Running Tally as a service, Client Portal

Tally Agency Implementation, White-Label Forms & Retainer Delivery

Learn how to build and deploy branded intake forms, lead-gen forms, and scoring questionnaires as recurring client services using Tally's document-style builder and custom domain hosting. This course covers form architecture for different client verticals, conditional logic setup for personalized experiences, integration workflows to automate data routing, and pricing strategies for form-building retainers.

Open the decision record for Tally

What does running Tally for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor costs: Tally offers a free tier with unlimited forms and submissions. Paid plans for features like custom domains and branding removal start at $29/month (billed annually) or $39/month (billed monthly) for the Pro plan. No setup fees are mentioned.
Time to first value
Not published
Payback
Not modeled

Is Tally worth running as a client service?

Tally offers a low-cost, easy-to-use form builder suitable for agencies delivering client-facing forms. However, without published market rates for agency services or clear evidence of client willingness to pay, the ROI of building a service around Tally remains unproven and depends on the agency’s own pricing and labor costs.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Tally account (free tier available)
  • Google Sheets or Airtable for data sync
  • Slack for notifications
  • Zapier or Make for advanced integrations
  • Custom domain for branded form links (requires Tally paid plan)

People and inputs

  • Tally’s form builder interface documentation
  • Conditional logic and calculation setup guides
  • Integration connection instructions for each tool

Included with the course

6 working documents for delivering this service.

  • Tally White-Label Setup Checklistchecklist
  • Form Pricing & Retainer Proposal Templatetemplate
  • Conditional Logic Design Worksheetworksheet
  • Intake Form SOP for Client Onboardingsop
  • Zapier & Notion Integration Runbookguide
  • Lead-Gen Form Performance Trackertemplate

Listed by name. These documents are not yet published as individual downloads.