Best Practices: Sequencing
Ian Remington avatar
Written by Ian Remington
Updated over a week ago

Sequencing enables you to create your business development and recruitment workflow automation at scale. These steps are then presented to your users, just at the right moment and with the right information to maximize efficiency and the decision-making process. Sequencing takes a user’s prospects (candidate or client) and lays out the user-specific tasks, texts, automated emails, and more at the exact right moment to maximize engagement.

Why use Sequencing?

  • Your recruiting process and recruiter training don’t stop with “you should probably do…” You need a way to bring your whiteboard processes to life with the right nudge, to the right person, at the right time.

  • Sequencing is here to give operations leaders and recruiters the tools to template and automate their process down to the individual task reminder from a call, to an email, to a text, and measure effectiveness on the front lines with a more intuitive UI for what your best next action is.

  • This tool allows you to create efficiencies on a scale so your team can create, maintain, and maximize relationships with candidates and clients.

💡Pro Tips before building your Sequence:

  • Admin Role – Has full access to setting up the sequences. Considering who the sequences are for, when the sequences occur, and why the sequences are occurring. Admins have control of user roles and what is important to which roles to have access to sequencing to ensure your team is set up correctly to begin using.

💡Pro Tips for Creating a Sequence:

  • Be sure to have more than one step to a sequence so it is purposeful to your end goal and tracking engagement.

  • Start off by using a generic name for your sequence.

  • If you’re new to sequencing, less is more (at least initially). Narrow your focus to test and make sure it works the way you intend it to.

  • Name your steps in your sequence i.e. “First Email” or “First Call” to designate your steps for your sourcers and/or recruiters, etc.

💡Pro Tips on Sequence Communication:

  • Be sure to have email templates and text templates readily available to use in your sequences. You can be sure the messaging is consistent and keep a personalized feel with the “Insert Data” to pull in mail merge fields.

  • Engagement is a two-way street. Consider the following as you design your sequence communication timing:

    • Give an opportunity for responses from your contacts.

    • Consider the time between your steps to allow for responses.

💡Pro Tips on Managing Sequences:

  • Consider who and how you are managing your contacts within a sequence.

    • Who will review sequence outcomes?

    • Who will manage contacts attached to those sequences?

    • Who will review and manage if the sequence has a positive or negative result?

  • Use the data that you collect in your sequences to improve the sequence or set up a new similar sequence.

  • Your data can help drive engagement and action; it is up to you what you do with it next!

We surveyed our existing customers and here's what most are doing!!

Candidate Engagement (Simple)

Candidate Engagement (Detailed)

A few common sequencing practices to consider:

  • Workflow Stage Engagement

  • General Interest Engagement

  • Job Placement Health

  • Company Opportunity Health Check

What's Next?

Learn more about Sequencing below!

Did this answer your question?