🎉 Trainday now integrates with Zendesk and Hubspot 🎉 Trainday now integrates with Zendesk and Hubspot 🎉 Trainday now integrates with Zendesk and Hubspot
🎉 Trainday now integrates with Zendesk and Hubspot
New Employee Onboarding Process Template
A comprehensive template to streamline the onboarding process for new employees.
New Employee Post-offer and Pre-start Process Checklist Template
Checklist to ensure all necessary steps are completed between the job offer and the start date.
Accessing and Troubleshooting the Office Wi-Fi (Xfinity Provider) Process Template
Guide to help employees access and troubleshoot the office Wi-Fi provided by Xfinity.
Account Reconciliation Process Template
Template to ensure accurate and efficient reconciliation of accounts.
Annual Planning with OKRs Process Template
Template for setting and achieving annual goals using Objectives and Key Results (OKRs).
Asking for Customer Referrals from Existing Customers Process Template
A process for requesting and managing customer referrals from existing clients.
Background Check Process Template
A standard process for conducting background checks on potential employees.
Bar Opening Procedure Process Template
Step-by-step procedure for opening a bar and preparing for service.
Benefits Renewal Process Template
Template to manage the annual renewal of employee benefits.
Blog Publishing (WordPress) Process Template
A guide for publishing blog posts on a WordPress site.
Building a Presentation Deck in Google Slides Process Template
Template for creating effective presentation decks using Google Slides.
Building a Presentation Deck in Keynote Process Template
Template for creating engaging presentation decks using Keynote.
Business Succession Planning Process Checklist Template
Checklist to guide the process of business succession planning.
Change Management: Employee Transition Process Template
A process for managing employee transitions during organizational changes.
Childcare Center - Child Enrollment Process Template
Template to streamline the enrollment process for children at a childcare center.
Childcare Center - New Employee Onboarding Process Template
Template to guide the onboarding process for new employees at a childcare center.
Childcare Center - Nutrition and Meal Planning Process Template
Template for planning and managing nutrition and meals at a childcare center.
Childcare Center - Parent Communication Plan Process Template
A process for effective communication with parents at a childcare center.
Cleaning - Cleaning Services Process Template (by Suddenly Spotless)
Template for managing cleaning services, created by Suddenly Spotless.
Client Gifting Strategy and Process Template
A strategy and process for client gifting to enhance relationships and loyalty.
Client Offboarding Process Template
A template for managing the offboarding process for clients.
Collecting Customer Payments Process Template
Template to streamline the process of collecting payments from customers.
Collecting Customer Testimonials Process Template
A process for collecting and managing customer testimonials.
Company Annual Retreat Process for Employees Template
Template for planning and executing an annual company retreat for employees.
Company Pricing Process Template
Template for establishing and managing company pricing strategies.
Compensation Increase Process Template
A process for managing employee compensation increases.
Conducting Self-reflections Process Template
Template for guiding employees through self-reflection exercises.
Contacting Past Job Candidates Process Template
A process for reaching out to past job candidates for potential opportunities.
Creating Meeting Agendas Process Template
Template for creating effective meeting agendas.
Creating Proposals with Proposify Process Template
A guide for creating business proposals using Proposify.
Creating Sales Decks Process Template
Template for building compelling sales decks.
Customer Appreciation Process Template
A process for showing appreciation to customers and enhancing loyalty.
Customer Contract Renewal Process Template
Template for managing the renewal of customer contracts.
Customer Escalations Process Template
A process for handling customer escalations effectively.
Customer Review Response (Capterra and Software Advice) Process Template
Template for responding to customer reviews on Capterra and Software Advice.
Customer Review Response (G2) Process Template
Template for responding to customer reviews on G2.
Customer Success Upsell and Downgrade Process Template
A process for managing upsell and downgrade opportunities in customer success.
Data Backup and Recovery Process for Employees Template
Template for data backup and recovery procedures for employees.
Decision Approval Process Template
A process for approving decisions within the organization.
Decision-making Guidelines Template
Guidelines for making informed and effective decisions.
Dental - Assisting Dental Procedures Process Template
Template for assisting in dental procedures.
Dental - Dental Care Billing Process Template
A process for managing dental care billing.
Dental - Infection Control and Sterilization Process Template
Template for infection control and sterilization in dental practices.
Dental - OSHA Training for Dental Offices Process Template
Template for conducting OSHA training in dental offices.
Dental - Onboarding and Orientation Process Template
Process for onboarding and orienting new dental office employees.
Dental - Recruitment and Hiring Process Template
Template for recruiting and hiring in dental practices.
Dental - Using Dentrix for Dental Practice Management Process Template
A guide for using Dentrix for dental practice management.
