Tally Client Intake Form Build and Handoff (Onboarding)

Tally Client Intake Form Build and Handoff (Onboarding)

1. 01

   Create a dedicated Tally workspace for the client and confirm the free tier covers unlimited forms and submissions before any paid upgrade is discussed.

   The free plan includes unlimited forms and submissions, payment collection, signatures, conditional logic and calculations, and 45+ languages with RTL support. Only move to Pro at $29/mo (or $24/mo annual) when the client needs custom domains or Tally branding removed.

2. 02

   Build the intake form by typing questions directly into the Tally document canvas, then insert blocks for contact info, file upload, and signature where the client's process requires them.

   Tally's document-style editor means the form structure is written, not dragged. Keep the first screen to identity fields so the client's team can triage submissions without opening each record.

3. 03

   Add conditional logic and calculations so follow-up questions only appear when the prior answer makes them relevant.

   Use this to keep the form short for simple requests and deep for complex ones. Test each branch by submitting a real response before the client sees the form.

4. 04

   Connect the submission destination: Google Sheets, Notion, Airtable, Slack, or a Zapier action for the client's existing stack.

   Tally syncs natively to Notion, Google Sheets, Airtable, and Slack, and reaches 1000+ apps through Zapier. Pick the destination the client already checks daily, not the one that is easiest for the agency.

5. 05

   Configure payment or signature collection on the relevant form flows if the client charges for intake or needs a signed agreement before work starts.

   Both are available on the free tier. Confirm the currency and amount render correctly in the client's locale before publishing.

6. 06

   Embed the form on the client's site or share it via link, and move to a custom domain only if the client is on Pro.

   Custom domains and removal of Tally branding are Pro features at $29/mo or $24/mo annual. On the free tier, the form carries Tally branding, so set that expectation in the handoff call.

7. 07

   Run a full submission test end to end, then document the form configuration and integration map in the client's delivery folder.

   Record which fields are conditional, where submissions land, and who on the client side owns the response queue. This becomes the reference for the monthly retainer check-in.

8. 08

   Hand off to the client with a short walkthrough of the submission view and a named contact for changes.

   Agencies that skip this step field the same 'where did my form go' question every month. One 20 minute session at onboarding removes it from the retainer.