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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