Dental - Using Dexis for Dental X-rays Process Template
Template for using Dexis for dental X-rays.
Department Budgeting Process Template
Template for managing department budgets.
Developing Phone and Email Scripts for Sales Process Template
Template for creating effective phone and email scripts for sales.
Direct Mail Campaign Process Process Template
A process for planning and executing direct mail campaigns.
Documenting Disciplinary Action Process Template
Template for documenting and managing disciplinary actions.
Dropshipping Process Template
A comprehensive process for managing dropshipping operations.
Editing Videos in Adobe Premiere Process Template
A guide for editing videos using Adobe Premiere.
Email Management: Achieving Inbox Zero Process Template
Template for managing emails and achieving Inbox Zero.
Email Management: Security Best Practices Template
Best practices for managing email security.
Employee Offboarding Process Template
Template for managing the employee offboarding process.
Employee Policy and Procedures for Emergencies or Natural Disasters Template
Guidelines for employee policies and procedures during emergencies or natural disasters.
Employee Rewards and Recognition Process Template
Template for managing employee rewards and recognition.
Exit Interview Process Template
A process for conducting exit interviews with departing employees.
Facilitating Performance Evaluations Process Template
Template for conducting performance evaluations.
Feedback Training Process Template
A guide for training employees on providing and receiving feedback.
Fielding Inquiries from Customers and Prospects Process Template
Template for handling inquiries from customers and prospects.
Filing Sales Tax Process Template
A process for filing sales tax.
Front Desk Check-in (Dentist Office) Process Template
Template for managing front desk check-ins at a dentist office.
Google Analytics 4 Set Up (Migrating from UA) Process Template
A guide for setting up Google Analytics 4 and migrating from Universal Analytics.
Google Analytics Review for Content Performance Process Template
Template for reviewing content performance using Google Analytics.
Guest Posting Process Template
A process for managing guest posting on blogs and websites.
HVAC and Plumbing - Onboarding and Orientation Process Template
Template for onboarding and orienting new employees in HVAC and plumbing.
HVAC and Plumbing - Recruitment Process Template
A process for recruiting employees in HVAC and plumbing.
HVAC and Plumbing - ServiceTitan for HVAC Technicians and Plumbers Process Template
Guide for using ServiceTitan for HVAC technicians and plumbers.
HVAC and Plumbing - ServiceTitan for Office Staff Process Template
Guide for using ServiceTitan for office staff in HVAC and plumbing.
Handling Customer Support Tickets Process Template
Template for managing customer support tickets.
Handling Employee Separation (Resignation, Termination, Retirement) Process Template
A process for handling employee separation, including resignation, termination, and retirement.
Handling Sales Objections and Stalls Process Template
Template for managing and overcoming sales objections and stalls.
Healthcare - Hand Hygiene/Handwashing Process Template
Guide for proper hand hygiene and handwashing in healthcare settings.
Healthcare - Medical Emergency Response Process Template
Template for responding to medical emergencies in healthcare settings.
Healthcare - Patient Admission Process Template
A process for admitting patients in healthcare facilities.
Healthcare - Patient Discharge Process Template
A process for discharging patients from healthcare facilities.
Healthcare - Personal Protective Equipment (PPE) Use and Disposal Process Template
Guide for the proper use and disposal of PPE in healthcare settings.
Hiring Interview Process and Guidelines Template
Template for conducting hiring interviews and guidelines.
Hiring Process Checklist Template
A checklist to guide the hiring process from start to finish.
How To Document a Process Template
A guide for documenting business processes.
How To Improve a Process Template
Template for identifying and implementing process improvements.
How To Run a Meeting Process Template
Guide for conducting effective meetings.
IT Asset Management Process Template
Template for managing IT assets.
IT Change Request Management Process Template
A process for managing IT change requests.
IT Cybersecurity Risk Assessment Process Template
Template for conducting cybersecurity risk assessments.
IT Incident Management Process Template
A process for managing IT incidents.
IT Service Request Management Process Template
Template for managing IT service requests.
IT Setup and Onboarding Process for New Employees Template
Guide for setting up IT resources and onboarding new employees.
Incentive and Bonus Payout Process Template
A process for managing incentive and bonus payouts.
Influencer Marketing Strategy Guide Template
A guide for developing an influencer marketing strategy.
Internal Job Application Process
Template for managing internal job applications.
Intro to Calendly Template
Guide for using Calendly for scheduling meetings.
Intro to Google Calendar Template
Guide for using Google Calendar.
Intro to Google Drive Template
Guide for using Google Drive.
Intro to Google Gmail Template
Guide for using Google Gmail.
Intro to Intercom Template
Guide for using Intercom for customer communication.
Intro to ProfitWell Template
Guide for using ProfitWell for subscription analytics.
