Best in Class Recruiting Phases

2024

Best in Class Recruiting Phases Roadmap for Success

Best in Class Recruiting Phases

• Phase: Prospecting • Phase: First Engagement • Phase: Keeping the Music Alive • Phase: Structuring Offer and Application • Phase: Closing • Phase: Transition

These phases can be fluid to engage with prospects throughout the recruiting process.

1

Best in Class Recruiting Phases

Phase: Prospecting GOAL: • Mining data to identify the right candidate.

• Determine mutual connections so you can get behind the scenes info.

• Find personal interests: family, kids, dog, sports, schools, etc.

Tools for Sourcing • Golden Goose data.

• Silver Swan.

- Referral partners - Targeted lists: (Sweet Spot, CB burglar) •F ollow and research - get to know the prospect on social.

• Leverage CB Managers & Agents for insight.

• Time blocking.

• Understanding your opportunity.

• Document prospect information in Bullhorn.

Best in Class Recruiting Phases 2

Phase: First Engagement GOAL: • Strategize an approach for a strong first impression utilizing different forms of outreach.

• Leverage technology tools and personal invitations.

• Initiate conversation and interest for next steps.

Tools to Connect with the Candidate • Conversation that identifies their needs and wants.

• Hot buttons that will get them interested. (leverage the Winning Formula) • Leverage LOC social tiles.

• Video brochure to add a personal touch of who we are.

• Utilize RAC-R to send flyers, booklets, BombBomb videos and a plethora of other marketing assets.

• Invite them to events and to get to know our network and vibe.

• Sending Guaranteed Goods store swag.

3

Best in Class Recruiting Phases

Phase: First Engagement Identify Next Steps • Get them interested in offer expectations.

• Send Best of the Best and Personal Growth booklet so they get a feel of our vibe.

• Introduce candidate to MSSO. • Offer factory emails.

• Referral bonus – utilize Resource Center verbiage to use in emails.

• Use email drip campaigns from Golden Goose.

• Leveraging the Careers page and RM pages to show them who we are.

• Show off our vibe and use the tools we have to showcase what makes us different (marketing, operations, technology, etc.).

• Share videos so they can hear first-hand from LOs and leadership who we are.

Best in Class Recruiting Phases 4

Phase: Keeping the Music Alive GOAL:

• Leverage tools to keep the candidate excited about the opportunity about joining GRA. • Educate them on why we are the best of the best.

Continuous Engagement • Pack Recruiting – scaling your business, marketing, product, partner, etc.

• Invite them to Experience the Difference.

• Leverage joint venture support and introduce the benefits of Coldwell Banker.

• Send a drip campaign that focuses on our tools, vibe and culture.

• Using the Winning Formula by learning their hot buttons to craft specific to change their life.

• Move to offer mode.

5

Best in Class Recruiting Phases

Phase: Structuring the Offer and Application GOAL: • Both sides agree on what it will take to transition the candidate to joining the organization.

Next Steps • Application submission.

• Structure the offer with the candidate (spend time on talk track).

• Agree to the financials.

• Finalize offer with senior leadership.

• Move to verbal and two page sign on package overview with candidate.

Best in Class Recruiting Phases 6

Phase: Closing GOAL: • Get candidate confident in the decision of joining GRA

Getting Started • Submitted formal application.

• Signed formal offer.

• Determine start date.

• Circle back to the steps on Keep the Music Alive – keep them engaged until start date.

• Send them swag from the Guaranteed Goods store.

• Offer support to help them with their resignation.

• Leverage your network! Must have CB manager reach out and others on the team – many people touches to reaffirm their decision.

• Model office (showcase the office and personal GRA branding) and intro to branch manager.

• Invite the candidate to company events along with CB.

7

Best in Class Recruiting Phases

Phase: Transition GOAL: • Ensure a smooth onboarding exceeding both parties expectations while keeping the music alive.

Day 1 They Start, Show Up, and Transfer NMLS • Employee Support and onboarding (checklist).

• Database Management.

• Defining the kick off marketing plan.

• ABC (always be celebrating) (Social, press, marketing promotion).

• MMSO support.

• Building and design your marketing plan.

• Introduction to CB branch office and kick off event.

• Expectations must be set properly.

• They must understand to bring over database compliantly.

• Press Release creation for celebration.

• Social tiles for celebration.

• Behind the scenes website creation, headshot, account creation, training.

•P roper introductions and accountabilities with field and corporate teams throughout 90 day onboarding.

Best in Class Recruiting Phases 8

For Internal Use Only.

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