• Daily Planning Methodology:

  • Plan the next day’s calls/activities the night before
  • Build targeted lists of who to contact
  • Use admin support to gather contact information
  • Set up automated email campaigns through tools like Outplay
  • Schedule specific times for different activities (e.g., emails at 3 PM when energy is lower)

• Contact Management Framework:

  • Use CRM (Crelate) to organize contacts into pipeline lists
  • Prioritize follow-ups with those who responded to previous outreach
  • Maintain “must call” categories for high-priority contacts
  • Implement multi-channel approach (calls, emails, texts, LinkedIn)
  • Track all activities through integrated technology stack

• Technology Stack Approach:

  • Core Tools: Crelate (CRM), Outplay (email campaigns), RingCentral (calls)
  • Supporting Tools: Foxit (PDFs), Track.ai/MetaView (call recording)
  • Sales Navigator for LinkedIn research
  • Focus on tools that integrate seamlessly to avoid working in multiple systems

• Activity Metrics Tracking:

  • Monitor daily calls (inbound/outbound)
  • Track email volumes (sent/received)
  • Measure text message engagement
  • Use RingCentral analytics for call metrics
  • Review CRM reports for overall activity analysis

• Business Development Strategy:

  • Focus on existing network first
  • Implement automated email campaigns
  • Follow up on email responses with calls
  • Use LinkedIn notifications to track hiring manager moves
  • Maintain consistent outreach across multiple channels

• Relationship Building Approach:

  • Focus on authenticity in communications
  • Build trust through transparent feedback
  • Maintain regular contact throughout the hiring process
  • Track candidate interview processes closely
  • Provide honest insights about opportunities

• Niche Market Focus:

  • Concentrate on specific geographic region
  • Specialize in particular industry sector
  • Build deep expertise in chosen market
  • Develop comprehensive network within niche
  • Maintain current knowledge of industry trends

• Time Management Structure:

  • Block specific times for different activities
  • Use prime calling hours effectively
  • Schedule email management during lower energy periods
  • Plan sourcing activities outside core business hours
  • Always make “one more call” at day’s end

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