· Amit Kothari
· Customer Success
How to fix your broken client intake process
Most businesses spend big on marketing but fumble the handoff when prospects reach out. A structured intake process turns interest into working relationships.
#professional-services
-
- · Amit Kothari · Tallyfy Case Studies
How a digital strategy consulting firm fixed process chaos
Digital Prism Advisors evaluated dozens of workflow tools and chose Tallyfy for its balance of power and simplicity over manual ad-hoc processes.