How It Works / six steps
A visible path from invite to review.
TallyRafter keeps the current challenge grounded in the records you already have and the decisions you make as the owner.
The challenge loop
Nothing starts before setup.
Applying requests access. The 14-day clock begins only after the operating setup is complete.
See what is included- 01
Request access
Submit the application with an active invite code and your existing business details.
- 02
Complete setup
Confirm the operating setup and the existing lead and contact records used for the challenge.
- 03
Identify eligible opportunities
Review recorded missed-call events that match an existing lead and have an approved contact path.
- 04
Review follow-up as the owner
Decide whether an eligible opportunity deserves follow-up. A message draft is not automatic delivery.
- 05
Record activity and attribution
Keep the recovery status and activity visible, including contractor-entered attribution where captured.
- 06
Review results on Day 14
Look at the recorded activity and entered attribution together, then decide whether to continue.
Ready to check access?