This playbook is designed to help you automate your recruitment process by https://recruiterfllow.com You will learn how to use recruitment automation tools, optimize your hiring process, and much more. Recruitment Automation is an essential tool for businesses to succeed in the competitive job market. Although there are countless software options available, not all of them are created equal. This guide will share everything you need to know when choosing a recruitment automation tool that meets your needs. There are many benefits to using an automated recruitment system such as saving money, and time and ensuring compliance. However, the important thing to remember is that it’s not a one-size-fits-all solution. Businesses need the right software for their specific needs. That’s why it’s essential to do your research and know what you need before you make any decisions. Recruitment automation is a game-changer for businesses. It can save time and money, ensure compliance, and improve candidate experience.

1. recruiterflow
Recruitment
Automation
Playbook

2. Table of
Contents
Candidate Experience
Pipeline Conversion
Collaoration & productivity
Thank you for applying
Submission Intimation (Email & text message)
Send interview coaching (Email with filters)
Early stage disqualification automation
Reason based disqualification email
04
05
06
07
08
15
16
17
18
09
10
11
12
13
14
Scheduling screening calls (1 email / campaign)
Send candidates to certain campaigns based on tags
Task for the recruiter 1 week after making the submittal
Send a slack message when no activity on a candidate interviewing with the client
Automatic submission email to the client
Notify team members when a job is opened
Notify the manager and hiring team when a submittal is made
Notify the team when a hire has happened
Create a task for the back office team member to start onboarding work
Create a task for your VA to schedule an interview

3. Table of
Contents
Nurture
19
20
21
22
23
24
25
26
27
Rockstar engage later disqualification drop to campaign
Nurture submittal rejected candidates
Nurture five star candidates
Nurture interview rejected candidates
Nurture candidates who withdrew in the advanced stage
Stay in touch with the hiring manager over the guarantee period
Stay in touch with the candidate over the guarantee period
Auto engage candidates whose contracts are ending in next 30 days
Nurture clients who are your A targets every quarter

4. Subject Line: Thank you for applying! We’ve received your application.
Mailer:
Hi [candidate.firstname],
We’ve received your application for the position of [title]. We’re thrilled about your interest
in working with us here at Dunder Mifflin. We’re still reviewing applications for the
position as they come in, and if your application is selected, we’ll let you know by email.
To give you a brief overview of what our recruitment process looks like, here are all the
stages:
[Short description of the recruitment process].
Stage 1: X
Stage 2 : Y
Stage 3 : Z
One of our recruiters will contact you shortly to let you know about the status of your
application. In the meantime, do follow us on LinkedIn to stay updated. If you have any
questions regarding the interview process, please feel free to send a reply.
Thank you for your application and have a great day!
Regards,
[Your name]
[Email signature and contact information]
Thank you
for applying
Trigger
Action
A candidate Has Applied
CANDIDATE EXPEREINCE
Send an Email to the Candidate
04
Outcome
Notify the candidate that you’ve received their application, give them an idea
about the recruiting process and have a call to action to maybe follow you on
social media.
Email: Thank you for applying

5. Subject Line: You are off to the tracks!
Hi [candidate.firstname],
Such a great time having a conversation with you. Just wanted to let you know that I’ve
submitted your profile to our client [job.company.name].
I will keep you updated on the progress.
Kind regards,
[Your name]
[Email signature and contact information]
Text Message: Candidate is submitted to the client.
We’ve submitted your profile to the hiring team at [job.company.name]. Will
keep you posted on the progress. I will be here if you have any questions.
Submission
Intimation (Email
& text message)
Trigger
Action
Candidate Stage Changed to Client
Submissions
Send an email/text to the candidate
05
Outcome
Let the candidate know that the client has received their resume. You also
estabish right to represent the candidate to the client.
Email: Candidate stage moved to Client Interview
CANDIDATE EXPEREINCE