Intro to Slack Template
Guide for using Slack for team communication.
Intro to Zillow Process Template
Guide for using Zillow.
Intro to Zoom Template
Guide for using Zoom for video conferencing.
Inventory Management (Restaurant) Process Template
Template for managing inventory in a restaurant.
Inventory Management (Shipping and Packaging) Process Template
Template for managing inventory in shipping and packaging.
Inventory Purchasing (Inventory Procurement) Process Template
A process for procuring inventory.
Issuing Company Equipment to New Hires Process Template
Template for issuing company equipment to new hires.
Issuing Discount Process Template
A process for issuing discounts.
Issuing Refunds Process Template
Template for managing refund requests.
Job Candidate Rejection Process Template
A process for rejecting job candidates respectfully.
Job Recruitment Process Template
Template for managing the job recruitment process.
Landscaping - Lawn Care Safety Process Template (by Chorbie)
Safety process for lawn care, created by Chorbie.
Landscaping - Lawn Treatment Process Template (by Chorbie)
Lawn treatment process, created by Chorbie.
Leadership Succession Planning Process Template
A process for planning leadership succession.
Leading Effective 1:1 Meetings Process Template
Guide for leading effective one-on-one meetings.
Leading and Managing Remote and Hybrid Teams Process Template
Template for leading and managing remote and hybrid teams.
Leave of Absence Request Process Template
A process for managing leave of absence requests.
Local Search Engine Optimization (SEO) Process Template
Guide for optimizing local search engine results.
Long-term Financing Process Template
Template for managing long-term financing.
Management by Objectives (MBO) Process Template
A process for managing by objectives.
Managing Customer Self-service Support Process Template
Template for managing customer self-service support.
Managing Inventory Aging Process Template
A process for managing aging inventory.
Managing the Affiliate Program on PartnerStack Process Template
Guide for managing the affiliate program on PartnerStack.
Managing the Customer Loyalty Program Process Template
Template for managing a customer loyalty program.
Managing the Editorial Calendar Process Template
A process for managing the editorial calendar.
Marketing Agency - Creating Graphic Designs with Adobe Photoshop Process Template
Template for creating graphic designs with Adobe Photoshop in a marketing agency.
Marketing Agency - Onboarding and Orientation Process Template
Template for onboarding and orienting new employees in a marketing agency.
Marketing Agency - Recruitment Process Template
A process for recruiting in a marketing agency.
Marketing Agency - Resource Allocation and Project Management Process Template
Guide for resource allocation and project management in a marketing agency.
Marketing Agency - SEO Process Template
Template for managing SEO in a marketing agency.
Marketing Agency - Social Media Campaign Management Process Template
A process for managing social media campaigns in a marketing agency.
Measuring Customer Satisfaction Process Template
Template for measuring customer satisfaction.
Migrating Content into Trainday Template
Guide for migrating content into Trainday.
New Customer Onboarding Process Template
Template for onboarding new customers.
New Software Implementation Process Template
A process for implementing new software.
New Vendor/Technology Business Case Process Template
Template for creating a business case for new vendors or technology.
Office Equipment Maintenance Process Template
Template for maintaining office equipment.
Opening and Closing the Office Process Template
A process for opening and closing the office.
Ordering Office Supplies Process Template
Template for ordering office supplies.
Our Company Personal Branding Guide Template
Guide for personal branding within the company.
Out Of Home Advertising Strategy Process Template
A process for planning and executing out-of-home advertising strategies.
Packing and Fulfillment Process Template
Template for managing packing and fulfillment operations.
Paid Advertising Strategy Process Template
Guide for developing and implementing paid advertising strategies.
Performance Improvement Plan (PIP) Process Template
Template for creating and managing performance improvement plans.
Performing Keyword Research with Google Keyword Planner Process Template
A guide for performing keyword research using Google Keyword Planner.
Planning Trade Shows and Events Process Template
Template for planning trade shows and events.
Podcast Publishing (Anchor) Process Template
Guide for publishing podcasts using Anchor.
Pools and Aquatic Centers - Handling Angry Pool Visitors Process Template
Template for handling angry pool visitors at aquatic centers.
Pools and Aquatic Centers - Handling Rowdy Kids Process Template
A process for managing rowdy kids at pools and aquatic centers.
Pools and Aquatic Centers - Pool Area Prep Process Template
Template for preparing the pool area at aquatic centers.
Pools and Aquatic Centers - Visitor Check-in Process Template
A process for checking in visitors at pools and aquatic centers.
Post-Sale Handoff to Customer Success Process Template
Template for handing off customers to the customer success team post-sale.
Post-sales Follow-up Process Template
A process for following up with customers after a sale.
Posting Open Roles to Lever Process Template
Guide for posting open job roles to Lever.
