Routine template for managers
Recruiting routine that reminds you when each one is due
Names sourced, coffees held, the pipeline moved, an opportunity evening every month.
- 5 routines
- 3 at a set time
- Reminders when they are due
Recruiting rhythm
Days and times are the pack's own. Change any of them after you add it.
- 5 new candidate names5 times a week
- 2 coffee chats2 times a week
- Move every card on the recruitment boardEvery Fri at 15:00
- Opportunity presentationEvery month on the 15th at 19:00
- Follow-up calls the day afterEvery month on the 16th at 10:00
About this pack
Recruiting dies in the gaps between conversations. Five sourced names a week, two coffee chats, the pipeline board moved every Friday, and the monthly evening that turns coffees into contracts.
How to use it in ActivityTracker
- 1Open Routines and press Packs.
- 2Find Recruiting rhythm and open it. Every routine is ticked, with its day and time.
- 3Untick any you don't want. A routine you already have is shown, and it isn't added twice.
- 4Press Add. Each one reminds you on WhatsApp or Telegram when it is due, until you tick it off.
Packs like this one
Every advisor seen weekly, the numbers read daily, the team met monthly, recruits called every week.
7 routinesThe six routines a working week is built on: calls, follow-ups, appointments, practice, the pipeline, referrals.
6 routinesDials, conversations, messages and a Friday count: the numbers that fill a calendar.
6 routines
Questions
Get a nudge when each one is due.
Book a walkthrough to see the routines in the app.