Phase 1: Pre-Sell

Trigger

• Hot lead identified | CR invites Director, Operations, and Research to the next call.

Preparation Steps

• Jasmine: Sends meeting invite to Director, Operations, and Research. Includes recording of the last client meeting.
  • Research:
    • Prepares compensation data.
    • Prepares two bullet points explaining compensation details for discussion.
    • Adds a slide with compensation data to the client deck.
  • Director:
    • Listens to the previous call recording → Reviews and understands client needs.
  • Operations:
    • Ensures all parties are fully prepared for the call.

Outcome

• Call is held with all relevant parties aligned.

Phase 2: Sell

Trigger

• Client signs the contract.

Phase 3: Onboarding

Phase 3.1: Director Intake Call

• Director leads + recruiters attend intake call using the intake call template
• Operations: On Notion, create a new client page under the Client section.
• Director: Collect all client details and document on the new Client Notion page.
• Director sends Research the number of requisitions (reqs) to be created in Sutro.
  • Number of reqs to be created in Sutro
  • Intake Recording
  • Metaview Notes from Intake
  • Job Description
  • Ecosystem Parameters

Phase 3.2: Sutro Requisition Creation & Candidate Sourcing