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Your CRM · step 2 of 2

Your CRM — starting from recruiting & staffing

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Staffing runs two pipelines at once: selling CLIENTS (companies with open roles) and moving CANDIDATES through those roles. Should your CRM be built two-sided, or do you only need one half?

Question 2 of 4

The submittal — presenting a candidate to a client for a role — is its own event with its own fate. Track every submittal (who, which role, outcome), or just move candidates through stages?

Question 3 of 4

Contract staffing's heartbeat: placements END. Should the CRM surface contractors 30 days before their end date so you redeploy them before the bench does?

Question 4 of 4

Last one — what's the unit of success? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Skills, rate, availability, work authorization — searchable, so “available .NET dev under $80/hr” is a query, not a memory?

Optional · question 6

Should each submittal track its interviews — scheduled, held, feedback captured — so you know why candidates die at which client?

Optional · question 7

Fees and splits per placement — tracked in the CRM, or does accounting own it?

Optional · question 8

Should references be records — requested, completed, on file per candidate — before a submittal goes out?

Optional · question 9

Most-placeable candidates — should you keep marketed hotlists the whole desk works from?

Optional · question 10

Email marketing — should your CRM connect to a Mailchimp-style tool so your lists and contacts stay in step?

Skipped questions use the standard setup.
Your build · Recruiting & staffing№ 20260922·draft
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