tests, so maybe we're watching 20 or 30 different tests every day. At this point in time, we're working a lot with the new ad networks where maybe they hadn't released their API yet or essentially there wasn't much automation possible. A lot of that was being done manually. I had a team in India that was helping managing one of those campaigns. I basically had a lot of issues tracking all of that–delegating work, tracking that it was done, making sure that it was done correctly, getting visibility over the progress of all these tasks, which meant that I was staying up until 6:00 o'clock in the morning sometimes kind of working with my team in India and I got really frustrated. I was like, "Why isn't there a software that can just do these for me while I sleep?" That was the original pain that I was feeling. I knew that there were workflow products in the enterprise. I'd work with tools like Microsoft SharePoint, SAP Workflow, [...], and these very multi-million-dollar expensive products. I knew that they existed, and I understood, "Oh, yeah." You define a workflow then it's in a very controlled set of tracks. People just kind of follow it and execute it. This is how a lot of the really big businesses that have to manage thousands or tens of thousands of people like manage their processes. I'm like, "Why isn't there a tool that does this that is as easy to use as Gmail." That was kind of the original spark. I just wanted it for my own team to use. We built it as an internal tool, initially, and got my own company on it. Then, started showing it to people and it was like, "It's so cool." We kind of eventually spun that as a product and that was the beginning. Essentially, just scratching my own itch. Jason: You still have the agency stuff? Vinay: No. That's long gone. Jason: Okay. Great. Originally, this was built to fill a real need in a real-world situation and a real-world scenario which a lot of times the challenge with software is that it's not. It's built on some theory or idea by some nerd. When it comes to practical reality, it's got too many clicks. It's not super user-friendly. It becomes really cumbersome and confusing, but it does everything. It's got all these features and bells and whistles. In developing this, what's the philosophy behind the process and how do you balance that? Vinay: For sure. Awesome question. The kind of thing that you just said is exactly the problem with most of the incumbent products in our space. The products I've mentioned before like SharePoint and SAP Workflow and this and that, that's the exact problem. They were designed by business process analysts, by Six Sigma specialists, that come from the process engineering department in IBM or something. I've gone to business school, I've done MBAs, have a very specialized understanding of how business processes were supposed to work, understand how design a flow diagrams, and essentially, took what they learned in the university and put it on a computer. It's like took what they've drawn in a piece of paper and put it on a computer. It's interesting. That's actually how a lot of first-generation software was built. It’s like, "Let's take this thing we do offline and let's put it on a computer." The experience that you get on the paper is not necessarily the best experience that you have on a computer. You actually see that in a lot of products. The first-generation products were designed that way. My approach to it was user centric or basically, user first. The idea was we're not selling to people who have degrees and business information systems. We're selling to people that run property management companies or people that run a local restaurant, some of them runs a hotel, some of them runs a HR team or sales team or something. It's not necessarily people that have their specialize process department or enterprise. Our approach was what is going to be the easiest piece of software that we can make that people who have no education, no understanding, don't know what the processes is, don't know what the workflow is, never done any of that before in their life, or ever read anything about it, that they're going to be able to intuitively understand, pickup, and just use without requiring any kind of context or previous knowledge. That's the approach that we've been taking which is really this, "Can my grandmother figure this out?" kind of approach. Jason: Yeah. I think when it comes to anything complicated maybe for an eight-year-old or for grandma to do it, then there's resistance no matter who is doing it. If you're a high-functioning, quick-thinking, entrepreneur or you have a team member that English is the second language and they're overseas, regardless, it lubricates the process to have that ease. User experience and ease should always be at the top of the list with software. It's my number one qualifier for looking software, "Will my team actually use it? Will it be easy for them? How quick they adapt it?" Because adaption for software is one of the biggest challenges getting a team to actually use it. Vinay: Absolutely, yeah. Jason: Maybe you could explain what Process Street is for those that are listening because it's not just a process documentation platform which is great and awesome. There are platforms that are just for process documentation that are out there. When some people use their Google Drive to document processes, they put them all in documents and they've got screenshots and just texts. It's beyond that. It's got this benefit of being a checklist where there's accountability, there's a record, and there's history of the people actually using the process. It also is this workflow tool that can be directly integrated with your external tools through Zapier, third party systems. It can capture data instead of just be something that somebody refers to and looks at. It really does a lot of things. How would you describe Process Street to those that are just not familiar with it? Vinay: Yeah. It's tricky. We're almost in a new category here. The easiest way I explain it to normal people that don't know anything about processes or workflow or stuff like that. It's that we’re a superpower checklist. You have a checklist. This is something that needs to get done. Some of that, we have a checklist we want to follow. In property management, you have a checklist for every time a tenant moves in or a tenant moves out. We have a checklist every time we sign up a new landlord. Essentially, these are all the things we have to do, and we want to make sure that we remember to do, or someone on our team remembers to do every time a tenant moves in, a tenant moves out. "Make sure you do a background check. Make sure you get the contract signed. Make sure they get the keys. Make sure that you inspect the property." And this and that, right? It sounds simple. It's a simple way of explaining it. But then once, you have that checklist and you can build a checklist really fast–as fast as you can, just typing out a list of stuff in excel, or doc, or whatever. But then once you’ve got that checklist, you can superpower it. This is where the superpower is coming. You can have each of those steps and you can say, "Make sure the tenants get their keys." Inside that, you can have instructions. You can have, "This is where the keys are located. The keys are numbered this way." Once you've given them the key, go into here, fill-up this form, and make sure you got the tenant to sign in this book that they've received the keys and take photo of the book or something. Again, in each of these tasks, I can add in instructions on how to do the tasks. As you've mentioned before, you can add in form fields to actually collect data along the way. If you have a step that's like, "Collect the tenant’s information." You can type in the field, what's the tenants name, what's their address, what's the address of the house, and things like that. You can catalogue all their information that kind of turns similar to submitting a form or filling up a spreadsheet where you get all of that data in a tabular form, you can use that in the future for automations as we talked about. You can control rules around the tasks. Now, I have a checklist inside each task. I have different steps. I can have content. I can have form fields inside those steps. Now, I can start to create rules around tasks. Now I can say that, if it's an apartment building, add these tasks for, "Have a building key." If it's a house, hide that task for, "give building key." I can customize this checklist based on variables or conditions that are happening in the scenario. For example, is it a house or is it an apartment? Is it in suburb A or suburb B? Maybe there's a different agent or something else that has to happen based on that scenario. I can add handoff. I can say, "Wait until John collects the keys and then assign Brandy to go and call the landlord or return the keys." I can handoff steps. I can say when somebody needs to do something kind of handoff. I can create automations and due dates. I can say, "This task is due two days after the keys are given." Or, "This task is due three days before the staging date." Or, "This task is due two days after the staging date." I can start to create all these automations and controls around how the tasks work when they're ordered, automating when they become due related to other various events, handing off between different people in the team and stuff like that. I can create lots of automations and other systems from that data as well. For example, if somebody sent you an email, that's like, "Oh, I'm interested in your property." You can have that trigger automatically run your checklist. Now, every time I add a tag on this email, it runs the checklist automatically and copies all the details of the email into this checklist so that when I’m running through it, I’d have it all day. If I change something in my CRM or in my rent management system, if a lease expiry comes up in rent manager, you can use that to trigger and automatically launch a checklist. You can then have data from your checklist pushing to other systems. If I know for example, the tenant’s name, I've collected their name and their email, and the house address, I can take that data and I can put it into hello sign and I can generate a contract that automatically gets sent out for signature to that client. Once the signature is signed, it can come back and notify [...] triggers is actually a new feature in Zapier they just released which is find and update checklist. But now you don’t even have to wait for that signature to come back and then pull back in the signed document, save it to the checklist, checkoff the task signed by the tenant and hand it off to somebody else in the team to do the next task. We start to do all sorts of fast integrations with other systems once you get all that set-up. Jason: Okay. I want to paint a picture for those listening. I use Process Street in my own business. I started using it because I'd seen a lot of property managers using it. A lot of property managers said, "Hey, this is really intuitive. It's very easy to use," so I started using it. What really pushed me over the edge is we used Basecamp internally as a communications system and platform which it is great at, but it really isn't good for repetitive processes. We have more process documentation scattered throughout several different Basecamp projects for different teams, indexed documents, we had some on Google Drive, and it just got really crazy. There wasn't a central repository to go to. Just changing that alone was a game changer for us. Having one place, "Oh, did you look in Process Street? It's in there. Everybody can go to that." What really pushed me over the edge though was I had spoken with a gentleman and I told you before this call, I remember his name, his name was Bob Abbott. Bob is a property manager. he was telling me how he runs his company. He's got his profit margin to 65% in his business by using Filipino labor and by using Process Street. He showed me how he uses it. We had some really cool conversations geeking out because we're both kind of nerdy. That's almost unheard of in the property management industry to create that sort of margin. It's very possible to do in property management because there's a lot of systemized things, there's a lot of repetitive things, and there's a lot of things where you need somebody manually to do stuff. You can give them the processes and the checklist to do it. One of the conversations we had which I think is an important balance to strike is, with my team, we want to document processes to the point where a beginner could do it the right way the first time. We also want to balance that with, we don't want it to slow them down once they know it. Just like driving a car. The very first time somebody drives a car, they're probably checking all their mirrors, adjusting their seat, and doing all this stuff. After they get used to that, they'll probably just hop in and drive. With us, with our team, we try to make our processes as few steps as possible, but as many as necessary to create that balance, so it doesn't get in the way when our experienced team members are trying to use it but to show record that they've done these tasks for this particular client or used this particular case or situation. What I've really noticed that’s brilliant is that just by having a process that’s actually used to do the process and your team is required to use the process to show record that they’ve done it, the process gets better overtime. What happens, I've noticed, in the business is I create a process document in the past, give it to a new team member, they would look at it and say, "Well, this is outdated." It always ends up being outdated because nobody's using it on a daily basis. Then, we have to fix it and adjust it, and then they learn how to use that. Once they get familiar with it, they never look at it anymore unless they forget something. What happens over time, the process breaks down. They'll start doing their own things. They start changing it. They figure out some innovations. They think innovations. Maybe it's worse, maybe it's better, but that isn't captured in the process. Then, if they quit or you lose them, our goal before they quit or leave, we've got them to update their processes because they weren't using it. There's this huge advantage, I've noticed, in just having the team use the actual process software that the processes in and going through each time. If there's a change that needs to be made, we can adjust it, they can adjust it, if I give them the permission to. We can improve it over time. Just the clarity in taking all of our processes in to where they're actually usable as a checklist is a huge step from having just the process you think is documented well enough to somebody actually being able to use it. It's a big leap and that leap has caused us to significantly change all of the processes that we brought over into it, so far. Vinay: That's awesome. What we find is that as you continue to iterate your processes over time, that's really when they become more valuable. I think that's normal for most systems. You can go look at the enterprise companies, their processes are some of their most valuable pieces of IP because they've been so refined over so many thousands of customers or years or whatever. They're now really, really valuable and they’re kind of like protected secrets for that organization. Some cool things you can do, for example, if you have 10 checklists running and you're onboarding 10 different landlords, or you’re moving in 10 different tenants, and you do want to make a change. One of your PMs comes back and says, "Hey, I noticed that this is incorrect," or "This needs to be clear if we do it this way." You could update the process and you can live pushout that update to all the 10 tenants. If you have 10 people in the field at the moment, even when we have no way of knowing, they can be in a car and by the time they get of their car, their house, and they open the process, it's got a new step in there. The steps change a little bit and now they'll just follow the adjusted step. You don’t need to run a training program, don't need to send out an email, it's just kind of like, "Oh, the process is updated. Let's do it." On the backend, it's actually not exposed right now but on the backend, we're actually tracking all these changes for you. Every time you're making a change to one of your processes, we're capturing those changes in the backends’ versions. We're working on dashboards that will let you see how the output of your process changes overtime as you iterate it. It's like, "Oh. It's taking us two weeks to onboard a landlord when we did version one of this. Now, it's a version 100. It's only taking us four days or something." You kind of see, as you continue to iterate your process over time, how they're improving or how they're affecting other metrics. That's pretty cool as well. One of the things we're really excited about, it's kind of a big part of the vision of the platform, is around what you said before where there are some processes where maybe you don't want to add extra work to somebody to their task. We definitely have a lot of processes like that. A good example is answering support tickets. We don't want somebody to run a checklist on every single support ticket that they're answering especially once they're in the roll after a while. They know how it works. But we do want them to do it for trainings. We want them to run that checklist for their reference or something as they're going through getting used to it. It's pretty important for us an our organization. We actually have everybody in the company do support when they come in. That's an example of what we just want people to run at the beginning. What we're really moving towards is we're trying to make our processes actually reduce the amount of time that it takes to get that process done. When you're using Process Street, it's actually less time to get that process done than if you were to not use the Process Street process. That's our ideal scenario. Not only is it faster for it to get done, but things got done more accurately; things got done in a higher detail way. A good example is we have a sales proposal processes where we send out a proposal for a price point for a set of users if we’re working on enterprise deal. For the rep, basically, what they have to do is they have to come in to their CRM, click a link in the CRM which launches a process, then they've got to fill in a few pieces of info. From that, it pools in a lot of information automatically from the client. All the client's details are filled out automatically. They don't have to do any of that. They've got to put a few things like how many users do they want, what's the price that we agreed upon, or do they want a one-year deal or a two-year deal, kind of things like that. They basically just punch in a few things in the process, really quickly, just takes 20 seconds. That then hands-off automatically to their manager who then looks at the proposal and approves it inside Process Street. Once that's approved, it creates a whole kind of proposal with all these multiple checkboxes and things that can get signed. It will probably take you 30 minutes to set up if you're going to go through the whole thing yourself. It goes back and it updates the CRM. It creates opportunities and changes the statuses, the confidence, it makes the proposal sent, and puts in links to the proposal, and updates all this information whether the proposal is sent out. That whole thing, for a rep to do that manually, to go customize a Word doc, [...], mapping all the fields, sent it out, go to the CRM, update all these different fields in the CRM, and follow up tasks and all this stuff, it takes them 30 minutes or an hour or something. With the Process Street process, they can do it in less than a minute. We're actually working on trying to build processes that actually significantly make you faster and more accurate to use the platform than without. Obviously, it can't happen for every kind of process. You can't completely automate going to a house and inspecting it. There’s a pretty manual aspect to that but for the ones that we can, that are very digital, we are trying to [...] as possible. Jason: Yeah. Sales people are notoriously known for not leaving good notes, not wanting to deal with software too much. Any burden you can take off their plate, software-wise, is a big win. You're saving money every single time. Vinay: For you though, as a business owner or as the team leader in sales, there's way more benefit than that. If you can shave off these minutes or hours off each of your reps like a week, it's just not a pure timesaving thing. They bill more so they would actually close more deals in that period of time. It creates more momentum for the whole team because the whole team bills more. The whole team saving time and building more which kind of creates this whole pause and momentum of like then you're able to hire better reps and you're more able to expand territories, this and that. Everything just becomes better. It's actually a pretty good lesson in most of your teams. If you can really get the operations piece tight; you can get your processes tight–your sales operations, your marketing operations, your support operations—it makes the whole team compounding much more efficient. It makes your whole organization much more attractive to other people because you don’t want to come in to a place that's a whole giant mess where they just going to have to be spending all their time copying and pasting stuff and dealing with spreadsheets. You'll be able to hire much more high-quality people. You'll be able to execute a much larger amounts of projects and whatnot. It’s just kind of all your infrastructures to sell it. Jason: Yeah. You've mentioned that you have everybody that come in and do support. Do you have your developers do support on a regular basis, so they have to live inside this tool and deal with support-related things? Vinay: Yeah. We have different support channels. We have general support, sales support, and engineering support. Engineering do kind of work in engineering support. It's generally more complicated problems versus how much does the product cost or things like that but they’re generally dealing with a more complicated [...], something with the API or something like that. Yeah, they’re in support as well. Jason: Interesting. Property managers that are listening, a lot of times, what ends up happening is there's two, I call them the first two sand traps. The first major sand trap of property manager falls into in the solopreneur stage, they get to maybe 50 or 60 units under management. They're doing it mostly on their own. They're struggling to figure things out. Then the first thing they think of doing is getting people like hiring people. People are so expensive. Having a tool like this could immediately allow them to outsource into offload and create some leverage in their business. Where it becomes even more necessary, I think for a tool like Process Street, is when you get into that 2-400 door category which is kind of the next sand trap that they fall into, this is where they’ve got a team now. They're struggling to manage this team, they're struggling to keep things organized, they're struggling to maintain some semblance of culture, and their big challenge right now is documentation. It's almost always a big challenge. They need to document their processes, they need to systemize the business, it’s this huge constraint that's limiting their ability to grow and move forward. By then, it becomes critical for them to get something like this in place where they've got a really good processes, really good documentation, and really good clarity as a team as what's actually being done. Vinay: Yeah, absolutely. It's a bit of a Catch-22 situation because you've got more work going on when you're in that next level of business because you got more customers and more doors. You kind of feel like you've got less time to work in your processes, but your processes are more important at that point of the company. I think the point in your CRM or whatever is probably a similarly stressful project to undertake but once it's done, you're very happy to do it. You might feel that you're underwater right now, but that's probably a good sign that you need to work on some of the processes. If you're that underwater because you won't be able to scale that way. The other thing that we have that helps a lot with data is we have tons of templates. We actually create pre-made process templates. We've got a whole bunch in property management. We've got some generic ones around it. Some of those mentioned, tenants move in and move out, tenant screening, property inspection, and landlords. We also have some ones that are like, "Oh, this is how you do it if your system is AppFolio," or something like that. It’s kind of like more generic ones and ones where you can kind of switch in and interacting with your different property management systems. That actually helps a lot if you do feel like you're really underwater, and you don't know where to start with your documentation, you don't have any time for this, "Come check out their offer." You come and check out all the different property management templates that we have and that's a really good starting point. Jason: Yeah. You can also share your process with other people. You can ask another property manager, "Hey, what's your process?" If they're using Process Street and they can share that with you, and you can immediately import it in your tool which is cool. It has a lot of really cool features. If you're on one of the higher plans, you can also do that context sensitive [..] statements. If a certain task is complete in a certain way, you can expose or hide certain other steps to make it faster or more hyper relevant to what needs to be done then. You can get as crazy with this as you want which I think is fascinating or you can be simple as just having a few steps with the couple screenshots and some texts. Immediately, I think, anybody could take whatever processes they currently have, bring it over, copy, and paste it in. Then, they can start optimizing it. I've even taken just checklist in a text document of steps, you can just paste that in and it spits it out as each separate step. It really is a rapid tool for getting processes built out. It's been a game changer for those that have implemented it especially those that just didn't have anything. It's a huge leap, huge step up. What's on the horizon for Process Street? What else do you think those that are managing property should know about Process Street? Vinay: A couple of things we have coming up is, one thing that I know a lot of our property management customers are excited about, we have hundreds and hundreds–I don't even know how many–of property management companies all the way from single person operators up to we have big teams in [...] and Keller Williams and stuff like that. We do work with a lot of property management companies. One of the ones that they're really excited about is a feature called role-based assignments. Right now, you can predefine on a checklist who needs to do what. You can say, "Either Bob in finance needs to do this collect payment task or the finance team needs to do this collect payment task." You can say, "The property management agent needs to do these four tasks at the beginning." But the way that it was right now is you could only indicate that this person has to do these four tasks. It gets a little bit tricky when you have a team of property managers. One property comes in, it needs to get assigned to Manager A. Another property comes in, it needs to get assigned to Manager B. Another one comes in gets assigned to property Manager C. You want to rotate your assignments, or you want to map who's the account manager on this and make sure that the correct account manager is assigned to that. We have now a feature called role assignments. At the beginning of the checklist, you kind of have a dropdown that says, "Who is the PM that is responsible for this account?" You can select that and that will automatically assign all the property management, PM-related tasks to that particular PM. You can maybe say like, "Who's their district manager? Who's their regional manager?" That will might assign some of the approval tasks to their particular manager for that PM that you selected. Instead of saying, "This task is always assigned to Bob." It's like, "This task is assigned to a property manager. I just don't know exactly which person on the team is going to be that. I'll assign it out later or I'll use the type of automation to assign that." For example, if I click this on Salesforce or I click this from one of my property management systems, I could look at who's the logged in user or who's the user that owns this account. I could automatically push in that email address into the process and automatically assign all those tasks to that particular person. Actually, a really cool one for this is, there's actually two cool features that just came out. Now, the features that came out is called task permissions. What task permissions do is it lets you control who can see specific tasks in the checklist. I have 10 tasks. I can say that, "Right now, anybody who comes into the checklist can see all the tasks in the checklist." I can say, "I want the property manager to see these five tasks. I want the manager to see these three tasks. I want the finance to see this one task." What's really cool is you can bring in the actual tenant or you can bring in the landlord as a guest into the system. It's like a free user that you can bring in. You can say, "I just want the landlord to see this one task at the top of these two tasks." It's like, "Fill in some form fields here, tell me your property, your address, and some information about when you want someone to come see you. Sign this contract here and then, done." Those two steps are exposed to the landlord. Then your team can come in afterwards, pick it up, and continue it out. "Let's do a background check on this person, a credit check, or whatever," and start doing internal steps. You now can break up the process and have external people, some internal people, an internal manager, all kind of working on the same process but not seeing all the information. It’s kind of being siloed into their own tasks and things that they need to see. That's pretty cool for bringing in landlords or tenants if you need them to upload documents or complete any complicated set of forms. It's really useful. You can @ mention them, have conversations with them. You can reject their uploads and say, "Do it again. Do it again." A lot of these gets done over hundreds of emails back and forth, and they always seem to get lost. It's really cool managing that. Another big project we're working is the mobile app. I think a lot of people will like that too. Jason: Yeah. Very cool. I think a lot of the systems that we have that feed into the Process Street were using some sort of a third-party form like Typeform or Gravity Forms and then, we're feeding in in that. You're saying it'll be possible or even easier to have tenants or clients to submit things through... Vinay: Yeah. They could do that whole form into a task inside the process and just expose one task or two tasks to those clients. You wouldn’t even use those external forms anymore. Jason: You want the client or the tenant to see, call the client up, and say these things because then it seems disingenuous. Vinay: Exactly. You could be doing an interview and you have notes on the interview and stuff like that. There's a lot of things where you want that wall of privacy. Someone can submit a leave application or an expense approval or something like that. You want to be able to have a conversation with HR or conversation with the manager just about the person who submitted it get seen. Jason: Yeah. I think in some way, if I create a process, if I put a video in there, I have checklist steps, there's so much clarity and transparency for my team to know how to get work done that they don’t have to come to me. Any question, as an entrepreneur, that we get asked once by our team is going to be asked again. Unless, it's documented somewhere. Every single one of those interruptions cost you at least 50 minutes a time. Every single one of those interruptions may take, each time you're training somebody or bringing somebody new, if that's not systemized, it can take you hours. The only way to really move forward with the business is to create a business that is somehow scalable. In order to do that, the foundation is having some SOPs in place; having some Standard Operating Procedures, having some process documentation. I think the brilliance of Process Street is adding that layer of accountability in mixing it in a checklist, having people move through a process, and being able to see who has done what for that transparency. Is there anything else that people listening should now about Process Street before we wrap this up? Vinay: Just that it's free to check out and that you should go sign up for free account at www.process.st. Jason: Alright. Cool. Check out Process Street. It's process.st. Vinay, thanks for coming on the DoorGrow Show. Really great to have you here. Vinay: Absolutely. It's been great. Thanks for having me. Jason: Alright. Cool. For those of you that are listening, I do recommend you check Process Street. It is a really nice blend between ease and what's easy. I think it's a software that once you get into it, it's very intuitive, easy for people to figure it out, so don't be afraid. If you are a nerd, you really geek out on tech, and automation, I think it has plenty there to satisfy you. I think they’re coming out with some cool new things that will give Podio, another system, a run for their money. That'll get a little too complicated for most people. Check that out. If you're a DoorGrow Hacker and you've enjoyed the show, make sure to like and subscribe if you're watching in YouTube. Make sure on iTunes that you give us a real review. We're going to appreciate that. Everybody listening, if you are a property management business owner and wants to grow your business, make sure you get inside our DoorGrow Club by going to doorgrowclub.com and join our free Facebook group and our awesome community. Again, thanks to Vinay. Thanks to everybody that's been checking out this show and listening. Until next time, to our mutual growth. Bye, everyone.  

