Congratulations! Your professional organizing business is growing and you need to hire a team to keep up with client demand. While hiring new team members can be exciting, it can also be a time-consuming and overwhelming process. After all, you have to put out a job posting, collect applicants, read through resumes, interview candidates, offer and deny jobs, and then get your new team members onboarded. That’s a lot to handle while you are already trying to keep up with a full client roster of projects, run the admin side of your business, spend time with your family, and I don’t know… maybe have time to sleep! 

Fortunately, automation tools such as customer relationship management (CRM) platforms like Dubsado and HoneyBook can simplify and streamline the hiring process for you. In this blog post, we will explore how you can leverage automation through these CRMs to hire & train the perfect team members without spending hours of manual work to do it!

How to Hire an Organizing Team Using a CRM

Create an application

Both Dubsado and HoneyBook offer customizable intake forms, also called lead capture and contact forms, that allow you to gather detailed information from potential candidates. This is where you can gather essential details like work experience, availability, and contact information. By utilizing automation, the CRM can automatically collect, organize, and store these responses, saving you valuable time and effort.

Too often I see organizers ask applicants DM on Instagram or simply email them if the applicant is interested in the job. However, this puts all the work on you! You have to sort through all your emails and messages since everything is getting lumped together. That means you could easily miss someone’s application, or worse, miss a message from a client. By using a CRM all applicants get stored separately from clients so there aren’t any mix-ups.

Automate application acknowledgment

Upon receiving an application through Dubsado or HoneyBook, you can automate the process of sending an acknowledgment email to candidates. Personalize the email with a brief note expressing your appreciation for their application and outlining the next steps in the hiring process. This automation helps ensure that every applicant receives a prompt response and knows when they can expect to hear back from you.

Create an interview scheduler:

Once you know the applicants you would like to interview be sure to utilize the native Dubsado or HoneyBook scheduler to create an easy process of getting applicants booked for their interviews. There is nothing worse than going back and forth by email trying to pinpoint a date and time with someone, let alone multiple people. Make it easy on yourself and set up time slots during which you are available for interviews and provide candidates with a link to your scheduling tool. 

Utilize templates for interview questionnaires

To further streamline the interview process, create templates for interview questionnaires within your CRM. These templates can be easily customized to suit the different roles you are hiring for. Not only can you automate sending these questionnaires to your applicants, but you can also use them internally if you want to be the one to ask the questions and keep detailed notes about responses. This is a great way to ensure you don’t forget to ask certain questions or lose any notes you’ve taken on the candidate.

Streamline contract and onboarding processes

Once you have identified the right candidate(s), use the automation/workflow capabilities of Dubsado or HoneyBook to streamline the contract and onboarding processes. Create contract templates for sending subcontractor/non-compete agreements. Additionally, you can develop an onboarding checklist within the CRM to guide new team members through the necessary steps to join your team seamlessly. 

Ready to Hire with Your CRM?

By leveraging CRMs like Dubsado and HoneyBook, professional organizers, like you, can streamline and automate the recruitment process, saving time, reducing administrative tasks, and ensuring a smooth and efficient hiring experience. From customized intake forms to automatic interview scheduling and streamlined onboarding, these automation tools provide professional organizers with the necessary tools to build teams and scale their businesses successfully.

If you aren’t sure how to put all the tech together to create hiring workflows in your CRM, don’t worry because I can help! Book a 1:1 session with me so we can completely build out your application, questionnaires, interview scheduler, contracts, and emails all at once! When we are finished you’ll be left with an automated process that will work for you, even when you are on a client job, or you know… sleeping!