Recruitment Automation Playbook Guide by Recruiterflow.com

1. recruiterflow Recruitment Automation Playbook

2. Table of Contents Candidate Experience Thank you for applying 04 Submission Intimation (Email & text message) 05 Send interview coaching (Email with filters) 06 Early stage disqualification automation 07 Reason based disqualification email 08 Collaoration & productivity Automatic submission email to the client 09 Notify team members when a job is opened 10 Notify the manager and hiring team when a submittal is made 11 Notify the team when a hire has happened 12 Create a task for the back office team member to start onboarding work 13 Create a task for your VA to schedule an interview 14 Pipeline Conversion Scheduling screening calls (1 email / campaign) 15 Send candidates to certain campaigns based on tags 16 Task for the recruiter 1 week after making the submittal 17 Send a slack message when no activity on a candidate interviewing with the client 18

3. Table of Contents Nurture Rockstar engage later disqualification drop to campaign 19 Nurture submittal rejected candidates 20 Nurture five star candidates 21 Nurture interview rejected candidates 22 Nurture candidates who withdrew in the advanced stage 23 Stay in touch with the hiring manager over the guarantee period 24 Stay in touch with the candidate over the guarantee period 25 Auto engage candidates whose contracts are ending in next 30 days 26 Nurture clients who are your A targets every quarter 27

4. Thank you for applying Trigger A candidate Has Applied Action Send an Email to the Candidate Notify the candidate that you’ve received their application, give them an idea about the recruiting process and have a call to action to maybe follow you on social media. Outcome Email: Thank you for applying Subject Line: Thank you for applying! We’ve received your application. Mailer: Hi [candidate.firstname], We’ve received your application for the position of [title]. We’re thrilled about your interest in working with us here at Dunder Mifflin. We’re still reviewing applications for the position as they come in, and if your application is selected, we’ll let you know by email. To give you a brief overview of what our recruitment process looks like, here are all the stages: [Short description of the recruitment process]. Stage 1: X Stage 2 : Y Stage 3 : Z One of our recruiters will contact you shortly to let you know about the status of your application. In the meantime, do follow us on LinkedIn to stay updated. If you have any questions regarding the interview process, please feel free to send a reply. Thank you for your application and have a great day! Regards, [Your name] [Email signature and contact information] 04 CANDIDATE EXPEREINCE

5. Submission Intimation (Email & text message) Trigger Candidate Stage Changed to Client Submissions Action Send an email/text to the candidate Let the candidate know that the client has received their resume. You also estabish right to represent the candidate to the client. Outcome Email: Candidate stage moved to Client Interview Subject Line: You are off to the tracks! Hi [candidate.firstname], Such a great time having a conversation with you. Just wanted to let you know that I’ve submitted your profile to our client [job.company.name]. I will keep you updated on the progress. Kind regards, [Your name] [Email signature and contact information] Text Message: Candidate is submitted to the client. We’ve submitted your profile to the hiring team at [job.company.name]. Will keep you posted on the progress. I will be here if you have any questions. 05 CANDIDATE EXPEREINCE

6. Send interview coaching (Email with filters) Trigger Candidate Stage Changed to Client Interview Action Send email to the candidate Coach your candidates about the client, the position and the interviewer to maximise their chances of success during the interview process. Also, create a great exprience where the candidate knows that you are batting on their side! Automatically change the content based on the client using a filter. Outcome Email: Candidate stage moved to Client Interview Subject Line: Interview Confirmation [company.name] for [job.title] Hi [candidate.firstname], Thank you for taking the time to confirm your interview for the [job.title] role with [job.company.name]. I’m excited to speak with you for your phone interview scheduled to take place at [time] on [date]. The interview will be with the hiring manager [job.contact.name]. For this interview, we are sharing some instructions that you need to follow: [Point 1] [Point 2] [Point 3] [Point 4] [Point 5] Here are some useful resources that’ll help you prepare for your upcoming phone interview: [Resource 1] [Resource 2] [Resource 3] In the meantime, if you have any questions about the process or the role, please don’t hesitate to contact me by email or over the phone. Kind regards, [Your name] [Email signature and contact information] 06 CANDIDATE EXPEREINCE

