Automation Tips, Tricks and Training

Protect Your Pipeline with this Antidote to Backdoor Placements

Backdoor placements are often an "invisible" pipeline killer. Yet they are also a great opportunity to recover lost revenue. Silver linings! Are you missing out on smashing target by not actively managing backdoor placements? 20 Years Ago, in a Land Far Away...In Lisa and my younger days (20 years ago), we created a report to track theoretical backdoors, and had a team calling candidates at the employer they'd recently had an interview with. If they answered, they were put through to the recruiter to begin recouping the lost fee.Surely time has moved on and there are more effective and tech-driven ways of doing this? Plus, surely recruiters are better at sales admin and relationship management now, so back doors are less common? I'm not so sure... If anything more data and tech has actually created a less robust process in many firms.Let’s explore why tracking backdoor placements is critical and how to implement best practices and technology for spotting and reducing them.The Financial Impact of Backdoor PlacementsWhen a candidate you’ve introduced to a client is hired without your knowledge or agreement on fees, you lose the fee. This often happens when terms of business aren’t adhered to, or when a client chooses to go behind your back. Consider this: one recruiter we’ve worked with reported uncovering at least one lost fee per consultant annually. For a team of 30 recruiters, that’s a staggering £150,000 in potential net revenue. In one instance, a single backdoor placement resulted in a recovered fee of £32,000. These numbers are too significant to ignore.Additionally, recruiters often spend resources sourcing candidates from external platforms instead of leveraging their databases. Tracking and addressing backdoor placements encourages better use of internal resources while ensuring you recapture fees rightfully owed to your business.Building Trust and Strengthening Your Recruitment ProcessClients: Actively managing backdoor placements helps you optimise your client relationships. Clients who circumvent your terms of business do not value your partnership. Using Bullhorn to flag these incidents creates transparency and helps you spend time on clients who value you.Candidates: Additionally, having a proactive backdoor placement management process complements your silver medalist strategy. Silver medalists are candidates who reached advanced stages of the recruitment process but were not placed. By regularly engaging these high-potential candidates through your tracking systems, you keep them warm for future opportunities while minimising your reliance on external sourcing.Best Practices for Managing Backdoor PlacementsTrack Every Interaction: Ensure your CRM system captures interview stages and outcomes, even for candidates rejected at early stages. Use detailed note types like “Rejected at Interview” or “Rejected at CV Send” to maintain a clear record.Standardise Your Terms: Attach your terms and conditions to every client communication. This ensures clients can’t dispute fees later and provides you with a reliable audit trail.Monitor Data Ownership: Many lost placements are tied to inactive users or former consultants. Assign ownership of these candidates to managers to maintain visibility and accountability.Automate to Remove Human Error: Implement automation to consistently track candidate progress and flag potential backdoor placements. This minimises manual errors and improves data integrity.Automation - The Antidote to Backdoor PlacementsDuring a recent Bullhorn Automation User Group, I was asked about my top 3 ways to use automation. Backdoor placement management is one of those 3 ways. These 2 automations are a must of you are set on prevention and pipeline maximisation:Interview Confirmation automation: If you already use these automations, add a notification step, x months after the interview date. Choose a timeframe which suits your sector the best.Check Past Interviews (Backdoor): If you don't use Interview Confirmation automation, create a stand alone automation that tracks the interview date and does not have placement. Add a wait step x months later to send a notification to your recruiter to check-in with the candidate and check they don't have a new job. You could even do what Lisa and I set up in a previous life and call the employer and ask to speak to the candidate. If they answer... bingo!Process and Tech Is KeyUse tech to prevent them.Use tech to spot them.The bottom line is that backdoor placements aren’t just about recovering lost revenue; they’re an opportunity to refine your recruitment strategy, strengthen client and candidate relationships, and ensure your systems are robust enough to thrive in a competitive market. Take control, and turn these challenges into wins for your recruitment / staffing agency.And if you need help on your processes, your data, and your Bullhorn adoption / ROI - call us - we can help.Automation and Bullhorn1stWe are Automation Buddies and Bullhorn Experts set on helping ambitious recruitment businesses who want to increase speed and sales.Automation: We coach to inspire, and build your automations so you can recruit and sell!Bullhorn: We optimise, train, and improve RoI from your key recruitment system.READ ABOUT OUR AUTOMATION BUDDY SERVICERead about our Bullhorn 1st Service
Automation RoI Webinar Series: Unlock Bullhorn Part 1 ~ Generate Leads and Revenue

