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 with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Written materials | TM Team member | |
| Status: Active | 2. Printed materials | Claude AI agent | |
| Status: Waiting | 3. Graphic materials | TM Team member | |
| Status: Conditional | 4. Electronic materials | Claude AI agent | |
| + 2 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
1
Written materials
2 days from previous step
Description: Use this step to document your written promotional content - brochures, sell sheets, white papers, and case studies. These materials build your credibility in the market and give your sales team something concrete to hand prospects at every stage of the conversation.
What we use them for:
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: Here you'll manage your printed collateral - things like business cards, flyers, posters, banners, and packaging inserts. Physical materials give your brand a real, tangible presence that digital stuff can't replicate.
What we use them for:
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: Use this step to catalog your visual assets - logos, infographics, social media graphics, and presentation templates. Keeping your visuals consistent is what makes your brand instantly recognizable across every channel.
What we use them for:
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: Here you'll organize your digital promotional assets - email templates, digital ads, landing pages, and downloadable resources. Digital materials are what let your marketing reach a much larger audience without proportionally more effort.
What we use them for:
What we use them for:
- Email marketing campaigns
- Paid advertising creative
- Lead generation offers
5
Audio materials
3 days from previous step
Description: Use this step to track your audio promotional content - podcast ads, radio spots, jingles, and hold music. Audio branding is one of the most underrated ways to make your brand stick in people's minds.
What we use them for:
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: Here you'll manage your video promotional content - commercials, product demos, testimonial videos, and animated explainers. Video's consistently one of the highest-engagement formats across pretty much every channel you're likely using.
What we use them for:
What we use them for:
- Social media advertising
- Website product demonstrations
- Trade show booth displays
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Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
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