BANT Lead Qualification Workflow
Estimated Time: 2-4 hours per lead Difficulty: Beginner Team Size: 1-3 people Best For: Sales teams, SDRs, Account Execu...
9 steps
3 automations
Sales sales
Sales templates
Workflow templates designed for the Sales industry. Each template is ready to use and customize for your specific needs.
Customer Product Feedback Survey Form
Estimated Time: 5 minutes Difficulty: Easy Team Size: 1 (Customer or Product Team) Collect actionable customer insights...
5 steps
10 fields
2 automations
Sales Survey
Facebook Ad Creation
This blueprint defines the process of creating a Facebook Ad. With a few edits, you can use this blueprint to map ad cre...
15 steps
9 automations
Sales SocialMedia
New Email Campaign
Use this blueprint to create and track a new email campaign. This process will help you in tracking approvals and change...
14 steps
13 automations
Sales communication
Social Media Campaign Planning & Scheduling
Plan, create, and schedule social media campaigns across multiple platforms. This template helps marketing teams coordi...
15 steps
8 automations
Sales SocialMedia
Vendor Request for Quotation (RFQ) Form
Estimated Time: 5-10 minutes to complete form Best For: Procurement teams, purchasing managers, project managers Workflo...
5 steps
10 fields
Sales requests Quotation
Ad Campaign Management and Tracking
A structured 5-day workflow for marketing teams to audit, track, and optimize advertising campaigns across all channels....
8 steps
2 automations
Sales advertisement
AIDA Sales Funnel Tracker
Track individual leads through the classic AIDA funnel model - from first awareness to closed deal. Each phase includes ...
4 steps
1 automations
Sales sales
Archived Advertisements
A streamlined Tallyfy template for organizing and cataloguing completed ad campaigns. Perfect for marketing teams who ne...
4 steps
1 fields
1 automations
Sales advertisement archive
Asking For Referrals
A step-by-step Tallyfy template for sales reps to systematically request customer referrals. Takes about 2-3 weeks to co...
7 steps
3 fields
Sales referrals
Client Personas
Estimated Time: 2-3 weeks Difficulty: Moderate Team Size: 2-4 people (marketing, sales, product) Build data-driven buye...
7 steps
Sales Research
CRM Training & Best Practices Workflow
Estimated Time: 3-5 hours over 5 days Difficulty: Beginner to Intermediate Team Size: 1 trainee + 1 manager A structure...
7 steps
Sales Software CRM
Customer Relationship Management Process for Service Teams
Strengthen customer relationships and improve retention with this structured CRM workflow. Perfect for customer success ...
9 steps
1 fields
2 automations
Sales customersucess
Customer Upsell & Expansion Opportunity Workflow
A structured 10-15 day workflow for customer success and sales teams to identify, qualify, and pursue upsell opportuniti...
7 steps
1 automations
Sales sales
Direct Mail Campaigns
Run this process everytime you want to give a basic structure for a "Direct Mail Campaigns" Subject to employees...
1 steps
2 fields
Sales campaigns communication
Employee Social Media Usage Guidelines
Employee Social Media Usage Guidelines A comprehensive reference document for HR and compliance teams outlining organiz...
7 steps
Sales Marketing
Follow-up Procedures
Run this process everytime you want to give a basic structure for a "Follow-up Procedures" Subject to employees...
10 steps
Sales customersucess
Inbound Sales
Run this process everytime you want to give a basic structure for "Inbound Sales" Subject to employees...
9 steps
Sales inbound
Keyword Research
Run this process everytime you want to give a basic structure for "Keyword Research" Subject to employees...
6 steps
Sales keywords Research
Marketing Collateral & Promotional Materials Workflow
A complete Tallyfy template for creating, approving, and distributing marketing collateral and promotional materials. Es...
6 steps
Sales promotional
Outbound Sales Prospecting & Follow-Up Workflow
Estimated Time: 2-3 weeks per prospect sequence Difficulty: Intermediate Team Size: 1-3 (SDR, Account Executive, Sales M...
8 steps
1 fields
Sales outbound
Paid Advertising Campaign Strategy and Launch Workflow
**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 2-5 people A comprehensive workflow for p...
10 steps
Sales advertisement
Sales Deck Customization Workflow
Estimated Time: 2-4 hours | Difficulty: Intermediate | Team Size: 1-3 people Transform your standard sales presentation...
6 steps
2 fields
Sales presentation
Sales Discovery Meeting Workflow
A structured 8-step workflow for sales teams to prepare, conduct, and follow up on discovery meetings. Estimated time: 3...
8 steps
2 automations
Sales meeting
Social Channel Setup & Management Workflow
Estimated Time: 30 days Difficulty: Intermediate Team Size: 2-5 people Category: Marketing & Communications A complete ...
10 steps
Sales Marketing
Video Testimonial Production Workflow
End-to-end workflow for producing professional video testimonials with customers. Covers pre-production planning, record...
7 steps
6 automations
Sales testimonial
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