Generating more sales, and creating robust pipelines is a top priority for recruiters and recruitment leaders. Recruitment has never been so competitive - even your own clients are competing with you to place candidates. You're likely a recruitment leader and / or automator looking to supercharge your team’s performance, generate more leads, and ultimately drive revenue. So, don't miss our upcoming series of Automation RoI Tips Webinars! REGISTER NOWAutomation Myths In today’s fast-paced recruitment world, automation is essential. It saves time, improves efficiency, and drives better results. But often we hear: I don't want to roboticise my business. I don't need automation - it won't work in my sector. Automation is just for mass mailing - we don't do that. These statements couldn't be more wrong... Automation: Cleans data💩 Removes admin😱 Creates opportunities and call lists😇 Generates leads🤑 And more... if you know how to weaponise it! Register Now for our "Show Me the Money" Automation Webinar Don't buy Bullhorn, not optimise it, then frown at the lack of RoI. Don't create "busyness" with ineffective workflows, dirty data, and poor performing recruiters, and thus a lack of RoE. What you’ll learn on our series of upcoming Automation RoI webinars: 🔍 24 April 2025: Automate sourcing to find qualified candidates faster and with less effort. 💬 Date TBC: Engage with candidates on autopilot and nurture relationships effectively. 📈 Date TBC: Boost lead generation using automation to improve conversion rates. 💡 Date TBC: Streamline your recruitment processes for maximum efficiency and profitability. Whether you’re new to automation or looking to refine your recruitment automation strategy, this webinar will provide you with actionable tips and real-world insights that can immediately benefit your recruitment team. By the end of our 4 Automation RoI sessions, you’ll have the tools and knowledge to: Save time on repetitive tasks ⏳ Engage more candidates 🤝 Place easier and faster and increase your revenue 💸 Don’t miss out! Register now to secure your spot in this free, must-attend event. We look forward to showing you how automation can elevate your recruitment RoI (return on investment) and RoE (return on effort) and drive growth!REGISTER NOWAutomation BuddyWe are Bullhorn Automation and Bullhorn experts. We are Automation Buddies set on helping ambitious recruitment businesses who want to increase speed and sales.We coach to inspire, and / or build your automations so you can recruit and sell!READ ABOUT OUR AUTOMATION BUDDY SERVICE
Automation ROI Webinar Series: Data = Clean and Monetised! Part 2

Is your recruitment data trusted, and worth something? Or are you struggling with dirty, outdated CRM data?Is admin a drag, sourcing time consuming, and you're having to pay LinkedIn and Job Boards for the privilege of accessing data you already have in your Bullhorn system? Then this 2-part webinar series is for you!In part 1 of our Clean Data Series we discussed the "WIIFM" of recruitment data hygiene and the challenges dirty data brings. What should your standards be, and where do you start? Next? Part 2 will explore some great automation ideas to help you clean and monetise your recruitment data.Click to watch part 1Scroll down to watch Part 2...Your Most Valuable Recruitment AssetYour recruitment database is your most valuable asset—but only if it’s clean, accurate, and up to date. Too often, recruiters can’t trust their own data, leading them to waste time, money, and energy sourcing rather than closing deals. Opportunities are missed and lost and pipelines are riskyBut... Did you know? Two recruiters generated £1.2M in perm revenue simply by using clean, automated data workflows! Imagine what you and your team could achieve with a Bullhorn they trust and use effectively!Part 2: Automation Ideas to Help Your Clean and MonetiseThis power-packed recruitment automation webinar will cover:✅How to Automate Data Cleansing– Keep candidate and client records fresh without lifting a finger.✅Building Transparent and Accurate Job Pipelines– No more ghost jobs clogging your system.✅Automating Data Enrichment– Keep placements and contact details updated automatically.✅Spotting Dirty Data– We’ll share 4-5 pre-built lists to identify old, incomplete, and duplicate records.✅Keeping Recruiters Focused on Live Jobs– Say goodbye to old, inactive roles distracting your team.✅Updating Placement Data Effortlessly– Automate updates to current company, job title, salary, and employment preferences.By the end of this webinar, you’ll have a clear, actionable strategy for keeping your Bullhorn data in tip top shape—without adding more work to your recruiters' desks.🚀 Who Should Watch Our Automation RoI Webinar?This webinar is designed for:✔️ Recruitment Leaders and Owners – Maximise Bullhorn value and increase revenue.✔️ Recruiters – Reduce admin, find candidates faster and make more placements.✔️ Ops and Tech Teams – Improve CRM efficiency and automation.🎯 Watch Our Automation RoI Webinar... Take Control of Your DataDon’t let bad data hold your recruitment business back. Watch and learn how to turn your Bullhorn CRM into a revenue-driving machine!Let's get clean, monetised and ready to "thrive in 2025!"Automation BuddyWe are Automation Buddies set on helping ambitious recruitment businesses who want to increase speed and sales.We coach to inspire, and build your automations so you can recruit and sell!READ ABOUT OUR AUTOMATION BUDDY SERVICE
How Can You Revolutionise Your Recruitment Business with Data?