7. Early stage disqualification automation Trigger Candidate is disqulified from a job Action Send an email after 1 day Easily the biggest frustration that candidates have is that recruiters don’t get back on their status. Easily let the candidates know that they were disqualified. Outcome Email: A candidate is disqualified from the early stages of the recruiting process Subject Line: Thank you for applying for the role of [job.title] Hi [candidate.firstname], Thank you so much for your interest in the role of [job.title] here at Dunder Mifflin, and for taking out the time to apply with us. While we were quite impressed by your background and skill set, we had to go ahead with another candidate with more experience in the relevant field. However, we'd encourage you to apply for other positions of your interest and expertise in the coming months. Thank you again for the time you invested in applying for this role. We wish you the best of luck in your job search and all future endeavors. Kind regards, [Your name] [Email signature and contact information] 07 CANDIDATE EXPEREINCE

8. Reason based disqualification email Trigger A candidate gets disqualified with disqualification reason: not qualified Action Send an email to the candidate after 1 day You can even customise emails for each disqualification reason - assuring the candidates that you looked at their resume and disqualified them for a reason. Outcome Subject: Thank you for applying for the role of [job.title] Hi [candidate.firstname], Thank you so much for your interest in the role of [job.title] here at Dunder Mifflin, and for taking out the time to interview with us. While we were quite impressed by your background, unfortunately, this role requires a valid work permit and we can’t sponsor that for you at this stage. We would have loved to have you on board with us. However, we'd encourage you to apply for other positions of your interest and expertise in the coming months. I’m sure you’d be a great fit for a lot of upcoming job opportunities, so please keep an eye out for a role you’d be interested in and we’ll take it from there. Thank you again for the time you invested in applying and interviewing for this role. We wish you the best of luck in your job search and all future endeavors. Kind regards, [Your name] [Email signature and contact information] 08 CANDIDATE EXPEREINCE

9. Automatic submission email to the client Trigger Candidate Stage Changed to Client Submission Action Send an email to the client contact Your clients get an email along with a link to the full branded client portal to see the candidate details. Dazzle your clients with an unparalleled experience. Outcome Subject Line: A great candidate for [job.title] Hi [job.contact.firstname], Hope you are doing well! There is a fantastic candidate I wanted to float by you. [Candidate.fullname] - currently working at [candidate.companyname] as [candidate.jobtitle]. You can check out their profile here - [candidate.profilelink]. Let me know what you think. Best Regards, [Your name] [Email signature and contact information] Slack You can also create a shared channel on slack with your clients and send candidates to them via slack. Easy way to collaborate with your clients and work where they like to work. You can use the same message and fields - change action to send a slack message. 09 Collaoration & productivity

10. Notify team members when a job is opened Trigger A New Job Opened Action Send an email to the entire team/ Send a slack message Make recruiting a team game! Every time there is a new JO, notify your entire team about the role. Outcome Subject line: New job opening created! Hi team, We have a new job opening for the role of [job.title] with [job.company.name] at location [job.location]. Please let us know if you have a candidate in your pool who might be interested or make a good match for this position. Best, [Your name] [Email signature and contact information] Slack New job opening alert! We have a new job opening for the role of [job.title] at Dunder Mifflin. You can find more information about the client here [insert a link to a doc where you can share the client’s expectations, background, budget, t&c, etc]. Do let me know if you have a candidate in your pool who might be interested or make a good match for this position. 10 Collaoration & productivity

11. Notify the account manager and hiring team when a submittal is made Trigger Candidate Stage Changes to Client Submittal Action Send an email to the entire team/ Send a slack message Keep the entire hiring team in the loop. Notify the account manager or the sales team member whenever a submittal is made to the client - say goodbye to endless status updates! Outcome Email: New candidate submittal Subject Line: Submittal alert! [candidate.name] was submitted for [job.title] Hi [job.accountmanager.name], [candidate.name] has been submitted fot the role [job.title] to [job.client.name]. Check out the candidate profile here - [candidate.profile.link] Best Regards, [Your name] [Email signature and contact information] Slack Update:[candidate.name] was submitted. Check out the candidate [candidate.profile.link] 11 Collaoration & productivity

