Team Expectations
When do we come into the office?
8:30 AM ET Arrival Time in office, 6PM ET departure.
Monday - Thursday!
When should initial comms (call and/or email ) on a new project go out within?
15 minutes
How many active recruiting projects should an associate have every day?
AT LEAST 3 Active Recruiting Projects (at all times) – This means new lead generation is being conducted that day!
New Metric
1 PPA a month!
This calendar is used to track the people across the pod who will not be online on any given day.
What is Mck Pod PTO?
What is essential to all active client and recruiting projects?
BOD & EOD updates to all active client and recruiting projects
Deliver a vetted and screened profile
1 hour from project recieved!
You are assigned adding in SWARM on a new project for a team member. What are three things needed from you in order to be the best partner and win for the client?
1) Star 5+ priority NMs when swarming for a teammate
2) Add saved search to activity tab
3) Flag if population is recruiting dependant
Three main objectives for post-project feedback calls
1) Ensure we receive their next project
2) Ensure we are best armed to help with their next project.
3) Build a strong personal relationship project after project.
NE offices that we are aligned to supporting the strategy work out of.
What is Boston, Toronto, Montreal, Washington DC, Newark, Darien and Waltham?
What information do we need to add to the Streamliner shells once we confirm this information with our client?
END CLIENT INDUSTRY
Staff Recruiting (to yourself, someone on the team, or Pod depending)
Same day (ideally within 3 hours)
You are assigned set-up on a new project SWARM. What are things your should keep and eye out for/flag to the project runner?
1) Flag any compliance concerns or questions you may have for the client
2) If more than 7 questions, tell project runner to ask in intake which take priority in screening!
3) NO Questions
What is a way you can self-audit yourself on closed projects?
Postmortem project reports in front chain :
- Use the data you have and grade yourself on speed, expert quality, match accuracy, custom sourcing, partnership, responsiveness.
- Market share analysis : N completed / N requested
CPQ metric goal
What is above 20%?
What do we use front conversations for?
- Document notes from clients/NMs directly in Front threads.
- Tag teammates for help on swarm
- Make it a habit to include next steps, action items, and updates on what’s been completed.
What is a quick way to get-smart on a topic to prepare for a client intake call?
Co-pilot, ChatGPT, Google, Discover, and asking other teammates!
New recruiting opportunity! What outreach/actions are needed on the first day?
- Live Sync with partner
- 50 Leads added on kick off date
- Initial Email & InMail
- Cold call starred priorities
Effective steps for a PPA request!
1) Project runner to request on email
2) Project runner to call & text
3) Manager to follow up on email/call
4) Manager to follow up with EM if not POC - ctl with a call!
% of projects w/ Zero TPV goal
What is less than 30% of projects?
Need to leave your computer or take lunch? What should you do?
Flag when off-desk for lunch and/or anything else in teams chat or directly to Kaley!
You notice a project has 3 people in the network from the companies of interest. What are three things essential for the partnership with client?
1) Call ALL NMs
2) Give client update on if the population will be supported by custom sourcing
3) Kick off recruiting and cold call top 10 folks ASAP
What are the NEW Cold Call initiatives?
- 5 Cold Calls a day on all Active Projects
- Contact sourcing (ContactOut, TruePeopleSearch, RocketReach)
- Phone numbers on Streamliner/prism are already confirmed in internal system
- Flag any and all Cold call wins to Kaley in Check out!
Do you say PPA to a client?
No - this is internal language!
Number of Phone accepts/cold calls required each day!
20 PA (including AT LEAST 5 cold calls)