Recruitment leaders and their recruiters who want to explore how data can transform their desks, pipelines, and recruitment businesses need to listen to / watch this video about how data in recruitment.The innovative SourceFlow invited me to chat with my long-time Star Wars buddy, Matt Comber.Watch / listen for ideas on the impact data can have on recruitment processes and how staffing firms can leverage it for greater success. Here are the key takeaways from our discussion.Why Data is Crucial for Recruitment and Staffing FirmsData is the backbone of modern recruitment. By embracing data, recruitment and staffing firms can:Boost Efficiency: Automate time-consuming tasks to focus on strategic efforts.Strengthen Relationships: Enhance connections with both candidates and clients.Make Informed Decisions: Use data to guide smarter, more effective choices.Data - Driving RoE (RoI is So Yesterday!)We chatted about the concept of Return on Effort (ROE), a more meaningful metric than ROI, and...Getting started with data, by understanding your market, and your niche and tapping into industry's data to uncover new opportunities and trends.Leverage existing tools before diving into new data sources. Make the most of the tools already available to you, like Bullhorn, and use automation intelligently to create opportunities - more time and deals!Managing data effectively. Declutter your database and avoid hoarding disorganised data. Prioritise quality over quantity to ensure your data is useful and actionable, and keep data healthy with regular cleans and meaningful workflows driving hygiene and monetisation. Stay connected!Nurturing relationships by using meaningful data points, such as interests or milestones, and personalising interactions.Monetise your recruitment website. Treat it like a goldmine, not just a digital brochure.5 Key Takeaways to Use Data to Revolutionise Your Recruitment BusinessClean, organised data is far more valuable than a vast quantity of it.Focus on building relationships through personalised engagement.Use tech to enhance human interactions, not replace them.Develop scalable, long-term data strategies to support your growth.Use your recruitment website to gather actionable insights and drive engagement, not just clicks!Dive deeper! Watch the full episode of Matt (Jedi-Master!) and my conversation for actionable insights on leveraging data for a strong (and exciting) year!Automation and Bullhorn1stWe are Automation Buddies and Bullhorn Experts set on helping ambitious recruitment businesses who want to increase speed and sales.Automation: We coach to inspire, and build your automations so you can recruit and sell!Bullhorn: We optimise, train, and improve RoI from your key recruitment system.READ ABOUT OUR AUTOMATION BUDDY SERVICERead about our Bullhorn 1st Service
Automation Tip - Nail Your Date Ranges in Automation Lists

We've got an automation tip to help you ensure that you can really target the data (candidates and clients) you need to source, sell to, and place.We help recruiters to source quicker, and sell more, through our Automation Buddy program. Automation can positively transform a recruitment business - when it works. But when it doesn't work it feels like it simply costs money and keeps you reliant on Linkedin, Job Boards and other expensive data sources and tech.Don't Miss Out On a Hot Date (Or Sale)!When you build automations, they can be date-related, but I often see lists that aren't quite right, date ranges are setup incorrectly, and this means that you'll be missing out on vital sales (and candidate) opportunities. This can really affect automation ROI (and RoE - return on effort!)Damn!In my recent "5 Automations to Make You Money" webinar I explored how to create good quality lists to target your time and attention and keep hungry recruiters busy with the right calls. For example, you'll want to target lapsed clients, wake them up, and get them back into paying clients. These automations really need to work!But I have a fix for you to ensure that your lists and automations really drive revenue.Watch My Quick 1-Minute Automation Video, Nail Your Date Ranges, and Make More MoneyAutomation BuddyWe are Automation Buddies set on helping ambitious recruitment businesses who want to drive revenue using automation.READ ABOUT OUR AUTOMATION BUDDY SERVICENeed more Bullhorn / Automation Tips?Try our 1-minute tips.Be sure to sign up for (or watch the recordings of) our regular free Bullhorn and Automation webinars.CHECK OUT OUR WEBINARS
AI Recruiter Tip ~ Turbo Your Candidate Screening and Sales Calls with AI

