Routines / Consultant Next Project
Consultant Next Project
When a placement end date is set or changed in your applicant tracking system, Jane reads what the consultant delivered and finds accounts with a current project that needs the same work. Her outreach speaks to the client's project and comparable work your firm delivered without naming the consultant.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
Gmail
Outlook
Slack
- 1
A placement end date is set
Jane starts each time a placement end date is set or changed in your applicant tracking system, and again every Monday morning.
- 2
Jane matches the consultant to projects
Jane reads what the consultant delivered and finds accounts in your client database and in the market with a current project that needs the same skills.
- 3
Jane writes to each matched account
Jane writes to each account about the client's project and comparable projects your firm delivered, without naming the consultant.
Questions about Consultant Next Project
What does the Consultant Next Project routine do?
When a consultant's assignment is ending, it finds accounts with a project that needs the work that consultant delivered and drafts outreach about that project for the account owner to approve.
Does the outreach name the consultant?
No. The message speaks to the client's project and to comparable work your firm delivered. Who is put forward is decided by your team once the client wants to talk.
Does Jane send the outreach?
No. Every email is drafted for the account owner, and nothing is sent until that person approves it.
Which systems does it read?
Bullhorn, Ceipal, Crelate and most other ATS and CRM systems, plus timesheet or contract records you connect, so the end date and the skills are read together.