Staffing and Recruiting Agencies
Separate employer requests from candidate calls
An employer with an open role and a candidate checking an application can reach the same number.
The short version
- For employers, capture the role, location, requested start timing, and hiring contact.
- Separate a customer's request from a confirmed appointment, approved scope, or completed action.
An employer with an open role and a candidate checking an application can reach the same number. Your first questions should establish which side of the conversation needs help.
Clarify the request first
For employers, capture the role, location, requested start timing, and hiring contact. For candidates, identify the application or role they mean using approved verification. Keep availability separate from a placement promise and protect candidate information.
Build a useful intake
Use these as prompts, not a questionnaire to read out in full. Confirm what you already know, ask what changes the next step, and leave unrelated fields blank.
- Employer contact
- Role requested
- Work location
- Client-stated timeframe
- Job brief
Keep the next step clear
Connect the employer brief, hiring contact, and requested start date for your recruiter. Assign the client follow-up while your team reviews requirements, selects candidates, and discusses the placement process.
Follow the inquiry in Zweelie
Use this request with test details to check the customer activity, related records and next action in your Zweelie workspace:
Test a candidate asking about two roles. Ensure an update to one application does not close the other.
Have a colleague who did not take the original call review the record. They should be able to explain what is requested, what remains unconfirmed, and which action they own. If they have to reconstruct the conversation, change the intake or the handoff.
Put Zweelie to work on the request
In Zweelie, start with the customer activity and open the relevant contact and opportunity. Keep supporting files and notes associated with the right request, assign the person responsible and set a follow-up reminder for outstanding work. When the customer gets back in touch, your team can use that context to continue the conversation. Share only the information needed for the work, with the appropriate access. Book a Zweelie demo to see this inquiry move through the workspace, or use your trial to organize your first customer request.
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About the author
Alex Hanna is the founder and CEO of Zweelie. He writes about bringing customer conversations and everyday business work into one connected workspace.