Mindful Intervention, Inner Justice, Superheroes, and More Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got mindful intervention, inner justice, superheroes, and more. For all the links, check out the show notes at https://www.hacktheprocess.com/mindful-intervention-inner-justice-superheroes-and-more-in-process-hacker-news/. Enjoy! Events Rich Mironov is sharing his product knowledge and experience at two events this April: the Business of Software in Cambridge, UK from April 11 to 12, and the Organizational Challenge of Enterprise Roadmapping in Dublin, Ireland from April 15 to 17. You can also hear Rich on The Product Science Podcast, explaining product leadership. Join Ann Mei Chang at Salon Series on April 17 in Washington, DC to hear her discuss her book, Lean Impact. AgileCamp is heading to Chicago on May 6 with a line-up of speakers from a wide range of businesses and fields sharing the latest learnings about agile development practices. Ron Lichty will be among the presenters this year. Join Cascade SF, which was founded by Andi Galpern, for an evening of UX design mentoring and networking awaits at Mentor Night on April 8 in San Francisco. Media On the Groundless Ground Podcast with Lisa Dale Miller, psychiatrist and Buddhist meditation practitioner Judson Brewer discusses mastering the addictive mind and the application of mindfulness interventions to addiction. Learn about the inner work of racial justice and how Rhonda Magee teaches mindfulness to law students when Rhonda guests on the The Courageous Life Podcast. Author of The Alter Ego Effect, Todd Herman, goes on the latest episode of The Inner Changemaker podcast, hosted by Jay Wong, to teach us how we can tap into our best selves as an entrepreneur, a parent, and a person by becoming a superhero and creating an alter ego . Ron Carucci sat down for an interview on the Breaking Barriers Podcast to discuss managing organizational change and the factors that guide it. Writing Do you know why McDonald’s recently acquired a $300 million-dollar tech startup outside the food business? Julian Hayes II explains how entrepreneurs can learn from the two key principles behind McDonald’s tech acquisition in his latest Inc article. Contrary to the common belief that running a business typically causes stress, Frank Strona proposes that starting a business can improve your quality of life and provides three reasons why in his latest blog post. Recommended Resources Whether you’re a small startup or a huge corporation, you can learn to go beyond the borders of business growth at the GrowthHackers Conference on May 7 in San Francisco. Sean Ellis, mentioned by Vinay Patankar, is the founder of GrowthHackers and also one of the speakers at the one-day event. Fake it ‘til you make it? Not according to Real Estate Queen and Shark Tank Shark Barbara Corcoran, who trusts in people’s passion and drive rather than their ideas. She has a fun chat about success in business and life with Lewis Howes, host of The School of Greatness Podcast, a show which both Malek Banoun and Paula Jenkins listen to. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Meditating Moms, Real Resolutions, Viral Video, and More Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got meditating moms, real resolutions, viral video, and more. For all the links, check out the show notes at http://www.hacktheprocess.com/meditating-moms-real-resolutions-viral-video-and-more-in-process-hacker-news/. Enjoy! Media What exactly is a side hustle? Nicaila Matthews-Okome is featured on The Way We Work, where she tells you what the side hustle revolution is all about. Paula Jenkins also had a side hustle: growing a business while working a nine to five job. Listen to her experiences and reflections in her latest solo episode on Jumpstart Your Joy. Heather Chauvin practices meditation, and it has done wonders for her as a mother and entrepreneur, which is why in her new Mom is in Control episode, she shares the power of meditation, how to make time, and how to do it effectively. If you haven’t heard of emotional intelligence and how it can work for you, tune in to Tiffani Bova’s latest episode of What’s Next Podcast, in which she discusses leadership, marketing, and EQ with Author Justin Bariso. Writing New Year’s resolutions don’t work! In her latest blog post, Maria Dismondy encourages you to settle for solid goals instead. Want to get yourself noticed and get booked for various events as a speaker. Read some of Frank Strona’s tips. What’s Influencer Marketing and how do you take advantage of it? Alistair Clay defines it for you. LeadFuze, co-founded by Justin McGill, posted a blog entry comparing popular sales data platforms LinkedIn Sales Navigator and LeadFuze. Recommended Resources Ken Block is a co-founder of DC Shoes and a pro rally driver who recently went on The Tim Ferriss Show to talk about the art of marketing with his viral Gymkhana videos. Tim is a big influencer who made a strong impression on some Hack the Process guests including Carter Thomas, Michelle Kim, Omar Zenhom, Alex Cespedes, Vinay Patankar, and Malek Banoun. In June, New York Times bestselling author Elizabeth Gilbert is releasing a new novel, City of Girls, and she’ll also be attending the Vacation Rental Women’s Summit in New Orleans from February 19 to 20 to address issues that women face in the vacation rental industry. Elizabeth’s books were a source of inspiration for Tara Byrne and Jenny Feinberg. Are you interested in gene editing? Technology? Physics? Nuclear fusion? If yes, then you might be one of the one hundred twenty people that YC 120 is looking for. Apply to join the community and you’ll get to join a weekend conference in Colorado from April 26 to 28 with free lodging, food, and flights from anywhere in the world. Both Ankit Shah and Ricky Yean mentioned Paul Graham, who co-founded the seed accelerator, Y Combinator.

