Top matchAsk Haley BlogArticle
Make an IMPACT Idea #16: Staffing Automation
James Moul · Jul 18, 2024
Dad Joke Alert:
Why did the staffing firm use staffing automation? Because they heard it could generate “hire” quality sales leads! 🤖💼
Ok, let’s be serious for a minute:
What Can Automation Do for Your Staffing Firm?
Staffing automation can make a significant impact in several areas of your business:
- Re-engaging lost clients – Your staffing agency can use automation to identify why a client went dormant, send targeted emails with relevant content, and re-engage them to increase the chances of winning back their business. This can be done through a simple lead nurturing campaign or implementing AI chatbots to facilitate open communication and efficiently enable lead follow-up.
- Automating assignment extensions – Think of the additional revenue you could generate if every temporary associate stayed on assignment an additional week. Automation can help you ensure assignment extensions are communicated in a timely manner to clients and candidates, and that workflows are in place to manage the process effectively.
- Focusing on the right clients at the right time – Automation can help focus your sales team’s efforts by scoring leads and identifying which ones are more likely to convert to clients. This allows your team to focus on high-value targets that are more likely to result in closed business deals.
Capitalize on Automation for Your Staffing Firm
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Also relevantAsk Haley BlogArticle
Building a Buyer-Based Sales and Marketing Strategy for Staffing Firms
Jul 14, 2026
automation supports the sales process instead of adding more noise.
Before building an automated campaign, staffing firms should define:
- Which buyer or client type the campaign is designed for
- What problem, opportunity, or situation the message should address
- What questions the buyer is likely asking
- What objections may need to be overcome
- What proof points should be included
- What action the buyer should take next
- When sales should follow up
- What sales should say when they do
That is where marketing strategy and sales enablement come together.
The campaign can create awareness, nurture interest, and reinforce key messages. But the sales team also needs to be prepared to continue the conversation in a way that matches the buyer’s situation.
The Sales Team Needs Buyer-Based Tools, Too
A buyer-based strategy should not live only in marketing.
Your business development team needs tools that help them recognize who they are talking to and adjust the conversation accordingly.
That may include questions such as:
- What prompted you to look at staffing support now?
- Are you currently working with another staffing provider?
- What is working well with your current process?
- Where are you seeing the biggest gaps?
- Is this an urgent hiring need or part of a longer-term workforce plan?
- Who else is involved in the decision?
- What would need to happen for you to feel confident moving forward?
- Are there other departments, locations, or roles where you are facing similar challenges?
- What would make this partnership successful six months from now?
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Owning It: Who Should Operate and Manage Your Staffing Firm’s Automation Platform?
Haley Marketing · Apr 26, 2022
Do you have a dedicated automation champion in your staffing firm?
If not, it’s going to be difficult—if not impossible—to achieve the results you want.
You can’t step in and out of an automation platform, although we’ve seen plenty of firms try. To reap the rewards of automation, you must have an internal champion or subject matter expert who is knowledgeable about your business and can dedicate daily chunks of time to build, launch, analyze, and optimize workflows. They must also have the right mindset and truly believe automation can enormously benefit the firm.
Dabblers need not apply.
As much as we’d like to say automation is easy and everyone should do it, we’d only be telling half of the truth.
True: Every staffing firm should explore how automation can improve their business.
Also true: It takes consistent, diligent, determined effort and a dash of audacity to launch successful workflows.
Even more true: Automation can save your recruiters’ time and increase your firm’s revenue, but it isn’t always fast or easy.
So how do you find the right person to operate your firm’s automation platform?
Look for a mix of hard and soft skills. In our work with clients using automation, we’ve discovered a few skills and traits that lead to successful automation strategies.
Choose an operator who is:
Knowledgeable
Many automation platforms offer training periods to help you get started. In addition to that training, your automation operator needs to have a deep understanding of your firm’s processes. This knowledge will help them identify process gaps: places where automation can add value to the candidate and client experience.
Analytical
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Secrets of Staffing SuccessTranscript
[InSights] How Top Staffing Firms Use Marketing Automation to Win Clients Faster
Haley Marketing · Jul 7, 2025
firms get it wrong is we're using
automation to send out generic messages.
We're spamming people.
Very clearly, we're spamming people.
And we're doing it under the guise of marketing automation.
And Rachel, what I love that you and the team are doing is you're thinking through what
does the journey look like?
If somebody clicks A over B, what journey should we then put them on or path should we then
put them on?
We need to be thinking through that.
My question for you, Rachel, for the average person listening right now who doesn't have
a team like ours, how do you even get started in something like that?
Because it sounds like a very daunting task.
Hey, it's Brad taking a short break to tell you about my friends over at Broad and Madison.
If you're running a staffing firm and your tech stack feels more like a roadblock than
a growth engine, Broad and Madison is your fix.
With over 60 years of recruitment technology expertise, they streamline your systems, automate
the boring stuff, and make your tech finally work for your team, not against it.
They're not just another managed services provider, they're technologists first.
With deep bullhorn know-how and real-world implementation experience, Broad and Madison doesn't just keep
your systems running, make them smarter, faster, and more profitable.
To learn more about my friends over at Broad and Madison and how they can help your staffing
firm maximize its technology, visit broadandmadison.com.
Again, that's broadandmadison.com.
All right, let's get back to the show.
Yeah, I think it's a lot easier than some people may think.
And it's as simple as mapping out your customer journey.
Your salespeople know the people that they're selling to.
5 Things You Should Do When You Implement an Automation Platform
Haley Marketing · Nov 8, 2021
Have you heard that automation is the future of staffing?
Guess what? The future is already here!
Many staffing firms have invested in an automation platform to improve candidate engagement and recruiter productivity throughout the employment lifecycle. The potential benefits are enormous:
- Better candidate experience
- More time spent on relationship building
- Less time spent on data entry
- Fewer no-call/no-shows
- Higher redeployment rates
However, the road to automation requires a map.
Have you recently invested in an automation platform? Before you set out on your journey—and before you begin building them—you need to get road ready.
Put these items on your to-do list to get the most from your investment.
Pick a Driver
Executing successful automation workflows requires determination, focus, and attention to detail. An invested internal champion with unswerving dedication to going the distance will mean the difference between parking in the winner’s circle or spinning your wheels in a rut. Know who is in the driver’s seat. An expert automation consultant can help your firm navigate the course, but you’ll need a responsive, hands-on-the-wheel driver inside your firm.
Find Your Starting Line
You invested in an automation platform because you have goals. Doubtless, you’ll want to measure your progress toward these goals. This means you need to have a starting line. Document processes you want to improve and create a set of benchmarks to ensure progress is made.
Create a Roadmap
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