Inviting a Vendor

The vendors you already work with are the easiest yes you'll ever get. Here's how to make it as low-friction as possible.

Jump to TemplateOpen the Full Playbook
Back to Training

When to use this invite

Use this when there's a vendor you already work with and want to start booking through Tally instead of the back-and-forth you do today. The relationship's already there — Tally just becomes the new way you order from them. That's the whole reason to invite them.

Don't use this for cold contacts. The Affiliate Program Agreement requires you to actually know the people you're inviting. Two vendor strikes from people who don't recognize you and your program access pauses.

Subject line options

  • "Quick heads up — new tool I'm using to coordinate vendor work"
  • "You're going to want to be on this before it launches"
  • "[Your Name] — thought of you for this"

Email template

Tokens like [Vendor First Name] and [Your Name] are placeholders. Replace them after you paste.

Template
Hey [Vendor First Name],

Quick one — I've been using a platform called Tally that's basically Uber Eats for real estate services. Agents like me order through one dashboard for everything we coordinate: photography and staging for new listings, inspections and contractor work for buyer transactions, painting and cleaning when past clients ask for referrals. All in one place.

I wanted to give you a heads up because:

1. I'd rather order from you through Tally than keep doing the back-and-forth we do today.
2. The volume goes way beyond listings. Past-client and sphere-of-influence work adds up — when someone in my network asks me for a [your service] referral, I can place the order in Tally and you get billed work without me playing middleman on payment.
3. Free to join — you only pay when you earn. Vendors joining before public launch also get a reduced commission rate for their first three months (5% instead of 15%).

You'd set your services, pricing tiers (by sqft, beds, whatever makes sense), your packages, and your availability. Agents order, you fulfill, Stripe pays you out direct. That's it.

Want a 15-minute walkthrough? The guy who built it, Chris Parsons, does demos:
[Chris Calendar Link]

Or reply and I'll send you the marketing site: tallyre.info

— [Your Name]

What to personalize

  • [Vendor First Name] — always.
  • The "back-and-forth" line — tailor to your actual pain point with this specific vendor. Scheduling? Pricing transparency? Coordinating with stagers? Make it specific and they'll feel seen.
  • The volume mention — if this vendor does work that fits naturally into past-client and sphere referrals (cleaning, handyman, painting), call it out by name. They'll do the math on how often agents get asked for those referrals.
  • The commission mention — only include if you know it's relevant. Some vendors don't care about the % as much as the workflow. If workflow is their pain, lead with that.
  • The demo link — Chris's calendar link goes here. Always include it; some vendors will prefer talking to the founder before joining.

In-person / phone talking points

Don't read the email. Work these into the conversation:

  1. "It's Uber Eats for real estate services." That one sentence does 80% of the work.
  2. "Free to join. You only pay when you earn." Removes the risk objection before it shows up.
  3. "You set your own pricing — by tier, square footage, packages, whatever." Vendors worry about losing pricing control. They don't.
  4. "Agents come to you. You don't chase leads." This is the real value. Most small vendors don't have a website or booking system.
  5. "Stripe pays you out direct. No middleman holding your money." Trust issue, handled.
  6. "The volume isn't just listings — buyer-side and past-client work flows through too." Steadier work, not just spike-y when listings are hot.
  7. "Early vendors get a reduced commission for the first three months." Urgency + reward for being first.
  8. "Chris does 15-minute demos." Always close on the demo handoff.

What NOT to say

  • Don't promise specific order volume. You don't know.
  • Don't guarantee they'll be the only vendor in their category — Tally is a marketplace.
  • Don't oversell the platform's current state. It's great, it's also still in active development.
  • Don't imply they need to use you exclusively or send you business in return. Affiliate referrals must be voluntary on both sides.

After they sign up

When they complete onboarding, Tally asks them to confirm the referral relationship. If they don't recognize your name, that counts as a strike. So: send the email before they see the confirmation prompt, and make sure they associate your name with Tally.

Ready to send your first invite?

Enroll in the program, copy the template, and send it to the next vendor you'd recommend anyway.

Enroll Now