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Use Case Playbook: Internal Reminders

Michael Young
Updated

Goals
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  • Improve efficiency and effectiveness of Internal Team
    • Prevent Talent from being forgotten at timely moments
    • Maintain proper database hygiene
    •  Facilitate “Human-Work” at timely moments
  • Provide support for the Internal Team

 

 

Example

Breakdown:

 

  • Automatic reminders for internal team at timely moment throughout the Talent Lifecycle
  • Automated SMS and/or email touchpoints
  • Typically sent from Org. or Org. Leader to the recruiter



Best Practice:

 

  • Thread Internal Reminder use-cases throughout other Journeys
   Screen_Shot_2020-12-04_at_4.30.58_PM.png

 

 

TYPICAL SETUP REQUIREMENTS

Who will campaigns be sent to/from?

  • Sent to: Recruiter or Client Owners
  • Sent From: Org. or Org. Leaders

 

*Key: Send Touchpoints to internal team members related to Talent Lifecycle Records via Basics Tab

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What information needs to be included?

  • *Info include depends on Talent Lifecycle stage

    • Basic job details (start date, where to go, etc)
    • Client info
    • Candidate info
    • Survey questions

Screen_Shot_2020-12-04_at_4.36.40_PM.png

When should the messages be sent?

  • Relative to the most relevant Talent Lifecycle field
  • Common Examples
    • Interview Record creation date
    • Submittal Record creation date
    • Start & End date of Assignment

 

How do we identify the right audience?

  • Typical Stages in Recruiting Life Cycle
    • Interviews
    • Submittals
    • Placements
    • Common Examples

 

 

 

MEASURES OF SUCCESS

Sense Analytics

  • NPS Scores
  • Survey Response Rates
  • Deliverability metrics

 

 

Agency Impact

  • Recruiter productivity & time saved
  • Recruiter follow up consistency
  • Internal Team Retention / Turnover
  • Internal Satisfaction / NPS

*Dependent on Agency Priorities / KPIs
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ADDITIONAL TACTICS

Additional Value Strategies

  • NPS & Surveys
    • Use NPS and other surveys to gauge the satisfaction of the Internal Team

 

  • Onboarding & Training
    • Use Sense for Internal Team Training and Onboarding
    • Sense out automated resources over time

 

  • Two Pronged Approach
    • Use both a dedicated Journey as well as Internal Reminder Touchpoints threaded throughout other Journey Use-Cases for maximum benefit and improved Journey organization

 

Related Playbooks

 

Things to look out for

  • Internal Team Feedback
    • It’s in the Agency’s best interest to incorporate the feedback of the internal team to make adjustments to Journeys over time
    • Not asking for feedback or worse ignoring feedback can create the opposite effect that was originally intended

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