6. Subject Line: Interview Confirmation [company.name] for [job.title]
Hi [candidate.firstname],
Thank you for taking the time to confirm your interview for the [job.title] role with
[job.company.name]. I’m excited to speak with you for your phone interview scheduled to
take place at [time] on [date]. The interview will be with the hiring manager
[job.contact.name].
For this interview, we are sharing some instructions that you need to follow:
[Point 1]
[Point 2]
[Point 3]
[Point 4]
[Point 5]
Here are some useful resources that’ll help you prepare for your upcoming phone
interview:
[Resource 1]
[Resource 2]
[Resource 3]
In the meantime, if you have any questions about the process or the role, please don’t
hesitate to contact me by email or over the phone.
Kind regards,
[Your name]
[Email signature and contact information]
Email: Candidate stage moved to Client Interview
Send interview
coaching (Email
with filters)
Trigger
Action
Candidate Stage Changed to Client
Interview
Send email to the candidate
06
Outcome
Coach your candidates about the client, the position and the interviewer to
maximise their chances of success during the interview process. Also, create a
great exprience where the candidate knows that you are batting on their side!
Automatically change the content based on the client using a filter.
CANDIDATE EXPEREINCE

7. Subject Line: Thank you for applying for the role of [job.title]
Hi [candidate.firstname],
Thank you so much for your interest in the role of [job.title] here at Dunder Mifflin, and
for taking out the time to apply with us.
While we were quite impressed by your background and skill set, we had to go ahead with
another candidate with more experience in the relevant field. However, we'd encourage
you to apply for other positions of your interest and expertise in the coming months.
Thank you again for the time you invested in applying for this role. We wish you the best
of luck in your job search and all future endeavors.
Kind regards,
[Your name]
[Email signature and contact information]
Email: A candidate is disqualified from the early stages of the recruiting process
Early stage
disqualification
automation
Trigger
Action
Candidate is disqulified from a job
Send an email after 1 day
07
Outcome
Easily the biggest frustration that candidates have is that recruiters don’t get
back on their status. Easily let the candidates know that they were disqualified.
CANDIDATE EXPEREINCE

8. Subject: Thank you for applying for the role of [job.title]
Hi [candidate.firstname],
Thank you so much for your interest in the role of [job.title] here at Dunder Mifflin, and
for taking out the time to interview with us.
While we were quite impressed by your background, unfortunately, this role requires a
valid work permit and we can’t sponsor that for you at this stage. We would have loved to
have you on board with us.
However, we'd encourage you to apply for other positions of your interest and expertise
in the coming months. I’m sure you’d be a great fit for a lot of upcoming job opportunities,
so please keep an eye out for a role you’d be interested in and we’ll take it from there.
Thank you again for the time you invested in applying and interviewing for this role. We
wish you the best of luck in your job search and all future endeavors.
Kind regards,
[Your name]
[Email signature and contact information]
Reason based
disqualification
email
Trigger
Action
A candidate gets disqualified with
disqualification reason: not qualified
Send an email to the candidate
after 1 day
08
Outcome
You can even customise emails for each disqualification reason - assuring the
candidates that you looked at their resume and disqualified them for a reason.
CANDIDATE EXPEREINCE

9. Subject Line: A great candidate for [job.title]
Hi [job.contact.firstname],
Hope you are doing well!
There is a fantastic candidate I wanted to float by you. [Candidate.fullname] - currently
working at [candidate.companyname] as [candidate.jobtitle]. You can check out their
profile here - [candidate.profilelink].
Let me know what you think.
Best Regards,
[Your name]
[Email signature and contact information]
Automatic
submission email
to the client
Trigger
Action
Candidate Stage Changed to Client
Submission
Send an email to the client
contact
09
Outcome
Your clients get an email along with a link to the full branded client portal to see
the candidate details. Dazzle your clients with an unparalleled experience.
Collaoration & productivity
Slack
You can also create a shared channel on slack with your clients and send
candidates to them via slack. Easy way to collaborate with your clients and
work where they like to work. You can use the same message and fields -
change action to send a slack message.

