Keep project managers on top of recruiter follow-ups

Project managers miss candidate check-ins when start dates are added manually, causing delayed client outreach. Automate 6-week and 6-month recruiter follow-ups so check-ins occur and client hiring needs are uncovered.

Overview

Missed candidate check-ins create blind spots and delayed client outreach; project managers see the impact in churn and missed upsell conversations. This workflow turns every placement start date into two scheduled recruiter touchpoints, ensuring follow-ups happen and client hiring needs get surfaced. Teams report fewer missed follow-ups and clearer handoffs when reminders are enforced automatically.

Notable Features

Create scheduled follow-up tasks
Assign tasks to placement owner
Prevent duplicate reminders with flag