Tasks Complete
0
of 0 today
Outreach Contacts
0
logged today
Partnerships Active
0
tracked in CRM
Candidates Pipelined
0
this week
Hour 1 · 9:00–10:00 AM
Community & Partnership Outreach
Community
✓
Review and respond to all partnership-related emails and messages
Daily
✓
Make 3–5 outreach calls/emails to workforce orgs, schools, or community partners
3–5 contacts
✓
Follow up on 1–2 active partnership leads from prior day's CRM notes
Follow-up
✓
Log all outreach activity, contacts made, and outcomes into CRM
CRM entry
✓
Identify 1 new esthetician, massage, or nursing school to contact this week
Weekly goal
Hour 2 · 10:00–11:00 AM
Candidate Recruitment & Pipeline Development
Recruitment
✓
Review new candidate applications or referrals (RN, LPN, NP, PA, Esthetician, Massage)
Daily review
✓
Conduct or schedule 1–2 initial candidate screening calls
1–2 screens
✓
Update candidate pipeline status in CRM (stage, notes, next steps)
CRM update
✓
Post or refresh 1 active job listing on school/workforce boards or LinkedIn
Posting
✓
Identify subsidized training opportunity or Pasco/Hernando workforce program for pipeline
Workforce dev
✓
Coordinate or confirm any upcoming recruitment events, campus visits, or job fairs
Events
Hour 3 · 11:00 AM–12:00 PM
CRM, Systems & Pipeline Optimization
CRM / Systems
✓
Audit CRM for stale pipeline records (>5 days no activity) and action each
Daily audit
✓
Document 1 recruiting workflow improvement or process observation for dev team
Process note
✓
Review recruiting funnel analytics — identify any drop-off stage and note reason
Analytics
✓
Build or refine 1 candidate communication template (outreach, follow-up, offer)
Weekly goal
✓
Verify credentialing/compliance status for all active candidates in pipeline
Compliance
Hour 4 · 12:00–1:00 PM
Admin, Reporting & Compliance Wrap-Up
Admin / Compliance
✓
Complete daily productivity log: contacts made, candidates screened, partnerships advanced
End-of-day
✓
Set 3 priority tasks for next work session and add to CRM task queue
Planning
✓
Confirm any pending school/program meetings or campus outreach appointments
Calendar
✓
Update weekly graduate-to-employment pipeline scorecard (new leads, placements, partners)
Weekly KPI
✓
Flag any compliance gaps, credentialing issues, or urgent candidate follow-ups for next day
Compliance
📋 End-of-Day Productivity Log
Outreach Contacts Made
Candidate Screenings Conducted
New Partnerships Initiated
Candidates Added to Pipeline
CRM Records Updated
Events / Meetings Scheduled
Notes / Highlights / Blockers