Agent

Client reactivation

Clients who haven't hired in a while get a check-in.

All examples

Clients who went quiet get a check-in. Open roles come back to you.

New jobs from clients you already know. Clients who haven't hired in a while get a timely, personal check-in from their account manager.

How it runs
  1. StartsA client has had no placement or contact for a period you choose
  2. DoesSends a personal check-in in the name of the account manager
  3. WritesThe reply, and a task for the account manager when there is a need
  4. You getVacancies from existing clients before they call another agency
EmailClientsCreates tasks

See how it works

Set-up

What it takes to switch this agent on.

What you need

  • Your ATS connected
  • An email sender, in the name of each account manager
  • The client reactivation template switched on

Time to go live

Set up with you

We switch it on with you, with your own questions and messages.

Review step

  • ManualSomeone reviews every time.
  • ConditionalSomeone reviews when the conditions aren’t met.
  • AI-assistedThe AI decides whether a person needs to look.

A recruiter can approve before anything goes out.

Tasks per run

What one run costs.

Every action an agent takes counts as tasks; updating your ATS is free. You pay for tasks, not seats.

Typically
  • Email sent1
  • Record update, the reply and a task0
~1task per run

Your set-up may differ.

Example

What both sides see.

What the client seesSandra, no placement in 7 months
EmailFrom Eva, your account manager

Hi Sandra, it’s been a while since we worked together. Anything coming up in the planning department this quarter?

Reply

Actually yes, two planners from March

Email, example

What the account manager seesYour ATS
Company · Client Janssen
Last placement
7 months ago
Reply
Logged on the contact
Task
Call Sandra about two planners

A vacancy before they call another agency.

Written back to your ATS, example

Questions

Before you switch it on.

Does it come from a no-reply address?

No. The check-in is sent in the name of the account manager, and replies come back to them.

What happens when the client replies?

The reply is logged, and the account manager gets a task when there is a need.

Can the account manager check the message first?

Yes. Add a review step and the message waits for their approval.

Improve Every Day.

See it run on your own vacancies.

Answer four short questions and watch the agent for your problem. Then book 30 minutes with us.