Quarterly Strategic Planning & Goal Setting Workflow
A comprehensive Tallyfy template for quarterly strategic planning sessions. Estimated time: 3-4 hours total. Difficulty:...
7 steps
Accounting Budgeting
Process templates
Step-by-step workflow templates to standardize your business processes
Regulatory Change Implementation
Workflow for implementing new or changed regulations affecting bank operations. Covers gap analysis, policy updates, tra...
4 steps
3 fields
Banking
Remote Access Setup & Security Workflow
Estimated Time: 2-3 days Difficulty: Intermediate Team Size: 3-4 people (IT Security, Manager, Employee) Category: IT Se...
6 steps
Information Technology Access security
Retail Credit Card Payment Processing
Process credit card transactions with built-in verification and fraud prevention for retail businesses. **Estimated tim...
5 steps
5 fields
2 automations
Accounting payments creditcards
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
Sales Proposal Creation & Approval Workflow
Use this Tallyfy template to create winning sales proposals with proper approvals. Estimated time: 2-4 hours per proposa...
7 steps
1 automations
Other proposal
Sales Script Development and Approval Workflow
Estimated Time: 10 days Difficulty: Intermediate Team Size: 2-4 people A structured sales enablement process for creati...
7 steps
Other communication
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
Social Media Content Approval Workflow
Streamlined content approval workflow for marketing teams. Estimated time: 3-5 days per content cycle. Target audience: ...
20 steps
11 fields
32 automations
Digital Marketing SocialMedia
Software We Use
Run this process everytime you want to give a basic structure for a "Software We Use" Subject to employees Purpose & Ta...
7 steps
Software general
SOX Compliance Procedures
Quarterly SOX compliance testing workflow. Covers control documentation, testing, exceptions, and audit coordination. Ta...
7 steps
3 automations
Finance
Stop Payment Processing
Workflow for processing customer stop payment requests. Covers verification, system entry, and fee application. Takes 5-...
3 steps
4 fields
Banking
Suspicious Activity Report (SAR) Filing
Workflow for documenting and filing SARs with FinCEN when suspicious activity is detected. Covers investigation, documen...
4 steps
4 fields
Banking
System Upgrade & Maintenance Schedule Workflow
A structured workflow for IT operations and DevOps teams to plan, schedule, and execute system upgrades and maintenance ...
6 steps
2 automations
Cloud Services upgrade
Teller Cash Drawer Balancing
Daily procedure for tellers to balance their cash drawers at shift end. Covers counting currency, reconciling transactio...
5 steps
4 fields
Banking
TEST - With Captures - Delete Me
Test template with captures...
1 steps
Test Template With Tag
Test template...
Vault Dual Control Closing
End-of-day procedure for securing the vault with dual control. Two authorized personnel verify counts, secure cash, and ...
4 steps
3 fields
Banking
Vault Dual Control Opening
Morning procedure for opening the bank vault with dual control requirements. Two authorized personnel must be present th...
5 steps
4 fields
Banking
Video Production & Post-Editing Workflow
Complete video production workflow from raw footage to final delivery. Estimated time: 2-3 weeks. Difficulty: Intermedia...
6 steps
Media Production video
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
Warehouse Delivery Receiving & Inspection Workflow
Estimated Time: 4-8 hours per delivery Difficulty: Beginner Team Size: 1-2 people Category: Warehouse Operations Complia...
7 steps
2 automations
Manufacturing Logistics
Warehouse Order Picking and Fulfillment Workflow
Estimated Time: 2-4 hours per order batch | Difficulty: Intermediate | Team Size: 2-5 warehouse staff A complete 9-step...
9 steps
3 fields
Transportation/Logistics ordermanagament
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