Preparing Monthly Financial Statements in Google Sheets Process Template
Template for preparing monthly financial statements using Google Sheets.
Preparing for Commercial Property Foreclosure Process Template
A process for preparing for commercial property foreclosure.
Product Development Process Template
Template for managing the product development process.
Product Recall Process Template
A process for managing product recalls.
Productboard Process Template
Guide for using Productboard.
Project Management Process Template
Template for managing projects effectively.
Promotion to People Manager Process Template
A process for promoting employees to people managers.
Purchasing Lists Process Template
Template for creating and managing purchasing lists.
Quality Assurance Process Template
A process for ensuring quality assurance.
Quarterly Planning with SWOT Process Template
Template for conducting quarterly planning using SWOT analysis.
Receiving Deliverables at the Office Process Template
A process for receiving deliverables at the office.
Receiving Inventory Process (Retail Location) Template
Template for managing inventory receiving at retail locations.
Replacement Planning Process Template (Employee Turnover)
A process for planning replacements due to employee turnover.
Resolving Customer Complaints Process Template
Template for managing and resolving customer complaints.
Roofing - Asphalt Roof Shingle Installation Process Template
Guide for installing asphalt roof shingles.
Roofing - General Roofing Vocabulary Process Template
A guide to general roofing vocabulary.
Roofing - Pre-Production Site Inspection Process Template
Template for conducting pre-production site inspections in roofing.
Roofing - Roof Cleaning Process Template
A process for cleaning roofs.
Roofing - Roof Repair Process Template
Template for managing roof repairs.
Roofing - Roofing Estimate Process for Residential Homes
Guide for creating roofing estimates for residential homes.
Roofing - Skylight and Solar Tube Installation Process Template
Template for installing skylights and solar tubes.
Roofing - Using Common Tools for Roofing Jobs Process Template
Guide for using common tools in roofing jobs.
Running Promotional Offers and Sales Process Template
A process for running promotional offers and sales.
Sale With Stripe Process Template
Template for processing sales with Stripe.
Sales Close Plan Process Checklist Template
A checklist for closing sales deals.
Sales Cross-selling and Upselling Process Template
Template for managing cross-selling and upselling in sales.
Sales Follow-up Process Template
A process for following up with sales leads and customers.
Sales Lead Qualification Process Checklist Template
Checklist for qualifying sales leads.
Sales Prospecting Process Template
Template for managing the sales prospecting process.
Securing Partnerships for Events Process Template
A process for securing partnerships for events.
Sending Surveys with Lattice Process Template
Guide for sending surveys using Lattice.
Setting Key Performance Indicators (KPIs) Process Template
Template for setting and managing KPIs.
Setting Objectives and Key Results (OKRs) Process Template
A process for setting and achieving OKRs.
Setting SMART Goals Process Template
Template for setting SMART goals.
Setting Up and Managing A WordPress Blog Process Template
Guide for setting up and managing a WordPress blog.
Setting Up and Managing a Webflow Blog Process Template
Guide for setting up and managing a Webflow blog.
Social Media Content Management Process Template
Template for managing social media content.
Social Media Management Process Template
Template for managing social media activities.
Specialty Trade - Backflow Prevention Equipment Manuals Template
Guide for backflow prevention equipment in specialty trade.
Specialty Trade - Drain Equipment Manuals Template
Guide for drain equipment in specialty trade.
Specialty Trade - Fixture and Faucet Equipment Manuals Template
Guide for fixture and faucet equipment in specialty trade.
Specialty Trade - How To Maintain the Company Truck Process Template
Template for maintaining the company truck in specialty trade.
Specialty Trade - Pipe and Fitting Equipment Manuals Template
Guide for pipe and fitting equipment in specialty trade.
Specialty Trade - Water Heater Equipment Manuals Template
Guide for water heater equipment in specialty trade.
Submitting Payroll with Gusto Process Template
Template for submitting payroll using Gusto.
Submitting Speaker Applications for Company Thought Leaders Process Template
A process for submitting speaker applications for company thought leaders.
Supply Vendor Selection Process Template
Template for selecting supply vendors.
Talent Recruiting Process Template
Template for recruiting talent.
Using HubSpot for Our CRM Process Template
Guide for using HubSpot as a CRM.
Using Salesforce for Our CRM Process Template
Guide for using Salesforce as a CRM.
Vendor Management Process Template
Template for managing vendors.
Visiting Clients Process Template
A process for visiting clients.
Volume Pricing Process Template
Template for managing volume pricing.
Warehouse Receiving Process Template
Template for receiving inventory at the warehouse.
Welcome to Trainday (for General Users) Template
An introduction template for new users of Trainday.
Worker Compensation Registration Process Template
Template for managing worker compensation registration.