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Best Practices
Sales
➢ Set your schedule and keep it
➢ Make your meetings matter
➢ Provide value
➢ Ask questions
➢ Establish a call/meeting/follow up diary for all current and prospect clients and candidates you
want to stay in touch with
➢ Document the status of ALL your requirements daily. Prioritize them, but keep track of all of them
(sometimes an older requirement has a higher likelihood of being filled than a new one)
➢ Write yourself a daily email and cc Sales manager, Recruiting Manager and Recruiting team
➢ Insure that a criteria is set for initial job searches when a requirement is entered into Search tool
➢ It is NOT acceptable for a new requirement to be open for more than 1 day without being
assigned and a mail merge done
➢ Ask for help, everyone is always learning
➢ ALL requirements MUST be into Job tracking system to be worked,
➢ SALES and RECRUITING: Stay in touch with all consultants in the field. They are your best
source for good candidates and potential opportunities
➢ Build relationships with Clients, Coaches, Contractors, MSP’s and your competitors
➢ Cross Submit, Cross Submit, Cross Submit
➢ SALES AND RECRUITING: Pitch your strongest candidates even if you don’t have a
requirement
➢ Ask yourself, “Is this activity revenue generating or non-revenue generating?”
➢ Ask yourself, “Have I done better this week than last week?
➢ Persistence is everything!

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BestPractices-Sales

  • 1. Best Practices Sales ➢ Set your schedule and keep it ➢ Make your meetings matter ➢ Provide value ➢ Ask questions ➢ Establish a call/meeting/follow up diary for all current and prospect clients and candidates you want to stay in touch with ➢ Document the status of ALL your requirements daily. Prioritize them, but keep track of all of them (sometimes an older requirement has a higher likelihood of being filled than a new one) ➢ Write yourself a daily email and cc Sales manager, Recruiting Manager and Recruiting team ➢ Insure that a criteria is set for initial job searches when a requirement is entered into Search tool ➢ It is NOT acceptable for a new requirement to be open for more than 1 day without being assigned and a mail merge done ➢ Ask for help, everyone is always learning ➢ ALL requirements MUST be into Job tracking system to be worked, ➢ SALES and RECRUITING: Stay in touch with all consultants in the field. They are your best source for good candidates and potential opportunities ➢ Build relationships with Clients, Coaches, Contractors, MSP’s and your competitors ➢ Cross Submit, Cross Submit, Cross Submit ➢ SALES AND RECRUITING: Pitch your strongest candidates even if you don’t have a requirement ➢ Ask yourself, “Is this activity revenue generating or non-revenue generating?” ➢ Ask yourself, “Have I done better this week than last week? ➢ Persistence is everything!