Processes are the foundation of a sustainable, scalable business. As such, we’ve gone to great lengths to document our processes so that everyone who implements them can do so consistently and repeatedly.
We also spell out inbound and HubSpot processes at length across our articles and guides to help make our readers’ lives easier.
But processes change all the time, so it’s important that when they do, we update these assets to keep them accurate, useful, and valuable. Here’s how.
Step 1 of the process
It’s the responsibility of whoever has become aware that a process has changed to inform the operations manager of this.
Step 2 of the process
The operations manager should compile a list of everywhere that the process features. If the process in question is an internal process, a how-to document will typically live in the BQ Processes folder in GDrive. It might also feature in the Induction Guide or other employee documents.
If the process relates to sales or marketing best practice, is an update of a HubSpot process, or otherwise relates to an external process about which we write, refer to the most recent BQ content audit for evidence of where it might be documented on the blog or within gated resources.
Step 3 of the process
The operations manager should inform the head of content that X has informed them of a process change. At the same time, they should inform the head of content where written instances of the process need to be updated.
Step 4 of the process
Be it process document, blog article, Knowledge Base entry, or other, the head of content should locate the relevant written content and update the process to reflect the changes.
Note: If the content is a video, it may well have to be reshot.
Step 5 of the process
The head of content should review the process with the individual who first notified the operations manager of the process change to ensure it accurately reflect the changes to the process.