The client calls back. A colleague answers. Can they see who the client needs, what was agreed and the next step?
Start there when reviewing your client relationships. A useful account record connects the hiring conversation to the work your team has promised. These suggestions give you a practical way to review that work.
Choose the clients you can serve well
Define the sectors, roles and locations your team understands. Add the type of recruitment you deliver: permanent appointments, contract work or temporary shifts. Use those details to decide which prospects deserve a closer look.
Research the company and its hiring contacts before approaching them. Record what you know and what you still need to ask. A repeated vacancy could prompt a conversation about hiring plans; confirm the reason with the client before building your proposal around it.
Keep the relationship usable by the whole team
After a conversation, record the requirement, the people involved and the agreed next action. Give that action an owner and a date. For a client with several sites, make clear which contact and requirement belong to which location.
Talisman's recruitment CRM brings client records, hiring contacts, job and booking history, notes and reminders together. Your team still needs to check the details and keep the record current. At the next account review, ask a colleague to explain the latest agreement from the record alone.
Share something that answers a real question
Use the questions clients actually ask as your starting point for content. A briefing checklist, an explanation of your recruitment process or a guide to preparing interview feedback can give the next conversation a clear focus.
Match the resource to the person receiving it. Keep any market figures dated and sourced. For customer stories, retain written publication permission and evidence for each result. Our recruitment marketing guide covers how content and follow-up can fit together.
Make introductions thoughtfully
Identify contacts whose work overlaps with your clients' needs. Think about where you can offer useful expertise and where another specialist is better placed to help.
Before making an introduction, check that both people welcome it and agree what you can share. Record the introduction and any next step. Treat each relationship on its own terms; a referral is a possibility, not a promised return.
Give each follow-up a purpose
Return to the client's last question or commitment. Bring the promised information, ask for a decision or check whether the requirement has changed. Agree a suitable next contact with them.
Review active accounts with the team. Look for overdue commitments, unclear ownership and contacts whose details need checking. Ask what the client thinks of your service and record what you agree to change.
A relationship needs attention between vacancies. Make the next conversation useful, and leave a clear record for whoever picks it up.
Editorial review: September 2026.