10. Subject line: New job opening created!
Hi team,
We have a new job opening for the role of [job.title] with [job.company.name] at location
[job.location].
Please let us know if you have a candidate in your pool who might be interested or make a
good match for this position.
Best,
[Your name]
[Email signature and contact information]
Notify team
members when a
job is opened
Trigger
Action
A New Job Opened
Send an email to the entire team/
Send a slack message
10
Outcome
Make recruiting a team game! Every time there is a new JO, notify your entire
team about the role.
Slack
New job opening alert! We have a new job opening for the role of [job.title] at
Dunder Mifflin. You can find more information about the client here [insert a
link to a doc where you can share the client’s expectations, background,
budget, t&c, etc]. Do let me know if you have a candidate in your pool who
might be interested or make a good match for this position.
Collaoration & productivity

11. Subject Line: Submittal alert! [candidate.name] was submitted for [job.title]
Hi [job.accountmanager.name],
[candidate.name] has been submitted fot the role [job.title] to [job.client.name]. Check
out the candidate profile here - [candidate.profile.link]
Best Regards,
[Your name]
[Email signature and contact information]
Notify the account
manager and
hiring team when a
submittal is made
Trigger
Action
Candidate Stage Changes to Client
Submittal
Send an email to the entire team/
Send a slack message
11
Outcome
Keep the entire hiring team in the loop. Notify the account manager or the sales
team member whenever a submittal is made to the client - say goodbye to
endless status updates!
Email: New candidate submittal
Slack
Update:[candidate.name] was submitted.
Check out the candidate [candidate.profile.link]
Collaoration & productivity

12. Subject line: woo hoo! We just made a new placement
Hi [employee.name],
Just wanted to quickly share with you that we have successfully hired [candidate.name]
for the position of [job.title] at [job.company.name]. [job.recruiter.name] and
[job.accountmanger.name] made this placement! Congratulations!
Let’s continue to move faster, grow ambitiously, and fiercely!
Best,
[Your name]
[Email signature and contact information]
Notify the team
when a hire has
happened
Trigger
Action
Candidate Stage Changes to Hired
Send an email to the entire team/
Send a slack message
12
Outcome Celebrate your wins and foster a competitive winning culture.
Email: A new hire has been made
Slack
New hire alert! We have successfully hired a candidate for the position of
[job.title] at Dunder Mifflin. I want to thank [recruiter 1, recruiter 2, and
recruiter 3] for making this recruitment possible. Let’s keep going!
Collaoration & productivity

13. Associated with: candidate
Create a task for the
back office team
member to start
onboarding process
Trigger
Action
Candidate Stage Changes to
Onboarding
Create a task for someone on
your team
13
Outcome
Make sure that your team doesn’t have to manually ask your backoffice to start
the onboarding process. Run it like a well oiled machine!
Title: Start onboarding process
Notes:
Contact the hiring manager for requirements. Send an email to the candidate
and make sure they submit the documents as requested by the client.
Timeline: 2 weeks
Collaoration & productivity

14. Associated with: candidate, job
Create a task for
your VA to
schedule an
interview
Trigger
Action
Candidate Stage Changes to Client
Interview
Create a task for someone on
your team
14
Outcome
If you have a virtual assistant that helps you with scheduling, you can create a
task for them to start the scheduling process once a candidate moves to client
interview stage.
Title: Schedule an interview
Notes:
Please schedule an interview with [candidate.firstname]
Collaoration & productivity

