Customer Complaint Resolution Workflow
A structured Tallyfy template for handling customer complaints professionally to protect your reputation and improve ret...
7 steps
2 automations
Other Support customersucess
Process templates
Step-by-step workflow templates to standardize your business processes
Customer Due Diligence Review
Periodic review of existing customer relationships for updated risk assessment and ongoing due diligence. Required by 31...
3 steps
3 fields
Banking
Customer Relationship Management Process for Service Teams
Strengthen customer relationships and improve retention with this structured CRM workflow. Perfect for customer success ...
9 steps
1 fields
2 automations
Sales customersucess
Customer Upsell & Expansion Opportunity Workflow
A structured 10-15 day workflow for customer success and sales teams to identify, qualify, and pursue upsell opportuniti...
7 steps
1 automations
Sales sales
Customer/Patient Notes
Run this process everytime you want to give a basic structure for a "Customer/Patient Notes" Subject to employees...
6 steps
Medical notes
Daily Deposit Processing
Workflow for processing commercial and retail deposits received during the day. Covers verification, encoding, and balan...
4 steps
3 fields
Banking
Data Breach Response Plan
Data breaches have strict notification timelines. This keeps you compliant with GDPR, CCPA, and state laws. Best for: Pr...
7 steps
3 automations
Financial Services Hospital/Health Care
Decision making hierarchy
Run this process every time you want to take your employee through the company's decision making hierarchy...
5 steps
Other about
Delinquent Loan Follow-up
Collection workflow for past-due loans. Covers contact attempts, payment arrangements, and escalation. Takes 10-20 minut...
3 steps
4 fields
Banking
Design Standards
Run this process everytime you want to give a basic structure for a "Design Standards" Subject to employees...
6 steps
Design designing
Device Troubleshooting
Run this process everytime you want to give a basic structure for a "Device Troubleshooting" Subject to employees...
5 steps
Information Technology troubleshoot Support
Direct Mail Campaigns
Run this process everytime you want to give a basic structure for a "Direct Mail Campaigns" Subject to employees...
1 steps
2 fields
Sales campaigns communication
Disciplinary Action
Run this process every time you want to open a disciplinary action against an employee...
7 steps
4 fields
Human Resources investigation
Discounts and Volume Pricing
Run this process everytime you want to give a basic structure for a "Discounts & Volume Pricing" Subject to employees...
2 steps
Other discounts
Drawing from line of credit
Run this process any time you want to borrow a flexible loan from a bank or financial institution...
2 steps
1 fields
Financial Services requests
Drop-Shipping
Run this process every time the company receives a drop shipping order...
8 steps
5 fields
Retail shipping
Employee Benefits Enrollment
Use this Tallyfy template when a new employee joins or during annual open enrollment. It walks you through setting up be...
7 steps
4 fields
1 automations
Human Resources benefits
Employee Compensation Adjustment
Time to complete: 3-5 business days | Difficulty: Medium | Best for: HR managers, department heads, and compensation ana...
6 steps
4 fields
1 automations
Human Resources compensation
Employee Offboarding & Termination Workflow
Complete employee offboarding process for HR managers and department supervisors. Estimated time: 2-5 business days. Cov...
15 steps
Other HR
Estimates
Run this process everytime you want to give a basic structure for a "Estimates" Subject to employees...
6 steps
Other estimations
FDIC Examination Preparation
Comprehensive checklist for preparing for FDIC or state examiner visits. Covers document gathering, staff preparation, a...
5 steps
3 fields
Banking
Fed Adjustment Processing
Workflow for researching and processing Federal Reserve adjustment entries. Covers debit/credit research, entry correcti...
3 steps
3 fields
Banking
Filing Workers Compensation
Run this process everytime you want to give a basic structure for a "Filing Workers Compensation" Subject to employees...
8 steps
Human Resources compensation
Financial Statement Preparation Workflow
**Estimated Time:** 7-10 business days | **Difficulty:** Intermediate | **Team Size:** 2-4 people A structured 8-step p...
8 steps
1 fields
Accounting statements
Cannot find what you need?
Create your own process template from scratch or customize any of these templates to match your needs.
Create your own template