Routines for IT services and consulting firms.
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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43 routines
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Sales 16
Public Buying Plan Watch
See every buying plan item your contracts cover
Contract Holder Outreach
Let every eligible agency know it can buy
Platform Project Signals
Reach platform buyers as their projects begin
Consultant Next Project
Line up the next project before assignments end
Buyer List Refresh
Never lose a buyer when they change jobs
Bid Response Writer
Start every proposal with the response written
Vendor List Reopen Watch
Be first back in when a vendor list reopens
New Hiring Manager Intro
Meet each new hiring manager at your accounts
Untouched Account Ranking
Work the accounts most likely to hire first
Client Department Expansion
Sell into every department at your clients
Network Fit Scoring
Call the contacts closest to your ideal client
Morning Buying Signals
Start each morning with companies ready to buy
Contact Job Change Alerts
Follow every client contact to their new job
Prospect Reply Booking
Never leave a prospect reply waiting
Client Meeting Brief
Walk into every client meeting already briefed
LinkedIn Posts from Meetings
Post on LinkedIn from what you said in meetings
Recruiting 7
Job Breakdown and Search
Search for every job with strings ready to use
Job Board Posting
Post every new job without writing a word
Vendor Portal Job Intake
Work every portal job from your own database
Warm Candidate Pool
Have candidates ready before the client calls
Past Candidate Reconnect
Bring quiet candidates back to jobs they want
Job Applicant Sorting
Call the best applicants first
New Job Shortlist
Open every new job with the best people ranked
Placements 10
Submission Fit Scoring
Know how each submission fits before it goes
Pre Call Candidate Check
Know the red flags before you call
Submission and Skills Matrix
Finish each call with the submission written
Submission Deadline Watch
Never miss a client's submission deadline
Interview Prep Brief
Prepare each candidate for tomorrow's interview
Client Feedback Follow Up
Hear back from the client on every interview
Candidate Outcome Notes
Leave no candidate wondering where they stand
Contractor Check Ins
Hear from every contractor each month
Roll Off Redeployment
Line up the next job before the last one ends
Client Interview Scheduling
Find every interview already on the calendar
Finance 3
Operations 7
Client Contact Rules
Contact clients only the way they allow
Recruiter Activity Report
See what each recruiter did this week
Weekly Results Report
See the week's placements every Thursday
Candidate Record Updates
Trust every candidate record after a call
Client Activity Log
Find every client conversation in your database
Auto Sorted Inbox
Start the day with an inbox already sorted
Team Morning Briefing
Start each day knowing what is due