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
Marketing Collateral & Promotional Materials Workflow
A complete Tallyfy template for creating, approving, and distributing marketing collateral and promotional materials. Estimated time: 3-5 days for a full campaign. Difficulty: Intermediate. Team size: 3-5 marketing staff. Ideal for marketing teams, design departments, brand managers, and sales enablement professionals who need consistent, on-brand promotional materials.
6 steps
Process steps
1
Written materials
2 days from previous step
Description: Document all written promotional content including brochures, sell sheets, white papers, and case studies. These materials establish thought leadership and provide sales teams with valuable collateral.
What we use them for:Trade show handouts and leave-behinds
Email campaign attachments
Sales team reference materials
2
Printed materials
3 days from previous step
Description: Manage printed collateral including business cards, flyers, posters, banners, and packaging inserts. Physical materials create tangible brand touchpoints.
What we use them for:Conference and event displays
Retail point-of-sale materials
Direct mail campaigns
3
Graphic materials
2 days from previous step
Description: Catalog visual assets including logos, infographics, social media graphics, and presentation templates. Consistent visual identity strengthens brand recognition.
What we use them for:Social media campaigns
Website and landing page visuals
Internal and external presentations
4
Electronic materials
2 days from previous step
Description: Organize digital promotional assets including email templates, digital ads, landing pages, and downloadable resources. Digital materials enable scalable marketing reach.
What we use them for:Email marketing campaigns
Paid advertising creative
Lead generation offers
5
Audio materials
3 days from previous step
Description: Track audio promotional content including podcast ads, radio spots, jingles, and hold music. Audio branding creates memorable impressions through sound.
What we use them for:Podcast sponsorships
Radio and streaming ads
Phone system and IVR messaging
6
Video materials
3 days from previous step
Description: Manage video promotional content including commercials, product demos, testimonial videos, and animated explainers. Video content delivers high engagement across channels.
What we use them for:Social media advertising
Website product demonstrations
Trade show booth displays
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