Keep track of new client briefs

How we help

Before and after

A client calls or emails with a role. The details land in several places and another recruiter has to ask which brief is live.

The brief enters one queue with the role, contact and next action. An acknowledgement and reminder let the assigned recruiter follow up.

A worked example

A client requests two warehouse staff for a Friday shift. A form records the location, start time and contact, and alerts the recruiter who will confirm the requirement.

What you receive

One role-brief form with agreed questions
An owner notice, acknowledgement and reminder
A waiting-briefs view and editable operating notes

Where your team stays involved

The recruiter checks the brief, confirms terms with the client and makes decisions about candidates and placement.

One form, one supported customer system and one simple follow-up rule. Candidate matching, screening and job-board integrations need separate scope.

Starting the conversation

Tell us which details make a new client brief actionable and which recruiter should receive it.

Ways we can help

Set up a client brief queue

£395 one-off

Create one role-brief form with approved messages, a named owner notification and a follow-up view.

What you receive

A working role-brief form, callback view and guide to changing its acknowledgement and reminder.

Map your briefing process

£195 one-off

Map one client brief from intake to recruiter hand-off if ownership or the next step is unclear.

What you receive

A map of a single brief from hiring contact to recruiter and recommended next steps.