# Warm Candidate Pool

> Have candidates ready before the client calls. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

Each time a deal in your client database moves to a likely stage, Jane reads the deal, meeting notes and client emails to work out which roles the client will need. She searches the people your firm knows, adds matches from Forge's 1.2 billion profiles and sends a note asking each person about availability.

Page: https://forge-labs.io/routines/a-warm-pool-before-the-job-exists/

## How it works

1. **A deal moves to likely.** Jane starts each time a deal in your client database moves to a likely stage and checks your client database for those moves at least once an hour.
2. **Jane works out the roles.** Jane reads the deal, meeting notes and client emails to work out which roles the client will need. She searches the people your firm knows and adds matches from Forge's 1.2 billion profiles.
3. **Each match asked about availability.** Jane sends each matching candidate a note asking about their availability before the client opens the job.

**When it runs:** Each time a deal moves to a likely stage in your CRM, checked at least hourly.

**What stays with your team:** Jane builds the pool and posts it on her own. Every note to a candidate is drafted for the recruiter, and nothing is sent until that recruiter approves it.

**Who uses it:** Recruiters, Talent leads, Account managers

**Team:** Recruiting

**Built for:** Offshore and nearshore staffing, IT services and consulting, IT staffing, Healthcare staffing, Recruitment process outsourcing

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, HubSpot, Salesforce, Slack, Gmail

## Questions

### What does the Warm Candidate Pool routine do?

When sales marks a deal as likely, it builds a pool of candidates for the roles the client is likely to need and drafts a note asking each one about availability, before the job is sent.

### Does Jane contact candidates on her own?

No. Every note is drafted for a recruiter, and nothing is sent until that recruiter approves it.

### Which CRMs does it watch?

HubSpot and most other CRMs. Where the CRM cannot notify Jane of a change, she checks for deals that moved at least once an hour.

### Can we choose which deal stages start it?

Yes. Tell Jane which stage your firm treats as likely, and she runs the routine only when a deal reaches it.

## Book a demo

https://forge-labs.io/book