Deals

Check in with Martina or Brian on candidate pipeline status

Clarify referral scope and confirm Annie VA placement call status

Final outreach via alternate channel or pause for 30 days

Phone call or fresh outreach email referencing Jordan Ross and relevant placement examples

Schedule discovery call to understand role and timeline

Send candidate profiles and request feedback

Request re-introduction from Rick Meekins or reassess outreach strategy

Re-engage with email on LATAM hiring needs and timeline

Check in on CX QA Manager role status and confirm active hiring intent

Confirm candidate selection and facilitate final offer logistics.

Re-engage with value-focused email referencing Kyri Nahlis referral and original need.

Schedule a check-in call to clarify next steps on the proposed AI collaboration and SDR hiring timeline

Schedule follow-up meeting to finalize role spec and begin sourcing

Send warm re-engagement email via Nathan Ruff warm path

Send re-engagement email with specific marketing hire discussion

Send personalized outreach email referencing Jordan Ross

Send detailed EA placement pricing and candidate overview, then schedule requirements call

Follow up to explore additional hiring needs

Send warm introduction email referencing Ethan Ferguson's referral

Check in on quarterly planning meeting outcome and role priority decision

Send personalized re-engagement email clarifying current hiring need and timeline

Send personalized intro email referencing Ethan Ferguson and request an initial call

Send tailored response clarifying service fit or refer back to Jordan Ross

Conduct discovery call to understand hiring needs

Schedule a brief discovery call to define EA responsibilities and workflow needs

Reach out with a brief email to confirm SDR hire priority

Follow up to confirm job requirements, timeline, and candidate profile.

Attempt phone or LinkedIn outreach to reset relationship or confirm disinterest.

Confirm attendance and prepare with Ross for the William Harris podcast pre-show

Confirm candidate list receipt and schedule first interview round

Confirm candidate pipeline status for BlueRez Director, Client Success and LiAnne Driessen Executive Assistant roles.

Revisit AdOps white-label opportunity with LatAm media buyer pitch

Complete strategy call with Martina Musacchio and present candidates for creative roles.

Follow up with Cody Hall to secure direct introduction to Nick

Prepare pre-call materials and conduct call on Jun 24 3pm EST

Confirm call timing and prepare pre-call brief

Clarify whether TalentHQ has a CS hiring need or strategic interest in partnership.

Send warm re-engagement message and propose call within 7–10 days

Send personalized outreach email referencing Ian Holbrook intro

Warm re-engagement email referencing Phillip LeMaster and original need

Send clarification email on core role types and referral alternatives

Reach out via WhatsApp to re-establish contact and schedule follow-up call

Follow up end-of-month to confirm internal readiness and clarify setter vs. SDR scope.

Reach out with concrete next step or curated candidate profile to re-engage

Follow up to confirm Tom Jones introduction progress and clarify partnership needs

Schedule and conduct strategy call to scope finance recruiting engagement

Request video testimonial and confirm second placement satisfaction

Send personalized follow-up email and propose discovery call

Send personalized partnership exploration email referencing Tom Jones

Re-engage on Director, Client Success search at BlueRez with focus on hiring timeline and decision-maker confirmation

Send personalized outreach referencing recent thought leadership and AI developer placement opportunity

Follow up on placement progress at BlueRez and with LiAnne Driessen's EA search in 2–3 weeks.

Check in on Maya's onboarding and explore upsell opportunities (AI training)

Clarify Saad Ali's business need and decision-making authority; investigate VProsper Hub's model

Clarify service fit and qualify the primary hiring need

ProEd EA guarantee replacement live (Manatal job 4146642, replacing Sherling). Source candidates, screen, and present shortlist to Kyri.

Shift engagement to Joe Giovannoli and propose a specific meeting window.

Research Digital Niche Agency's hiring needs and reach out with scaling-focused value prop

Pre-call outreach referencing Inc. recognition and ROI reframe on pricing

Send light-touch check-in email to stay connected

Schedule strategic business review to clarify Operations Manager offer status and CAN CSM role requirements

Follow up in Q3 2026 to assess mastermind expansion and revisit VA needs

Reconnect in Q4 2026 to check hiring pipeline and explore AI operator placement alignment

Do not re-engage; prospect misaligned with service offering.

Check in to confirm engagement status and hiring timeline

Clarify do-not-reengage status and reconnect if cleared

Confirm call completion and next steps with Martina

Monitor for hiring expansion and reassess in 6–12 months

Archive prospect due to fraud disclosure