Women’s Lit, Men’s Empowerment, Mindful Kids, and More in Process Hacker News Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got women’s lit, men’s empowerment, mindful kids, and more. For all the links, check out the show notes at http://www.hacktheprocess.com/womens-lit-mens-empowerment-mindful-kids-and-more-in-process-hacker-news/. Enjoy! Events From March 1 to 3, Wisdom 2.0 will be gathering the country’s practitioners of mindfulness in San Francisco, including Rhonda Magee. In an article on Mindful, you can also read about Rhonda and nine other powerful women in the field of mindfulness today. The very first Mindful Kids Peace Summit aims to help kids, parents, and educators explore mindfulness as a tool to help youth with depression, violence, bullying, or other negative issues. It can be seen online from February 11 to 15, and Andrew Nance will share the stage with other leaders in mindfulness. Discover the attitude to achieve success by joining Kesha Moore’s webinar, Entrepreneurial Success Mindset, which goes live on January 30. The Elevation Effect, is a men’s empowerment weekend program led by JuVan Langford. Check out their upcoming schedule in a city near you. Media Pitch Anything CEO Oren Klaff gets the spotlight on the Thriving Launch Podcast with Luis Congdon, where he gives some great ideas about sales closing techniques. Writing The twenty-third issue of Change Creator Magazine features Ann Mei Chang and Eric Ries, discussing their work on lean radical change and social impact. Check out this blog post to learn how to use Process Street, co-founded by Vinay Patankar, to streamline your Amazon business. Need some ideas to increase visits to your webpage? Hack the Process guest Jon Dykstra’s got 23 things to consider in his latest blog post! As part of Maria Dismondy’s Author Interview Series, she sits down to chat with Laura Lee, designer and author of the children’s book Cat Eyes, who shares about her designing and writing experience. Recommended Resources An Evening with Gloria Steinem: More Outrageous Acts and Everyday Rebellions will be held at The Castro Theater in San Francisco on February 21 as part of the Women Lit Speaker Series. Featured speaker, Gloria Steinem, was a major influence in Jenny Feinberg’s life. Some leaders in the mindfulness field are gathering at the Marriott Hotel in Marina Del Rey, California from April 26 to 28, for Timeless Wisdom, Timely Action, including Jon Kabat-Zinn, who was recommended by Lisa Dale Miller, Bill Duane, and Rhonda Magee, and Jack Kornfield, recommended by Loic Le Meur. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Interim Executives, Poetry Agents, Content Curation, and More Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got interim executives, poetry agents, content curation, and more. For all the links, or to watch the video, check out the show notes at http://www.hacktheprocess.com/2018-12-11-process-hacker-news-interim-executives-poetry-agents-content-curation-and-more/. Enjoy! Media It’s essential that you evaluate yourself regularly to take control of the life that you want, as explained by Byron Morrison in his newest video. In his most recent interview for iHeart Radio, Barth Getto discusses how cooperatives can empower ecommerce entrepreneurs. Writing Congratulations to Avochato and their CEO and co-founder, Alex De Simone, who just announced they have raised $5 Million in Series A funding, which the mobile messaging platform will use to continue to provide great customer service. How do you know when to hire interim executives for your company? Find out from a recent blog post on Cerius Executives, headed by CEO Pam Wasley. Learn more about Kimberly Wiefling‘s career and her work with the group Silicon Valley Alliances in her featured interview on Lama. Discover some interesting reads you may have missed in Ashe Dryden’s recent post discussing her favorite books of 2018. Onboarding new hires well helps you keep them, and Ron Carucci shares his thoughts about how to do this in his latest articles on HBR. Poets, if you’re searching for poetry and literary agents, then look no further. Tom Corson-Knowles has a list for you. Recommended Resources CEOs can shape the external environment, and here are seven organizing principles suggested by Michael D. Watkins, whose book was referenced in Pam Wasley’s episode of Hack the Process. Learn about the EpiField and feel the ranges of energy at The Energetic Experience, led by Donny Epstein, on February 18, 2019 in Denver, Colorado. Adam Siddiq spoke highly of Donny during his interview. You can build your audience by curating content. Nathan Barry, recommended by Justin McGill, experienced this and explains how to do it in a recent blog post. In the newest episode of The Tim Ferriss Show, Tim chats with author and integrative medicine practitioner Dr. Andrew Weil, who discusses plant medicine and more. Vinay Patankar, Alex Cespedes, Malek Banoun, Michelle Kim, and Omar Zenhom have all mentioned being influenced by Tim Ferriss. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Powerful Conversation, Finding Happiness, Financial Control, and More Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got powerful conversation, finding happiness, financial control, and more. For all the links, check out the show notes at http://www.hacktheprocess.com/2018-09-25-process-hacker-news-powerful-conversation-finding-happiness-financial-control-and-more/ Enjoy! Events Join Tom Morkes and the rest of the writers at International Authors Summit online from October 1 to 5 to uncover the secrets of becoming a professional author. Both engineering team members and managers alike can discover a manager’s role in agile and learn how to create the best team at Managing in an Agile World, presented by Ron Lichty from October 13 to 14 as part of Silicon Valley Code Camp. Planning to start a podcast? Find out if podcasting is for you by joining Nicole Holland’s webinar on October 1. Learn the power of conversations and maximize your business potential through audio at We Are Podcast 2018 which runs from October 18 to 20 in Brisbane, Australia. The event will highlight some influential podcasters, including Omar Zenhom, who is offering listeners a 25% discount if you use the code IKNOWASPEAKER to register. Media Bloggers, take a look at the video Brennan Dunn recently published: a behind the scenes look at how he personalized the Double Your Freelancing website. Steve Goldbach went on the TD Ameritrade Network to explain disruption and his book Detonate on camera with host Oliver Renick. Writing Who runs the world? Women leaders! Kimberly Wiefling provides an infographic showing their importance, where they are, and what challenges they’re meeting. Josh Haynam shares the steps he took to increase signups by 98 percent in 60 days on the Interact Blog. Marianne Williamson is a best-selling author known for books that deal with spirituality. In a recent interview with Luis Congdon, Marianne shares her wisdom about finding happiness when life knocks you down. Recommended Resources Tim Ferriss is a widely known author and speaker who impacted many, including Michelle Kim, Omar Zenhom, Alex Cespedes, Vinay Patankar, and Malek Banoun. His latest podcast episode shines the spotlight on Adobe Chief Product Officer Scott Belsky. The Smart MoneyTour hits San Francisco this October 2! Discover how to take control of your finances with Chris Hogan and Dave Ramsey, who was recommended by Engel Jones. For entrepreneurs on the other side of the world, catch Bozoma Saint-John and other big-name entrepreneurs at DigiCon XE 2018 in the Philippines from October 3 to 5. Bozoma is one of the influences recommended by Sasha Ariel Alston. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Celebrity Rankings, Interim Executives, Cultural Orphans, and More Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got celebrity rankings, interim executives, cultural orphans, and more. For all the links, check out the show notes at http://www.hacktheprocess.com/process-hacker-news-for-july-31-2018-celebrity-rankings-interim-executives-cultural-orphans-and-more/ Enjoy! Events Mark your calendars for AgileCamp 2018, happening on September 14 at the Nike World Headquarters in Oregon, where you’ll find Ron Lichty joining the speaker roster. He was also interviewed on the podcast, Stayin’ Alive in Technology, where he speaks about his career and how he got into team management. On August 1 catch the TedXProvincetown Video Launch to take a peek at some of the talks from last June, including Frank Strona’s. Launches Check out this fun new side project that’s been keeping Hampton Catlin busy called How Famous Is…, in which you can rank celebrities according to their popularity. Media Awaken your subtle body through meditation with Phillip Moffitt, author of Awakening Through the Nine Bodies, as he explains about the subtle body and Himalayan yoga on the Groundless Ground Podcast, hosted by Lisa Dale Miller. The theory of 2+2 to build a fanbase is something that’s been applied by entrepreneurs and artists alike, and Alex Cespedes explores this subject further in the most recent episode of his podcast, the Project Book. Discover the advantages of hiring interim executives from Pam Wasley as she guests on The Business Building Rockstars Show, hosted by another previous Hack the Process guest, Nicole Holland. In a new video published by SXSW, Loïc Le Meur joins a panel of artificial intelligence experts as they discuss exploring innovations in AI at SXSW 2018. Writing Business owners can slash running costs and improve revenue with these six process checklists suggested by Vinay Patankar on Process Street. An upcoming movie called Crazy Rich Asians triggered Ricky Yean to share his thoughts on feeling like a cultural orphan as an Asian-American. Looking for ways to differentiate your blog? Try these 11 techniques to gain a competitive advantage as a blogger suggested by Jon Dykstra. Recommended Resources Spend the weekend of September 28 to 30 at Navigating the Storm: Finding Peace and Purpose in Uncertain Times to learn some helpful concepts and exercises to weather any of life’s storms presented by Martha Beck, whose work inspired Pace Smith. The Sophisticated Marketer shines the spotlight on storytelling in an article by Brian Solis, who was mentioned by Tara Hunt. Seth Godin, who was recommended by both Tara Byrne and Alex Cespedes was also featured in the quarterly magazine. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Mindful Veterans, Scalable Sales, Training Wheels, and More Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got mindful veterans, scalable sales, training wheels, and more. For all the links, check out the show notes at http://www.hacktheprocess.com/process-hacker-news-for-july-10-2018-mindful-veterans-scalable-sales-training-wheels-and-more/ Enjoy! Events Get your giggle on with Sarah Cooper at the Laughing Buddha Comedy Showcase at the Triad Theater in New York on July 24. Woman veterans can now enroll in the upcoming Veteran’s Path Anchor Program which begins on July 15. In this four-month program in Colorado, vets can expect to learn and practice mindfulness tools that can support them in their daily lives. Bill Duane is the Vice Chairman of the Board at Veteran’s Path. Awards Congratulations to Jennifer Riel and Roger Martin for winning in the strategy and leadership category of Emerald Publishing’s Awards for Excellence 2018 with their article, An Integrative Methodology for Exploring Decision Choices. Launch RightMessage by Brennan Dunn is launching RightAsk, which is a great way to survey and segment your audience. Media If time is constantly an issue for you, listen to an interview with Curtis McHale as he shares some secrets for making the most of your limited time on The Productivity Show. Discover how to build an effective scalable sales process from this Close.io webinar featuring Steli Efti, Mike Sutherland, Mike Paladino, and Vinay Patankar. Get some tips on side hustling and stock trading from investor Tela Holcomb, who was interviewed by Nicaila Matthews-Okome for the Side Hustle Pro podcast. Nicole Holland guests on the Marketer of the Day Podcast with Robert Plank to discuss interviews that convert, targeting the proper audience, and building your network. Writing What do McDonald’s and Petco have in common? A sales-increasing marketing technique you can learn from! Luis Congdon writes about an effective marketing tactic that you can use for your business. Recommended Resources Akimbo, a podcast by Seth Godin has a new episode in which Seth talks about juggling, bicycles, and training wheels and how all these apply to life. Alex Cespedes and Tara Byrne are both fans of Seth Godin. Congratulations to Kimberly Bryant, one of Michelle Kim’s influences, for being honored at the annual McDonald’s 365Black Awards, which gives recognition to individuals who have had a positive impact on the African-American community. Tune in to Grow Your 1099, a podcast hosted by Josh Jones and Mitchell Levy, who was referenced by Kimberly Wiefling. Mitchell himself takes the guest chair in the latest episode, sharing details about his work-life balance. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got accidental activism, scientific mindfulness, leadership failures, and more. For all the links, check out the show notes at http://www.hacktheprocess.com/process-hacker-news-for-may-30-2018-accidental-activism-scientific-mindfulness-leadership-failures-and-more/ Enjoy! Events Sarah Cooper chatting with MTV’s Decoded star Franchesca Ramsey about activism by accident is sure to crack you up! See them at Marines’ Memorial Bar in San Francisco on June 2. Catch the unveiling of Jenny Feinberg’s vibrant, expressive art at Serendipity Labs in Hollywood on June 21. For the month of May, Fund Club, an organization founded by Ashe Dryden, was able to raise $6,800 to help support Hue Design Summit, a conference for designers and developers of color, which will be holding their gathering in Atlanta, Georgia from July 26 to 29. Media Imagine the challenges of motherhood, but add the struggles of suffering from cancer as well. Heather Chauvin opens up about dying to be a good mother in her TEDx Talk. On Wise at Work Podcast, Bill Duane shares about building a resilient organization. Hear how Cortland Dahl merges Buddhism with scientific inquiry on Lisa Dale Miller’s Groundless Ground Podcast. Ron Carucci speaks about the failures of leaders on the Leading While Green Podcast. Hiring temporary executives to fill top positions can have its challenges, and Pam Wasley reveals how to avoid the common pitfalls of bringing on an advisory board on the Systems Saved Me Podcast. Writing If you want to know how to find a book publisher and what all your publishing options ares in this rapidly shifting area, check out this recent article by Tom Corson-Knowles. Congratulations to Steve Goldbach and Geoff Tuff for their book Detonate being named as one of USA Today’s bestsellers! Steve also published an article on Thrive sharing his personal experiences and explaining why to walk away from a ten-year career plan. Recommended Resources Sean Ellis, the founder of GrowthHackers who was referenced by Hack the Process guest Vinay Patankar, has a new YouTube video where he presents how Airbnb achieved impressive growth through testing. What exactly is procrastomania? Mitchell Levy, a thought leader Kimberly Wiefling spoke of, explains in a recent video. On the newest episode of The Rich Dad Radio Show, host Robert Kiyosaki, who was recommended by JuVan Langford, talks with Landon Thorne of Midas Advisory Group about how to prosper from cyber currency. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got joyful insects, fearless beauty, conscious parenting, and more. Enjoy! For all the links, check out the show notes: http://www.hacktheprocess.com/process-hacker-news-for-april-10-2018/ Events On April 14, Ron Lichty will be interviewed by Marcus Blankenship, where Ron will speak about the manager’s role in Agile. You can also register for Intro to Agile: Managing Teams for Faster Productivity which will be led by Ron on April 30 in Seattle. Media Mark Silver reflects on Passover, liberation, and tight places in a recent video he published. Beauty shouldn’t compromise safety, and Sidehustle Pro guest Melissa Butler proves that with her product line, The Lip Bar. Host Nicaila Matthews interviews Melissa about her cosmetic journey from the kitchen sink to Target shelves. Parents and teachers, teach your kids the value of empathy through active listening. Maria Dismondy has some good tips for you. Building a business and giving up employment seems to be everyone’s goal, but Adam Warner co-founded FooPlugins and still went out to get a job. Curtis McHale chats with Adam about living the dream while being employed on The Smart Business Show. Everyone would love to learn the secrets behind juggling a 9-5 while building a business on the side. Omar Zenhom reveals the steps he recommends bon the $100MBA Show. Don’t you wonder why ants are so determined? Paula Jenkins talks about her observations on how ants practice joy every day on the Jumpstart Your Joy Podcast. On the Business Owner’s Freedom Formula Podcast, Pam Wasley shares her knowledge about starting, scaling and selling a business. Writing Process Street, a process checklist tool founded by Vinay Patankar, was used in a case study with Megaventory. If you’re interested in advanced supplier management, read on! Marketing automation sequences can help you keep in touch with your clients. Josh Haynam, founder of the quiz builder, Interact, writes about this topic. Recommended Resources Parents are invited to register for two programs led by Dr. Shefali Tsabary, A Deep Dive into Conscious Parenting from April 20 to 22 and Silent and Guided Meditation Retreat from April 22 to 25. Heather Chauvin follows the work of Dr. Shefali. On Book Marketing Mentors, Author Jeff Goins, recommended by Curtis McHale, shares how to use the best of Michaelangelo’s top entrepreneurial skills. Jeff is also joining the speaker line-up of The Thing, a workshop that helps you make your ideas into reality, happening in Orlando Florida from May 16 to 20. Wim Hof, mentioned by Tara Byrne, is one individual with mind-blowing accomplishments in the area of personal physical development. There’s a new video which features Wim Hof’s superhuman training by Vishen Lakhiani of Mind Valley, who was recommended by Michelle Dale. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got billionaires, soft fronts, wild hearts, and a meaningless, uncaring universe. Enjoy! Courses If you want to center your business around love and inspiration, sign up for The Heart of Money, a course created by Mark Silver which starts on February 28. Events A free online summit hosted by Tom Morkes called the $100K Launch School begins February 19th and runs until the 24th. Two of our other past Hack the Process guests, Brennan Dunn and Ryan Waggoner, along with myself, are among the featured speakers. As a speaker at Relationships and the Health-Promoting Power of Connection Across the Lifespan, Rhonda Magee will be discussing the value of compassionate, inclusive communication. This event will be held at UCLA from March 16 to 18. Are you wondering what role managers play in Agile teams? On February 28, Ron Lichty will be speaking about that to the Beyond Agile group at Impact Hub in Seattle. Programs Looking for funding for your tech projects related to diversity and inclusion? Ashe Dryden and her team at Fund Club would love to give you a hand. Apply now! Media Rich Mironov was interviewed on InfoQ’s Engineering Culture podcast about product development trends. Entrepreneur Naveen Jain guests on The Inner Changemaker Podcast with Jay Wong to explain what’s involved in becoming a billionaire. Anxiety and depression are ongoing life issues Pace Smith and Kyeli have to deal with. In the latest podcast episode of The Dervish and the Mermaid, they share how some recent medication changes help them not care whether the universe is a meaningless, uncaring void. Writing Process Street, founded by Vinay Patankar was featured on INC.com as one of four tools to run your company remotely. LeadFuze led by Justin McGill recently published a new article showing some copywriting principles to test out in sales and email campaigns. Recommended Resources In Brene Brown’s most recent interview on the On Being Podcast, she emphasizes the importance of having a strong back, soft front and a wild heart. Brene was referenced by two of our past guests, Kate Swoboda and Heather Chauvin. Living Compassion has opened registration for two workshops, Conscious Compassionate Action and Parenting with the Mentor. Cheri Huber, admired by Kate Swoboda and referenced during Mike Massy’s episode of Hack the Process, is a mindfulness teacher and the founder of Living Compassion. Nathan Curtis, founder of user experince design firm EightShapes and a recommendation made by Hack the Process guest Jina Anne, explains Design system intermediaries in his latest blog post. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a comment to let us know what processes you’re hacking.