15. Subject Line: You’re selected! Invitation to phone interview at Dunder Mifflin
Hi [candidate.firstname],
Congratulations! Your application to Dunder Mifflin for the position of [job.title] has been
selected for the next round which is a phone interview.
I would love to have a quick call with you so as to get to know you better and answer any
questions you may have.
Would you be available for a chat over he next few days? Please let me know a few slots
that work well for you. Alternatively, you can pick a slot on my calendar here <insert
scheduling software like calendly link>
Looking forward to hearing from you,
Kind regards,
[Your name]
[Email signature and contact information]
Scheduling
screening calls (1
email / campaign)
Trigger
Action
Candidate Stage Changed to Phone
Screen
Add Candidate to Campaign (Stop
campaign when call is scheduled)
Outcome
A recurring problem in recruiting is that once a candidate has expressed
interest, they don’t necessarily schedule a call. With this automation, you
can automatically followup with those who didn’t schedule a call.
Email 1: Candidate stage moved to phone screen
15
Pipeline Conversion
Subject Line: [Same thread as the first email]
Hi [candidate.firstname],
I wanted to check in with you to see if you had a chance to look at my previous email.
I would love to speak. Let me know a few possible slots that work for you. You can also
pick a slot on my calendar here.
Looking forward to learning more about you. Thanks again for your time.
Kind regards,
[Your name]
[Email signature and contact information]
Email 2: Follow up with a candidate
Subject Line: [Same thread as the first email]
Hi [candidate.firstname],
As I mentioned in my last email, you’ve been shortlisted for the job position [job.title] at
Dunder Mifflin.
I believe this could be a great opportunity for you. We’re closing the phone interview
rounds this week and I wanted to make sure you’re still interested in the position since
you missed my last email.
Please let me know your availability over the next few days and we can pencil something
in.
Looking forward to your response.
Kind regards,
[Your name]
[Email signature and contact information]
Email 3: Final follow up with the candidate

16. Subject line: [candidate.firstname], we found the perfect job opportunity for you!
Hi [candidate.firstname],
I hope you’re doing great! We spoke about 6 months ago regarding a job opportunity but
unfortunately, it didn’t come through. This morning, I came across a fantastic job opening
that you’d be a perfect fit for!
I quickly wanted to checj in with you to see if you’d be open to having a quick chat. Since
our last conversation, I’ve been really impressed with your backgrounad and track record.
Even if this isn’t something up your alley, I would still love to chat and understand what
you are thinking about and keep an eye out for something that might be suitable for you.
Kind regards,
[Your name]
[Email signature and contact information]
Send candidates to
certain campaigns
based on tags
Trigger
Action
Candidate Enters a Saved Search
Results
Add Candidate to a Campaign
Outcome
When you come across a great candidate, just tag them #nurture and
automatically keep them engaged every 6 months.
Campaign 1: Candidate is tagged #nurture (3 - 4 emails)
16
Pipeline Conversion
Subject line: “Same thread as last email”
Hi [candidate.firstname],
Hope you’re well! Did you get a chance to see my last email? If you didn’t, here’s the TL;DR:
Came across a great role that I think might be a good fit. If not, would still love to chat
about your thought process for the next move and keep an eye out.
In the meantime, if you have any questions about the hiring process or the role, please
don’t hesitate to contact me by email or over the phone.
Kind regards,
[Your name]
[Email signature and contact information]
Email 2:
Subject line: “Same thread as last email”
Hi [candidate.firstname],
Just wanted to reach out one last time to see if it would make sense to speak! If not, I will
keep an eye out for a great role for you.
Let me know if you are available to speak over the next few days.
Kind regards,
[Your name]
[Email signature and contact information]
Email 3:
Saved Search: Candidates tagged nurture AND last contacted more than 180 days ago
Email 1:

17. Task for the
recruiter 1 week
after making the
submittal
Trigger
Action
Candidate Enters a Saved Search: No
activity for 7 days since submittal
Create a task : For the recruiter;
due 1 week later if there is no
activity on the candidate
17
Outcome
Recuce admin creep. If there is a submittal that requires your attention, its
done automatically. Make sure that you never drop the ball on your
submittals.
Pipeline Conversion
Notes:
[candidate.firstname] has been submitted for a week without any new
activity. Maybe this requires your attention.
Slack
Hi [recruiter.name], following up on [candidate.name]’s status. The candidate
was submitted [a couple of weeks/days ago] and there hasn’t been any
activity. Can you please check this?
Saved Search: Candidates Last Activity is More Than 7 Days Ago AND Current Stage is
Client Submission

