Recruitmentmonday.com + MakeClient not named (under contract)
Recruitment: hiring and onboarding
The problem
We know recruitment from the inside. Before founding RDI, Phil built two recruitment agencies, each to an annual turnover of £1.4 million, so we know how much of a recruiter's week goes on admin.
For this client, each LinkedIn job post drew around 200 applicants, most of them unsuitable. Sifting and emailing them all was done by hand.
What we built
An application form (basic details, location, expected salary, CV and cover letter) feeding straight into monday.com.
An automatic acknowledgement email to every applicant.
The recruiter clicks once to reject or progress. Rejected applicants are politely declined and their data deleted.
Shortlisted candidates go to the line manager for a simple yes or no.
Candidates book their own first interview from a calendar invite, and monday updates when they accept.
A thank-you after the interview, then a rejection or a second-interview booking, run the same way.
An offer letter with the agreed salary, sent to sign and return.
Mapped next (designed, not yet finished)
Full onboarding to day one. This covers collecting information and documents and filing them in the right Google Drive folders; first-day details sent 7 days before (line manager, who meets them, start time); one click on arrival to create their company email and Drive; and an end-of-day-one welcome pack (who does what, who to call if sick).
Applicants fill in one form that feeds monday.com and sends an acknowledgement; the recruiter progresses or declines in one click, the line manager says yes or no, candidates book their own interviews and the offer letter goes out to sign. Onboarding to day one is mapped next.
The result
Every applicant gets a reply, the recruiter decides with one click, and interviews and offer letters go out without anyone typing the same email again.
After every discovery call we had to work out the saving, price the job, write a proposal from scratch and remember to follow up.
What we built
Our own call log is a monday.com board that works out each prospect's monthly saving, a suggested price and a care-plan figure automatically. One script turns a call into a branded three-page proposal, and a follow-up email draft is created automatically, ready to check and send.
Each discovery call is logged on a monday.com board that works out the saving, a suggested price and a care-plan figure; a follow-up email draft is created, ready to check and send, and a branded three-page proposal is generated.
The result
We use the same kind of automation we build for clients.
DemoBuilt to show how it works, not a client
Removals: from enquiry to booked job
The problem
For a removals firm, every enquiry means working out a price, emailing a quote, chasing a date and writing it in the diary.
What we built
Website form → quote calculated and emailed → customer picks a date → job added to the calendar → reminder the day before → review request after.
Demo: built to show how it works. In this demo, a website form becomes a quote worked out and emailed, the customer picks a date, the job goes into the calendar, a reminder goes out the day before and a review request after.
The result
No copying, no forgotten quotes, and every customer gets the same quick service.
Demo build: no client results are claimed.
DemoBuilt to show how it works, not a client
Accountant: document chaser
The problem
Every month, clients have to be chased for receipts and documents, one email at a time.
What we built
Client list → monthly request email → reminders every few days → stops when the documents arrive → files are saved to the right folder.
Demo: built to show how it works. Instead of checking who hasn't paid and writing reminders by hand, polite reminders go out on day 3 and day 7 and stop by themselves when the reply or payment arrives.
The result
Documents arrive without anyone writing a reminder.
Demo build: no client results are claimed.
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