TALLYKESTREL · CUSTOMER INFORMATION
Contact, privacy and service terms
Find the right way to get help, see what the enquiry and booking flows collect, and review where the terms for your service are recorded.
GET HELP
Contact help
For a new enquiry, use the form on the TallyKestrel home page. It asks for your name, reply email, company, service or industry, and a short description of your request.
Open the enquiry formFor an existing request, open the private request link you were given and reply on that page. Add enquiry details in Add a reply. If the team asks for information about an accepted job, use Reply to TallyKestrel in the job conversation there.
WHAT THE CURRENT FLOW COLLECTS
Privacy
The forms collect the details needed to understand an enquiry, arrange a qualification chat, and keep the related request and service conversation together.
Public enquiry
The enquiry form asks for:
- Your name
- Reply email
- Company name
- Service or industry
- Your description of the request
Qualification booking
A 15-minute qualification booking asks for your name and reply email, role, industry, average deal size in USD, and selected open time. The confirmed time and timezone are saved with the related request.
Request, quote and job records
An enquiry is saved as a private request with the contact and request details. The private link opens that request without an account; its access record stores a hash of the link token. Anyone with the link can open the matching request, so keep the URL private.
Replies added through that link are saved to the request. Each quote version is stored with its scope, criteria, deliverables, timing, exclusions, price, payment terms and cancellation terms. Accepting, declining or asking for a change saves a response and any note against that quote version.
When a quote is accepted, the app creates a job tied to that quote. Team requests for information and customer replies are saved as messages on the job; its status and any completion details are kept with the job record. The private request view brings the related enquiry, quotes and job conversation together.
After a new enquiry is saved, the form shows your private link. The app also attempts to record the submission for the team; if that record is unavailable, it attempts an inbox email notification. A confirmation email with the same private link is attempted as well.
AGREED PER REQUEST
Service terms
TallyKestrel provides a pay-per-qualified-meeting service with no upfront retainer. The service is scoped for each customer before work begins.
Your quote records the agreed scope, qualified-meeting criteria, deliverables, timing, exclusions, price per meeting and currency, any maximum commitment, payment terms, and applicable cancellation terms. Quotes in this app show prices in USD.
Review the quote provided for your request: that quote controls its scope, price, currency and cancellation terms. Cancellation terms can differ by quote; this page does not set a universal cancellation policy.