18. Send a slack
message when no
activity on a
candidate
interviewing with
the client
Trigger
Action
Candidate Enters a Saved Search
Send a slack message to the
Recruiter
18
Slack
Hi [recruiter.name].Following up on status of [candidate.name] who is
interviewing for the role of [job.title] at Dunder Mifflin and there hasn’t been
an update in last 1 week.
Pipeline Conversion
Saved Search: Candidates Last Activity is More Than 7 Days Ago AND Current Stage is
Client Interview
Outcome
Recuce admin creep. If there is a submittal that requires your attention, its
done automatically. Make sure that you never drop the ball on your
submittals.

19. Subject Line: How’s it going [candidate.firstname]?
Hi [candidate.firstname],
I hope you’re doing well!
We spoke a while back regarding a role - while it was a great fit but it didn’t work out at
the time.
I wanted to get back in touch as we specialize in the paper industry around the Scranton
area and I thoroughly enjoyed our last conversation. I am working on several positions
that I thought you might be interested in and wanted to run them by you.
I’d love to tell you more about these positions and learn about what you’ve been up to
since we last spoke.
Are you available to talk on [date/time] this week? If so, I’d be happy to set up a call.
Kind regards,
[Your name]
[Email signature and contact information]
Rockstar engage
later
disqualification
drop to campaign
Trigger
Action
Candidate gets disqualified from a
job with disqualification reason:
Great candidate; nurture later
Add candidate to a campaign
Outcome
There are a lot of reasons why a candidate doesn’t get hired but your job is to
find these great candidates and stay in touch with them. You disqualify
candidates with a set reason and our automation does it for you.
Email 1:
19
Nurture
Subject Line: How’s it going [candidate.firstname]?
Hi [candidate.firstname],
I hope you’re doing well.
Just wanted to check in to see if you had a chance to see my previous email.
Are you available over the next few days for a quick chat? If so, I’d be happy to set up a
call.
Kind regards,
[Your name]
[Email signature and contact information]
Email 2:
Subject Line: How’s it going [candidate.firstname]?
Hi [candidate.firstname],
Thought I would reach out one last time to see if you’d be up for a quick chat. Even if you
are not interested at this time, I would love to stay in touch and work with you to put your
career on the next trajectory.
Kind regards,
[Your name]
[Email signature and contact information]
Email 3:

20. Saved Search: Candidate moved through the stage: “Client Submission" AND Current
Stage is not HIRED AND last contacted 180 days ago
Subject line: [candidate.firstname], how’s it going?
Hi [candidate.firstname],
I hope this email finds you well.
Been a while since we last chatted. Although it didn’t work out then, I remain thoroughly
impressed with your track record and wanted to check in with you.
As you know we work with great paper companies in Scranton area and we are working
on a few roles that we think will be a great fit for you. Wondering if you’d be up for a
conversation?
Looking forward to hearing from you!
Kind regards,
[Your name]
[Email signature and contact information]
Nurture submittal
rejected
candidates
Trigger
Action
Candidate Enters a Saved Search
Result
Add Candidate to a Campaign
Outcome
If you vetted a candidate and submitted them but couldn’t place them,
automatically stay in touch with them every 6 months. Stay on top your
top candidate’s minds.
Email 1: First nurture email
20
Nurture
Subject line: [candidate.firstname], how’s it going?
Hi [candidate.firstname],
Hope you’re doing great!
Probably you are not currently looking for a new role but I would love to discuss your
goals so that I can keep an eye out in the market for a suitable role for you that can help
you take your career on a new trajectory.
Let me know if you’re available this week. If so, I’ll set up a call.
Looking forward to hearing from you!
Kind regards,
[Your name]
[Email signature and contact information]
Email 2: Second nurture email
Subject line: [candidate.name], let’s connect this week to discuss [job.title] at
Dunder Mifflin
Hi [candidate.firstname],
I know things can be busy but I really want to make sure that you don’t miss out on the
opportunity at Dunder Mifflin for the role of [job. title].
I’m highly impressed with your skills and experience. I believe you’ll be a great fit for the
role and would love to share more details about the role, compensation, benefits, and
culture.
I’ll be more than happy to jump on a call with you this/next week. Let me know if you’re
available for the same and I’ll set up a call.
Looking forward to hearing from you!
Kind regards,
[Your name]
[Email signature and contact information]
Email 3: Third nurture email