12. Notify the team when a hire has happened Trigger Candidate Stage Changes to Hired Action Send an email to the entire team/ Send a slack message Outcome Celebrate your wins and foster a competitive winning culture. Email: A new hire has been made Subject line: woo hoo! We just made a new placement Hi [employee.name], Just wanted to quickly share with you that we have successfully hired [candidate.name] for the position of [job.title] at [job.company.name]. [job.recruiter.name] and [job.accountmanger.name] made this placement! Congratulations! Let’s continue to move faster, grow ambitiously, and fiercely! Best, [Your name] [Email signature and contact information] Slack New hire alert! We have successfully hired a candidate for the position of [job.title] at Dunder Mifflin. I want to thank [recruiter 1, recruiter 2, and recruiter 3] for making this recruitment possible. Let’s keep going! 12 Collaoration & productivity

13. Create a task for the back office team member to start onboarding process Trigger Candidate Stage Changes to Onboarding Action Create a task for someone on your team Make sure that your team doesn’t have to manually ask your backoffice to start the onboarding process. Run it like a well oiled machine! Outcome Title: Start onboarding process Notes: Contact the hiring manager for requirements. Send an email to the candidate and make sure they submit the documents as requested by the client. Timeline: 2 weeks Associated with: candidate 13 Collaoration & productivity

14. Create a task for your VA to schedule an interview Trigger Candidate Stage Changes to Client Interview Action Create a task for someone on your team If you have a virtual assistant that helps you with scheduling, you can create a task for them to start the scheduling process once a candidate moves to client interview stage. Outcome Title: Schedule an interview Notes: Please schedule an interview with [candidate.firstname] Associated with: candidate, job 14 Collaoration & productivity

15. Scheduling screening calls (1 email / campaign) Trigger Candidate Stage Changed to Phone Screen Action Add Candidate to Campaign (Stop campaign when call is scheduled) A recurring problem in recruiting is that once a candidate has expressed interest, they don’t necessarily schedule a call. With this automation, you can automatically followup with those who didn’t schedule a call. Outcome Email 1: Candidate stage moved to phone screen Subject Line: You’re selected! Invitation to phone interview at Dunder Mifflin Hi [candidate.firstname], Congratulations! Your application to Dunder Mifflin for the position of [job.title] has been selected for the next round which is a phone interview. I would love to have a quick call with you so as to get to know you better and answer any questions you may have. Would you be available for a chat over he next few days? Please let me know a few slots that work well for you. Alternatively, you can pick a slot on my calendar here <insert scheduling software like calendly link> Looking forward to hearing from you, Kind regards, [Your name] [Email signature and contact information] Email 2: Follow up with a candidate Subject Line: [Same thread as the first email] Hi [candidate.firstname], I wanted to check in with you to see if you had a chance to look at my previous email. I would love to speak. Let me know a few possible slots that work for you. You can also pick a slot on my calendar here. Looking forward to learning more about you. Thanks again for your time. Kind regards, [Your name] [Email signature and contact information] Email 3: Final follow up with the candidate Subject Line: [Same thread as the first email] Hi [candidate.firstname], As I mentioned in my last email, you’ve been shortlisted for the job position [job.title] at Dunder Mifflin. I believe this could be a great opportunity for you. We’re closing the phone interview rounds this week and I wanted to make sure you’re still interested in the position since you missed my last email. Please let me know your availability over the next few days and we can pencil something in. Looking forward to your response. Kind regards, [Your name] [Email signature and contact information] 15 Pipeline Conversion

