Sales process workflow for Tallyfy

Never let a lead slip through without follow-up

Most deals are lost not to competitors but to no decision, often because follow-up was inconsistent or forgotten entirely. This workflow ensures every prospect and customer gets proper attention at the right intervals with relevant materials.

10 steps

Import into Tallyfy Preview steps

Sales customersucess

Run this workflow in Tallyfy

Import this template into Tallyfy and assign sales reps to their own follow-up processes so each rep tracks their leads independently

Use Tallyfy's 10-step workflow to review previous interactions, prepare relevant materials, make contact through preferred channels, and document every touchpoint in one place

Track follow-up status in Tallyfy to see which prospects need attention, schedule future touchpoints based on temperature, and ensure no lead falls through the cracks

Import this template into Tallyfy

Process steps

Send a note to say thank you

5 days from previous step

task

*insert template*

Check in

5 days from previous step

task

*insert template*

Keep the lines of communication open

5 days from previous step

task

*insert template*

Think second sale

5 days from previous step

task

*insert template*

Ask for referrals

5 days from previous step

task

*insert template*

Review initial interaction

1 day from previous step

task

Before following up, remind yourself what happened in the original conversation. What did you discuss? What did they express interest in? What questions did they have? What did you promise to do? Check your notes or CRM. Going in blind makes you look unprepared and unprofessional.

Prepare relevant materials

1 day from previous step

task

Gather whatever you need before reaching out. Information they requested, answers to their questions, proposals, case studies, whatever adds value. Do not follow up empty-handed with just a checking in message. Bring something useful to the conversation every time.

Make contact

1 day from previous step

task

Reach out through their preferred channel - email, phone, text, whatever they respond to best. Reference your previous conversation specifically so they remember you. Be concise and clear about why you are following up. Suggest a specific next step or ask a direct question to move things forward.

Document the follow-up

1 day from previous step

task

Log what happened in your CRM or tracking system. Did they respond? What did they say? What is the next action? When should you follow up again? Good documentation prevents dropped balls and repeated outreach to the same person. It also helps colleagues pick up where you left off if needed.

Schedule next touchpoint

1 day from previous step

task

Set a reminder for the next follow-up based on what makes sense. Hot prospects need faster follow-up than cold leads. If they asked you to check back in two weeks, put it on your calendar. Do not rely on memory - it fails. Persistence wins, but space it out appropriately so you do not become annoying.