November 25, 2021


Inner Circle Momentum – Systemetizing Your Business with Forms, Templates and Checklists

🔊 Audio MP3


Having forms in place for your most important processes can make it all much more effective and can serve as a tool to train your clients. The way you present yourself and what you have to offer is vital to showcases your capabilities to clients and that you are an expert in your field. Being a consultant to your clients, helping them solve their challenges rather than just gathering information about what they need make the sale much easier. In this session, the team covers several aspects regarding forms and how to use them to your advantage. It is also a tool to use as a quality checker and to ensure your services remain impeccable.

[02:12] How’s your week been?
[03:00] Karen’s feedback on her recruitment efforts to find a recruiter
[05:57] Gina introducing her business
[10:33] Karen expanding on her progress since switching to her niche
[15:30] Is Sourcebreaker worthwhile?
[20:45] Having forms for key conversations in the process is vital to make sure all the blocks are ticked
[25:34] The mastering placement process template
[31:34] Candidate qualification contract template
[42:20] Job order form template
[46:20] What can you add to your current processes of capturing information to make them more effective?
[51:30] By consulting with your clients rather than just taking orders, you make an initial good impact
[57:20] Takeaways
[1:02:00] How to record phone calls for training

Documents & Resources
📄 Workbook-Mastering-the-Placement-Process
📄 RTO-Templates-JobOrderForm
📄 Candidate Qualification – Contract
🌐 Demand lever
🌐 linkedinformed
📄 LinkedIn Tips and Insights
🌐 Sourcebreaker
🌐 Zoom Info
🌐 Suneese
🌐 Bullhorn
🌐 Refract

About the Author


Mark Whitby is one of the world's leading coaches for the recruitment industry. Since 2001, he has trained over 10,000 recruiters in 34 countries. Mark has helped recruiters to double or triple their billings and owners to increase their team's sales by 67% in 90 days.

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