Try this intelligent 1-minute AI tip to help you turbo-boost your recruitment screening and sales calls. AI is the new black... but its impact on recruitment and recruiters has yet to be truly understood.And whilst it's not yet going to handle the full recruitment life cycle, I wanted to share my take on how AI could be used to drive great recruitment phone calls! (In seconds!)Pickup the Phone!I'm a big fan of recruiters using tech to help them drive profitable desks.I'm also a massive fan of picking up the phone and speaking to people.But it seems the more tech and data recruiters get, the less time they spend talking to candidates and clients.Having access to tech should not reduce the need to speak to people, but somehow, recruiters seem to be making less calls.Phone calls ~ MonetisedWhat I also often hear from recruitment leaders is that screening and sales calls are not structured well enough.But…Candidate screening / registration calls need to be more than box-ticking “are you alive?” chats.Dropouts and counter offers can be avoided if screening and registration calls are more structured.Leads could be better qualified, or even disqualified if sales calls were more focussed.On my Recruitment HIIT recruitment training system, we have lots of tips and tricks to help you recruit better, sell more effectively, and use tech to create a rewarding and profitable recruitment desk. AI is top of many a recruiter's "how can I?" list - so I’ve created a short 1-minute tip to help recruiters use AI to “SPIN” their screening and sales calls.Watch my 1-minute Bullhorn tip - then go to your preferred AI tool and use it to help you generate some killer questions to help you turbo your screening and registration calls, and sales calls.Watch My AI SPIN Selling Tip for RecruitersNeed more Linkedin / Bullhorn / Automation / Recruitment Tips? Try our 1-minute tips.Be sure to sign up for (or watch the recordings of) our regular free Bullhorn and Automation webinars.CHECK OUT OUR WEBINARSRecruitment TrainingWe deliver the best Recruitment and Bullhorn training through live webinars and our online training platform, Recruitment HIIT.TRY HIIT FREE HERE
5 Reasons Why Recruitment Leaders Need to Monetise Their Data

In today’s competitive recruitment landscape, data is your most valuable asset — yet many recruitment leaders fail to leverage it effectively.Instead, recruiters hoard data, struggle to find it, and then pay LinkedIn and job boards to gather more.Sound familiar?It’s time to break the cycle and start monetising your recruitment data.Watch our Automation RoI webinar, where we dive into data health and monetisation—and why it’s critical for your business. WATCH IT HERE 5 Reasons to Prioritise Monetising Your Recruitment DataReduced Costs - Less Need for Linkedin and Job BoardsRecruitment leaders collect vast amounts of data—candidate applications, interview feedback, calls, emails, CVs - but too often, it remains uncoded, unquantifiable, and unused. And then more job adverts are written and more data is collected... What a vicious cycle!Increased EfficiencyInefficiencies in recruitment waste time and money. Get your data cleaned and valuable. Shorten sourcing and placement times. Keep active candidates and clients focused on you. Stop missing opportunities with protracted sourcing and recruitment times.Stronger 3Cs (Candidate / Client / Colleague) ExperienceCandidates expect transparency and efficiency. Clients expect intel, speed, solutions. Colleagues need easy processes and barriers removed. New Revenue Streams - Old to Gold?Weaponise your old data - turn it into gold! Which juniors from years back are sat in your Bullhorn database waiting to be contacted now that they are more senior? Which placements are now viable contacts you can sell to?Protect Your Process, Brand, and BusinessSimply mining data that everyone else (clients and competitors) have access to isn't a great strategy for protecting your business. Let them waste time, money, and tears on dirty data. Build your brand on the USP of "I have what you want, desire, and need". Be known for your people, process and communities. Old to Gold...Your data is a goldmine—if you clean and use it properly. Whether through automation, better insights, or revenue-generating analytics, monetising your data gives your recruitment business a competitive edge.🤖 Watch data webinar and learn how to monetise your recruitment data.WATCH IT HereAutomation Buddy and Bullhorn1stWe are Automation Buddies and Bullhorn Experts set on helping ambitious recruitment businesses who want to increase speed and sales.We coach to inspire, and build your automations so you can recruit and sell!READ ABOUT OUR AUTOMATION BUDDY SERVICERead about our Bullhorn 1st Service
Automation ROI Webinar Series: Data = Clean and Monetised! Part 1

