Marketing workflow for Tallyfy

Find search terms that actually drive traffic

Random keyword targeting wastes content effort on terms that don't convert. This workflow guides teams through systematic research from topic definition through prioritization, ensuring your content targets what customers actually search for.

6 steps

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Sales keywords Research

Run this workflow in Tallyfy with people, AI, and conditions

Keyword Research Run #2,481 Running now

1 done . 1 running . 4 to go

Status	Step	Assignee
Status: Completed	1. Keyword research tutorial 1	TM Team member
Status: Active	2. Define your target topics why this works	Claude AI agent
Status: Waiting	3. Generate keyword ideas	TM Team member
Status: Conditional	4. Analyze search metrics why this works	Claude AI agent
+ 2 more steps below

Import this template into Tallyfy

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

Keyword research tutorial 1

5 days from previous step

task

Record tutorial videos that walk your employees through the keyword research process.

You could cover topics like:

What terms are people searching for?
How often are those terms searched?
Getting strategic with search volume
Which format best suits what the searcher wants?
Tools for figuring out a keyword's value

Form fields in this step

Tutorial 1

Define your target topics

1 day from previous step

task

Start with the core topics your business needs to rank for. What do your customers search when they've got problems you solve? List the main themes and categories. Don't jump straight to specific keywords - understand the space first.

Generate keyword ideas

1 day from previous step

task

Use keyword tools to expand from your seed topics into specific search terms. Look at related searches, questions people ask, and long-tail variations. Check what competitors rank for. Build a broad list first - you'll narrow it down later.

Analyze search metrics

1 day from previous step

task

Evaluate each keyword by search volume, competition, and intent. High volume means more potential traffic. Low competition means easier ranking. Intent matters most - are searchers looking to buy, learn, or compare? Focus on keywords that match your goals.

Group and prioritize

1 day from previous step

task

Cluster related keywords into topic groups. Each group becomes a content piece or page. Prioritize based on business value, ranking difficulty, and current gaps. Build a roadmap for which keywords to target first. Not everything's equally important - pick your battles.

Document and share

1 day from previous step

task

Organize your keyword research into a shareable doc or spreadsheet. Include metrics, groupings, and priority rankings. Share with your content and SEO teams so everyone's working from the same targets. Update it regularly as you learn what's actually driving results.