Marketing workflow for Tallyfy

Find search terms that actually drive traffic

Random keyword targeting wastes content effort on terms that don't convert. This workflow guides teams through systematic research from topic definition through prioritization, ensuring your content targets what customers actually search for.

6 steps

Import into Tallyfy Preview steps

Sales keywords Research

Run this workflow in Tallyfy

Import this template into Tallyfy and assign SEO specialists and content team members to research and documentation steps

Upload tutorial materials using Tallyfy's file fields so the team has reference resources for search volume analysis and competitor research

Track progress through topic definition, keyword generation, metrics analysis, and grouping in Tallyfy's step-by-step view

Import this template into Tallyfy

Process steps

Keyword research tutorial 1

5 days from previous step

task

Record tutorial videos taking employees through the keyword research process You could cover these topics:What terms are people searching for? How often are those terms searched? Getting strategic with search volume Which format best suits the searcher's intent? Tools for determining the value of a keyword

Form fields in this step

Tutorial 1

Define your target topics

1 day from previous step

task

Start with the core topics your business needs to rank for. What do your customers search when they have problems you solve? List the main themes and categories. Do not jump straight to specific keywords - understand the landscape first.

Generate keyword ideas

1 day from previous step

task

Use keyword tools to expand from your seed topics into specific search terms. Look at related searches, questions people ask, and long-tail variations. Check what competitors rank for. Build a broad list first - you will narrow down later.

Analyze search metrics

1 day from previous step

task

Evaluate each keyword by search volume, competition, and intent. High volume means more potential traffic. Low competition means easier ranking. Intent matters most - are searchers looking to buy, learn, or compare? Prioritize keywords that match your goals.

Group and prioritize

1 day from previous step

task

Cluster related keywords into topic groups. Each group becomes a content piece or page. Prioritize based on business value, ranking difficulty, and current gaps. Create a roadmap for which keywords to target first. Not everything is equally important.

Document and share

1 day from previous step

task

Organize your keyword research into a shareable document or spreadsheet. Include metrics, groupings, and priority rankings. Share with content and SEO teams so everyone works from the same targets. Update regularly as you learn what actually works.