Process Hacker News for February 5, 2018 For all the links, or to join the mailing list, check out the full show notes at http://www.hacktheprocess.com/process-hacker-news-for-february-5-2018/ Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got meditation retreats, funding good tech, boosting sales, and more. Enjoy! Launches RightMessage, a new automated content personalization tool, just launched, and Brennan Dunn could use your help in spreading the good news! Milestones Fund Club, which was co-founded by Ashe Dryden, was able to raise $7800 in January to help bring back ThurstHQ, a safe dating app that lets queer people of any gender connect online. You can support Fund Club too! Events Thanks to Kimberly Wiefling for sharing news about the Women of MENA in Technology Conference which features women of Middle Eastern and North American backgrounds in tech. It’s happening at Oath in Sunnyvale, California on February 10. Join Lisa Dale Miller for a day of meditation on February 10 at Equanimity: Freedom Beyond Identity and Preference in Santa Cruz. Awaken clarity and experience results by joining The Elevation Effect, a two-day gathering for men that will be led by JuVan Langford from April 28 to 29 in London. Media Our most recent guest on Hack the Process, Mike Massy, just uploaded a new video recording of his song, Qalbi. Give it a listen! Sarah Cooper dreamed of being a comedian but ended up with Plan B: working for Google. Hear her talk about her career detour and her upcoming book on the Recode Decode Podcast. Writing Process Street by Vinay Patankar has published some new blog posts by Benjamin Brandall and Ben Mulholland on simple process creation methods and lean manufacturing principles for quality results. Google Alerts can help boost your sales. Find out how with step-by-step examples in this article from LeadFuze, founded by Justin McGill. Recommended Resources The annual Wisdom 2.0 Conference is coming up this month, from the 22nd to the 24th of February in San Francisco. Guest speakers include some Hack the Process recommendations such as Jon Kabat-Zinn, Jack Kornfield and Chade Meng-Tan. They were people who influenced Bill Duane, Lisa Dale Miller, Rhonda Magee, and Loic LeMeur. When designing an interface, how do you understand the needs of users? Paul Boag, a resource mentioned by Curtis McHale, may be able to help you figure that out on the latest episode of the Boagworld podcast. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a rating in iTunes, and a comment to let us know what processes you’re hacking.

