The Mindset Institute uses Tallyfy to automate their digital marketing
The Mindset Institute uses Tallyfy to manage their online marketing procedures including website backups, design updates, and analytics review. Learn how this team tracks daily tasks, onboards new employees efficiently, and ensures all marketing procedures are documented in one place with automated workflow management.
Summary
- Marketing tasks scattered across memory and multiple tools - The Mindset Institute struggled to track daily marketing procedures like website backups, design updates, landing page changes, and analytics reviews, especially when onboarding new employees who had no documented processes to follow
- Template library centralizes all marketing procedures - All core business processes now live in one place instead of being locked in employees’ heads, making it easy to set up tasks, maintain accountability, and onboard both team members and clients systematically
- Time-sensitive client setup tasks stay on track - Critical deadlines no longer slip because Tallyfy ensures all client details, documents, and comments are gathered and organized in the required timeframe. Want to streamline your marketing operations?
The Mindset Institute team provides support services for their online members who are athletes. Their growing team uses Tallyfy to ensure all aspects of their membership service and online marketing procedures are done consistently, efficiently and on time.
Hanka Hanga
Co-founder
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 employees.
What other software did you evaluate before you chose Tallyfy? Why did you select Tallyfy?
We were doing our online marketing procedure from memory and tried using Process Street’s and Glip’s software. Tallyfy offered an amazing deal for the features it offered, plus it is visually fun and enjoyable to use.
How has Tallyfy impacted your business - what do your clients or employees think - metrics / impressions / differentiation?
We see Tallyfy is improving its feature set very fast! Tallyfy has put all our core business procedures in one place. Tallyfy’s template library holds all of our important online marketing procedures. We use Tallyfy to setup everything, keep ourselves accountable and even use it to onboard new clients.
Tallyfy is particularly good at ensuring critical time-sensitive client setup tasks are done in a certain timeframe. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place!
What specific features did you like most about Tallyfy? Why?
The online support is amazing! Their team is very fast at responding to any questions and features requests.
In up to 3 sentences, how would you describe Tallyfy to others?
Tallyfy organizes any business workflow in one place. It is also intuitive, fun and visually appealing.
Would you recommend Tallyfy to others? If so, to who (which role in a company/industry), and why?
Yes, I would recommend Tallyfy! It is perfect for people implementing, managing and executing any online marketing work.
About the Author
Amit is the CEO of Tallyfy. He is a workflow expert and specializes in process automation and the next generation of business process management in the post-flowchart age. He has decades of consulting experience in task and workflow automation, continuous improvement (all the flavors) and AI-driven workflows for small and large companies. Amit did a Computer Science degree at the University of Bath and moved from the UK to St. Louis, MO in 2014. He loves watching American robins and their nesting behaviors!