Recruiting and staffing
Review request rep
Asks every placed candidate and client for a Google review and drafts replies to new ones.
Common
For recruiting and staffing firms
Placement invoicer
Makes the fee invoice in QuickBooks when a placement starts and keeps an eye on it until it is paid.
- Bullhorn
- QuickBooks
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsWhen a placement starts in Bullhorn
- 1Read the placement, start date and fee in BullhornBullhorn
- 2Make the fee invoice in QuickBooksQuickBooks
- 3Ask you first before sending the invoiceHe asks you first
- 4Send it to the client's billing contactQuickBooks
- 5Watch for the payment in QuickBooksQuickBooks
- 6Text you when it is paid, or a reminder draft if late
- What you getA fee invoice out when each placement starts, and a reminder ready when one runs late.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for recruiting and staffing firms
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Books client interviews for the candidates you submit, confirms both sides and handles reschedules.
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Turns your open job orders into a weekly email to your candidate list and a LinkedIn post.
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Job posting coordinator
Posts each new job order on Indeed and LinkedIn and logs every applicant in Bullhorn for you to review.