How Cowork Inc. manages memberships with Tallyfy

Managing membership setup across hundreds of members requires consistent, trackable processes. Here’s how we approach client onboarding.

The core problem behind member setup

As a coworking hub operator, when a new member signs up, we need to set each of them up on various systems. We call this the new member setup process. It covers confirming basic details, verifying billing details, ensuring we have the correct ID and paperwork to comply with money laundering rules, and that the members are aware of all of our rules and internal processes. How do you keep track of all that across hundreds of members without something falling through the cracks?

Before Tallyfy, we found that there was always at least one element which was missed. This often went unnoticed until it caused a problem. It led to billing issues, legal compliance problems, and members who weren’t aware of all the services they paid for. Putting our new member setup process in Tallyfy has allowed us to document these steps, track them and ensure that nothing gets missed.

What processes does Cowork Inc. track on Tallyfy?

New member setup process

Member leaving process

How was Cowork Inc doing these tasks and processes before?

Originally, our new member setup process and other processes were done manually - just pen and paper.

What other software did you evaluate before choosing Tallyfy?

We considered using our current core back office system (Podio) but it wasn’t suited to this use. We’re a cloud-software heavy company and one of the things that attracted us to Tallyfy was the integration potential. The ability to integrate our web forms and CRM with Tallyfy using tools like Zapier helped the member setup process work more smoothly.

Seeing real improvements with Tallyfy

We’re much more confident that nothing’s getting missed with our new member setup process. And more importantly, Tallyfy has freed up more time to focus on our member experience and less time on admin.

We’ve also benefited from multiple users being able to track the progress of any given process. The ability to mark a step as complete and then for the next step to be assigned to someone else only after that step is completed has made teamwork much more efficient.

How has Tallyfy improved your business?

Our members have noticed a more slick and professional onboarding experience. With a smoother member setup process in place, we’ve had to get involved much less with new member setup issues.

What specific features did you like most about Tallyfy?

• Ease of setup
• Simple to use for non-technical people
• Anyone can track any process
• Ability to integrate with other apps using tools like Zapier

How would you describe Tallyfy to others?

Tallyfy is a simple but effective cloud-based system to design, kick off and track the progress of any multi-step process in your business.

It’s easy to setup a process and anyone will find it simple to use, so there’s fast adoption. Also, the integration with tools like Zapier means that you can kick off processes from other systems with just a few minutes of initial work, even if you aren’t a technically-savvy person.

Would you recommend Tallyfy to others?

Yes, I’d recommend Tallyfy to businesses which have repetitive processes such as a new member setup process that they need kicked off, track and complete accurately. We built Tallyfy because we kept seeing teams like Cowork Inc. struggle with exactly this kind of multi-step onboarding - manual tracking always leads to missed steps eventually. In feedback we’ve received from similar organizations, one glass company we spoke with was using five different disconnected systems before they switched to a single workflow platform.

What is the main thing that stands out about Tallyfy?

The main thing that stands out is how powerful, yet simple Tallyfy is. It takes a very short time to learn and use efficiently.