Client lead qualification
New client inquiries are researched and qualified — hiring volume, sector, urgency — before a consultant calls back.
Meeting preparation
Briefings before client meetings cover the company's hiring signals, team changes and previous conversations.
Follow-up management
Terms discussions and proposals are tracked and followed up on time, keeping mandates from going quiet.
Pipeline monitoring
Know which client relationships are active and which are drifting, with a recommended action for each.
CRM hygiene
Client records stay current across every consultant without manual chasing.
