Sales prospecting workflow for Tallyfy

Turn cold prospects into qualified pipeline

Most sales teams lose deals because they give up too early or follow up inconsistently. This workflow keeps your outreach cadence on track with a structured multi-touch sequence that turns cold prospects into warm conversations.

8 steps
1 fields

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign your SDRs to prospect research and personalized outreach tasks
2
Configure deadline rules for 48-72 hour follow-up reminders and use form fields to capture prospect details, channel of inquiry, and qualification scores
3
Track every touchpoint in real-time as your team executes the 8-step sequence from initial contact through BANT qualification in Tallyfy
Import this template into Tallyfy

Process steps

1

Prepare prospect list and identify target accounts

5 days from previous step
task
Start by reviewing your lead list and picking out the high-value target accounts. Prioritize prospects based on how well they match your ideal customer profile (ICP), along with company size, industry, and potential deal value. Make sure contact information is accurate and up-to-date - you don't want to waste time chasing stale data. Segment your list into priority tiers so your outreach stays focused. Confirm you've got the right decision-makers and stakeholders identified for each account before you start reaching out.
2

Research prospect background and company details

2 hours from previous step
task
Check the prospect's LinkedIn profile, their company website, and any recent news about them. Get a clear picture of their role, responsibilities, and the pain points your solution actually addresses. Look for recent company announcements, funding rounds, or strategic initiatives that might create urgency for them. Check for mutual connections, shared interests, or trigger events you can reference. Write down your key findings so you can personalize your outreach and show that you genuinely understand their situation.
3

Craft personalized outreach message and value proposition

6 hours from previous step
task
Write a message that shows you've done your research. Reference something specific about them - a recent company announcement, a shared connection, or an industry challenge they're likely facing. State your value proposition in one clear sentence. Keep the entire message under 150 words - that's it. End with a specific call-to-action like scheduling a 15-minute call. Test different subject lines and opening hooks to see what improves your response rates.
4

Send initial outreach via email, phone, or LinkedIn

5 days from previous step
task
Send your first touchpoint using whichever channel makes the most sense for this prospect. For email, send during the best windows - Tuesday through Thursday, 9-11am in their local time zone. For phone calls, have a brief voicemail script ready so you're not fumbling if they don't pick up. For LinkedIn, personalize your connection request instead of using the default message. Log the outreach attempt in your CRM with a timestamp and any relevant notes. Set a reminder to follow up if you don't hear back within 48-72 hours.
5

Execute multi-touch follow-up sequence over 2-3 weeks

7 day from previous step
task
Stick to your contact strategy with a mix of calls, emails, and social touches. Space out your touchpoints every 2-4 days over 2-3 weeks. With each touch, vary your messaging angle - share a different value prop, a case study, or some relevant content. If one channel isn't working, try another. Log all your activities in your CRM so you've got context and don't repeat yourself. Aim for 8-12 total touches before you move a prospect to nurture.
6

Handle prospect responses and objections promptly

4 hours from previous step
task
When prospects respond - positive or negative - don't wait. Act within 2-4 hours while you're still top of mind. Interested replies get an immediate follow-up with meeting scheduling options. Questions get clear, helpful answers along with any extra resources that might help. When you're dealing with objections, address them with relevant case studies, ROI data, or customer testimonials. Even negative responses are worth noting for future reference. Always respond professionally and leave the door open - you never know when timing will change.
7

Qualify lead using BANT or MEDDIC framework

14 day from previous step
task
Once you've got engagement, it's time to qualify the prospect properly. Use BANT (Budget, Authority, Need, Timeline) or MEDDIC methodology - whichever fits your sales motion. Ask discovery questions to understand their situation, challenges, and how they make decisions. Find out who all the stakeholders are in the purchasing decision. Document your qualification criteria and score the opportunity. If they're qualified, schedule a demo or discovery meeting. If they're not a fit right now, add them to a nurture sequence so you can follow up down the road.
8

Advance qualified opportunity to next sales stage

5 days from previous step
task
For qualified prospects, it's time to move them into the next phase of your sales process. Schedule a product demo, discovery call, or a meeting with senior stakeholders - whatever makes sense at this stage. Prepare a tailored presentation that speaks to their specific pain points and use cases. Update your CRM with the opportunity stage, estimated deal value, and expected close date. Brief your account executive or sales manager on the prospect's background and what you've learned during qualification. Make sure you've got clear next steps and follow-up actions defined before you wrap up.

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