Client Expectations & Reporting

Client Expectations & Reporting

Build lasting relationships by mastering strategies that ensure clarity, trust, and efficiency in recruitment partnerships.

  • 23 modules
  • 3 hours
  • Premium
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  • Master the art of expectation setting: Learn the scripts, timing, and strategies to clearly define roles and responsibilities with clients for seamless recruitment processes.
  • Handle objections with confidence: Gain insights into addressing client pushbacks on candidate flow, communication, and process transparency.
  • Improve client onboarding: If you aren't managing your clients, they're managing you. Discover best practices for aligning with client expectations from the initial discovery call to successful onboarding and beyond.

Investment $600 USD

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Why Invest in Setting Client Expectations and Reporting?

Unclear expectations result in delays. Clients who are unresponsive and don’t know better hurt themselves, and us. All of this adds up to revenue and opportunity lost. Setting client expectations is a cornerstone of successful recruitment. It builds trust, establishes credibility, and ensures smoother processes, ultimately leading to stronger relationships and faster placements.

By defining clear roles, communication protocols, and expectations early on, you can avoid misalignment, reduce friction, and focus on delivering value. This approach positions you as a trusted partner rather than a transactional recruiter, opening doors for ongoing collaboration and long-term success. When done correctly, managing client expectations enhances satisfaction and ensures that both parties operate with clarity and mutual understanding. We’ll show you how.

Syllabus:

  1. Introduction to Client Expectation Management

    • Why managing expectations matters in recruitment
    • The costs of misaligned expectations

  2. Scripts and Word Tracks

    • Scripts for setting expectations during discovery and onboarding
    • How to position yourself as a trusted partner
    • Tailored responses for common client objections

  3. Handling Pushbacks and Realigning Expectations

    • Strategies to address disagreements on candidate volume, communication, and process
    • Building flexibility into agreements for mutual benefit

  4. Onboarding and Beyond

    • Best practices for onboarding new clients
    • Setting the tone for a long-lasting partnership
    • Managing communication frequency and reporting preferences

  5. Advanced Strategies

    • Upselling value-added services during onboarding
    • Leveraging expectation-setting to strengthen client loyalty
    • Maintaining professional boundaries while fostering trust

  6. Case Studies and Real-World Applications

    • Examples of successful expectation management
    • How to recover from misaligned expectations

  7. Q&A and Next Steps

    • Answering participant questions
    • Creating a personal action plan for better client relations
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What Recruiters Are Saying

Here’s what top recruiters say about Jason & Tricia

Cara Houshmand
Accountants One
"I highly recommend Tricia and Jason’s eSSentials: An Intro to eSourcing. It is much more than Boolean searching and they delve into the why’s and how behind it so you walk away with a deep understanding and ability to effectively put all of the information together. I was finding better candidates after week 1, 4 sessions later and I am routinely finding those “purple squirrels” in less time that it used to find mediocre candidates. Tricia title of Master of sorcery is well deserved."

Matthew Moses
DPR Construction
"Nine years. I believe it’s been nine years since my first eSSentials class with Tricia and Moore eSSentials. Nine years on, and I still make daily use of the tools she and Jason taught, and continue to teach as the course evolves. Her depth of knowledge of the subject matter obviously comes from years of practical experience. I’ve found Tricia’s ability to clearly and patiently explain the content with just the right amount of wit injected to be her greatest gift. The tools Moore eSSentials teaches are, in my opinion, required learning for any recruiter who wants to run an efficient, effective, and authentic/human practice. You set the goals that are right for you and your business, and they’ll provide you the tools to make it happen!"

John Mein
Mein Executive Talent
"I just completed the 4 week Moore Essentials Sourcing Class and it was outstanding! Tricia and Jason are obvious experts in the field of recruiting from soup to nuts. They work so well together that the class is a joy to attend. I have been a recruiter for only two years and I learned so much from them. Another much more senior recruiter friend of mine had us sign up an Indian sourcing firm for $1500/month and the candidates they supplied were sub-par. Using the tools and techniques I learned from Tricia and Jason, I am now enabled to find far more and better candidates on my own. Both Tricia and Jason went out of their way to help every student in the class understand and use the concepts."