Example configuration
Win and grow client accounts with outreach that keeps its own rhythm
Staffing firms live on client relationships and steady outreach. This example configuration covers client development and account management: records, call queues, paced e-mail and agreements.
Target
Contacted
Meeting
Agreement
Scope
This page covers client development and account management for staffing and recruiting firms.
Where the work gets stuck
Common friction in recruiting and staffing
Client development done from spreadsheets.
Outreach that stops when the team gets busy.
No shared view of which client accounts are warm.
What you can run on Mako
Use cases for this example configuration
Client business development
A record for each prospective client, a call queue to work them and outcomes that set the next step.
Outbound outreach at a steady pace
Paced e-mail jobs and an AI voice agent for first-pass calls, with warm replies handed to a person.
Client agreements and renewals
Agreements go out for e-signature and reminders flag renewals before they lapse.
Job orders tracked as requests
Can be configured to track a client's open requests using the ticket and work-order mechanics, with your own stage names.
Workflow examples
How the modules work together here
Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.
Cold list to qualified client
A target list worked into conversations.
- The Records Explorer shows what is in the list by type and region.Records Explorer
- An AI voice agent makes first-pass calls inside the calling windows you set.AI voice agents: outbound
- An interested contact is handed to a recruiter by e-mail with a link to the recording.AI voice agents: outbound
- A reminder schedules the follow-up call.Reminders, calendar and invitations
Verbal yes to signed agreement
Paperwork that does not wait on a person to remember it.
- Prepare proposal drafts terms from the record.Proposals and quote follow-up
- A signature request goes out and reminders chase it.E-signature requests
- The signed agreement is filed and the stage advances.One record per business
Featured modules
The capabilities that matter most for this configuration
Dialer and call queues
A work queue for calls, with outcomes that move the record.
DetailsAI voice agents: outbound
First-pass outreach calls, handed to a person when it matters.
DetailsWide-area communications
Outreach sent over time, tracked per recipient.
DetailsE-signature requests
Agreements out for signature, chased and filed.
DetailsRecords Explorer
See what you have without filtering over and over.
DetailsDashboard
The numbers a manager opens first.
DetailsRelated example configurations
Example configuration This page shows how Mako's modules can be arranged for Recruiting & Staffing. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.
Talk through client development on one platform
Share how your team finds, wins and keeps clients and we will show how Mako could be shaped around it.