16. Saved Search: Candidates tagged nurture AND last contacted more than 180 days ago Send candidates to certain campaigns based on tags Trigger Candidate Enters a Saved Search Results Action Add Candidate to a Campaign When you come across a great candidate, just tag them #nurture and automatically keep them engaged every 6 months. Outcome Campaign 1: Candidate is tagged #nurture (3 - 4 emails) Email 1: Subject line: [candidate.firstname], we found the perfect job opportunity for you! Hi [candidate.firstname], I hope you’re doing great! We spoke about 6 months ago regarding a job opportunity but unfortunately, it didn’t come through. This morning, I came across a fantastic job opening that you’d be a perfect fit for! I quickly wanted to checj in with you to see if you’d be open to having a quick chat. Since our last conversation, I’ve been really impressed with your backgrounad and track record. Even if this isn’t something up your alley, I would still love to chat and understand what you are thinking about and keep an eye out for something that might be suitable for you. Kind regards, [Your name] [Email signature and contact information] Email 2: Subject line: “Same thread as last email” Hi [candidate.firstname], Hope you’re well! Did you get a chance to see my last email? If you didn’t, here’s the TL;DR: Came across a great role that I think might be a good fit. If not, would still love to chat about your thought process for the next move and keep an eye out. In the meantime, if you have any questions about the hiring process or the role, please don’t hesitate to contact me by email or over the phone. Kind regards, [Your name] [Email signature and contact information] Email 3: Subject line: “Same thread as last email” Hi [candidate.firstname], Just wanted to reach out one last time to see if it would make sense to speak! If not, I will keep an eye out for a great role for you. Let me know if you are available to speak over the next few days. Kind regards, [Your name] [Email signature and contact information] 16 Pipeline Conversion

17. Saved Search: Candidates Last Activity is More Than 7 Days Ago AND Current Stage is Client Submission Task for the recruiter 1 week after making the submittal Trigger Candidate Enters a Saved Search: No activity for 7 days since submittal Action Create a task : For the recruiter; due 1 week later if there is no activity on the candidate Recuce admin creep. If there is a submittal that requires your attention, its done automatically. Make sure that you never drop the ball on your submittals. Outcome Notes: [candidate.firstname] has been submitted for a week without any new activity. Maybe this requires your attention. Slack Hi [recruiter.name], following up on [candidate.name]’s status. The candidate was submitted [a couple of weeks/days ago] and there hasn’t been any activity. Can you please check this? 17 Pipeline Conversion

18. Saved Search: Candidates Last Activity is More Than 7 Days Ago AND Current Stage is Client Interview Send a slack message when no activity on a candidate interviewing with the client Trigger Candidate Enters a Saved Search Action Send a slack message to the Recruiter Recuce admin creep. If there is a submittal that requires your attention, its done automatically. Make sure that you never drop the ball on your submittals. Outcome Slack Hi [recruiter.name].Following up on status of [candidate.name] who is interviewing for the role of [job.title] at Dunder Mifflin and there hasn’t been an update in last 1 week. 18 Pipeline Conversion

19. Rockstar engage later disqualification drop to campaign Trigger Candidate gets disqualified from a job with disqualification reason: Great candidate; nurture later Action Add candidate to a campaign There are a lot of reasons why a candidate doesn’t get hired but your job is to find these great candidates and stay in touch with them. You disqualify candidates with a set reason and our automation does it for you. Outcome Email 1: Subject Line: How’s it going [candidate.firstname]? Hi [candidate.firstname], I hope you’re doing well! We spoke a while back regarding a role - while it was a great fit but it didn’t work out at the time. I wanted to get back in touch as we specialize in the paper industry around the Scranton area and I thoroughly enjoyed our last conversation. I am working on several positions that I thought you might be interested in and wanted to run them by you. I’d love to tell you more about these positions and learn about what you’ve been up to since we last spoke. Are you available to talk on [date/time] this week? If so, I’d be happy to set up a call. Kind regards, [Your name] [Email signature and contact information] Email 2: Subject Line: How’s it going [candidate.firstname]? Hi [candidate.firstname], I hope you’re doing well. Just wanted to check in to see if you had a chance to see my previous email. Are you available over the next few days for a quick chat? If so, I’d be happy to set up a call. Kind regards, [Your name] [Email signature and contact information] Email 3: Subject Line: How’s it going [candidate.firstname]? Hi [candidate.firstname], Thought I would reach out one last time to see if you’d be up for a quick chat. Even if you are not interested at this time, I would love to stay in touch and work with you to put your career on the next trajectory. Kind regards, [Your name] [Email signature and contact information] 19 Nurture