Attention Recruitment Leaders and Recruiters! Are you struggling with dirty, outdated CRM data? Tired of wasting time on manual admin and spending too long sourcing instead of making placements? Then this 2-part webinar series is for you!Join us for the next 2 webinars in our Automation RoI Webinar Series and learn how automation can clean and enrich your Bullhorn data, ensuring you and your team works smarter, not harder.Scroll down to watch Part 1...Part 1: Why Does Data Health Matter?Your recruitment database is your most valuable asset—but only if it’s clean, accurate, and up to date. Too often, recruiters can’t trust their own data, leading them to:❌ Spend unnecessary time sourcing instead of closing deals.❌ Miss out on placements because candidate and client records are outdated.❌ Struggle with inaccurate job pipelines and revenue forecasting.❌ Lose money on bad data instead of monetising what’s already in their Bullhorn system.Did you know? Two recruiters generated £1.2M in perm revenue simply by using clean, automated data workflows! Imagine what you and your team could achieve with a Bullhorn they trust and use effectively!📅 What You’ll Learn in This WebinarThis informative recruitment automation webinar will cover:✅ Monetised Data: WIIFM?✅ Common challenges to data quality ✅ Where could/should you start? ✅ Standards - what are the ideal data standards for your recruitment business? ✅ Automation suggestions to help you clean your data By the end of this webinar series, you’ll have a clear, actionable strategy for keeping your Bullhorn data in tip top shape—without adding more work to your recruiters' desks.🚀 Who Should Watch this Webinar Recording?This webinar is designed for:✔️ Recruitment Leaders and Owners – Maximise Bullhorn value and increase revenue.✔️ Recruiters – Reduce admin, find candidates faster and make more placements.✔️ Ops and Tech Teams – Improve CRM efficiency and automation.Next? Part 2: Automation Ideas to Help Your Clean and MonetiseClick to Watch Part 2Automation BuddyWe are Automation experts and Automation Buddies set on helping ambitious recruitment businesses who want to increase speed and sales.We coach to inspire, and build your automations so you can recruit and sell!READ ABOUT OUR AUTOMATION BUDDY SERVICE
Automation ROI Webinar Series: Faster, Cheaper Sourcing

Doing more with what you have - or even with less - is a key goal for many recruiters and their leaders. Our Automation ROI series has already covered hot topics related to sales and cost reduction.And now it's time to focus on the hot topic of Sourcing.This webinar recording follows our previous Automation ROI series topics:Account ManagementBDReducing the cost of Linkedin and job boards...Turbo Your Sourcing with AutomationWhat's the point of winning more recruitment sales opps, if you have to create risk by wasting time and money on sourcing?Or worse, not placing at all...!If you have Bullhorn Automation, this vital software should help you:Clean up your data - speedily.Identify relevant candidates you can attract and nurture.Approach candidates to apply for your jobs.Thrive in 2025 - Source Quicker and CheaperWatch our latest Automation ROI webinar and get some vital takeaways to help you source quicker and faster.Don't yet have automation? Watch the recording and see what all of the fuss is about, and let us help you plan to win with faster and cheaper sourcing! Let's get ready to "thrive in 2025!"Watch Our Bullhorn Automation Webinar and Ensure Speedier, Cheaper, SourcingAutomation BuddyWe are Automation Buddies set on helping ambitious recruitment businesses who want to increase speed and sales.We coach to inspire, and build your automations so you can recruit and sell!READ ABOUT OUR AUTOMATION BUDDY SERVICE
9 Crucial Recruitment Marketing ROI Questions ~ Answered