21. SavedSearch:CurrentStageisnotHIREDANDrated ANDLastContacted180
daysago
Subjectline:[candidate.firstname],newjobopportunityforyou!
Hi[candidate.firstname],
Hopeyouaredoingwell.
It’sbeenawhilesincewelastspokebutIwantedtorestartourconversation.Iam
workingonanopportunitythatmightbejustperfectforyou.
Iwasthoroughlyimpressedwithourlastinteractionandthinkthatthereareafewroles
thatweareworkingonwhichhavethepotentialtotakeyourcareersinthenextorbit.
I'dliketoreconnect,talkabouttherole,andcatchuponwhatyou'vebeenuptosinceour
lastconversation.Wouldyoubeavailableforaquickphonecall?
Lookingforwardtohearingfromyou!
Kindregards,
[Yourname]
[Emailsignatureandcontactinformation]
Nurturefive-star
candidates
Trigger
Action
CandidateEntersaSavedSearch
Addcandidatetoacampaign
Outcome Youcanrateyourcandidateswithastarratingsystem.Easilynurture
yourtopcandidateswitharegularcadence.
Email1:Firstnurtureemail
21
Nurture
Subjectline:[candidate.firstname],newjobopportunityforyou!
Hi[candidate.firstname],
Emailshaveaterriblehabitofgettinglostandwouldbeashameifthathappenedtomy
previousemail.IamsuperexcitedandfollowingupbecauseIthinkthisroleisaperfect
fit.
I’dlovetochatmorewithyouabouttherole,compensation,benefits,andculture.Letme
knowifyou’reavailableon[day/time]thisweekandI’llsetupacall.
Lookingforwardtohearingfromyou!
Kindregards,
[Yourname]
[Emailsignatureandcontactinformation]
Email2:Secondnurtureemail
Subjectline:[candidate.firstname],newjobopportunityforyou!
Hi[candidate.firstname],
Iwantedtoreachoutonelasttimetoseeifthismightbeofinterest.Evenifyouarenot
lookingoutforarolerightnowIwouldlovetospeakandgetanideaaboutyourgrowth
planandkeepaneyeoutforsomethingthatyoumightlike.
Wouldyouliketogetonaquickcallthisweektochatmore
Kindregards,
[Yourname]
[Emailsignatureandcontactinformation]
Email3:Thirdnurtureemail

22. Saved Search: Candidate moved through the stage: “Client Interview" AND Current Stage
is not HIRED AND last contacted 180 days ago
Subject line: [candidate.first namecandidate.firtname], let’s chat. New opportunity
for you.
Been a while since we last spoke but there are some fantastic opportunities in the market
today that I think are a great fit for you. I couldn’t resist reaching out!
Would you like to get on a quick call on [day/time] this week to chat more about some of
the roles? If so, let me know and I’ll set up the call.
Looking forward to hearing from you!
Kind regards,
[Your name]
[Email signature and contact information]
Nurture interview
rejected
candidates
Trigger
Action
Candidate Enters a Saved Search
Add candidate to a campaign
Outcome
Candidates that interviewed with the client but didn’t make it for one reason or
another are a treasure trove, often very under utilised. Nurture the candidates
interviewed and stay in front of them.
Email 1: First nurture email
22
Nurture
Subject line: [Same thread as last one]
I continue to recruit for some fantastic roles with the very best paper companies in the
area. With some of the roles offering a substantial raise, remote work and growth that can
take your careers in the next orbit.
I couldn’t resist reaching out one more time to see if you’d be interested in having a
conversation. Would you be up for a quick chat about your growth plan?
Looking forward to hearing from you!
Kind regards,
[Your name]
[Email signature and contact information]
Email 2: First nurture email
Subject line: [Same thread as last one]
We’ve started interviewing some great candidates but I think your background and your
ambitions are a perfect fit for a couple of roles we’ve been working on
I’d love to chat more with you about the role, compensation, benefits, and culture.
Thought I would reach out one last time to see if this is of interest at this time
Looking forward to hearing from you!
Kind regards,
[Your name]
[Email signature and contact information]
Email 3: Third nurture email

