EXAMPLES > What sample blueprints does Tallyfy provide?
 |
 |
You've signed up for Tallyfy. Now you're trying to start your Blueprint Library.
Guess what? We have some sample blueprints waiting for you!
If you joined Tallyfy before Q4 2018, these samples are not available. Our apologies! We've gathered some samples just for you at the bottom of this page. Scroll down to see more.
Find these folders with the following samples in your Library:
- 1
-
Folder:
Marketing
- NEW EMAIL CAMPAIGN
- FACEBOOK AD CREATION
- SOCIAL MEDIA POSTING
- 2
-
Folder:
HR
- EMPLOYEE ONBOARDING
- VACATION REQUEST
- 3
-
Folder:
Product
- WEBSITE UPDATE
- PRODUCT IDEA
- 4
-
Folder:
General/Admin
- PLAN REGULAR EVENTS
- DAILY/WEEKLY TASKS
- WEEKLY/MONTHLY REPORTING
- 5
-
Folder:
Finance/Accounts
- PRICING DISCOUNT APPROVAL
- INTERNAL PURCHASE ORDER REQUEST
- EXPENSE CLAIM REQUEST
- 6
-
Folder:
Sales
- SALES LEAD QUALIFICATION
- 7
-
Folder:
IT/Support
- INTERNAL SUPPORT REQUEST
- ISSUE TRACKING
- 8
-
Folder:
Onboarding
- LEASING - TENANT ONBOARDING
- PARTNER ONBOARDING
- CLIENT ONBOARDING
- 9
-
- PROPOSAL/CONTRACT REVIEW
- 10
-
- CLIENT APPROVAL FOR CONTENT
These blueprints are for you! Duplicate them. Customize them to fit your unique process. Or if you don't need them, hit archive.
Please note that sample blueprints are only available for organizations that signed up after Q4 2018.
If you signed up before, please explore these samples:
- CLIENT-ONBOARDING.pdf
- WEEKLY_MONTHLY-REPORTING.pdf
- EMPLOYEE-ONBOARDING.pdf
- SOCIAL-MEDIA-POSTING.pdf
- EXPENSE-CLAIM-REQUEST.pdf
- PARTNER-ONBOARDING.pdf
- LEASING---TENANT-ONBOARDING.pdf
- INTERNAL-SUPPORT-REQUEST.pdf
- NEW-EMAIL-CAMPAIGN.pdf
- SALES-LEAD-QUALIFICATION.pdf
- ISSUE-TRACKING.pdf
- PROPOSAL_CONTRACT-REVIEW.pdf
- WEBSITE-UPDATE.pdf