Tally

Getting started with Tally

Everything you need to set up your account and start managing deals.

Welcome to the beta! Tally replaces your manager, your spreadsheets, and your "I'll get to that later" pile. This guide walks you through setup — takes about 5 minutes — so you're fully up and running.

Create your account & complete onboarding
1

Sign up at beta.tallyhq.app

Create your account with email or Google. You'll have full Pro access during the beta — no credit card needed.

2

Complete the onboarding flow

You'll pick your niche, platforms, follower counts, and set your rates. This takes about 2 minutes and powers the AI features — the more accurate your info, the better your negotiation coaching and pitch suggestions.

💡 Rates: Fill in as many as you can. If you're not sure what to charge for something, leave it blank — we can build your rate card together.
Connect Gmail & Google Calendar
3

Connect your Gmail

Head to Profile → Integrations and connect your Gmail. This powers the AI Inbox — Tally reads your brand emails, surfaces conversations that matter, and helps you draft replies. Your emails stay private and are never shared.

4

Connect Google Calendar

Same section — connect your calendar. When you set deadlines on deals, they'll sync automatically so nothing slips through the cracks.

Let the AI Inbox find your deals
5

Open the AI Inbox and hit "Sync & Refresh"

Once Gmail is connected, go to the Inbox tab and click Sync & Refresh. Tally will scan your recent emails, identify brand conversations, and surface them as suggestions — with draft replies ready to send.

If it finds deals, you can approve them straight into your pipeline with one click. This might take a moment on your first sync.

Set up your deals & brands
6

Add deals the AI Inbox didn't catch

Go to Deals and add any active partnerships, pending conversations, or brands you're reaching out to. You can use the pipeline (kanban) or list view — whatever feels right.

7

Add your brands

Head to the Brands tab and add brands you work with or want to work with. This is your personal brand CRM — track contacts, relationship history, and link brands to deals.

💡 Why this matters: When you use the AI Pitch Generator or Negotiation Coach, Tally pulls from your brand info to personalize everything. The more detail you add (contact name, email, category), the better the AI works for you.
Try the AI tools

These are the features that replace your manager. Each one uses your profile, rate card, and deal context to give you personalized guidance — not generic advice.

💬

Negotiation Coach

Open any deal and click "Negotiate." Benchmarks your rate against market data and tells you exactly what to ask for.

📝

Contract Review

Upload a brand's contract (PDF). Tally flags red flags, suggests edits, and gives you a negotiation script for each issue.

🚀

Pitch Generator

Select a brand and generate a personalized outreach email using your real rates and stats. Copy, tweak, send.

📬

AI Inbox

Surfaces brand emails, drafts replies, and flags deals that need attention — so you spend less time in your inbox.

Other things you can do

📊 Tax Center

Track income by brand, manage W9s, upload 1099s, and flag brands that owe you tax forms. Everything you need for tax season, in one place.

🔍 Discover

Browse campaigns from brands looking for creators. Apply directly from within Tally — your profile and rates are already attached.

Ready to go?

You're one of the first creators on Tally. Your feedback shapes what we build next.

Open Tally →