What to prepare before reaching out
You do not need a formal brief. It is enough to be clear about where momentum is being lost. That might be missed calls, poor callback discipline, vague ownership, messy vacancy intake, or limited recruiter visibility.
The more useful the first conversation, the easier it becomes to decide whether the first step should be intake, CRM, or a combined workflow setup.
- Where candidates are currently being lost
- What the recruiter team is repeating manually
- Which market or language flow matters most
- Whether the priority is intake, CRM, or both