Systems
This is where I schedule all my meetings and send my emails.
Outlook
This formula symbolizes company profitability:
[Bill Rate – (Pay Rate x Burden)] x Hours
Spread
This fire lead type is not only a hiring manager but is actively hiring through a staffing agency
Hot Lead
Hiring temporary workers to supplement existing staff.
Staff Augmentation
Account Managers use this to keep their clients organized and remind them of when they should be scheduling follow up activities.
Task List
My Roster/ATLIS
This is what we bill the End Client.
Bill Rate
This lead type is when your current client refers another hiring manager
Referral Lead
Managed services division
Evergreen
These are the Account Manager's best clients that should be generating business. This list is fluid and will not look the same across Account Managers.
Top 20
This houses all my leads.
CRM/My Call Sheet
Start
This lead type is captured when talking to a potential candidate for a role and it was one of their former or current hiring managers
Real Time Lead
Selling culture services
Compass
This term is used interchangeably with Meetings
Activities
Account Managers start every day in this system.
Virtual Priority Zone (VPZ)
This is the overhead cost of the employee (benefits, non-billable PTO, etc)
Burden
This lead type hits the bullseye for Strategic Accounts. This lead is distributed and set by Strategic Account Executives to Account Managers.
Targeted Lead
Expanding services globally. Putting the global in Insight Global
International Staffing
Activity with your Consultant
Engage
HubSpot
Account Manager identifies a NEW customer (company), executes a MSA and a start has “walked in”
Account Breaker
This is a new term for the field that signifies a lead has not been contacted.
Unworked Lead
End to end recruitment services where we build out their teams
RPO
Bert Bean's first role in the company.
Recruiter