Cut the drudgery, grow the business.
Browse Forge's routines, custom built for the staffing and consulting industry. Pick one or many, and let Jane execute the work end to end.
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89 routines
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Sales 24
Morning Buying Signals
Start each morning with companies ready to buy
Platform Project Signals
Reach platform buyers as their projects begin
Contact Job Change Alerts
Follow every client contact to their new job
New Hiring Manager Intro
Meet each new hiring manager at your accounts
Funded Company Outreach
Reach every newly funded company that fits you
Untouched Account Ranking
Work the accounts most likely to hire first
Direct Facility Openings
Reach facilities whose jobs you never receive
Client Permanent Job Watch
Put your candidates on every permanent job
Local Trades Hiring Watch
Know who is hiring your trades near your crews
Consultant Next Project
Line up the next project before assignments end
Client Department Expansion
Sell into every department at your clients
Prospect Reply Booking
Never leave a prospect reply waiting
Client Meeting Brief
Walk into every client meeting already briefed
Contact History Check
Know who spoke to a contact before you call
Network Fit Scoring
Call the contacts closest to your ideal client
Past Customer Outreach
Keep your crews busy between projects
Event Attendee Outreach
Arrive at every event with meetings booked
LinkedIn Posts from Meetings
Post on LinkedIn from what you said in meetings
Public Buying Plan Watch
See every buying plan item your contracts cover
Buyer List Refresh
Never lose a buyer when they change jobs
Contract Holder Outreach
Let every eligible agency know it can buy
Bid Response Writer
Start every proposal with the response written
Vendor List Reopen Watch
Be first back in when a vendor list reopens
Team Outreach Sequence
Run one outreach sequence across every rep
Recruiting 25
New Job Shortlist
Open every new job with the best people ranked
New Job Fit Scoring
Work the best jobs first
Vendor Portal Job Intake
Work every portal job from your own database
Job Breakdown and Search
Search for every job with strings ready to use
Job Board Posting
Post every new job without writing a word
Job Applicant Sorting
Call the best applicants first
Bulk Job Sourcing
Fill every opening on a bulk job in one pass
Axuall Provider Lists
Search every specialty from one Bullhorn list
Advanced Practice Provider Lists
Place physician assistants by specialty
Contact Detail Check
Reach every candidate on a working number
Provider Hot List
Call available providers when a job opens
Warm Candidate Pool
Have candidates ready before the client calls
After Hours Shortlist
Wake up to a shortlist on overnight jobs
Past Candidate Reconnect
Bring quiet candidates back to jobs they want
Past Hire Recall
Rehire your best people for every new project
Licensed Engineer Sourcing
Add licensed engineers to your database monthly
Lookalike Candidate Search
Call more people like the ones who advanced
Rare Skill Candidate Search
Know everyone who has the skill you need
Passive Candidate Campaign
Reach passive candidates on every new job
Candidate Reply Handling
See every candidate reply logged and answered
Candidate Relocation Matching
Fill jobs elsewhere with people ready to move
Deep Candidate Search
Find candidates your search never showed you
Weekly Specialty Job Digest
Keep each specialty hearing about your jobs
Cleared Candidate Search
Call the cleared candidates first
Personal First Message
Open every conversation with their own work
Placements 20
State Licence Check
Present only providers with a verified licence
Pre Call Candidate Check
Know the red flags before you call
Right to Represent Check
Submit only with a right to represent in date
Submission and Skills Matrix
Finish each call with the submission written
Submission Fit Scoring
Know how each submission fits before it goes
Submission Deadline Watch
Never miss a client's submission deadline
Provider Submission Packet
Submit providers with nothing missing
Candidate Availability Check
Present only candidates who are still looking
Client Interview Scheduling
Find every interview already on the calendar
Interview Prep Brief
Prepare each candidate for tomorrow's interview
Interview Questions and Scorecards
Interview senior candidates against a scorecard
Client Feedback Follow Up
Hear back from the client on every interview
Candidate Outcome Notes
Leave no candidate wondering where they stand
Placement Risk Alerts
Hear about a counter offer before the start
New Hire Onboarding
Start every placement with the paperwork done
Contractor Check Ins
Hear from every contractor each month
Roll Off Redeployment
Line up the next job before the last one ends
Provider Credential Renewals
Keep every provider's credentials current
Guarantee Period Replacement
Replace an early resignation from your search
Provider Travel and Housing
Know travel and housing are requested
Finance 7
Bill and Pay Rates
Quote every job with a rate that holds margin
Missing Timesheet Chase
Close payroll with every timesheet in
Timesheet to Invoice
Bill every signed timesheet in QuickBooks
Placement Fee Invoice
Bill the placement fee on the start date
Overdue Invoice Collections
Keep every overdue invoice followed up
Pay Period Payroll Preparation
Run payroll with the hours already checked
Biweekly Factoring Report
Send the factoring report on time
Operations 13
Lead Follow Up Report
Know which leads every rep has followed up
New Job Routing
Hand every new job to the right recruiter
Unworked Job Alerts
Never let an open job sit unworked
Contract End Notice Tracking
Know each contractor's last day on notice
Auto Sorted Inbox
Start the day with an inbox already sorted
Client Activity Log
Find every client conversation in your database
Candidate Record Updates
Trust every candidate record after a call
Weekly Results Report
See the week's placements every Thursday
Recruiter Activity Report
See what each recruiter did this week
InMail Usage Tracker
Use every LinkedIn licence you pay for
Client Contact Rules
Contact clients only the way they allow
Candidate Ownership Tracking
Know who owns every candidate
Team Morning Briefing
Start each day knowing what is due