Attract
Start with the existing Indeed and social-media job postings rather than requiring a new recruiting channel.
← Back to Selected Work
Recruiting Funnel
Recruiting Funnel
Automation
Replacing a manual recruiting process with an automated candidate journey that filtered for fit, kept information connected, and gave the team better visibility.
1 month
Implementation timeline
Automated
Filtering + communications
Higher visibility
Process + analytics
The Challenge
Too much recruiting work was happening after the job was posted.
The recruiting process had a clear chokepoint: generating applicants was only the beginning. The Recruiter still had to review applicants, invite candidates, follow up, and manage the flow of information manually.
The objective was to create a more hands-off funnel for identifying viable new sales representatives while keeping the candidate experience connected from the initial job posting through the next stage of the process.
My Role
Designing the system and monitoring what happened inside it.
I led the ideation, execution, and data monitoring for the system, working with Recruiting, New Sales, Technology, and Marketing.
My role covered everything except the final key stakeholder, allowing me to shape the workflow from the operational problem through implementation and ongoing visibility.
Approach
Automate the handoffs instead of adding more people to them.
Filter
Automatically guide applicants toward the appropriate landing page and collect the information needed to identify interest and fit.
Connect
Generate a candidate key so a candidate could stop and return without creating disconnected information points.
Follow Through
Trigger automated communications from manual actions, defined triggers, and time-based events.
Solution
A recruiting funnel that keeps working after the post goes live.
Recruiting Website
Updated content and created the landing-page experience that served as the next step from job postings.
Applicant Filtering
Created an automated path designed to reduce a high volume of applicants down to higher-interest, stronger-fit candidates.
Candidate Continuity
Captured demographic and contact information and generated a persistent key so candidate activity stayed connected.
Automated Communications
Built seven automated emails and supported trigger-based, manual-event, and time-based communications.
Admin & Functionality
Added administrative functionality and continued system updates as requirements evolved.
The Operational Shift
From applicant management to exception management.
The biggest change wasn't simply that emails became automated. The Recruiter's role changed.
Instead of posting on Indeed, reviewing applicants, inviting candidates, and following up manually, the documented workflow allowed the Recruiter to post the ads and then step out of the repetitive part of the process until the New Sales Director requested that the ads be turned off.
At the same time, the process created greater visibility, automatically looped the appropriate people into the workflow, and provided analytics around what was happening inside the funnel.
Outcome
Less recruiter effort. More visibility. A process that could run.
The system significantly reduced the time and effort required from the Recruiter while creating a more visible, connected recruiting process.
1 month
Implementation timeline
7
Automated recruiting emails
The source material documents qualitative improvement in recruiter time and effort, process visibility, automatic routing, and analytics. It does not provide a quantified percentage reduction, so none is claimed here.
Key Takeaway
Automation is most valuable when it removes work nobody should have been doing manually in the first place.
Next
View Next Case Study →
Freezer Thaw Crisis Response
Designing a rapid-response intake system when the business couldn't afford to wait.