Leasing - Tenant Onboarding
Estimated Time: 3-4 weeks | Difficulty: Intermediate | Team Size: 2-4 people | A comprehensive real estate tenant onboar...
13 steps
5 fields
11 automations
Real Estate Leasing
Process templates
Step-by-step workflow templates to standardize your business processes
New Email Campaign
Use this blueprint to create and track a new email campaign. This process will help you in tracking approvals and change...
14 steps
13 automations
Sales communication
New Hire Orientation
Run this process every time a new employee is being oriented into the company...
15 steps
Other HR
Partner Onboarding
Use this blueprint to track and manage partner onboarding process. With a few changes, this blueprint can also be used t...
14 steps
9 automations
Professional Services onboarding
Plan Regular Events
Use this blueprint as a checklist to plan and track preparation for regular events such as team lunch, board meeting, te...
14 steps
Entertainment Planning
Plan Regular Events
Use this blueprint as a checklist to plan and track preparation for regular events such as team lunch, board meeting, te...
14 steps
Entertainment Planning
Product Ideation & Innovation Pipeline Workflow
Use this Tallyfy template to manage your product innovation pipeline from initial idea through market launch. Track new ...
20 steps
6 automations
Cloud Services ProductManagement
PTO & Vacation Request Approval Workflow
Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) Streamline PTO and vacation reques...
11 steps
5 automations
Other HR
Sales Discount Approval & Pricing Exception Workflow
Estimated Time: 1-4 hours (depending on discount level and approval chain) Difficulty: Beginner Team Size: 2-3 approve...
11 steps
5 automations
Accounting Approval
Sales Price Override Approval Workflow
Use this Tallyfy template to request, review, and approve price overrides for products or services. Ensures proper autho...
9 steps
3 automations
Accounting pricing
Social Media Campaign Planning & Scheduling
Plan, create, and schedule social media campaigns across multiple platforms. This template helps marketing teams coordi...
15 steps
8 automations
Sales SocialMedia
Team Status Report Workflow (Weekly/Monthly)
Standardized workflow for collecting, reviewing, and distributing team status reports on weekly or monthly cadences. Est...
13 steps
2 fields
8 automations
Other TaskManagement
Trade Show & Conference Planning Workflow
Estimated Time: 6-8 weeks Difficulty: Intermediate Team Size: 3-5 people Plan and execute successful trade shows and co...
9 steps
2 automations
Entertainment event
Website Content Update Request Workflow
Use this workflow to manage website content updates from request to deployment. Estimated time: 3-5 business days | Dif...
14 steps
11 automations
Information Technology website
Access Review Certification
Access creep is real. That contractor from 2019? Still has admin rights. This quarterly review keeps permissions tight -...
7 steps
3 automations
Security/Investigations Information Technology
Account Reconciliation
Use this Tallyfy template to reconcile your internal cash register or accounting records with bank statements. It walks ...
5 steps
1 automations
Banking Accounting
Accounting Firm Client Onboarding
Get new accounting and bookkeeping clients set up properly from day one. This covers everything from the initial chat to...
7 steps
3 automations
Professional Services Accounting
ACH Return Processing
Workflow for handling returned ACH items including NSF returns, unauthorized transactions, and administrative returns. E...
4 steps
3 fields
Banking
Ad Campaign Management and Tracking
A structured 5-day workflow for marketing teams to audit, track, and optimize advertising campaigns across all channels....
8 steps
2 automations
Sales advertisement
Affiliate Program
Launch and manage a profitable affiliate program from scratch. This Tallyfy template walks you through defining commissi...
7 steps
Accounting payments affiliate
AIDA Sales Funnel Tracker
Track individual leads through the classic AIDA funnel model - from first awareness to closed deal. Each phase includes ...
4 steps
1 automations
Sales sales
Annual Planning
A structured Tallyfy template for creating your annual business plan. Takes 2-3 weeks to complete properly. Best for CEO...
5 steps
3 fields
1 automations
Accounting Budgeting
Approved Vendor & Purchasing List Management Workflow
A structured Tallyfy template for managing vendor approvals and purchasing lists. Estimated time: 1-2 hours for updates....
6 steps
Manufacturing purchasing
Archived Advertisements
A streamlined Tallyfy template for organizing and cataloguing completed ad campaigns. Perfect for marketing teams who ne...
4 steps
1 fields
1 automations
Sales advertisement archive
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