Case Study: The Mindset Institute achieves automated, on-time digital marketing and streamlined client onboarding with Tallyfy

The Mindset Institute uses Tallyfy to automate their digital marketing

The Mindset Institute, which provides support services for online athlete members, faced inconsistent, memory-based execution of routine online marketing tasks—website backups, design and landing page updates, analytics reviews—and needed documented, trackable procedures for team members and new hires. To solve this they adopted Tallyfy for workflow automation and a centralized template library.

Using Tallyfy, The Mindset Institute consolidated core marketing procedures into templates, automated critical time‑sensitive client setup tasks, and centralized all documents, details and comments so work is accountable and repeatable. Tallyfy’s intuitive interface and responsive support helped the team improve consistency, efficiency and on‑time completion of their digital marketing operations.

The Mindset Institute

Hanka Hanga

Co-Founder