Placement Anniversary Check-In
A done-for-you staffing and recruiting automation built for the Account Manager, connecting Twilio so the work below happens on its own.
What this automation does, step by step
At 30, 60, and 90 days after a candidate is placed, this automation automatically checks in with both the candidate and the client to confirm the placement is going well.
A mismatch gets caught and addressed while there's still time to act, instead of surfacing only once the replacement guarantee period has already expired.
- Bullhorn
- Twilio or email
- Zapier or Make.com
- A CRM
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, an account manager manually pieces together information from different places, then has to relay it to everyone who needs it. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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