1. Upon being assigned a new client, the document recommends contacting the Accolo Client Manager for an intake call to learn details about the client, job, and stakeholders. 2. Research should be conducted within the Accolo system, including reviewing the "Companies" and "Jobs" tabs to find background on the client and any previous work with the hiring manager. 3. The first outreach to a new hiring manager should be an introductory email within 24 hours, including contact information, availability for a profile call, and the consultant's bio to establish themselves as the primary contact.

1. Before the Profile Call

2. Profiling May 20132
What we’ll cover
1. Initial Job Assignment Process
2. Creating a new Hiring Manager
3. Engaging the Hiring Manager

3. Profiling May 20133
1. Initial Job Assignment Process
A. How jobs are assigned
B. Client orientation
C. Research

4. Profiling May 20134
1.A. How jobs are assigned
• Jobs are assigned by the HCN Manager and/or Client
Manager based on:
• Expertise: Industry and/or job category
• Geography: If an onsite presence is requested
• Metrics: HM Satisfaction Survey scores and Fill Rate
• Consultative Approach: Drive the recruitment process and
establish self as a trusted partner
• Accolo Process: Able to articulate the Accolo value and process
in a way that drives adoption

5. Profiling May 20135
1.B. Client Orientation
• Upon assignment, Accolo Client Manager will provide you
with:
• Job title
• Job description
• Hiring Manager details
• Client company name
• Client company description
• Intake call with Accolo Client Manager upon assignment:
• Contract details and client stakeholders
• What the client does and how they differentiate themselves
• Client culture
• Client specific recruiting process information

6. Profiling May 20136
1.C. Research
• Accolo system
• “Companies” tab
• “Jobs” tab
• Job description
• Client company website

7. Profiling May 20137
1.C. Research:
Accolo System – “Companies” Tab
• Check the “Companies” tab for engagement details:
• Background and reference checks
• Preferred interview process
• Offer negotiation
• Visa sponsorship/transfer policy
• Relocation policy

8. Profiling May 20138
1.C. Research:
Accolo System – “Companies” Tab (cont’d)
“Companies” tab > Enter company name > Search

9. Profiling May 20139
1.C. Research:
Accolo System – “Companies” Tab (cont’d)
Notes & Attachments > Review all content & attachments

10. Profiling May 201310
1.C. Research
Accolo System – “Jobs” Tab
• Has your Hiring Manager run jobs with Accolo before?
• No – HM will need an Accolo process overview on profile call and
an Accolo system demo during first meeting after job launch
• Yes – Review the jobs your HM previous ran with Accolo
• Review other jobs for your client within the Accolo system

11. Profiling May 201311
1.C. Research
Accolo System – “Jobs” Tab (cont’d)
“Jobs” tab > Show Advanced > All Jobs > HM Name / Company
Name > Jobs Status of All > Search

12. Profiling May 201312
1.C. Research – Job Description
• Review unfamiliar terms
• Look for similar jobs to compare requirements
• Make notes on terms or requirements about which you
require more detailed information
• Prepare questions for your intake call ahead of time
• Leverage one of the Profiling Templates available on Socialtext

13. Profiling May 201313
1.C. Research – Client Company Website
• Familiarize yourself with their website
• Review:
• Products and services
• About us and corporate history information
• Executive leadership information
• News and press releases

14. Profiling May 201314
2. Creating a new Hiring Manager
“Companies” tab > Company Hierarchy > Add > Add Hiring Manager

15. Profiling May 201315
2. Creating a new Hiring Manager (cont’d)
Enter your HM’s info and click “Save”

16. Profiling May 201316
3. Engaging the Hiring Manager
• When: Within 24 hours of your client orientation with the
Accolo Client Manager
• How:
• Email: Send an introductory email to your HM including: your
contact info, availability to conduct the profile call and your HC
Bio
• Phone: Follow-up via phone after sending your intro email
The consultative process starts NOW!

17. Profiling May 201317
3. Engaging the Hiring Manager (cont’d)
• Client satisfaction is our first priority:
• Advise and consult with the HM
• Establish yourself as a credible authority on the recruiting
process
• Be willing to go the extra mile for your HM

18. Profiling May 201318
Review

19. Profiling May 201319
Review Questions
• What is one of the first things you should do when you are
assigned to a new client?
• What type of research can you do within the Accolo system
to learn about a new client/HM?
• What should I include in my first email to a HM?