Goals

• Increased Job Orders and corresponding Revenue
• Lower Customer Acquisition costs
• Nurturing prospective clients until they become clients themselves

Example

Breakdown:

• Consistent engagement of Inactive or Prospective Clients
• Automated SMS and/or email touchpoints
• Typically sent from an Agency Sales Leader to the Client Contacts intermittently and at timely moments

Best Practice:

• Make each Touchpoint valuable to the Recipient with a clear and simple CTA

TYPICAL SETUP REQUIREMENTS

What information needs to be included?

• Basic Sales info (specialty, Agency NPS, etc)
• Sales Leader Contact Info
• Recruiter info
• Survey questions

When should the messages be sent?

• Batch 
• Identify a large group of inactive Contacts and schedule a 1 time or batch send
• Relative to a generally static date field
• Example: dateLastVisit

How do we identify the right audience?

• Inactive or Prospective/Target Clients
• Typical rules: 
• Contact Status = Inactive
• Company Status = Inactive

MEASURES OF SUCCESS

Sense Analytics

• Survey Response Rates
• Deliverability metrics
• NPS Scores

Agency Impact

• Total Job Orders Received
• Customer Acquisition Costs

*Dependent on Agency Priorities / KPIs

ADDITIONAL TACTICS

Additional Value Strategies

• Data Enrichment (BH Only)

• Use simple multiple choice surveys within Client outreach to allow Client Contacts to dynamically update their personal or company’s Status
• Data Enrichment

• Net Promoter Score (NPS)

• Leverage Agency NPS scores in Sales conversations
• Leverage NPS scores from
• Candidates about Agency
• Clients about Agency
• Candidates about Client

Related Playbooks

• NPS
• Data Enrichment

Things to look out for

• Data Enrichment (BH Only)
• Given Clients the ability to update their ATS data will allow overwriting of any previous info for the specified ATS field