23. Saved Search: Candidate disqualified from stage either "Client Submission", "Client
Interview" or "Offer" AND Current Stage is not HIRED AND last contacted 180 days ago
Subject line: Is this a better time [candidate.firstname]?
Hi [candidate.firstname],
I hope this email finds you well.
Sometime back, we were in touch for a role and unfortunately, we couldn’t continue down
that path. I ’ve been thoroughly impressed by your background and accomplishments.
We’ve started working on some incredible positions in the Scranton area in the paper
industry and I think some of them have the potential to put your career in the next orbit.
We continue to work with the best firms and the hiring managers in our industry and I
would love to pick up our conversation where we left it to see if you’d be up for a
conversation.
Good luck!
[Your name]
[Email signature and contact information]
Nurture
candidates who
withdrew in the
advanced stage
Trigger
Action
Candidate Enters a Saved Search
Add candidate to a campaign
Outcome
In a candidate driven market, candidates withdraw from the recruiting process for
all kinds of reasons. Nurture great candidates that withdrew in the late stages with
the right messaging.
Email 1: First nurture email
23
Nurture
Subject line: Is this a better time [candidate.firstname]?
Hi [candidate.firstname],
I hope this email finds you well.
As I laid out in my previous email, we are working on some incredible roles in the paper
industry around Scranton area and I am positive that some of these roles might just be
what you are looking for.
I’d love to connect with you to discuss your careers plan and see if there is anything that
can be a great fit. In the meantime, you can also check out our compensation
benchmarking report that we released last month.
Let me know if there is any time slot that works for you.
Good luck!
[Your name]
[Email signature and contact information]
Email 2: Second nurture email
Subject line: Is this a better time [candidate.firstname]?
Hi [candidate.firstname],
Just wanted to followup one last time to see if you’d be open for a quick chat about some
of the roles that can take your career in the next orbit.
[Your name]
[Email signature and contact information]
Email 3: Third nurture email

24. Subject line: How’s it going with [candidate.firstname]?
Hey [job.contact.firstname],
I hope you’re doing well.
It’s been 1 week since [candidate.firstname] joined you and I wanted to check in to see
that the onboarding process is going along smoothly!
If there is anythign I can do to be helpful, just say the word
Kind regards,
[Your name]
[Email signature and contact information]
Stay in touch with
the hiring manager
over the guarantee
period
Trigger
Action
Candidate Stage Changes to Hired
Send email to [job.contact] after
7 days/30days/90days
Outcome
First 90 days of a new hire the most critical and that’s why recruiters have
guarantee periods. Automatically get in touch with the hiring manager after the
placement to be proactive about the new placements and see how they are doing.
Email 1: Send email to client after 7 days
24
Nurture
Subject line: it’s already a month!
Hi [job.contact.firstname],
It’s been already a month! Time travels fast. Just wanted to check in that things are going
well with [candidate.firstname].
If I can do anything to help, let me know.
Regards,
[Your name]
[Email signature and contact information]
Email 2: Send email to client after 30 days
Subject line: Checking in
Hi [job.contact.firstname],
How are things at your end? It’s 90 days since [candidate.firstname] joined and wanted to
check in to see how are things going?
Kind regards,
[Your name]
[Email signature and contact information]
Email 3: Send email to client after 90 days

