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Customer Launch Kit


This Tallie Expense Customer Launch Kit is designed to provide you with the tools you’ll need to ensure a successful launch of Tallie with your organization. We wanted to share some best practices from our Customer Success Team – Customer Success Managers, Implementation, Trainers, and Support Experts. We have a lot of experience on our side!

Please use this kit in any way you need. We have included training material, links and directions to other Tallie resources, and some recommended best practices to help improve user adoption and reduce the number of questions your users may have with your new automated expense tool.

Topics include:

  • Best Practices for Company Rollouts
  • Pre-Launch Reminders
  • Best Practices
  • Training Your Users
  • Your Tallie Team
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