for your business or organization, you need a way to find out which of your freemium or free trial users to get in touch with. 

Most of your users will probably continue to use your product for free forever, but some of them will want to buy your premium features or more time using your product if you're only letting them use it for free for a short amount of time. 

To know which of your users you should spend time on, serving 1-on-1 meetings and product demos, you'll need to set up your own Lead-process, or funnel, if you will. 

Above, you'll see an example of the Product-Qualified Lead (PQL) process we're currently using here in ShiftX. 

Lead Qualification Process

Santa's package delivery process is a heavy process, logistically, emotionally, and physically. And there are a lot of different stakeholders involved. 

To be sure he remembers how to do it most efficiently, every year, so every kid around the world gets their presents, he's been clever enough to visualize the whole process in ShiftX. 

Have a look at the ShiftX process above. Maybe your company could also benefit from being as structured as Santa?

Santas Package Delivery Process

Research conducted by Harvard Business Review shows that 

savvy companies prepare for offboarding long before an employee's exit

. It also refers to a PeoplePath report from 2019 that shows that:

A third of corporate alumni maintain connections with previous employers as clients, partners, or vendors.

15 percent of new hires come from alumni rehires and referrals

The importance of a good, structured offboarding process is evident, and every serious company should have one.

Planning and documenting your offboarding process

To be sure that the whole organization is onboard with how you do offboarding, every person affected by your offboarding process needs to understand what's going on and when. 

Or even better, every person involved in your offboarding process should be 

 in actually mapping out and planning how you should do procurement. What system is involved where? What are the needs at marketing? Sales? Logistics? 

To succeed with this involvement, you need a tool that gives you all a common language for visualizing and documenting your offboarding processes.

Offboarding

one-third of organizations don't have a structured onboarding for new hires

. That leads to higher turnover, inefficiencies, and less productivity. And it leaves you with less confident employees. 

We believe every organization needs a good onboarding process. Whether you are integrating a new employee, consultant, or client into your organization, you need a process that secures a good start. 

According to Gallup's “Creating an Exceptional Onboarding Journey for New Employees” report, 

companies that implement a formal onboarding program could see 50% greater employee retention among new recruits

 and 62% greater productivity within the same group. 

Gallup’s onboarding report also states that employees who have a positive onboarding experience are almost three times as likely to feel prepared and supported in their role, boosting their confidence and improving their ability to perform their role well.

One of Norway's largest charter and touring bus companies, OsloBuss, 

needed to onboard a lot of new drivers for the high season

, going from a small to an enormous production over a short period of time. 

By gathering a group of stakeholders and walking through their onboarding process together, mapping it out in ShiftX on the go, they secured a better understanding throughout the company. 

To gain this important common shared understanding throughout your organization, you need a tool that gives you a common language for visualizing and documenting your processes.

Onboarding

Streamlining debt collection can save every organization a lot of time and money. 

A first step should be to ensure that every stakeholder in your debt collection process has a shared common understanding of what's expected and when. 

By visualizing every step of your debt collection process, you're one step closer to a streamlined, efficient way of doing debt collection. 

Visualize your debt collection in ShiftX today. 

Debt Collection

Warehouse and storage picking and dispatching demands a high degree of structure and planning to be done as efficiently as possible. 

Many different stakeholders are involved, which again demands alignment and a common shared understanding. 

By structuring and planning visually, you secure a fast understanding among every stakeholder in minutes. 

Templates

Lead Qualification Process

Santas Package Delivery Process

Offboarding

Onboarding

Debt Collection

Warehouse Operations

Looking for something else?