20. Saved Search: Candidate moved through the stage: “Client Submission" AND Current Stage is not HIRED AND last contacted 180 days ago Nurture submittal rejected candidates Trigger Candidate Enters a Saved Search Result Action Add Candidate to a Campaign If you vetted a candidate and submitted them but couldn’t place them, automatically stay in touch with them every 6 months. Stay on top your top candidate’s minds. Outcome Email 1: First nurture email Subject line: [candidate.firstname], how’s it going? Hi [candidate.firstname], I hope this email finds you well. Been a while since we last chatted. Although it didn’t work out then, I remain thoroughly impressed with your track record and wanted to check in with you. As you know we work with great paper companies in Scranton area and we are working on a few roles that we think will be a great fit for you. Wondering if you’d be up for a conversation? Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] Email 2: Second nurture email Subject line: [candidate.firstname], how’s it going? Hi [candidate.firstname], Hope you’re doing great! Probably you are not currently looking for a new role but I would love to discuss your goals so that I can keep an eye out in the market for a suitable role for you that can help you take your career on a new trajectory. Let me know if you’re available this week. If so, I’ll set up a call. Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] Email 3: Third nurture email Subject line: [candidate.name], let’s connect this week to discuss [job.title] at Dunder Mifflin Hi [candidate.firstname], I know things can be busy but I really want to make sure that you don’t miss out on the opportunity at Dunder Mifflin for the role of [job. title]. I’m highly impressed with your skills and experience. I believe you’ll be a great fit for the role and would love to share more details about the role, compensation, benefits, and culture. I’ll be more than happy to jump on a call with you this/next week. Let me know if you’re available for the same and I’ll set up a call. Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] 20 Nurture

21. Saved Search: Current Stage is not HIRED AND rated days ago AND Last Contacted 180 Nurture five-star candidates Trigger Candidate Enters a Saved Search Action Add candidate to a campaign You can rate your candidates with a star rating system. Easily nurture your top candidates with a regular cadence. Outcome Email 1: First nurture email Subject line: [candidate.first name], new job opportunity for you! Hi [candidate.firstname], Hope you are doing well. It’s been a while since we last spoke but I wanted to restart our conversation. I am working on an opportunity that might be just perfect for you. I was thoroughly impressed with our last interaction and think that there are a few roles that we are working on which have the potential to take your careers in the next orbit. I'd like to reconnect, talk about the role, and catch up on what you've been up to since our last conversation. Would you be available for a quick phone call? Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] Email 2: Second nurture email Subject line: [candidate.first name], new job opportunity for you! Hi [candidate.firstname], Emails have a terrible habit of getting lost and would be a shame if that happened to my previous email. I am super excited and following up because I think this role is a perfect fit. I’d love to chat more with you about the role, compensation, benefits, and culture. Let me know if you’re available on [day/time] this week and I’ll set up a call. Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] Email 3: Third nurture email Subject line: [candidate.first name], new job opportunity for you! Hi [candidate.firstname], I wanted to reach out one last time to see if this might be of interest. Even if you are not looking out for a role right now I would love to speak and get an idea about your growth plan and keep an eye out for something that you might like. Would you like to get on a quick call this week to chat more Kind regards, [Your name] [Email signature and contact information] 21 Nurture

