CRM Monetisation Checklist for Recruitment Agencies
Unlock placements hiding in plain sight by activating the value of your existing database.
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5 Steps to Monetise Your CRM
Our checklist walks you through every step, helping you clean, segment and activate your CRM so it becomes a consistent source of leads, placements and pipeline - not just a data dump.
Your CRM is only as good as the data inside it. This step helps you identify what's outdated, what's missing and what needs fixing. Start with a proper audit to remove clutter, improve segmentation and get your system ready to drive marketing performance.
Not every contact is created equal. Smart segmentation allows you to target the right people with the right message, without wasting time. We'll help you break your data down by behaviour, role, seniority opportunity value.
There's money in the quiet part of your database. This section shows you how to wake up dormant clients and passive candidates with reactivation tactics that actually work, from content offers to automated nurture flows.
Once your CRM is clean and segmented, it's time to put it to work. These steps help you run campaigns that connect with the right audience, generate leads and create a real pipeline, not just clicks and opens!
Manual follow-ups? Not sustainable. Here's where automation takes over. Learn how to trigger actions based on behaviour, track performance, and finally attribute marketing efforts to actual revenue.
