How to pitch a client and differentiate your firm with Clockwork
In this webinar, Tom Aprill, Managing Partner of Level 5 Partners, a Clockwork user firm walks us through how he and his firm use Clockwork to differentiate their firm from competitors and as a valuable piece of their pitch process. In this webinar we look at:
- How Level 5 Partners uses Clockwork in their pitch process
- Best practices for introducing clients to Clockwork as your collaboration platform
- Engaging clients with Clockwork early in the search process to build relationships and trust.
Presenting your final assessment to clients
Presenting your final candidates is a crucial step in the search process. It's your time to shine as a trusted advisor and make an impact. In this webinar we take a look at:
- Presenting finalist candidates and making final recommendations with Status Report
- Recapping the client collaboration tools to use at each stage of your search to engage clients through the entire search cycle
- Positioning yourself as a trusted advisor throughout the entire search process.
Track outreach and engage candidates with a better experience
Outreach needs to be succinct, organized and targeted. In this webinar we take a look at:
- Tracking exactly where candidates are in outreach, and using statuses to measure candidate responsiveness and tailor future engagement efforts.
- Email activity and analytics to help pivot your outreach approach and tactics.
- Using Landing Pages for Candidate interest submission, Self ID and general talent acquisition.
- Delivering a digital first-touch approach for a better candidate experience.
Optimize and present value to clients through research
This time on the Check-In we take a look at further qualifying, organizing and prioritizing candidates for outreach later. We also focus on how to demonstrate value in your research process to clients including:
- Categorizing candidates to provide deeper context and rate against benchmarks and research criteria
- Using the Research Coverage Report, Long List and Status Report to engage clients, gather feedback and confirm alignment
- Proving value to a client through your research methodology.
Best practices for pipelining executive talent
See some best practices around sourcing and building a pipeline of executive talent using Clockwork including:
- How to start sourcing candidates from Target Company Lists in Strategy View
- Filter for high-value candidates that have reached certain status milestones, high ratings, top rankings, recently been updated and more
- Organizing your research within a project
Target company lists & research coverage reports
As a follow-up to our previous Check-In, here are some things we took a look at when building out your search strategy within Clockwork:
- How to build a Target Company List in Strategy View.
- Using the Research Coverage Report to show your client your progress on research.
- How to directly start sourcing and building a pipeline of talent from Strategy View.
Job specification, position view and Clockwork's A.I. features
This time on the Check-In we take a look at setting the search strategy in Positions View and using Research Criteria, Clockwork AI and Job Posts including:
- How to use Research Criteria for benchmarking.
- Using Clockwork's Generative AI Features (CAI) for job description, research criteria and job requirements.
- Creating and publishing a Job Posting landing page to share with candidates.
Marketing and business development using Clockwork
On this episode of the Check-In we look at marketing and business development and how to do it in Clockwork including:
- Quick wins for marketing your search Firm
- How to leverage Clockwork's CRM and Deals View For Organizing Your BD
- Building a marketing list in Clockwork.
Sign-up for the next webinar
Register for the next webinar below. The Check-In is a monthly webinar for Clockwork users that focuses on doing great search work and best practices for using Clockwork.