Tallyfy cuts work time down to a few hours instead of 2 days for book marketing company
Find out how Tallyfy provided framework for repeated business processes at Julie Ink, effectively reducing redundancy & increasing efficiency
Summary
- Monthly campaigns cut from 2 days to a few hours - Julie Ink slashed recurring client work time by over 75% using automated workflow templates for social media campaigns, podcast management, and marketing platform setups
- Team collaboration jumped from 5/10 to 8/10 - Moving from scattered tools like Basecamp, Asana, and email to a single process platform reduced stress and improved communication across the marketing team
- Conditional task branching reduces overwhelm - The ability to hide tasks until needed and show variable process trees based on inputs eliminates the “reinventing the wheel” feeling on every client engagement
- Need to streamline your agency processes? See how Tallyfy helps marketing teams scale
Julie Ink - A book marketing and publishing service that helps clients promote their books in the social media dominated world we live in today. Tallyfy provided framework for repeated business processes at Julie Ink, effectively reducing redundancy and increasing efficiency in order for them to scale their client operations.
Julie Trelstad
Owner
Julie Ink
What was the problem you were trying to solve?
We have a set formula for helping authors set up digital marketing platforms, and many of our clients have to repeat monthly tasks such as podcast management, facebook live/other social media campaigns. Tallyfy has provided a platform to automate these habitual tasks in an efficient and streamlined way.
— Julie Trelstad, Owner, Julie Ink
For agencies like Julie Ink that manage multiple client engagements simultaneously, having a structured onboarding process is the foundation everything else builds on.
Client Onboarding Made Easy
Can you list the names of processes you run on Tallyfy?
Today, we use Tallyfy for:
- Client Onboarding Admin
- Marketing Audit
- Marketing Platform Setup Plan
- Monthly Facebook Posts
- Volunteer Newsletter
How was your company doing these tasks and processes before?
Before Tallyfy, we tried many project management tools including Basecamp, Asana, Todoist, Airtable and also email with Slack. However, none of these tools provided variable process trees based on user inputs, nor did they have the same ease of use that Tallyfy does.
— Julie Trelstad, Owner, Julie Ink
Has Tallyfy saved you time or money?
Yes, it used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours.
— Julie Trelstad, Owner, Julie Ink
What other specific improvements have you seen in your company?
We have found that there has been less stress and better communication within our team. I would say our team collaboration has improved from 5/10 to 8/10! Tallyfy has made the process of new team member onboarding more seamless than before. I would say that implementing Tallyfy as our process tool management is the first step towards scaling our business up to its full potential.
— Julie Trelstad, Owner, Julie Ink
Client onboarding shows up in over 860 of our prospect conversations - and this kind of improvement is typical when processes become repeatable. One mid-sized software licensing team we tracked was running processes with up to 50 steps per engagement - before standardization, they had no way to automatically flag delayed steps, and problems slipped through until they became bigger issues.
What specific features did you like and value most about Tallyfy?
We especially love the forms in Tallyfy tasks because they collect and organize the crucial information and consolidate it right in front of us for easy reference while completing tasks. As a manager, I appreciate the behind schedule notices and daily task emails.
— Julie Trelstad, Owner, Julie Ink
How would you describe Tallyfy to others?
It is a tool that helps you structure repeated business processes so that you do not feel like you have to reinvent the wheel every time. It helps to eliminate the possibility for missing any details in your processes, all while increasing work efficiency.
— Julie Trelstad, Owner, Julie Ink
With professional services representing 10% of our leads, this consistency is what allows teams to scale their operations without adding headcount. A mid-sized compliance-focused services team we tracked went from 65 employees to 15 while increasing revenue 4X - they saved $1 million in Year 1 alone by eliminating outdated and redundant tasks that staff were performing without realizing they were no longer necessary.
What is the main thing that stands out about Tallyfy?
The ability to branch and hide tasks before they are needed. This really cuts down on the overwhelming feeling you get with to-do lists. With Tallyfy we only see what we need to do when we need to do it.
— Julie Trelstad, Owner, Julie Ink
About the Author
Amit is the CEO of Tallyfy. He is a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age. He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!
Follow Amit on his website, LinkedIn, Facebook, Reddit, X (Twitter) or YouTube.
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