Routines / Client Department Expansion
Client Department Expansion
Every Monday morning Jane maps the departments and managers you serve at each client from your applicant tracking system and client database. She reads each client's open jobs and news to find departments hiring for your kind of work that have never bought from you and finds who leads them.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
LinkedIn
Gmail
Outlook
Slack
- 1
The Monday mapping starts
Every Monday morning Jane maps the departments and managers your firm serves at each client from your applicant tracking system and client database.
- 2
Jane finds departments that never bought
Jane reads each client's open jobs and news to find departments hiring for your kind of work that have never bought from your firm.
- 3
Jane writes to each department leader
Jane finds who leads each of those departments and writes an introduction to that leader that refers to the services your firm already provides at that client.
Questions about Client Department Expansion
What does the Client Department Expansion routine do?
Each week it finds departments inside your current clients that are hiring for your kind of work but have never bought from you, and drafts an introduction from the account owner to approve.
What about clients that come through an MSP or VMS?
Jane records the account under the end client and follows the contact rules you set for it. Where the agreement bars direct manager contact, she flags the department and drafts nothing.
Does Jane contact the managers herself?
No. Every introduction is drafted for the account owner, and nothing is sent until that person approves it.