Sales process workflow for Tallyfy

Convert inbound leads before they go cold

Inbound leads are warm and ready to talk, but speed matters. The first to respond often wins. This workflow ensures your sales team qualifies, engages, and advances inbound opportunities through a consistent process every time.

9 steps

Import into Tallyfy Preview steps

Sales inbound

Run this workflow in Tallyfy

Import this template into Tallyfy and assign sales reps to respond within minutes using Tallyfy's task notifications and mobile alerts for new leads

Use Tallyfy's 9-step process to identify, qualify using consistent criteria (budget, authority, need, timeline), understand their specific situation, and present tailored solutions

Track every inbound opportunity in Tallyfy to ensure conversations end with clear next steps - whether that's a closed deal, scheduled follow-up, or proposal delivery

Import this template into Tallyfy

Process steps

Identify

5 days from previous step

task

*insert template* Identify leads and create brand awareness

Connect

5 days from previous step

task

*insert template* Connect with qualified leads

Explore

5 days from previous step

task

*insert template*

Advice

5 days from previous step

task

*insert template*

Respond quickly

1 day from previous step

task

Speed kills in inbound sales - the first to respond often wins. Aim for under five minutes during business hours. Use automated initial responses if needed but follow up personally fast. Every hour you wait, the lead cools off and competitors warm up. Have templates ready but personalize them.

Qualify the opportunity

1 day from previous step

task

Figure out if this is a real opportunity worth pursuing. Do they have budget? Authority to buy? A genuine need? A timeline? Use your qualification framework consistently. Not every lead is a good fit - better to know early than waste time on deals that will never close.

Understand their situation

1 day from previous step

task

Dig into their specific needs and pain points. What problem are they trying to solve? Why now? What happens if they do nothing? What have they tried before? The more you understand their situation, the better you can position your solution. Listen more than you talk.

Present your solution

1 day from previous step

task

Show how your product solves their specific problem. Connect features to their stated needs - do not just run through a generic demo. Address objections directly. Share relevant case studies from similar companies. Make it easy for them to see themselves succeeding with your solution.

Close or advance

1 day from previous step

task

Every conversation should end with a clear next step. If they are ready, close the deal. If not, schedule a specific follow-up action - another call, a proposal, a trial, meeting other stakeholders. Never leave a conversation with a vague we will be in touch. Get commitment to a concrete next action.