What was the problem with client onboarding at your Google Ads agency? Our Google Ads agency’s service is growing fast and we are now taking on three major clients a week. Our onboarding process is extensive was getting overwhelming for our team and especially our new clients. We need to ask the client a lot […]

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What was happening in your business that caused you to start using Tallyfy? We created a new purchasing approval process which otherwise would have relied on paper requisitions needing an ink signature from approvers. We were looking for an online system that could enable digital approvals as well as documenting the process for end users. […]

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What was happening in your business that caused you to start using Tallyfy? PaynPark is an independent parking system focused on optimizing positive customer experience. In order to make our customers processes as quick and as easy as possible, we must simplify our own first. As a team, PaynPark required a system with steps viewable […]

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What was the problem you were trying to solve? We have a set formula for helping authors set up digital marketing platforms, and many of our clients have to repeat monthly tasks such as podcast management, facebook live/other social media campaigns. Tallyfy has provided a platform to automate these habitual tasks in an efficient and […]

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What was the core problem you wanted to solve? As the founder and only employee of the business, it has been difficult to keep track of numerous ongoing projects. My production process requires I keep track of a number of things, including software dev, account, and client outreach. I needed a tool that kept track […]

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What was the core problem you wanted to solve? At the end of November 2018, I unexpectedly fell ill and was diagnosed with a brain tumor. My perspective in all areas of my life changed. I realized I needed to systemize all operations in my business so others could continue everything in my absence. In […]

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What was the core problem you wanted to solve? It is critical for us to follow a defined patient workflow. This process involves multiple team members from different departments; so, it is imperative that tasks are completed in a timely manner. We wanted to make sure that there were no bottlenecks in this process and […]

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What was the core problem you wanted to solve? I did web development and web project management for large corporations and then started off working as a solo freelance graphic designer over 20 years ago. At the time I would have a few post-it notes around my desk that helped me keep myself organized. Now, […]

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What was the core problem you wanted to solve? We wanted to ensure that all of our employees could track and manage daily tasks across all online marketing procedures, such as website backups, website design updates, landing page updates, reviewing website analytics etc. Having procedures documented in one place became particularly important when onboarding new […]

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What was the core problem you wanted to solve? As a coworking hub operator, when a new member signs up, we need to set each of them up on various systems. We call this the new member setup process. The member setup process covers confirming basic details, verifying billing details, ensuring we have the correct […]

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