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 GOAL
1 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 wrap up calls
•Learning about our clients, their projects and how they want to be helped.
•Building strong bonds with the users we help.
•Understand how we add value and how much our help is appreciated by clients.
NE offices that we are aligned to supporting the strategy work out of.
Main Offices: Boston, Toronto, Philly, Charlotte, Pittsburg & Washington D.C.
What information do we need to pin the front chain and add to 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
What piece of information (context) is essential to effectively draft thoughtful Highlights and GTCs
What is the key scheduling criteria?
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 wrap up call 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!
How many leads should we add each week?
Minimum of 300 leads added per week to maintain volume.
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 Cold Call expectations?
- 5 Cold Calls a day on all Active Projects
- Phone numbers on Streamliner/prism are already confirmed in internal system
- Flag any and all Cold call wins to Kaley in Check out!
Why is it important to ask for actual N?
•Increase HF yield
•Increase CPQ
•Uncover feedback for next time
Number of Phone accepts/cold calls required each day!
20 PA (including AT LEAST 5 cold calls)