Professional Services
200+ Monthly Placements Automated End-to-End
Automating the entire post-placement workflow for a national recruitment agency, eliminating manual document chasing and giving consultants 15 hours per week back for revenue-generating activity.
What We Were Solving
The agency placed 200+ candidates monthly across three offices. Every placement involved manual emails for contracts, reference requests, onboarding packs and client notifications. Consultants spent an average of 15 hours per week on post-placement administration instead of business development. Document chasing for right-to-work checks and references was inconsistent and created compliance exposure. The operations director estimated that administrative overhead was limiting growth by at least 30 percent.
Our Strategic Approach
We built a placement automation engine triggered by a single confirm action in their CRM. The system generates and sends employment contracts, initiates reference request workflows with automated follow-ups, creates and delivers onboarding packs tailored to each role type, notifies clients of placement confirmation with start-date details, and tracks document compliance with automated escalation for overdue items. Every action is logged for audit purposes.
Deliverables
- Placement automation engine triggered from CRM
- Contract generation and digital signature workflow
- Automated reference request with three-stage follow-up
- Role-specific onboarding pack generation and delivery
- Client notification sequences with start-date coordination
- Compliance tracking dashboard with escalation alerts
- Audit trail for all placement documentation
- Consultant productivity dashboard and time savings metrics
Project Timeline
Workflow Analysis
Documented every post-placement task across three offices. Identified compliance gaps. Mapped CRM integration points.
Core Automation Build
Contract generation, reference request workflows, onboarding pack system and client notifications.
Compliance and Tracking
Document compliance dashboard, escalation engine, audit logging and CRM integration.
Training and Rollout
Consultant training across three offices, two-week monitored launch and process documentation.
Measurable Results
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