Recruiting
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      1. Corcoran Horizon Knowledgebase
      2. People & Culture
      3. Recruiting

      Recruiting Process

      Stage 1: Initial Contact

      1. CRM Action: Tag deal as CHR-Agent Recruitment.

      2. Email(s): Send Email 1 (soft intro) → follow with Email 2. (found in Gmail)

      3. Script(s): Use Discovery / ROI / Soft Touch script if phone contact is made.

      4. Video(s): Attach “Why CHR”.

      Stage 2: No Response (7 Days)

      1. CRM Action: Task to follow-up

      2. Email(s): Send Follow-Up Email 1–2.

      3. Script(s): Use Follow-Up Script.

      4. Video(s): Attach “Canada’s RE Game”.

      Stage 3: No Response (30+ Days, Ongoing)

      1. CRM Action: Task to Follow-up

      2. Email(s): Send Follow-Up Email.

      3. Script(s): Use Follow-Up Script.

      4. Video(s): Attach “Canada’s RE Game”.

      Stage 4: Engaged

      1. CRM Action: Automatic email sent to book call with Adrienne

      2. Email(s): Send Email 2 or Email 7 (warm touch).

      3. Script(s): Use Soft Touch / Warm Discovery.

      4. Video(s): Share “Why CHR” or “Canada’s Game”.

      Stage 5: Discovery Call Booked

      1. CRM Action: After call, Log call notes; move contact to Backend Intro Sent

      2. Email(s): Automated email sent with booking link & booklet 

      Stage 6: Backend Intro Sent

      1. CRM Action: Automated email sent to client, if no action is 7 days additional email sent

      2. Email(s): Send confirmation

      3. Video(s): – (optional follow-up video).

      4. Conduct Backend Email

      Stage 7: In Review

      1. CRM Action: Tag as In Review. Set reminder for follow-up.

      2. Optional: Reconnect call/email.

      Stage 8: Offer Extended

      1. CRM Action: Tag as Offer Sent. Track response.

      2. Form to be filled out by Recruiter to Send Offer

      Stage 9: Signed / Hired

      1. CRM Action: Tag as Hired. Trigger onboarding workflow.

      2. Form to be filled out by Office to Onboard (New Staff/Agent) 

      Stage 10: Onboarding

      1. Process: Launch onboarding process.

      2. Follow-Up: 30/60/90 day check-ins for retention tracking.

      Nurture Paths (If No Move Yet)

      Nurture

      • Email(s): Nurture Emails 1–4.

      • Script(s): Reconnect, Objection Reframe.

      • CRM Action: Tag as Nurture, schedule follow-up.

      • Video(s): Advantage / Canada’s Game.

      Passive (30–60 Days Ghosting)

      • Email(s): Send Nurture Email 2 or 3.

      • Script(s): Light Follow-Up.

      • CRM Action: Tag as Passive, schedule 30-day check-in.

      • Video(s): Canada’s Game / Advantage.

      Dormant (90+ Days)

      • Email(s): Send Nurture Email 4.

      • Script(s): Dormant Reconnect.

      • CRM Action: Tag as Dormant, schedule 100-day check-in or remove from funnel.

      • Video(s): Why CHR.

      Closed Out


        • CRM Action: Tag as Closed. Add final notes.

      1. Pre-Outreach Contact Verification

      • Step 1: Review the lead record in the CRM.

      • Step 2: Verify phone number and email address:

        • Search lead’s name + phone number in Google.

        • Search lead’s name + email in Google.

        • If discrepancies are found, update CRM with correct info.

        • If both channels are invalid, mark as Needs Research and move on.

      • Step 3: Confirm contact is in the correct recruiting stage before outreach.

      2. Outreach Methodology

      • Call First:

        • Always lead with a phone call.

        • Use the approved recruiting script.

        • Leave a voicemail if no answer (follow voicemail script).

      • Email Follow-Up:

        • Send a personalized email within 15 minutes of the call attempt.

        • Use the relevant recruiting email template (Discovery Call Invite, Intro, etc.).

      • CRM Logging:

        • Log call outcome (answered, no answer, wrong number, etc.).

        • Log email as sent.

        • Update lead status (Engaged, Discovery Call Scheduled, Passive, etc.).

      3. Daily Workflow

      Morning Block (9:00 AM – 12:00 PM)

      • Prioritize New and High-Priority leads.

      • Verify contact details for first 75 leads.

      • Complete outreach and CRM logging.

      Afternoon Block (1:00 PM – 4:30 PM)

      • Work through the remaining 75 leads.

      • Continue verification and outreach.

      • Follow up with morning leads who opened emails but didn’t respond.

      4. End-of-Day Reporting

      By 5:00 PM, submit:

      • Total Verified Leads Contacted: # out of 150 target

      • Appointments Booked: #

      • Notable Objections: Log in CRM and flag for the recruiter manager

      • Data Issues: Leads needing deeper research

      5. Quality Standards

      • Verification is non-negotiable — invalid contact attempts do not count toward 150.

      • Touches must be unique daily (no duplicate attempts counted unless scheduled follow-up).

      • Use only approved scripts, email templates, and CRM logging procedures. Please get any suggested modifications to scripts approved