Recruitment marketers who want to make a real difference to the sales and recruiting process of their businesses need to read these recruitment marketing insights.Recruitment leaders who are looking to generate more from their marketing function can use Lisa's insights to help them drive marketing ROI.Vanity v SanityRecruitment marketing can often stray into "vanity" world. It's never been easier to "spray and pray" with marketing due to automation and AI. The sheer volume of platforms you can use for recruitment marketing, and the communities you can access and attract, can keep even the most well-intended marketer too busy to generate ROI.But with 69% of online content never even being read, and the vast majority of emails never being responded to, it's never been more important to be targeted with your recruitment marketing and focus on the sanity!Lisa has done a lot of work with recruiters over the years helping them shape their recruitment marketing strategies, so I made her a rare coffee and asked her 9 questions about recruitment marketing ROI.9 Questions I Asked Lisa About Recruitment Marketing ROI1. What is the Function of Recruitment Marketing?Crucially to attract, engage, convert, and retain your 3Cs – candidates, clients, colleagues.And to help your sales and recruiting teams turn them into the 4th C – cash!2. What is the Number 1 Benefit of Recruitment Marketing?Leads (candidate and client) are key...But often the expectations of what recruitment marketing can do are too low and KPIs are mistakenly around followers, impressions, blogging… The benefits of recruitment marketing need to be SANE not VANE. 3. How Should You Measure ROI on Recruitment Marketing?Stick to “sanity stats”: Leads generated. Relevant subscribers signed up. Automation click throughs. Don’t not be fooled by people telling you that it’s difficult to measure ROI in recruitment marketing.4. What is the Difference Between Outbound and Inbound Recruiting?It is the difference between the more traditional approaches to marketing (email marketing / events) and digital (social / web). Push and pull!It’s all about whether you’re interrupting someone’s day with your messages or whether they perceive that they initiate the contact. The key to successful recruitment marketing, whether it be in or out bound, is that the candidate / client feels that they are the initiator... But actually the marketer has stealthily exposed the candidate's / client’s and drove them to click / call you.5. Is Recruitment Marketing Only for Large Companies?All recruitment companies need recruitment marketing.And every recruiter needs to be a recruitment marketer in some way. (Another blog for another day...)Recruitment HIIT has some cool hacks to help recruitment consultants market themselves, their brand, and their services, too!6. What’s the Number 1 Pitfall in Recruitment Marketing?Too much content, not enough marketing! And too much marketing, not enough sales!7. What's Your Number 1 Hack for Content in Recruitment Marketing?69% of content is never even seen, so wasting time creating new content, especially in the current market, is nuts! Repurpose old content. Repurpose other people's content.Create blogs out of blogs eg. "3 Insights We Found Online That Every Accountant Needs to Read this Week"And if you really need to create your own content, ask your recruiters to ask the right questions on their screening and sales calls and then craft insightful blogs to attract and engage your community. eg...What 's the best tech every teacher uses to create lesson plans?How do you think AI will affect your job in the next 5 years?How has your legal firm been affected by WFH?My Recruitment Training platform, Recruitment HIIT has some cool hacks to try, too!8. What is the Recruitment Marketer’s Essential Tech Stack?You can get lost in the tech, but as a starter I'd suggest:Trello for planning.Google Analytics for website ROI.Bullhorn Automation (if you have Bullhorn).An SEO toolkit like SEMRush/AHRefs to turbo boost content – and Keywords Everywhere is flipping awesome!Speedy video and image software such as Canva to "stretch" content – remember, “less content, more marketing!”I mentioned other tech in My Recruitment Training platform, Recruitment HIIT.9. How Can Focus Your Time and Attention and Not Stray into Vanity Territory?Plus, I say to my clients who are looking to hire / get more from marketing and need focused revenue-generating outputs.“Imagine if your recruitment marketer had only 1 hour a day to make a real difference, what should they do? Then times that by 7 and that’s the job spec”. Often recruitment marketers spend too long doing things that people have asked them to do that offer no real value to recruitment and sales. Stay focussed on the WIIFMB - what's in it for my business?Automation BuddyWe are Automation Buddies set on helping ambitious recruitment businesses who want to increase speed and sales.We coach to inspire amazing automation ROI, and are a safe pair of hands to build your automations so you can recruit and sell more.READ ABOUT OUR AUTOMATION BUDDY SERVICE
Automation Tip - Use Map View to Stay Organised