25. Subject line: How’s it going?
Hey [candidate.firstname],
I hope you’re doing well. Congrats on completing one week with [job.companyname].
I couldn’t be more excited for you. I hope the onboarding is going smoothly.
If there’s anything I can do, please let me know.
Kind regards,
[Your name]
[Email signature and contact information]
Stay in touch with
the candidate over
the guarantee
period
Trigger
Action
Candidate Stage Changes to Hired
Send email to [candidate] after 7
days/30days/90 days
First 90 days of a new hire the most critical and that’s why recruiters have
guarantee periods. Automatically get in touch with the candidate after the
placement to see how they are doing.
Outcome
Email 1: Send email to candidate after 7 days
25
Nurture
Subject line: It’s been a month already!
Hi [candidate.firstname],
Can’t believe it’s been a month already since you started with [job.companyname] and I
wanted to check in to ask how are things going?
If you have any concerns, let me know.
[Your name]
[Email signature and contact information]
Email 2: Send email to candidate after 30 days
Subject line: Checking in
Hi [job.contact.firstname],
How are things at your end? It’s 90 days since [candidate.firstname] joined and wanted to
check in to see how are things going?
Kind regards,
[Your name]
[Email signature and contact information]
Email 3: Send email to client after 90 days

26. Auto engage
candidates whose
contracts are
ending in next 30
days
Trigger
Action
Candidate Enters a Saved Search
Add candidate to a campaign
26
Nurture
Outcome
Being able to rotate your on cotract candidates is the best thing that can happen
to your business! This automation helps you engage contracts ending in a month’s
time and proactively re engage the candidate.
Subject line: Your contract is ending
Hi [candidate.firstname],
Hope you are doing well. Since your contract expires in about a month’s time, I wanted to
check in if you’d like to extend the contract or would like to pursue other opportunities.
We have a host of opportunities available should you or the client decide not to extend
the contract.
I look forward to hearing from you soon.
Best,
[Your name]
[Email signature and contact information]
Email 1: Your contract is ending!
Subject line: Checking in
Hi [candidate.firstname],
Following up from the email above. Since your contract is ending in near term, this is a bit
time sensitive and would love to understand your plan.
If you have any questions or concerns, happy to hop on a call.
Kind regards,
[Your name]
[Email signature and contact information]
Email 2:
Saved Search: Current Stage is HIRED AND contract end date is less than 30 days later

27. Saved Search: Clients tagged "A target" AND last contacted more than 90 days ago
Nurture clients
who are your A
targets every
quarter
Trigger
Action
Candidate Enters a Saved Search
Add candidate to a campaign
27
Nurture
Outcome
Winning a new client, especially marquee clients is not easy and the hardest part
is to stay in front of them. You can now automatically stay in front of your A-list
prospects and nurture a new relationship!
Subject line: [contact.firstname], what’s the hiring plan next quarter?
Hi [contact.firstname],
Market today has become increasingly more competitive for talent. One way that we are
helping our clients is to plan the hiring activity next quarter and get a jump on the activity
to make sure that you reach your hiring goals despite the competition in the market.
I would love to speak with you about your hiring targets and see if we can help you crush
them! Do you have time for a quick chat one of these days?
Best Regards,
[Your name]
[Email signature and contact information]
Email 1:
Subject line: [Same as previous email]
Hi [contact.firstname],
Following up on my previous email. We’ve seen that on average, it has taken 1.8 offer to
make one hire as top candidates generally have multiple offers and counteroffers. This
makes achieving your hiring plan unpredictable and that’s where we come in.
We can deliver a healthy pipeline of super qualified and vetted candidates that you can
hire. We recently helped Sabre paper company hire an exceptional sales team for the
scranton office.
Would you be able to squeeze in 5 minutes this week in your calendar for a chat?
Best Regards,
[Your name]
[Email signature and contact information]
Email 2:
Subject line: [ Same as previous email]
Hi [contact.firstname],
Not sure if you had a chance to read my previous emails.
Just wanted to followup one last time to see if you’d like to discuss your hiring plans for
the next quarter. If this isn’t the right time, let me know and I will reach out at a better
time.
Best Regards,
[Your name]
[Email signature and contact information]
Email 3: