#professional-services

Most businesses spend heavily on marketing but fumble the handoff when prospects reach out. Wyzowl research shows over 90 percent of people feel companies could do better at onboarding. A structured client intake process turns initial interest into working relationships.

Digital Prism Advisors, a digital strategy consulting firm, evaluated dozens of workflow tools and chose Tallyfy for its balance of power and simplicity over manual ad-hoc processes.