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The Mindset Institute uses Tallyfy to automate their digital marketing

Profile Photo of Amit Kothari
By Amit Kothari
Updated August 28, 2024
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The Mindset Institute team provides support services for their online members who are athletes. Their growing team uses Tallyfy to ensure all aspects of their membership service and  online marketing procedures are done consistently, efficiently and on time.

The Mindset Institute

Hanka Hanga

Co-founder

Hanka Hanga

What was the core problem you wanted to solve?

We wanted to ensure that all of our employees could track and manage daily tasks across all online marketing procedures, such as website backups, website design updates, landing page updates, reviewing website analytics etc. Having procedures documented in one place became particularly important when onboarding new employees.

What other software did you evaluate before you chose Tallyfy? Why did you select Tallyfy?

We were doing our online marketing procedure from memory and tried using Process Street’s and Glip’s software. Tallyfy offered an amazing deal for the features it offered, plus it is visually fun and enjoyable to use.

How has Tallyfy impacted your business – what do your clients or employees think – metrics / impressions / differentiation?

We see Tallyfy is improving its feature set very fast! Tallyfy has put all our core business procedures in one place. Tallyfy’s template library holds all of our important online marketing procedures. We use Tallyfy to setup everything, keep ourselves accountable and even use it to onboard new clients.

onboard new clients temlate

onboard new clients example

Tallyfy is particularly good at ensuring critical time-sensitive client setup tasks are done in a certain timeframe. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place!

What specific features did you like most about Tallyfy? Why?

The online support is amazing! Their team is very fast at responding to any questions and features requests.

In up to 3 sentences, how would you describe Tallyfy to others?

Tallyfy organizes any business workflow in one place. It is also intuitive, fun and visually appealing.

Would you recommend Tallyfy to others? If so, to who (which role in a company/industry), and why?

Yes, I would recommend Tallyfy! It is perfect for people implementing, managing and executing any online marketing work.

Is this post written for a search engine or for you?

Many B2B cloud software companies invest in blog posts in the hope of ranking high on search engines like Google. What they’re doing is writing articles around keywords, which are terms customers are likely to search for on Google. The posts don’t offer valuable information or make any sense.

But then if you’re reading something that doesn’t make sense, how are you supposed to make informed buying decisions?

We have a lot to say about workflow and business processes. We truly believe in continuous improvement. But it’s not really about us. We publish these articles to help you find Tallyfy, and to provide you with information that will help you make informed buying decisions.

Ready to automate your workflows? Check out Tallyfy.

How exactly do we conduct research?

We research topics down to the bone. We nitpick, we argue about what to keep and what to throw out. It’s a lot of work. We consult academic sources for scholarly citations to support our points. We gather data to summarize particular points. At Tallyfy – 3 independent experts validate and edit every article from the draft stage. That includes verifying facts and their sources.

Why did we write this article?

Tallyfy believes in helpful and authoritative content that helps people. Our customers requested us to write about this topic so we attempted to put together the highest quality article available anywhere – that’s our goal. Work like this takes a lot of effort. If you liked this article please share the link with your coworkers via email, or on LinkedIn.

About the author - Amit Kothari

Amit Kothari
Amit is the CEO of Tallyfy. He's 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 LinkedIn, Facebook, Reddit, X (Twitter) or YouTube

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