Tally Free-Tier Margin Map
Tally's free plan carries unlimited forms and submissions, so an agency can build a client's intake, booking, and contact forms at zero vendor cost and bill the build as a fixed setup fee.
By InnovaAI ResearchPublished
What is Tally Free-Tier Margin Map?
“Free tier → retainer margin; Pro $29/mo → white-label upsell”
Tally's free plan carries unlimited forms and submissions, so an agency can build a client's intake, booking, and contact forms at zero vendor cost and bill the build as a fixed setup fee. The margin math changes the moment the client asks for a custom domain or removal of Tally branding: that is Pro at $29/mo, or $24/mo billed annually, and it should be passed through inside the retainer rather than absorbed. A salon client on a $299/mo Forms Starter retainer needs three branded forms and a Google Sheets sync, which the free tier covers. The same client asking for a domain-hosted booking page moves to Pro, and the agency either adds $29/mo to the retainer or folds it into a higher tier. Business at $89/mo, or $74/mo annual, only enters the picture when a client needs data retention controls or verified submissions, which is rare for SMB intake work.
More on Tally
- StrategyWhy Tally Turns Client Intake Into Retainer Infrastructure
- Evaluation RuleTally Rule: Adopt When Forms Are Delivery Infrastructure, Not a Portal Replacement
- Decision FrameworkTally: Buy vs Skip (Agency Client Intake and Data Collection)
- Failure PatternThe Tally Free-Tier Trap: Why Agencies Fail With Tally on Unbounded Client Submissions
- Implementation BlueprintTally Client Intake Portal Sprint (5-7 days)
- Operating ProcedureTally Client Intake Form Build and Handoff (Onboarding)