Process Hacker News for January 22, 2018 Welcome to the Process Hacker News, your weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. This week we’ve got free courses, sensitivity readers, and Facebook’s impact on journalism. Enjoy! Courses Interested in a free 12-month e-course to develop your courage? Kate Swoboda brings you The Courageous Year, where she coaches you all the way to becoming your more courageous self. Events Maria Dismondy is hosting Empower, Ignite and Soar, an online summit about child-rearing, starting January 22 to 26 featuring a variety of experts and authors. Indy Hall is throwing a party! Alex Hillman invites you to Indy Hall’s Winterfest Takeover on February 1 at the BlueCross RiverRink. Media Bucket Lists have been a trend for a few years, but Jumpstart Your Joy host Paula Jenkins suggests creating an inspiring, actionable and joy-filled life list in her newest podcast episode. We’ve been brought up learning how to think, but not how to feel. On the latest episdode of the Have It All Podcast, guest Michael Bledsoe talks to Guy and Ilan Ferdman about how he thinks our education failed us. Creating an irresistible offer is a surefire way to bring in the customers. Learn more about this from Dan Kuschell on Tom Morkes’s podcast. Have you heard of sensitivity readers before? Discover what they are and what their job entails on The Dervish and the Mermaid with Kyeli and Pace Smith. Writing Do you believe that Facebook saved the news industry, and will their latest changes help or hurt journalism? Read Ricky Yean’s views on this matter in his Nextshark article. Anxiousness is something we all experience. Frank Strona‘s got a few tips on how to reduce your anxiousness without cutting yourself out of your own life. Recommended Resources Developing the Leader Within You 2.0, the new book written by John C. Maxwell is now out! Grab a copy for insights and practices he’s learned since publishing the original bestselling book 25 years ago. JuVan Langford is a fan of John Maxwell. A few days remain until Product Talk Academy’s month-long Rapid Prototyping course closes for enrollment! Sign up for this course by Teresa Torres, who was recommended by our past guest, Rich Mironov. Listen to Tim Ferriss chat with author Catherine Hoke, founder of Defy Ventures, a non-profit working with formerly incarcerated people, about Second Chances. Tim is a writer and lifestyle podcaster recommended by a lot of our guests, including Michelle Kim, Omar Zenhom, Alex Cespedes, Vinay Patankar and Malek Banoun. Thanks for checking out this Process Hacker News update from Hack the Process. If you liked what you saw, please leave a rating in iTunes, and a comment to let us know what processes you’re hacking.

