Resources

Tallyn resources: client onboarding and intake

Practical guides and plain definitions on the problem Tallyn solves. Each guide gives the method first, so it is useful whichever tool you use; only its last section mentions Tallyn.

Guides

Waiting on clients before the work can start? How to ask once and stop chasingProjects stall on missing files, logins and half-answered questions. A practical way for agencies, accountants and consultants to collect everything once.

Glossary

Client onboardingClient onboarding is the steps between a client saying yes and the work starting: collecting answers, documents and access. What it includes and where it stalls.Client intake formA client intake form collects the facts and documents a professional firm needs from a new client before work starts. What to put in one, and how it differs from a form builder.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.