Asking For Referrals
A step-by-step Tallyfy template for sales reps to systematically request customer referrals. Takes about 2-3 weeks to co...
7 steps
3 fields
Sales referrals
Process templates
Step-by-step workflow templates to standardize your business processes
ATM Cash Reconciliation
Daily procedure for reconciling ATM cash against transaction records. Verifies dispensed amounts match system logs and i...
4 steps
3 fields
Banking
Authorized Device Management
A complete Tallyfy template for managing which devices can access company systems. This covers device authorization requ...
5 steps
1 automations
Information Technology security
B2B Customer Case Study Creation for Marketing Teams
Create compelling case studies that convert prospects into customers. This Tallyfy template walks you through finding th...
10 steps
2 automations
Management Consulting casestudy
B2B SaaS Customer Testimonial Collection Workflow
A proven 8-step workflow for collecting high-converting customer testimonials across all channels. Designed for B2B SaaS...
8 steps
Other testimonial
Background Checks
Run this Tallyfy template every time you need to conduct pre-employment screening. It guides you through obtaining conse...
7 steps
3 fields
1 automations
Human Resources investigation
Bank Deposit
A step-by-step Tallyfy template for handling cash and check deposits at the bank. Covers everything from filling out dep...
6 steps
2 automations
Banking Accounting
Bi-Weekly Payroll Processing Workflow
Complete bi-weekly payroll processing workflow for HR and finance teams. Estimated time: 2-4 hours per cycle. Covers tim...
10 steps
3 automations
Accounting HR
Blog Post Creation & Publishing Workflow
A complete content production workflow for the content team. Estimated time: 3-5 days from topic selection to publicatio...
10 steps
2 automations
Other about
BSA/AML Daily Monitoring
Daily review of transaction alerts and suspicious activity flags from your BSA monitoring system. Covers alert triage, i...
3 steps
2 fields
Banking
Cash Collection
A structured accounts receivable collection process for overdue invoices. Takes about 45-90 days from first reminder to ...
10 steps
Accounting Accounting
Cash flow management
Monthly or weekly cash flow review for CFOs and finance teams. Takes 30-60 minutes. You will track money in, money out, ...
7 steps
3 fields
1 automations
Accounting statements
Cash Over/Short Investigation
Investigation workflow when teller drawer or vault shows an unexplained over or short. Documents root cause analysis and...
4 steps
4 fields
Banking
Check Fraud Investigation
Investigation workflow when check fraud is suspected or reported. Covers evidence gathering, loss mitigation, and report...
4 steps
4 fields
Banking
Claims to Other Banks
Process for recovering funds from other banks for fraudulent or erroneous transactions. Covers warranty claims, late ret...
3 steps
4 fields
Banking
Client Personas
Estimated Time: 2-3 weeks Difficulty: Moderate Team Size: 2-4 people (marketing, sales, product) Build data-driven buye...
7 steps
Sales Research
Client Visits
Run this process everytime you want to give a basic structure for "Customer Visits" Subject to employees...
7 steps
1 fields
Other Client
Communication Styles
Run this process everytime you want to give a basic structure for Communication Styles Subject to employees...
6 steps
Other communication
Company Culture
Run this process every time you want to talk about your company's culture and why it's important to you and your team....
6 steps
Other companyrelated
Competitive Analysis Process for Product and Marketing Teams
A structured competitive intelligence workflow for product managers, marketing teams, and strategy consultants. Use this...
6 steps
3 automations
Management Consulting Research
Consulting Project Kickoff
Launch consulting engagements the right way - with clear scope, the right people, and a plan everyone actually understan...
7 steps
3 automations
Professional Services Management Consulting
CRM Training & Best Practices Workflow
Estimated Time: 3-5 hours over 5 days Difficulty: Beginner to Intermediate Team Size: 1 trainee + 1 manager A structure...
7 steps
Sales Software CRM
Currency Transaction Report (CTR) Filing
Workflow for completing and filing CTRs for cash transactions over $10,000. Required within 15 days per 31 CFR 1010.306....
3 steps
3 fields
Banking
Customer Complaint Escalation Process for Service Teams
Structured process for handling escalated customer complaints when issues require manager or specialist intervention. Co...
8 steps
4 fields
3 automations
Other Support
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