{"id":74102,"date":"2021-09-17T18:46:42","date_gmt":"2021-09-17T17:46:42","guid":{"rendered":"https:\/\/www.bullhorn.com\/uk\/?post_type=customer_blog&p=74102"},"modified":"2021-09-17T18:46:42","modified_gmt":"2021-09-17T17:46:42","slug":"build-with-billy-identify-and-engage-with-past-clients","status":"publish","type":"customer_blog","link":"https:\/\/www.bullhorn.com\/uk\/customer-blog\/build-with-billy-identify-and-engage-with-past-clients\/","title":{"rendered":"Build With Billy: Identify and Engage With Past Clients"},"content":{"rendered":"

Do you want a system that will continually get you new opportunities and job orders? Do you want to stay top of mind with clients you’ve worked with previously? Identify and engage with past clients you’ve done business with but that you are not currently working with, using this recruitment automation in Herefish by Bullhorn<\/a>.<\/p>\n

Create a drip campaign of quality touch points and content to continually work generate opportunities and job orders. Even if they don’t have a current opening, this automation enables you to stay top of mind with past clients, so when they have job openings, they think of you and not your competitors.<\/p>\n

Check out this Build with Billy video to learn how to do this automation step-by-step.<\/p>\n

How to Identify and Engage With Past Clients<\/h3>\n

Follow these steps:<\/p>\n

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  1. Click\u00a0Add Automation\u00a0<\/strong>and select \u2018Sales Contact-based.\u2019<\/li>\n
  2. Name your automation. Maybe something like \u2018Past Client Leads.\u2019\u00a0Click Save.<\/strong><\/li>\n
  3. Automation Enrollment will automatically open. Click\u00a0\u2018Create New List.\u2019<\/strong><\/li>\n
  4. Under List Settings, select \u2018Always Updated\u2019 as the type of list and then name your list.<\/li>\n
  5. Enter your search criteria using the dropdown under \u2018Total number of sales contacts that match this search.\u2019 Your search criteria should be:\n
      \n
    1. \u2018Has Placement\u2019 is set to any date<\/em>.<\/li>\n
    2. Add an ‘And’ search criteria and choose ‘Does Not Have Job’ + ‘less than’ + ’12 months’ ago.<\/li>\n
    3. Add an ‘And’ search criteria and choose ‘Status’ + ‘is not’ + ‘no longer w\/ company, DNC, Archive’ to ensure you’re targeting clients your team is interested in working with.<\/li>\n
    4. Add an ‘And’ search criteria and choose ‘Company Status’ + ‘is not’ + ‘DNS, Unqualified, Archive, Not a fit’ to confirm that you’re capturing clients in good standing.<\/li>\n<\/ol>\n<\/li>\n
    5. Click\u00a0Save\u00a0<\/strong>under List Settings, then click\u00a0Save<\/strong>\u00a0under Automation Enrollment.<\/li>\n
    6. Click the plus sign to add a new step to your automation. Select \u2018Send Email.<\/strong>\u2018\n