Process Hacker News for November 27, 2017 (See the full post with all the links at http://www.hacktheprocess.com/process-hacker-news-for-november-27-2017/) Media WebinarNinja founder Omar Zenhom reveals how to create a successful Saas business during his interview on OkDork. Omar’s own $100 MBA Podcast also just published a new episode, where you can listen to him discuss whether it’s better to hire early or late. Conversations and cocktails are the stars of Hampton Catlin’s podcast, We Have A Microphone. In their latest episode, Hampton and Michael drink Kew Garden Coolers and have a little chat about the FCC, film classifications and pickles. Pam Wasley was a guest on the Support is Sexy Podcast, where she shares her entrepreneurship journey and explains how interim executives are changing the workforce. The OuchSourcing Podcast had Vinay Patankar on as a guest. In the interview, Vinay emphasizes the importance of process documentation. Writing Do hard things. Why? Read what Kate Swoboda has to say in her latest blog entry. Events BravHery is a live, two-day event in the UK from January 13 to 14, where JuVan Langford will coach women live to help them achieve clarity and awareness. For all you Quarter Moon-level Patreon patrons who can’t make it to the Clarity Conference on Design Systems this week, Jina Anne rewards you with access to all the Clarity Conference videos when they’re released to the attendees. Last year’s Clarity videos are up on YouTube already, and well worth a look. Products Alex Hillman just announced that the Stacking the Bricks Cyber Monday Bundle is up! To get more details on this discounted jump-start for your own product business, subscribe to their mailing list. Resource News What do KSwiss, Mindset, and Michael Jordan have in common? Gary Vaynerchuk! Hear him chat all about these topics on his third time on The Breakfast Club. Tara Hunt and Malek Banoun both spoke highly of Gary in their interviews on Hack the Process. Buddhist practitioner and author, Jack Kornfield dives into how loving awareness can shift one’s sense of self into enlightened wisdom in his recent podcast entry. Jack is one of the folks recommended by Loic Le Meur. Leslie Mac invites you to share on Giving Tuesday, a national fundraising event happening on November 28, centered on giving back to black women. Michelle Kim is one of the individuals greatly influenced by Leslie’s work. Note: Thanks for all the positive feedback about this feature. I’ve started sending expanded weekly updates to the mailing list as well. Come join the Process Hacker community and stay up to date on what our amazing guests and the folks they follow have been up to.