Try this 1-minute automation tip to help you stay super-organised and effective.On my Automation Buddy programs, I use Map View to help me map and plan the various automations that I coach on and build for ambitious recruitment businesses. Get Organised with AutomationsMap View is a Bullhorn Automation feature which will help you get super organised and effective.I have created 4 groups to help me stay organised and drive the implementation of my automations.BacklogIn DevelopmentContent NeededQA/TestingThis helps me manage the build and go live process - and is a great way of project managing using a Kanban style.It's quick, efficient, and helps me stay focused when I'm often building numerous recruitment and sales automations.Watch My Quick 1-Minute Automation Tip and Get OrganisedAutomation BuddyWe are Automation Buddies set on helping ambitious recruitment businesses who want to drive revenue using automation.READ ABOUT OUR AUTOMATION BUDDY SERVICENeed more Bullhorn / Automation Tips?Try our 1-minute tips.Be sure to sign up for (or watch the recordings of) our regular free Bullhorn and Automation webinars.CHECK OUT OUR WEBINARS
Automation for Recruitment Managers: WIIFM?

Automation can be about data health, email marketing, candidate and client care, and "de-administration" of recruitment. But often, the focus is on individual processes, or people (candidates, clients, colleagues), and not on the recruitment business itself.Hence, I want to explore things from a recruitment leaders "selfish" perspective - the "WIIFM" - what's in it for me?Or rather, what's in it for managers?Automation ROIAs part of the over 400 automation projects we've delivered, where we train, coach, and do hands-on automation building, we're often asked about ROI - return on investment. There's focus on leads, sales, re-generating candidates, increasing website visits, reduced costs elsewhere (eg. LinkedIn / Job boards). We're also asked about how automation can "do more" and give our clients the edge over their competition and help them get ready for AI, and how it can help them run their businesses.3 Ways Automation Can Help Recruitment Leaders1. Create Focus on Revenue-Generative TasksWith so much data, and countless systems and processes, you'll often need to rely on the organisational capabilities, will, and skill, of your recruiters and resourcers. On a crazy-busy day, or a tough market, and with perhaps inexperienced recruiters, that may be too much to ask.Hence leaders - use automation to focus your recruiters and resourcers on the things that matter. For example:Who to call and when.Proactively managing accounts before they become "at risk".Lead conversion.Driving the job management process and not leaving it to the candidate and client to "mess it up".Generating referrals from newly placed candidates, and newly invoiced clients.2. Tracking / Managing / Escalating Poor Performance / ActivitySometimes, recruiters can focus on the wrong activities, drown in "admin", or waste time on external systems, and recruitment process becomes too busy to be effective. Or perhaps they just lack experience to proactively manage their pipelines.Also, with WFH and hybrid, activity can be difficult to see / measure.Hence, leaders ask us to help build automations to track activity, drive performance. For example:Ensuring jobs are being proactively managed and notify management of the ones that are being forgotten.Tracking who is engaging with your brand, visiting your website and opening your emails.Understanding loyalty of your candidates and sales contacts.Removing irrelevant data that you no longer work with, which can slow your recruiters sourcing process.3. Navigating / Mitigating LeaversRecruiters leaving can often be distracting, time consuming, and risky - and it can often be a sucker punch!Hence leaders can use automation to "shift" data, clients, candidates, relationships, and pipeline to other recruiters. Data and pipelines are managed and current relationships are secured. For example:Reassigning placements to another recruiter or desk to continue nurturing.Identifying and re-assigning high value, active and engaged sales contacts to a new or existing team member.Closing old and inactive jobs to ensure you have an accurate view of your current pipeline.Automation - What's in it for Managers?For those of you with automation - how are you using it to drive your business?For those of you without automation, take a moment to consider how the 3 use cases above could help you navigate the next 30/60/90 days and beyond, and help you strengthen your data, people, pipelines, and business.Automation BuddyWe are Bullhorn and Automation experts set on helping ambitious recruitment businesses who want to increase speed and sales.READ ABOUT OUR BULLHORN VISION SERVICEREAD ABOUT OUR AUTOMATION BUDDY SERVICE