BANT Lead Qualification Workflow
Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...
9 steps
3 automations
Sales sales
Marketing collateral workflow for Tallyfy
Keep every marketing asset on-brand and on-schedule
Marketing teams juggle dozens of collateral types across print, digital, audio, and video channels. This workflow organizes creation and distribution across all formats so nothing falls through the cracks and brand consistency stays intact.
6 steps
Run this workflow in Tallyfy
1
Import this template into Tallyfy and assign material type steps to your design team, copywriters, and production coordinators 2
Configure 2-3 day deadlines for each material category and add conditional logic to show relevant steps based on campaign requirements 3
Track written, printed, graphic, electronic, audio, and video materials through production in Tallyfy's real-time dashboard Process steps
1
Written materials
2 days from previous step
Description: Document all written promotional content including brochures, sell sheets, white papers, and case studies. These materials establish thought leadership and provide sales teams with valuable collateral.
What we use them for:Trade show handouts and leave-behinds
Email campaign attachments
Sales team reference materials
2
Printed materials
3 days from previous step
Description: Manage printed collateral including business cards, flyers, posters, banners, and packaging inserts. Physical materials create tangible brand touchpoints.
What we use them for:Conference and event displays
Retail point-of-sale materials
Direct mail campaigns
3
Graphic materials
2 days from previous step
Description: Catalog visual assets including logos, infographics, social media graphics, and presentation templates. Consistent visual identity strengthens brand recognition.
What we use them for:Social media campaigns
Website and landing page visuals
Internal and external presentations
4
Electronic materials
2 days from previous step
Description: Organize digital promotional assets including email templates, digital ads, landing pages, and downloadable resources. Digital materials enable scalable marketing reach.
What we use them for:Email marketing campaigns
Paid advertising creative
Lead generation offers
5
Audio materials
3 days from previous step
Description: Track audio promotional content including podcast ads, radio spots, jingles, and hold music. Audio branding creates memorable impressions through sound.
What we use them for:Podcast sponsorships
Radio and streaming ads
Phone system and IVR messaging
6
Video materials
3 days from previous step
Description: Manage video promotional content including commercials, product demos, testimonial videos, and animated explainers. Video content delivers high engagement across channels.
What we use them for:Social media advertising
Website product demonstrations
Trade show booth displays
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