Case Study: Cowork Inc. achieves streamlined member onboarding and improved compliance with Tallyfy

How Cowork Inc. Manages Memberships with Tallyfy

Cowork, a fast-growing coworking operator based in Bath, England, struggled with a manual new-member setup process—confirming details, billing, ID and compliance checks, and communicating rules—where steps were often missed. To standardize and track these workflows, Cowork adopted Tallyfy’s cloud-based process management tool to manage new member setup and other membership processes.

Using Tallyfy, Cowork implemented reusable templates (new member setup, inductions, cancellations), integrated workflows via Zapier with their web forms and CRM, and enabled multi-user handoffs so tasks only progress when prior steps are completed. Tallyfy’s solution let Cowork confidently onboard hundreds of members, reduce administrative time and onboarding issues, and deliver a smoother, more professional member experience.

Cowork

Tom Lewis

Operator