22. Saved Search: Candidate moved through the stage: “Client Interview" AND Current Stage is not HIRED AND last contacted 180 days ago Nurture interview rejected candidates Trigger Candidate Enters a Saved Search Action Add candidate to a campaign Candidates that interviewed with the client but didn’t make it for one reason or another are a treasure trove, often very under utilised. Nurture the candidates interviewed and stay in front of them. Outcome Email 1: First nurture email Subject line: [candidate.first namecandidate.firtname], let’s chat. New opportunity for you. Been a while since we last spoke but there are some fantastic opportunities in the market today that I think are a great fit for you. I couldn’t resist reaching out! Would you like to get on a quick call on [day/time] this week to chat more about some of the roles? If so, let me know and I’ll set up the call. Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] Email 2: First nurture email Subject line: [Same thread as last one] I continue to recruit for some fantastic roles with the very best paper companies in the area. With some of the roles offering a substantial raise, remote work and growth that can take your careers in the next orbit. I couldn’t resist reaching out one more time to see if you’d be interested in having a conversation. Would you be up for a quick chat about your growth plan? Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] Email 3: Third nurture email Subject line: [Same thread as last one] We’ve started interviewing some great candidates but I think your background and your ambitions are a perfect fit for a couple of roles we’ve been working on I’d love to chat more with you about the role, compensation, benefits, and culture. Thought I would reach out one last time to see if this is of interest at this time Looking forward to hearing from you! Kind regards, [Your name] [Email signature and contact information] 22 Nurture

23. Saved Search: Candidate disqualified from stage either "Client Submission", "Client Interview" or "Offer" AND Current Stage is not HIRED AND last contacted 180 days ago Nurture candidates who withdrew in the advanced stage Trigger Candidate Enters a Saved Search Action Add candidate to a campaign In a candidate driven market, candidates withdraw from the recruiting process for all kinds of reasons. Nurture great candidates that withdrew in the late stages with the right messaging. Outcome Email 1: First nurture email Subject line: Is this a better time [candidate.firstname]? Hi [candidate.firstname], I hope this email finds you well. Sometime back, we were in touch for a role and unfortunately, we couldn’t continue down that path. I ’ve been thoroughly impressed by your background and accomplishments. We’ve started working on some incredible positions in the Scranton area in the paper industry and I think some of them have the potential to put your career in the next orbit. We continue to work with the best firms and the hiring managers in our industry and I would love to pick up our conversation where we left it to see if you’d be up for a conversation. Good luck! [Your name] [Email signature and contact information] Email 2: Second nurture email Subject line: Is this a better time [candidate.firstname]? Hi [candidate.firstname], I hope this email finds you well. As I laid out in my previous email, we are working on some incredible roles in the paper industry around Scranton area and I am positive that some of these roles might just be what you are looking for. I’d love to connect with you to discuss your careers plan and see if there is anything that can be a great fit. In the meantime, you can also check out our compensation benchmarking report that we released last month. Let me know if there is any time slot that works for you. Good luck! [Your name] [Email signature and contact information] Email 3: Third nurture email Subject line: Is this a better time [candidate.firstname]? Hi [candidate.firstname], Just wanted to followup one last time to see if you’d be open for a quick chat about some of the roles that can take your career in the next orbit. [Your name] [Email signature and contact information] 23 Nurture

24. Stay in touch with the hiring manager over the guarantee period Trigger Candidate Stage Changes to Hired Action Send email to [job.contact] after 7 days/30days/90days First 90 days of a new hire the most critical and that’s why recruiters have guarantee periods. Automatically get in touch with the hiring manager after the placement to be proactive about the new placements and see how they are doing. Outcome Email 1: Send email to client after 7 days Subject line: How’s it going with [candidate.firstname]? Hey [job.contact.firstname], I hope you’re doing well. It’s been 1 week since [candidate.firstname] joined you and I wanted to check in to see that the onboarding process is going along smoothly! If there is anythign I can do to be helpful, just say the word Kind regards, [Your name] [Email signature and contact information] Email 2: Send email to client after 30 days Subject line: it’s already a month! Hi [job.contact.firstname], It’s been already a month! Time travels fast. Just wanted to check in that things are going well with [candidate.firstname]. If I can do anything to help, let me know. Regards, [Your name] [Email signature and contact information] Email 3: Send email to client after 90 days Subject line: Checking in Hi [job.contact.firstname], How are things at your end? It’s 90 days since [candidate.firstname] joined and wanted to check in to see how are things going? Kind regards, [Your name] [Email signature and contact information] 24 Nurture

