What sample blueprints does Tallyfy provide?

When you sign up to Tallyfy, you will see the sample blueprints in your Library.

We have organized these sample blueprints into folders based on the use case.

Some of the sample blueprints we share are:

1. Folder Name: Marketing

  • NEW EMAIL CAMPAIGN (SAMPLE)
  • FACEBOOK AD CREATION (SAMPLE)
  • SOCIAL MEDIA POSTING (SAMPLE)

2. Folder Name: HR

  • EMPLOYEE ONBOARDING (SAMPLE)
  • VACATION REQUEST (SAMPLE)

3. Folder Name: Product

  • WEBSITE UPDATE (SAMPLE)
  • PRODUCT IDEA (SAMPLE)

4. Folder Name: General/Admin

  • PLAN REGULAR EVENTS (SAMPLE)
  • DAILY/WEEKLY TASKS (SAMPLE)
  • WEEKLY/MONTHLY REPORTING (SAMPLE)

5. Folder Name: Finance/Accounts

  • PRICING DISCOUNT APPROVAL (SAMPLE)
  • INTERNAL PURCHASE ORDER REQUEST (SAMPLE)
  • EXPENSE CLAIM REQUEST (SAMPLE)

6. Folder Name: Sales

  • SALES LEAD QUALIFICATION (SAMPLE)

7. Folder Name: IT/Support

  • INTERNAL SUPPORT REQUEST (SAMPLE)
  • ISSUE TRACKING (SAMPLE)

8. Folder Name: Onboarding

  • LEASING - TENANT ONBOARDING (SAMPLE)
  • PARTNER ONBOARDING (SAMPLE)
  • CLIENT ONBOARDING (SAMPLE)

- PROPOSAL/CONTRACT REVIEW (SAMPLE)

- CLIENT APPROVAL FOR CONTENT (SAMPLE)

You can duplicate and customize these sample blueprints to fit your business, or archive them.

Please note that sample blueprints are only available for organizations that signed up  after Q4 2018. If you signed up before that, you can explore these samples:

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