Sales workflow for Tallyfy

Track leads from first touch to closed deal

The classic AIDA funnel works when you actually follow it. This workflow tracks individual leads through Awareness, Interest, Decision, and Action phases with specific activities and metrics at each stage so you know exactly where every prospect stands.

4 steps

1 automations

Import into Tallyfy Preview steps

Sales sales

Run this workflow in Tallyfy

Import this template into Tallyfy and launch it for each qualified lead entering your pipeline

Capture lead source, interest level, demo status, and deal outcome using Tallyfy's dropdown and text fields

Track each lead through the 4-week funnel with real-time visibility into objections and lessons learned

Import this template into Tallyfy

Process steps

Execute awareness phase

7 days from previous step

task

This is where prospects first discover your product or brand. Your goal is simple: get noticed by people who don't know you exist yet.

Key activities:
- Create content that addresses common pain points in your market
- Run targeted ads on channels where your audience hangs out
- Track which sources bring in the most traffic and engagement

What success looks like: Increasing website visits, growing social media following, and more people engaging with your content. Don't obsess over conversions yet - focus on getting eyeballs.

Form fields in this step

Lead source channel *

Initial engagement notes

Nurture interest phase

14 days from previous step

task

Now that prospects know you exist, your job is to make them care. This is where you nurture curiosity and build a relationship.

Key activities:
- Send valuable content through email sequences (not just sales pitches)
- Share case studies and success stories that match their situation
- Engage with them on social media - answer questions, join conversations
- Offer free resources like guides, webinars, or tools

What success looks like: Higher email open rates, more time spent on your website, people downloading your content, and prospects asking questions. They're warming up.

Form fields in this step

Interest level *

Content consumed

Guide decision phase

21 days from previous step

task

Your prospect is seriously considering buying. Now you need to help them feel confident they're making the right choice.

Key activities:
- Offer product demos or free trials so they can experience your solution
- Address objections head-on with FAQs, comparison guides, and testimonials
- Provide clear pricing and ROI calculations
- Make it easy to talk to someone - live chat, phone calls, or consultation bookings

What success looks like: Demo requests, trial signups, pricing page visits, and direct questions about implementation. They're ready to commit - your job is to remove any remaining doubts.

Form fields in this step

Demo or trial status *

Key objections or concerns

Close action phase

28 days from previous step

task

This is the moment of truth - turning an interested prospect into a paying customer. Make the buying process as smooth as possible.

Key activities:
- Simplify the checkout or signup process (fewer clicks = more conversions)
- Offer limited-time incentives if appropriate (but don't be pushy)
- Send follow-up reminders for abandoned carts or incomplete signups
- Have a clear onboarding plan ready for new customers

What success looks like: Completed purchases, signed contracts, and new accounts created. But remember - the funnel doesn't end here. Turn new customers into repeat buyers and advocates by delivering on your promises.

Form fields in this step

Deal outcome *

Lessons learned