Customer Due Diligence Review
Customer Due Diligence (CDD) is how your bank checks that you truly know who your customers are - not just when they fir...
3 steps
3 fields
Banking KYC
Process templates
Step-by-step workflow templates to standardize your business processes
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
Customer/Patient Notes
Run this every time you need a simple structure for "Customer/Patient Notes" that your team can follow....
6 steps
Medical notes
Daily Deposit Processing
This is your go-to process for handling all the deposits that come in during a business day -- checks, cash, and mixed i...
4 steps
3 fields
Banking Accounting
Data Breach Response Plan
Data breaches have strict notification timelines. This helps you stay compliant with GDPR, CCPA, and state laws. Best fo...
7 steps
3 automations
Financial Services Hospital/Health Care security
Decision making hierarchy
Not sure who should approve something? This walks you through your company's chain of command - from your direct manager...
5 steps
Other about
Delinquent Loan Follow-up
When a borrower falls behind on payments, you need a clear path to follow up - from that first phone call through paymen...
3 steps
4 fields
Banking outbound
Design Standards
Run this process every time you need to set up a basic structure for a "Design Standards" topic for employees....
6 steps
Design designing
Device Troubleshooting
Use this when someone reports a device issue and you need a clear, step-by-step approach to figure out what's wrong and ...
5 steps
Information Technology troubleshoot Support
Direct Mail Campaigns
Direct mail means sending physical materials - like letters, postcards, catalogs, or brochures - straight to people's ma...
1 steps
2 fields
Sales campaigns communication
Disciplinary Action
A disciplinary procedure is a structured way to address employee conduct or performance issues while keeping things fair...
7 steps
4 fields
Human Resources investigation
Discounts and Volume Pricing
Use this when you need to set up or review discount structures and volume pricing for your customers. Whether it's a one...
2 steps
Other discounts
Drawing from line of credit
A line of credit isn't like a regular loan - it's more like a pool of money you can dip into whenever you need it. Think...
2 steps
1 fields
Financial Services requests
Drop-Shipping
Use this when a drop-ship order comes in. It walks you through everything - from capturing the order to getting your sup...
8 steps
5 fields
Retail shipping
Employee Benefits Enrollment
Use this Tallyfy template when a new employee joins or during annual open enrollment. It walks you through setting up be...
7 steps
4 fields
1 automations
Human Resources benefits
Employee Compensation Adjustment
Time to complete: 3-5 business days | Difficulty: Medium | Best for: HR managers, department heads, and compensation ana...
6 steps
4 fields
1 automations
Human Resources compensation
Employee Offboarding & Termination Workflow
Complete employee offboarding process for HR managers and department supervisors. Estimated time: 2-5 business days. Cov...
15 steps
Other HR
Employment Contract Preparation and Execution
This process walks you and your team through every step of preparing, reviewing, and signing an employment contract - fr...
8 steps
Estimates
Use this when you need to build a solid cost estimate for a project or proposal. It walks you through the whole thing - ...
6 steps
Other estimations
FDIC Examination Preparation
A step-by-step checklist that helps your bank get ready for FDIC or state examiner visits. You'll cover document gatheri...
5 steps
3 fields
Banking Finance
Fed Adjustment Processing
When the Federal Reserve sends your bank an adjustment entry, it means something didn't match up - maybe an encoding err...
3 steps
3 fields
Banking general
Filing Workers Compensation
When someone on your team gets hurt at work, there's a lot to handle - and it's easy to miss something when everyone's s...
8 steps
Human Resources compensation
Financial Statement Preparation Workflow
**Estimated Time:** 7-10 business days | **Difficulty:** Intermediate | **Team Size:** 2-4 people A structured 8-step p...
8 steps
1 fields
Accounting statements
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