CASE STUDY OVERVIEW
An executive search firm dedicated to connecting talent with non-profits, educational organizations, foundations, and social impact corporations needed help organizing and managing recruiting their talent management services and improving transparency across the company.
Results Achieved
Improved tracking and managing
Increased transparency
Collaboration accross entire organization
Organized and automated processes
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Client Info
Executive search firm
Company type
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What Did the Customer Need?
- Visible tracking of resources
- Automatic tools to track, engage, and manage potential talent
- Ability to provide the status of each engagement
- Generate a hub for collaboration
- Centralized search pipeline

How Did M2's Smartsheet Solutions Solve the Problem?
Improved Recruitment
Outreach, Management, and Engagement
- External form developed and embedded into their site for potential clients
- Direct access to the pipeline for external clients reducing lead follow-ups
- Automations for firm engagement and transparency on leads
Team-Wide Transparency
Trackers, Dashboards, and Automations
- Engagement pipeline and tracker to maintain current searches
- Personal pipelines for consultants to communicate across teams
- Dashboards for insight into resourcing, business development, and engagements
Are you Ready to Maximize Your Team's Performance?
Let M2 Strategy’s Smartsheet Consulting services guide you in creating an agile, automated, and optimized solution. Together, we’ll simplify the complex.