Capture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Recruiter inboxes fill up with inbound applications, referrals, LinkedIn InMails, and client hiring-manager requests — and the winner is almost always the agency that submits three qualified candidates first. Slow intake means the client fills the role through a competitor or an internal referral, and your placement fee walks out the door. AI-powered lead intake for recruiting firms parses inbound applications against the open req, scores candidates on must-have skills, salary fit, and work authorization, and routes them to the right sourcer or AE. On the client side, new job requests get parsed into a structured req with required skills, comp band, and interview loop — and kick off a sourcing workflow automatically. This keeps time-to-first-submit under 48 hours instead of a week.
A tech contract agency in Austin auto-parses inbound resumes against active reqs and pushes the top 10% to a recruiter's Bullhorn queue — submit-to-interview ratio up from 1:4 to 1:2.3. A healthcare permanent placement firm in Boston routes RN applications by specialty and license state, cutting time-to-first-submit from 6 days to under 36 hours. An executive search boutique in SF auto-qualifies hiring-manager requests into full reqs (comp band, must-have, culture notes) before the AE's kickoff call, saving 2 hours per new search.
Connect all lead sources (website form, Google Ads, Facebook Lead Ads, phone) into a single CRM — typically GHL or HubSpot.
When a lead comes in, automatically create a contact record, set the pipeline stage to 'New Lead', and tag by source.
Fire an automated SMS and/or email within 2 minutes: 'Thanks for reaching out! We received your inquiry and will be in touch shortly.'
Use an AI chatbot or SMS sequence to ask 2-3 qualifying questions: service needed, location/zip code, timeline, and budget range.
Based on service type, location, or lead score, automatically assign the contact to the correct salesperson or team member in your CRM.
Send a Slack message or email to the assigned rep with all lead details so they can follow up immediately.
Tuned for Recruiters. Use as-is or adapt to your voice.
You are a recruiting intake parser. From the resume and application below, extract:
1. Years of experience in [primary skill from req]
2. Specific tech/tool/certification matches vs. the req's must-have list
3. Current comp (if stated), target comp, notice period
4. Work authorization status
5. Location + remote/hybrid/onsite preference
6. Red flags: job-hopping (>3 roles in 4 years), unexplained gaps, location mismatch
7. Match score 1–10 on must-haves, 1–10 on nice-to-haves
Output JSON. If any must-have is missing from the resume, mark as 'needs clarification in screen' — do not auto-reject.
Resume: {{resume_text}}
Req: {{job_req}}Parse the hiring manager's email into a structured job req: - Role title + seniority - Must-have skills (max 5) - Nice-to-have skills - Comp band (base, bonus, equity if applicable) - Location and work model - Interview loop (rounds, panel) - Team and manager name - Start date target / urgency - Dealbreakers (e.g., no career gaps, must be local, no H-1B transfer) If the comp band or must-haves aren't stated, flag: 'NEED FROM CLIENT: [field]' and draft a 3-question clarification email to send before sourcing kicks off.
Subject: Quick question about your [Role] background Hi [First Name], I saw your resume for [Role] — the [specific skill/project] caught my eye. I'm working on a [Role] search for a [company stage, e.g., Series B healthtech] in [location/remote]. Comp is $[low]–$[high] base. Before I dive in, a few quick questions: 1. Are you actively interviewing anywhere right now? (No worries either way.) 2. What's your notice period? 3. Is [location/remote] a fit? If any of this is a no, just tell me — I'll keep you in mind for other roles. If it's a maybe, I can send the full JD. [Recruiter name]
Hi [First Name]! Thanks for reaching out to [Business Name]. We got your message and someone from our team will contact you shortly. Questions? Reply here anytime.
Hi [First Name], this is [Business Name]. Quick question before we connect — what type of [service] are you looking for, and when do you need it? (We want to send the right person your way!)
New Lead: [Contact Name] | Source: [Lead Source] | Service: [Service Type] | Phone: [Phone] | Email: [Email] | Assigned to: [Rep Name]
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Avoid this workflow if your lead volume is very low (under 5/week) — the setup overhead won't pay off. Also review your qualification questions carefully; asking too many questions upfront can reduce response rates.
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