Implementation BlueprintExecution layer

Tally Client Intake Portal Sprint (5-7 days)

Agencies build a branded Tally intake and lead-capture portal for a single client, wiring conditional logic, file uploads, payment collection, and Google Sheets or Notion sync into one managed retainer deliverable. Time: 5-7 days.

By InnovaAI ResearchPublished

Client Portal

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Blueprint

Tally Client Intake Portal Sprint (5-7 days)

Agencies build a branded Tally intake and lead-capture portal for a single client, wiring conditional logic, file uploads, payment collection, and Google Sheets or Notion sync into one managed retainer deliverable.

Prerequisites
  • Client domain access for custom domain hosting (Pro plan required to remove Tally branding)
  • A signed retainer or project agreement covering form scope, submission volume expectations, and data retention terms
  • Client's Google Sheets, Notion, or Airtable workspace credentials for submission sync
  • A defined list of intake fields, approval steps, and any payment or signature touchpoints
  • Agency Tally account with a workspace reserved for this client
Execution Timeline
  • 1.Create the client workspace in Tally and confirm the free tier covers unlimited forms and submissions for the scoped intake flow
  • 2.Map every intake question to a Tally block type: contact info, file upload, payment, signature, or conditional logic branch
  • 3.Draft the form structure in a Tally document, typing questions in plain text before adding any logic
  • 1.Add conditional logic and calculations so pricing or eligibility questions only appear when relevant
  • 2.Insert file upload blocks for documents the client needs from applicants or leads
  • 3.Configure payment collection on the deposit or booking step if the intake flow requires it
  • 1.Connect the form to the client's Google Sheets or Notion workspace so submissions land in a shared tracker
  • 2.Add a Zapier connection if the client needs Slack alerts or CRM handoff beyond native integrations
  • 3.Test the full submission path end to end, including conditional branches and file uploads
  • 1.Upgrade to Tally Pro ($29/mo or $24/mo annual) to remove Tally branding and enable custom domains
  • 2.Point the form at the client's subdomain and verify the branded hosted experience
  • 3.Apply custom CSS to match the client's visual identity
  • 1.Enable partial submissions and drop-off analytics in Pro so the agency can report on abandonment
  • 2.Embed the form on the client's site or share the custom domain link with the client's team
  • 3.Document the configuration, field map, and integration credentials for repeatability
  • 1.Run a client walkthrough of the live form and the submission destination
  • 2.Capture feedback on field wording, conditional branches, and payment or signature steps
  • 3.Apply final adjustments and re-test the submission flow
  • 1.Deliver the performance summary template covering monthly submissions and drop-off
  • 2.Hand over the form documentation and integration map
  • 3.Schedule the monthly monitoring cadence for the retainer
Tally Pro at $29/mo (or $24/mo billed annually) per client workspace; free tier covers unlimited forms and submissions if branding and custom domains are not required. Agency setup labor of 8 hours plus 2 hours per month for monitoring.5-7 days
ROI Logic

A single client intake portal built on Tally Pro costs the agency $29/mo, or $24/mo on annual billing, against a productized fee of $299/mo for the Tally Forms Starter offer. That leaves roughly $270/mo in gross margin per client before the 2 hours of monthly monitoring, and the free tier lets agencies prototype the flow at zero vendor cost before committing to Pro for branding and custom domains.

Deliverables
  • A branded Tally intake form hosted on the client's custom domain with Tally branding removed
  • A conditional logic map documenting every branch, calculation, and required field
  • A Google Sheets or Notion submission tracker wired to the form
  • A drop-off and partial submission analytics view for monthly reporting
  • A configuration document covering field map, integrations, and re-test steps
Definition of Done

The client's branded Tally form is live on their custom domain, submissions sync to their Google Sheets or Notion workspace, and the agency has delivered the configuration document and monthly reporting template.

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