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Use cases

Know what moves at your clients before your competitors do.

Ask it what you would ask a business manager. It watches your accounts, spots the signals and preps your meetings.

  1. @Balt draft our answer to this tender

    Pulls together the consultant profiles that fit and writes a first version.

  2. @Balt give me the week’s status

    Goes round the pipeline before you do and picks out the day’s three priorities.

  3. @Balt prep my meeting with Acme

    Gathers the CRM, the emails and the account’s news into a one-page brief.

  4. @Balt find clients for this profile

    Reads the CV, finds the accounts hiring for it and returns a contact list with emails ready to send.

  5. @Balt who hasn’t sent us a need in a while?

    Spots the accounts that used to give you roles and went quiet, and tells you who to call.

  6. @Balt watch my accounts

    Hiring, a new CIO, funding, a champion moving on: a digest every week, an alert when it is hot.

  7. @Balt give me today’s five leads

    Crosses your open needs, your available consultants and market signals into one call list.

  8. @Balt find companies like Renault and their IT buyers

    Returns the accounts that look like yours, with enriched contacts, email and phone.

  9. @Balt remind me which clients to follow up

    Tracks the profiles you sent and the threads still open, and tells you each week who to call.

  10. @Balt send the follow-up after my meeting

    Drafts the client or candidate email from what was said and your template, and logs the action in your ATS.

  11. @Balt debrief my client meeting

    Goes back over the call with you: what landed, and what you let go by.

  12. @Balt prepare Monday’s team meeting

    Every business manager’s week, calls, meetings, needs and placements, in one email before 9am.

  13. @Balt suggest this week’s LinkedIn post

    Starts from your assignments, your hires and your events to write a first draft.

Nothing changes in your tools,
everything changes in your week.

Eight situations every staffing agency knows, as they go today, then as they go once Balt is in place.

Without Balt

  1. Bench

    You hear a consultant is coming off an assignment days before it ends.

  2. Clients

    A client has a role open, but nobody has called them in two months.

  3. Sourcing

    Half a day to find five profiles and reformat the CVs.

  4. Bids

    The bid lands on a Friday, you answer in a rush or you let it go.

  5. Inbox

    Client needs get buried in email and you see them too late.

  6. Admin

    Interview notes stay in a notebook and timesheets are chased by hand.

  7. Reporting

    Monday’s meeting is prepared by hand, everyone digs out their own numbers.

  8. Growth

    To bill more, you have to hire another business manager.

With Balt

  1. Bench

    Balt warns you a month ahead and offers them on the open roles.

  2. Clients

    Balt sees the role come up and reaches the right contact, by email or on LinkedIn.

  3. Sourcing

    The profiles arrive ranked, with the CVs already in the client’s format.

  4. Bids

    Balt gathers the consultant profiles and prepares a first version.

  5. Inbox

    Balt spots the needs in your email, tags them and creates the opportunity in your ATS.

  6. Admin

    Interviews are summarised on the record and missing timesheets are chased.

  7. Reporting

    The week’s recap goes out before 9am, to the whole team.

  8. Growth

    The team you have can follow twice as many accounts.

Give Balt its first job.

Thirty seconds to add it to Teams, and it gets to work.

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