25. Stay in touch with the candidate over the guarantee period Trigger Candidate Stage Changes to Hired Action Send email to [candidate] after 7 days/30days/90 days First 90 days of a new hire the most critical and that’s why recruiters have guarantee periods. Automatically get in touch with the candidate after the placement to see how they are doing. Outcome Email 1: Send email to candidate after 7 days Subject line: How’s it going? Hey [candidate.firstname], I hope you’re doing well. Congrats on completing one week with [job.companyname]. I couldn’t be more excited for you. I hope the onboarding is going smoothly. If there’s anything I can do, please let me know. Kind regards, [Your name] [Email signature and contact information] Email 2: Send email to candidate after 30 days Subject line: It’s been a month already! Hi [candidate.firstname], Can’t believe it’s been a month already since you started with [job.companyname] and I wanted to check in to ask how are things going? If you have any concerns, let me know. [Your name] [Email signature and contact information] Email 3: Send email to client after 90 days Subject line: Checking in Hi [job.contact.firstname], How are things at your end? It’s 90 days since [candidate.firstname] joined and wanted to check in to see how are things going? Kind regards, [Your name] [Email signature and contact information] 25 Nurture

26. Saved Search: Current Stage is HIRED AND contract end date is less than 30 days later Auto engage candidates whose contracts are ending in next 30 days Trigger Candidate Enters a Saved Search Action Add candidate to a campaign Being able to rotate your on cotract candidates is the best thing that can happen to your business! This automation helps you engage contracts ending in a month’s time and proactively re engage the candidate. Outcome Email 1: Your contract is ending! Subject line: Your contract is ending Hi [candidate.firstname], Hope you are doing well. Since your contract expires in about a month’s time, I wanted to check in if you’d like to extend the contract or would like to pursue other opportunities. We have a host of opportunities available should you or the client decide not to extend the contract. I look forward to hearing from you soon. Best, [Your name] [Email signature and contact information] Email 2: Subject line: Checking in Hi [candidate.firstname], Following up from the email above. Since your contract is ending in near term, this is a bit time sensitive and would love to understand your plan. If you have any questions or concerns, happy to hop on a call. Kind regards, [Your name] [Email signature and contact information] 26 Nurture

27. Saved Search: Clients tagged "A target" AND last contacted more than 90 days ago Nurture clients who are your A targets every quarter Trigger Candidate Enters a Saved Search Action Add candidate to a campaign Winning a new client, especially marquee clients is not easy and the hardest part is to stay in front of them. You can now automatically stay in front of your A-list prospects and nurture a new relationship! Outcome Email 1: Subject line: [contact.firstname], what’s the hiring plan next quarter? Hi [contact.firstname], Market today has become increasingly more competitive for talent. One way that we are helping our clients is to plan the hiring activity next quarter and get a jump on the activity to make sure that you reach your hiring goals despite the competition in the market. I would love to speak with you about your hiring targets and see if we can help you crush them! Do you have time for a quick chat one of these days? Best Regards, [Your name] [Email signature and contact information] Email 2: Subject line: [Same as previous email] Hi [contact.firstname], Following up on my previous email. We’ve seen that on average, it has taken 1.8 offer to make one hire as top candidates generally have multiple offers and counteroffers. This makes achieving your hiring plan unpredictable and that’s where we come in. We can deliver a healthy pipeline of super qualified and vetted candidates that you can hire. We recently helped Sabre paper company hire an exceptional sales team for the scranton office. Would you be able to squeeze in 5 minutes this week in your calendar for a chat? Best Regards, [Your name] [Email signature and contact information] Email 3: Subject line: [ Same as previous email] Hi [contact.firstname], Not sure if you had a chance to read my previous emails. Just wanted to followup one last time to see if you’d like to discuss your hiring plans for the next quarter. If this isn’t the right time, let me know and I will reach out at a better time. Best Regards, [Your name] [Email signature and contact information] 27 Nurture