For small consulting firms
Client onboarding
A thoughtful handoff from signed scope to the first working session, made easier to repeat.
- Kickoff questionnaire
- Access & asset tracker
- First 30 days checklist
Small, practical workflow kits for work that cannot slip.
Tallytern makes practical downloadable tools for event planners—from executive dinner planning to guest RSVPs and attendee communications.
A considered plan, from first invite to final toast.
Current products
Browse focused downloads for event planning, guest replies, and attendee communications. Each offer has its own contents, details, and purchase path.
Other directions
Client onboarding and vendor renewals remain exploratory directions. They are not available to purchase and have no checkout path.
For small consulting firms
A thoughtful handoff from signed scope to the first working session, made easier to repeat.
For small-business operations managers
A straightforward way to compare providers and keep the next contract date in view.
Separate preview — the event-planning sample is outside the paid toolkit. Open the free sample
Focused tools, ready for the work
Choose the complete executive-dinner toolkit or a standalone worksheet for one event task. Each is a separate download with its own contents and purchase path.
Tell us what you coordinateChoose a specific event task and the people responsible for keeping it moving.
Build around clear templates, checklists, and trackers that fit the task.
Each download stays focused on one workflow and ready to use on its own.
A small studio for the in-between
Coordinating a room full of guests, getting a new client started well, knowing when a contract needs another look—these jobs deserve tools as considered as the work around them.
Client onboarding and vendor renewals are still exploratory directions. The only products for sale are the approved offers in the catalog above.
For a note, a question, or a better workflow