6-18 Month Candidate Look back
A lot has changed in the world over the last 18 months and candidates are ON. THE. MOVE. Look back to candidates you talked to 6-18 months ago and see if anyone is interested.
Find past candidates
Candidate List
Candidate List> Search > Additional Criteria > Date Added > Between > Pick date range > Search. Once that is done, you can filter by the following (pick one or two)
Status: Quiet File OR New Lead
Lead Source 1: Agency (this will pull all referrals)
Notes: 2-6 notes (this will pull people you likely talked to and actually have notes on)
Task List
Filter by Follow-up calls! It is so simple but people forget to do it all the time!
Language for outreach
Phone
“Hi {Name}, this is {Name} from Northwestern Mutual. We spoke about a year ago about career opportunities. A lot has changed since then and I wanted to circle back and check in”
“Hi {Name}, We spoke a few months ago. A lot has changed in the job market the last 6 months or so which is why I wanted to reach back out. I’d love to schedule some time for a brief call if you are open to it. What is your calendar like this week?”
Happy sourcing!
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—This document and the information in it are provided for Northwestern Mutual Recruiters and Leadership Teams and may not be distributed to any other organization or used for any other purpose without written consent from Claire Myers Consulting.—