Process Hacker News for November 20, 2017 Welcome to the Process Hacker News, a quick weekly roundup of useful news and updates from Process Hackers who have been guests on Hack the Process with M. David Green. For links to anything mentioned in this episode, please check out the show notes, and to join the community and receive expanded updates weekly, sign up for the mailing list at HacktheProcess.com/contact/. For all the links in this episode, take a look at the show notes at http://www.hacktheprocess.com/process-hacker-news-for-november-20-2017/ Events Interested in supporting diversity and inclusion? The last AlterConf SF needs sponsors! Don’t miss out on this conference by Ashe Dryden happening on December 10. Connecting with your audience can be difficult, but cracking a joke isn’t easy either. Maybe you can pick up some tricks from Sarah Cooper by attending her talk in Chicago for the kick-off of Modus World Tour on December 6. Writings You’ve probably heard the phrase “just empty rhetoric,” but have you ever wondered why rhetoric has such a negative reputation? Absorb some of Daniel Coffeen’s thoughts in his most recent blog post. Can you succeed as a Product Manager even though you’re an introvert? Product Management Expert, Rich Mironov has a good answer to that question. Media The most recent Hack the Process guest, Maria Dismondy was also interviewed Katie Davis of The Institute for Writers. Listen in as they talk about support for writers. Fear can hinder anyone, so how do we deal with it? This week Pace Smith and her wife, Kyeli, have a discussion about Futzing Without Fear in The Dervish and the Mermaid podcast. Frustrated with Facebook’s algorithm changes? Tara Hunt just published a new video that will teach you how to survive the ever-evolving Facebook. Tom Corson-Knowles released an interview with Ricci Wolman, Founder & CEO of Written Word Media, where they discuss all about online book marketing strategies When we’re in the middle of running a business, sometimes it’s hard to know what to focus on. If that sounds familiar, tune in to Curtis McHale’s interview with Brent Hammond on managing your energy. Products For those interested in online marketing, Mark Silver is offering a special platform bundle with three home study products and personal feedback. Learn more about the offer by checking out the link. Recommended Resources Tim Ferriss will be at Barnes and Noble on Union Square in New York for the launch of Tribe of Mentors on the 21st of November at 6PM. Tim has been a great influence on a number of Hack the Process guests, including Michelle Kim, Omar Zenhom, Alex Cespedes, Vinay Patankar and Malek Banoun Jay Conrad Levinson is offering early bird tickets to Guerrilla Marketing Global Summit, which will happen from the 3rd to the 5th of May next year. Jay was mentioned as a resource by Nicole Holland. Having values is key, even when it comes to business. Patrick Campbell chats with Kyle Porter on the importance of values-driven growth. Justin McGill named Patrick as one of his resources. Thanks for listening to this Process Hacker News update from Hack the Process. Go to hacktheprocess.com for links and details, or to sign up for the mailing list for expanded updates. And please leave a rating in iTunes, and a comment to let us know what processes you’re hacking. This has been M. David Green for Hack the Process.

In today's episode, my guest is Vinay Patankar, CEO of one of my favorite apps; Process.st. In this episode, I get Vinay to share why he created Process Street and how it helped him to solve some of his own critical business challenges. We also talk about some of the best practices he's seen over the many companies that use Process.st and how these practices differ for small businesses vs large ones. If you are an entrepreneur that relies on a small team of local or dispersed workers, you are probably struggling with how to ensure that your team works most efficiently and effectively and when you listen to this interview, you are going to see first-hand the specific things you can start today to begin your journey to becoming a more organized (and profitable) company.

In today's episode of The Art of Passive Income, Mark and Scott talk to Vinay Patankar who is co-founder and CEO of Process.st —a task and workflow automation for teams. He is also co-host on the Business Systems Explored podcast.  Vinay shares how he turned an idea into a thriving company and it all started with the lessons he learned from his first start-up.   The desire to solve a real problem.   Putting together the right team. Being in a strong position before talking to investors.   Listen in as the guys delve deep into the processes of Process Street and how to integrate it into your team workflow.  TIPS OF THE WEEK Mark: Learn more about Vinay by going to his website at Process.st. Scott: Check out Surfly.com. This website allows you to share screens with other people on their web browser. Vinay: Read the e-book The Ultimate Guide to Business Process Automation with Zapier by Benjamin Mulholland. Isn't it time to create passive income so you can work where you want, when you want and with whomever you want?

One of our favourite small business process automation tools is Process Street.  We have used it to create an entire content creation plan from researching a topic, to writing the content to distributing it. In this episode we interview Vinay Patankar, CEO of Process Street.  Want access to the same content plan we created using Process Street?... Read More The post #119 – Small Business Process Automation with Vinay Patankar appeared first on Autopilot Your Business.

Vinay Patankar. He’s the CEO of Process Street, the simplest way to manage your teams’ recurring processes and workflows. Vinay sets up new clients, onboard employees and manages content publishing with his tool. He also co-host the podcast Business Systems Explored where he deep dives into business systems with industry experts. Famous Five: Favorite Book? – The Hard Thing About Hard Things What CEO do you follow? – Elon Musk, Zach Nelson and Marc Benioff Favorite online tool? — io How many hours of sleep do you get?— 8 If you could let your 20-year old self, know one thing, what would it be? – “That you can make money on the internet”   Time Stamped Show Notes: 00:50 – Nathan introduces Vinay to the show 01:28 – Process Street is a tool that helps companies build and manage their workflows and processes 01:34 – Process Street is a SaaS product, charging on a monthly or yearly subscription based on the number of users one has 01:44 – The vision is to make workflows easy 02:28 – Process Street is from an intuitive perspective 02:53 – Average customer pay 03:42 – Process Street has options for pricing and incentives for annual contracts 04:04 – Process Street was launched in 2013 as a side project 04:10 – Seed round was raised a year and a half ago 04:20 – Team size is 21 04:30 – Total raised was $1.3M 04:47 – Process Street went through Angel Cloud 05:10 – Nathan thinks that the one who will win the space is the one who is better at distribution 05:42 – Distribution is the key in finding a scalable sales process and getting the pricing right 05:57 – The space is very fragmented 06:34 – Vinay thinks they don’t need to beat the competition, they just need to grab enough volume of shares 06:52 – Process Street focuses on SEO 07:04 – They measure their rank from targeted keywords 07:28 – Process Street has a marketing team that helps with distribution 08:13 – SEO is cost-effective 08:35 – CAC from the SEO efforts 09:06 – MRPU 09:17 – Process Street doesn’t spend in other marketing channels 09:26 – Process Street invests in sales deeper into their funnels 10:00 – Expansion rate varies depending on the size of the customer 10:28 – Process Street has a healthy expansion revenue 11:26 – 15 of the team are focused on marketing 11:35 – Process Street is still working on their headcount expenses 11:56 – Process Street will adjust and optimize pricing 12:29 – Average number of customers 12:41 – MRR 13:03 – Process Street’s goal is to raise an A round at the first or second quarter of 2018 13:20 – Target MRR by the end of 2017 13:35 – Process Street has no paid acquisition 14:50 – The Famous Five   3 Key Points: The one that will scale in the project management space is the one that is better at distribution. You don’t always need to beat your competitors, just gain your shares and increase your volume. There is real money that can be made on the internet.   Resources Mentioned: The Top Inbox – The site Nathan uses to schedule emails to be sent later, set reminders in inbox, track opens, and follow-up with email sequences Klipfolio – Track your business performance across all departments for FREE Hotjar – Nathan uses Hotjar to track what you’re doing on this site. He gets a video of each user visit like where they clicked and scrolled to make the site a better experience Acuity Scheduling – Nathan uses Acuity to schedule his podcast interviews and appointments Host Gator– The site Nathan uses to buy his domain names and hosting for the cheapest price possible Audible– Nathan uses Audible when he’s driving from Austin to San Antonio (1.5-hour drive) to listen to audio books Show Notes provided by Mallard Creatives

