For Recruiting & Staffing founders
AI program manager for recruiting and staffing firms
Track client accounts, open roles and follow-ups in one record, with outreach and status notes drafted for your approval.
Where it slips
In a recruiting and staffing business run by its owner, these are the gaps that cost money:
- A client has an open role and goes quiet after the first shortlist.
- Status updates to clients are written one at a time.
- Renewal conversations with retained clients are remembered late.
A week with dpaperwork
An example week. The details change with your setup.
- Reads. Client accounts and open mandates in the Pipeline, delivery of each search as a Project, and Gmail threads with hiring managers.
- Drafts. A check-in for the client who has not replied to the shortlist and a weekly status note for active searches.
- You approve. Drafts wait in your Inbox until you accept them.
What the setup call configures
- Import client accounts.
- Create a Project template for a typical search.
- Connect Gmail and write a Playbook for weekly search updates.
What it does not do
- It is not an applicant tracking system and does not store candidate pipelines or parse CVs.
- It keeps the client side of the business.