Workflow summary once the Workgroup setup is complete

About this lesson

The Workflow Course video demonstrates the general and most frequent steps that you're going to want to follow on a daily basis when managing your Jobin.cloud Workgroup.

In other words, this demonstrates how easily you can automate your entire sourcing, screening, outreach, and tracking tasks when using Jobin.cloud

Chapters (7)

1. 0:00Sourcing new contactsSourcing the contacts you want to interact with is the first step to your workflow, to source from LinkedIn simply open any LinkedIn list of profiles (search, group, event, etc.) and click the Jobin extension.From the Jobin extension make sure to define what Job pipelines or what tags to assign the the imported contacts, so that you can easily find them again once they're in your Jobin repository.
2. 1:43Full LinkedIn Profile ImportAfter contacts are extracted from LinkedIn, you'll already have the basic info of each contact, but automatically in the background a "Full Profile Import" operation will be added to your Operations queue (it will start automatically).This operation will import the full LinkedIn profile of those contacts, effectively adding all the needed data to properly filter and manage them in your Contact repository (you'll be able to filter for their current and past roles, skills, years of experience, company size, and anything else mentioned on their LinkedIn profile)
3. 2:51Automated screeningIf your Job has been assigned its "Ideal Candidate Criteria" Jobin will automatically screen and score contacts based on how good of a fit each contact is to your desired/required candidate criteria.After selecting the Job Pipeline, press the "show only fitting" button on the left panel of your Contacts page to exclusively display the contacts that met the minimum requirements of your Ideal Candidate criteria, a slider will then appear to further shortlist result with minimum fitting index scores.
4. 3:42Send bulk messagesTo send bulk direct messages, inMails, and emails, first go to your Contacts page, then select all the contacts you wish to message.Once selected, a bar will appear at the bottom of the screen, click the "Send Message" button and on the menu that appears, at the bottom left corner you can pick which messaging method to use: email, LinkedIn direct message, LinkedIn inMail, Sales Navigator direct message, Sales Navigator inMail, and LinkedIn Recruiter inMail.
5. 4:16Manage Job PipelinesAll contacts start from the "Assigned" stage of your Job pipeline, this is the "buffer" stage that contains all contacts added to a Job, but that haven't been interacted with yet.It's important to keep this stage clear so that it always only contains the newly imported/assigned contacts. To clear it you must either move the contacts to a different stage or exit the contacts from the Job pipeline.This is all done from your Contacts page in which, after selecting the Job your working with (from the filters on the left) select the desired contacts and from the action bar that appears at the bottom of the screen, either press "Assign stage" to move the contacts to a different stage, or the exit icon on it's left to reject the contacts from the Pipeline (rejected contacts will still be stored in the pipeline for analytical purposes but they will by default be hidden from that Job pipeline, the contacts are still in your database so they can freely be assigned to any other Job in your repository)
6. 6:10Manage RepliesAll messages sent and replies received are stored in the event timeline of each respective contact, but there's also a global Workgroup Messaging timeline which can be opened from the speech bubble icon at the top-right of your Jobin page.From there you can see all events and interactions with contacts that have occurred within the Workgroup as well as the events and interactions with specific contacts that you can select from the panel on the left. There's also a "Show only unanswered replies" switch that allows you to exclusively see contacts that have replied to you but that you haven't answered to yet.
7. 7:50Manage End-of-Funnel contactsThe end of the funnel steps in each workflow are characterized by the pipeline stages that require a manual action rather than bulk actions, like for example an "interviewed" stage, or an "evaluation" stage.For this end-phase of your workflow, Jobin provides a dedicated pipeline display called "Kanban view" which you can open by clicking on the display mode buttons found at the top-right of your Contacts page (just below the navigational bar at the top).In the Kanban view page you can see a fullscreen representation of your Job pipeline and all the contacts within each of the Pipeline stages, you can also directly drag and drop the profile cards from one stage to the other, making it a lot easier to manage a more fine-tuned and smaller group of contacts that no longer require bulk operations to be conducted on them.