Your client intake calls contain everything. Nobody’s extracting it.
Job order requirements, hiring manager preferences, and client engagement signals — pulled from your intake calls and CRM and surfaced to your team automatically. Configured to how your firm works, not a generic dashboard you adapt to.
Whether you’re tracking job order pipeline or client intake quality.- Intake call requirements extracted and structured automatically
- Cooling account flags weeks before the last job order
- Structured intake data cuts time-to-shortlist in half
Your CRM shows which clients sent orders. Not which ones are going quiet.
The signals are in your intake calls and account conversations. Nothing’s running to surface them before a relationship cools off.
“Good intake call with hiring manager, role is clear.”
Manager mentioned the last person left due to team conflict — not in the job description. Three candidates screened out who would have failed for this reason.
40 active client accounts.
6 accounts haven’t had a meaningful conversation in 45 days. Two had job orders last quarter. Pipeline is cooling.
“Trained for 30 days — ready to take calls.”
Top recruiter’s intake questions surface 2x more structured requirements. New hire hasn’t seen the pattern — and has an intake call with a key client tomorrow.
Audit. Build. Run.
Three phases. You see value in the first one.
We analyze your intake calls and show you what you’re missing
We take 20–30 of your recorded intake calls and your CRM data, process them, and deliver a report: unstructured requirements buried in call notes, accounts showing cooling signals, and patterns from your best-performing client relationships.
We configure the system on your stack
We connect your call recordings and CRM, configure intake extraction, client health logic, and job order pipeline tracking, and set up Slack and email delivery. Recruiters get structured requirements automatically; BDs get account health signals.
Intelligence delivered every week, automatically
The system processes new calls and CRM data weekly. Recruiters get intake summaries. BD leaders get cooling account flags. We maintain the system and meet monthly to review what’s working.
Audit engagements typically start at $3–5K. Build and run pricing scoped on the discovery call. For context: off-the-shelf platforms run $100–150/user/month with an annual lock-in. Our engagements typically cost less for a 10–20 person team — and you own the system.
Who we work with.
Pipeline lives in the CRM. Relationships live in calls.
You need to know which client accounts are cooling before they stop sending job orders — not after they’ve already gone quiet.
Client relationships drive the business
You want visibility into which accounts are healthy and which are drifting — before a key client moves their volume to a competitor.
Accountable to account health
You need a way to monitor which accounts are active and which are fading without calling every client every week.
Too many accounts to watch closely
You manage 20–30 client accounts and can only actively monitor the loudest ones. The quiet ones are the ones that go dark.
Book a discovery call.
We’ll map out what your intake calls and client data are hiding. 30 minutes. No commitment.
We analyze your actual intake calls and CRM — you see which accounts are cooling and what’s being missed. Low commitment, high signal.
The audit is self-contained. If it doesn’t surface something useful, you walk away with the report and owe nothing else.