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Do You Have a Winning Automation Mindset?

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“The problem is not the problem. The problem is your attitude about the problem.” -Captain Jack Sparrow

To be successful in using automation, you need to have the right mindset.

Yes—you need an automation platform and a dedicated operator, but you also need realistic expectations for the automation process. Each staffing firm is different. Even if their processes integrate seamlessly with their chosen automation platform, there will be challenges along the road!

Adopt a mindset of “Progress Not Perfection,” and use these 4 tips to stay the course when the road to recruiting automation gets rough:

1. Get Full Buy-in From Your Team

The benefits of automation are clear:

  • Improve the candidate experience
  • Reduce ghosting
  • Source existing candidates from your ATS
  • Decrease admin time for recruiters
  • And more (so much more!)

But none of that can happen without the energetic and enthusiastic support of your team. I know it sounds simple, but very few staffing firms have perfect processes in place, and launching automations will highlight the broken parts of your firm’s processes. Making changes and retraining employees is never fun, especially when those employees are super busy and doing a great job.

That’s why it’s crucial to believe automation will improve all processes.

Commitment is key. A team fully committed to making needed changes will reap the benefits of automation.

2. Have a Plan

Many staffing firms don’t have dedicated operators for their automation platforms. That means recruiters or HR managers are trying to build automations while also powering through all the other work on their desks. To say they are busy and overwhelmed is an understatement! When urgent matters call, it’s easy to disengage and put off building the next workflow.

That’s why it’s essential to have a plan.

Create a content plan and timeline for needed automations and stick to it. Carve out the time and don’t allow anything to infringe on your progress!

3. Execute. Execute. Execute.

It’s easy to experience paralysis by analysis when working inside an automation platform. A lot of variables go into building automations:

  • Audience
  • Exceptions
  • Touchpoints
  • Surveys
  • Filters
  • Delivery medium
  • Timing
  • Messaging
  • And other variables unique to your staffing firm

Don’t fail to execute because you’re afraid of making mistakes. Your mistakes will help improve your next automation, and you won’t make it to the end of the road without taking any steps.

Build. Execute. Analyze. Refine.

Learn from your mistakes and build the next automation better!

4. Expect Roadblocks

Once in a while, you’re going to come to a shrieking halt because of something that is not your fault. Say, for example, you’ve built a five-touchpoint re-engagement campaign, and it won’t fire the second touchpoint because of how the platform performs. Not your fault. And no way to fix it. What can your do?

Create a detour!

There’s likely another way to get the response you desire, but you won’t think of it if you reverse course at first sight of a roadblock. Encountering roadblocks is part of the automation game, and your job is to find a detour that will take you to your destination. (Hint: Stick to one touchpoint and add a survey to collect responses.) Don’t let roadblocks stop you! Adopt a winning mindset and find a way around them.

Need help creating your automation plan? We’re here for it! Our automation optimization experts can create custom messaging, help your steer around roadblocks, and keep you on course. Contact us today!

Learn more about marketing automation:

How to Sell the Value of Automation to Your Leadership Team

Using Marketing Automation? Avoid These 3 Big Fails

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