Background
This anonymised, illustrative scenario describes an executive search and staffing agency of roughly twelve recruiters running a classic dual desk — selling mandates to client companies while maintaining a pool of placeable candidates. No customer is named; the figures are modelled baseline-to-target movements from the HelloGrowthCRM recruitment scenario library rather than measured results.
An agency has two jobs at once: win and keep client mandates, and keep candidates ready and warm. The placements come fastest when the two sides line up — the right candidate surfaced against a live job order the moment it opens.
The Problem
Client business development lived in one tool and candidate tracking in another, so a recruiter working a new mandate could not quickly see which warm candidates already fit it. Matching was done from memory and manual searching, which slowed every placement.
Past candidates — people placed or shortlisted before, the agency's best inventory — went stale because re-engagement depended on a recruiter remembering to reach out. Client accounts that went quiet between mandates were rarely followed up until the relationship had already cooled and a competitor had won the next brief.
Management could not see the two pipelines together, so capacity and forecasting were guesswork.
The Approach
Client BD and candidate placement ran as dual-tracking boards in one workspace, so a live job order and the candidate pool sat side by side and matching stopped depending on recall. Each client company was an account with its mandate history, and each candidate a record with their status and history.
Past candidates entered automated re-engagement sequences so the agency's existing inventory stayed warm without manual chasing, and quiet client accounts triggered follow-up tasks before the relationship went cold. Lead scoring helped recruiters prioritise the mandates and candidates most likely to convert to a placement.
Where the agency used an applicant tracking system or external job boards, those stayed in place and connected through integrations — HelloGrowthCRM ran the relationship and placement-revenue layer across both desks rather than replacing the ATS.
Implementation timeline
- 1
Week 1 — dual boards
Client BD pipeline and candidate placement board set up in one workspace, clients as accounts and candidates as records.
- 2
Week 2 — re-engagement
Automated sequences to re-engage past candidates and follow up quiet client accounts.
- 3
Week 2 — ATS/job-board links
Existing ATS and job boards connected through integrations; HelloGrowthCRM runs the relationship and placement layer.
- 4
Weeks 3–8 — measure
Placement cycle length, re-engagement coverage, and mandate win rate tracked against baseline.
The Outcome
In the illustrative model, putting both desks in one workspace halves the placement cycle, because the right candidate is surfaced against a live mandate immediately instead of being searched for from memory. Automated re-engagement keeps the candidate pool warm, and follow-up on quiet accounts stops mandates leaking to faster competitors.
Management gains a single view of client BD and candidate placement together, which turns capacity planning and forecasting from guesswork into something readable. The fastest gains — matching speed, re-engagement coverage — are automation effects visible within weeks; the compounding effects on repeat mandates build over quarters.
The figures are targets an agency of this shape can aim for after configuring the dual-desk workflow, not a guaranteed result.