Routines for IT staffing 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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71 routines
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Sales 19
Platform Project Signals
Reach platform buyers as their projects begin
Client Permanent Job Watch
Put your candidates on every permanent job
Consultant Next Project
Line up the next project before assignments end
Contact History Check
Know who spoke to a contact before you call
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
Event Attendee Outreach
Arrive at every event with meetings booked
Team Outreach Sequence
Run one outreach sequence across every rep
Funded Company Outreach
Reach every newly funded company that fits you
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 17
Cleared Candidate Search
Call the cleared candidates first
Bulk Job Sourcing
Fill every opening on a bulk job in one pass
Personal First Message
Open every conversation with their own work
New Job Fit Scoring
Work the best jobs first
Job Breakdown and Search
Search for every job with strings ready to use
Job Board Posting
Post every new job without writing a word
After Hours Shortlist
Wake up to a shortlist on overnight jobs
Passive Candidate Campaign
Reach passive candidates on every new job
Deep Candidate Search
Find candidates your search never showed you
Vendor Portal Job Intake
Work every portal job from your own database
Contact Detail Check
Reach every candidate on a working number
Warm Candidate Pool
Have candidates ready before the client calls
Past Candidate Reconnect
Bring quiet candidates back to jobs they want
Lookalike Candidate Search
Call more people like the ones who advanced
Candidate Reply Handling
See every candidate reply logged and answered
Job Applicant Sorting
Call the best applicants first
New Job Shortlist
Open every new job with the best people ranked
Placements 15
Right to Represent Check
Submit only with a right to represent in date
Submission Fit Scoring
Know how each submission fits before it goes
Candidate Availability Check
Present only candidates who are still looking
Interview Questions and Scorecards
Interview senior candidates against a scorecard
Placement Risk Alerts
Hear about a counter offer before the start
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
New Hire Onboarding
Start every placement with the paperwork done
Finance 7
Bill and Pay Rates
Quote every job with a rate that holds margin
Biweekly Factoring Report
Send the factoring report on time
Placement Fee Invoice
Bill the placement fee on the start date
Pay Period Payroll Preparation
Run payroll with the hours already checked
Missing Timesheet Chase
Close payroll with every timesheet in
Timesheet to Invoice
Bill every signed timesheet in QuickBooks
Overdue Invoice Collections
Keep every overdue invoice followed up
Operations 13
Lead Follow Up Report
Know which leads every rep has followed up
Contract End Notice Tracking
Know each contractor's last day on notice
InMail Usage Tracker
Use every LinkedIn licence you pay for
Client Contact Rules
Contact clients only the way they allow
New Job Routing
Hand every new job to the right recruiter
Candidate Ownership Tracking
Know who owns every candidate
Unworked Job Alerts
Never let an open job sit unworked
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