Process templates

Leasing - Tenant Onboarding

Estimated Time: 3-4 weeks | Difficulty: Intermediate | Team Size: 2-4 people | A complete real estate tenant onboarding ...

Leasing - Tenant Onboarding

New Email Campaign

Use this template to run and track your email campaigns from start to finish. You'll move through content creation, appr...

New Hire Orientation

Use this process whenever you're bringing a new employee into the company. It'll help you stay on track from day one....

Partner Onboarding

Use this template to track and manage your partner onboarding process. With a few tweaks, you can also use it to onboard...

Plan Regular Events

Use this blueprint as a checklist to plan and track preparation for regular events such as team lunch, board meeting, te...

Plan Regular Events

Use this checklist to plan and track everything you need for recurring events - whether that's a team lunch, board meeti...

Product Ideation & Innovation Pipeline Workflow

Use this Tallyfy template to manage your product innovation pipeline from the first spark of an idea all the way through...

PTO & Vacation Request Approval Workflow

Estimated Time: 5-10 minutes Difficulty: Easy Team Size: 1-3 (employee, manager, HR) This workflow handles PTO and vaca...

Sales Discount Approval & Pricing Exception Workflow

Estimated Time: 1-4 hours (depending on discount level and approval chain) Difficulty: Beginner Team Size: 2-3 approve...

Sales Price Override Approval Workflow

Use this template to request, review, and approve price overrides for your products or services. It keeps everyone on th...

Social Media Campaign Planning & Scheduling

Plan, create, and schedule social media campaigns across multiple platforms. Use this template to keep your marketing t...

Team Status Report Workflow (Weekly/Monthly)

A simple workflow for pulling together your team's status reports on a weekly or monthly basis. You'll collect the data,...

Trade Show & Conference Planning Workflow

Estimated Time: 6-8 weeks Difficulty: Intermediate Team Size: 3-5 people Use this event marketing workflow to plan and ...

Website Content Update Request Workflow

Use this workflow to take a website content update from first request all the way through to live deployment. It keeps e...

Access Review Certification

People change roles, leave projects, and move on - but their system access often doesn't. This process makes sure you're...

Account Reconciliation

Use this Tallyfy template to reconcile your internal cash register or accounting records with bank statements. It walks ...

Accounting Firm Client Onboarding

Every new client your accounting firm takes on deserves a smooth start - and you deserve not to chase missing W-2s in Ap...

ACH Return Processing

When an ACH transaction bounces back - whether it's because of insufficient funds, a closed account, or an unauthorized ...

Ad Campaign Management and Tracking

A structured 5-day workflow for marketing teams to audit, track, and optimize advertising campaigns across all channels....

Affiliate Program

Launch and manage a profitable affiliate program from scratch. This Tallyfy template walks you through defining commissi...

AI Content Creation and Review Workflow

A practical workflow that helps your team create, review, and publish content using AI tools - while making sure every p...

AI Data Governance and Privacy Procedure

Use this procedure to govern and protect data that flows through your AI systems. It walks you through auditing sources,...

AI Employee Training Program

This template walks your team through a structured AI training program - from gauging where everyone's starting from to ...