Vinay Patankar is the CEO of Process Street, the simplest way to manage your team’s recurring processes and workflows. Easily set up new clients, onboard employees and manage content publishing with Process Street. Vinay also hosts a podcast “Business Systems Explored” which does deep dives into different business systems of successful founders and industry experts. What you’ll learn about in this episode: Who Process Street are and what their product does How Vinay took his idea and built it into a company Vinay’s background in marketing, sales, and technology Vinay’s content marketing system Content marketing system best practices The development journey of the system How the system has been documented How new employees are introduced into the system How they ensure everyone is using the system correctly Breaking the role of content marketing up into the different skill sets needed What’s next for Process Street Ways to contact Vinay: Website: process.st Website: businesssystemsexplored.com Twitter: @vinayp10 A transcript of today's episode is available at: systemexecution.com/vinay-patankar

The Software Process and Measurement Cast 390 features our interview with Vinay Patankar. We discussed his start up Process Street and the path Vinay and his partner took in order to embrace agile because it delivered value, not just because it was cool. We also discussed how Agile fits or helps in a lean start-up and the lessons Vinay wants to pass on to others. Vinay’s Bio: Vinay Patankar is the co-founder and CEO of Process Street, the simplest way to manage your teams recurring processes and workflows. Easily set up new clients, onboard employees and manage content publishing with Process Street. Process Street is a venture-backed SaaS company and AngelPad alum with numerous fortune 500 clients. When not running Process Street, Vinay loves to travel and spent 4 years as a digital nomad roaming the globe running different internet businesses. He enjoys food, fitness and talking shop. Twitter: @vinayp10 Re-Read Saturday News We continue the read Commitment – Novel About Managing Project Risk by Maassen, Matts, and Geary. Buy your copy today and read along (use the link to support the podcast). This week we tackle Chapters Three which explores visualization, knowledge options and focusing on outcomes. Visit the Software Process and Measurement Blog to catch up on past installments of Re-Read Saturday. Upcoming Events I will be at the QAI Quest 2016 in Chicago beginning April 18th through April 22nd. I will be teaching a full day class on Agile Estimation on April 18 and presenting Budgeting, Estimating, Planning and #NoEstimates: They ALL Make Sense for Agile Testing! on Wednesday, April 20th. Register now! I will be speaking at the CMMI Institute’s Capability Counts 2016 Conference in Annapolis, Maryland, May 10th and 11th. Register Now! Next SPaMCAST The next three weeks will feature mix tapes with the “if you could fix two things” questions from the top downloads of 2007/08, 2009 and 2010. I will be doing a bit of vacationing and all the while researching, writing content and editing new interviews for the sprint to episode 400 and beyond.   Shameless Ad for my book! Mastering Software Project Management: Best Practices, Tools and Techniques co-authored by Murali Chematuri and myself and published by J. Ross Publishing. We have received unsolicited reviews like the following: “This book will prove that software projects should not be a tedious process, for you or your team.” Support SPaMCAST by buying the book here. Available in English and Chinese.

The previous episode of Hack the Process marked the end of the first season. At this point, I thought it would be a good idea to take an episode to review what I’ve discussed with the different guests, and share a little more about what my motivation was to create this podcast and put it out into the world. I’ll also tell you a little bit about what I was expecting from this podcast, and compare it to what actually came out. (I’ll give you a hint: it was a delightful surprise.) First of all, I want to thank all my guests from the first season: Tracy DeLuca, Adam Siddiq, Pace Smith, Paula Jenkins, Malek Banoun, Vinay Patankar, Alex De Simone, Andrew Nance, Ron Lichty, Ankit Shah, Hampton Catlin, Tara Byrne, and Ryan Waggoner. I don’t know if you fully understood what you were getting yourselves into when we started, but I appreciate each of you being so candid and open with our interviews. Your generosity and honesty made the season what it was. One of the things I like to bring to my work no matter where I’m working or what type of project I take on is the notion that it’s valuable to reflect–on a regular basis–on what you’ve accomplished, and think about how you might want to move forward based on that. I’m taking episode of Hack the Process as my opportunity to reflect on what I’ve done so far, and what I hope I’ve been able to provide to listeners. If you’ve been following the show, this episode will be an opportunity to find out how each of the guests on Hack the Process was selected, and remind yourself about the insights, stories, and ideas they shared. If you’re a new listener, this will be a chance to find out a little bit about the people we met in the previous episodes so you can decide if you want to subscribe and go back into the first season archives to take a listen to anyone in particular. Either way, I hope you’ll enjoy hearing more about why I decided to do this, and what I’m learning along the way. If you feel motivated to share some of your own experiences with the show, please leave a comment on iTunes.

The Software Process and Measurement Cast 389 essay on different layers and anti-patterns of Agile Acceptance Testing. Many practitioners see Agile acceptance testing as focused solely on validating the business facing functionality. This is a misunderstanding; acceptance testing is more varied. We also have a column from Kim Pries, the Software Sensei.  Kim discusses the significance of soft skills. Kim starts his essay with the statement, “The terms we use to talk about soft skills may reek of subjective hand-waving, but they can often be critical to a career.” Gene Hughson anchors the cast with a discussion from his blog Form Follows Function, titled OODA vs PDCA – What’s the Difference? Gene concludes that OODA loops help address the fact that “We can’t operate with a “one and done” philosophy” when it comes to software architecture. We are also changing and curtailing some of the comments at the end of the cast based on feedback from listeners. We will begin spreading out some of the segments such as future events over the month so that if you binge listen, the last few minutes won’t be as boring and boring. Re-Read Saturday News This week we begin the read Commitment – Novel About Managing Project Risk by Maassen, Matts, and Geary.  Buy your copy today and read along (use the link to support the podcast). This week we tackle Chapters One and Two which set the context for the novel and introduces the concept of real options.   Upcoming Events I will be at the QAI Quest 2016 in Chicago beginning April 18th through April 22nd.  I will be teaching a full day class on Agile Estimation on April 18 and presenting Budgeting, Estimating, Planning and #NoEstimates: They ALL Make Sense for Agile Testing! on Wednesday, April 20th.  Register now! I will be speaking at the CMMI Institute’s Capability Counts 2016 Conference in Annapolis, Maryland May 10th and 11th. Register Now! Next SPaMCAST The next Software Process and Measurement Cast features our interview with Vinay Patankar.  We discussed his start up, Process Street, and the path Vinay and his partner took in order to embrace agile because it delivered value, not just because it was cool.  We also discussed how Agile fits or helps in a lean start-up and the lessons Vinay wants to pass on to others.   Shameless Ad for my book! Mastering Software Project Management: Best Practices, Tools and Techniques co-authored by Murali Chematuri and myself and published by J. Ross Publishing. We have received unsolicited reviews like the following: “This book will prove that software projects should not be a tedious process, for you or your team.” Support SPaMCAST by buying the book here. Available in English and Chinese.

I have used dozens of process management applications—from Asana and Basecamp to Trello and beyond. But the best business process management software application in my experience is . So I was excited to speak with Vinay Patankar, cofounder and CEO of Process Street, on the Go For Launch podcast. Process Street is the simplest way to manage your team’s recurring processes and workflows. You can use Process Street to do things like easily setting up new clients, onboarding employees and managing content publishing (or podcast production and promotions workflows!). Process Street is a venture backed SaaS company and AngelPad alumnus with numerous Fortune 500 clients. When not running Process Street, Vinay loves to travel and spent four years as a digital nomad roaming the globe and running different Internet businesses. Vinay and I had a wide-ranging conversation about the benefits of process management and why Process Street is helping everyone from entrepreneurs to Fortune 500 companies 10x their business results with more effective, repeatable processes. Check out the many features and benefits of using Process Street to automate your business processes.

In this episode we hear from Vinay Patankar, the CEO of Process Street, an online service to help businesses set up intuitive training programs for tasks and processes using checklist-based workflows that can be sequenced, shared, and reproduced in parallel. Vinay tells us how Process Street works, and shares how the lessons he learned from earlier experiences starting companies helped guide him. He'll tell us about launching his company through AngelPad, finding his cofounder in a hostel in Buenos Aires, and how he suspects that failing to do enough user testing might have helped bring down his last company.

Patrick speaks with Vinay Patankar, founder and CEO of Process Street, an app for managing recurring processes and workflows

Vinay Patankar is the CEO of Process Street, a productivity tool for process driven teams. Process Street is 100% free to use for small teams and freelancers. Create a free account here: http://process.st

Vinay Patankar, the founder of Process Street, a new SaaS startup, discusses the lessons learnt from his first startup failure, why Process Street solves a big itch for any business that needs to scale.  We discuss why its important to focus on product feedback and validation, get traction (new customers) and focus on the user […] The post Lessons From The Failure of Vinay Patankars First Startup Could Make Process.St The Next Killer SaaS appeared first on Disruptware.