Freelance Freelance Sourcer Workflow Map

In this article, we’ve created a starter Freelance Freelance Sourcer Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance Freelance Sourcer role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance Freelance Sourcer

The path towards better systems and processes in your Freelance Freelance Sourcer role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance Freelance Sourcer Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance Freelance Sourcer

1. Initial client consultation: Meet with the client to understand their specific hiring needs and requirements.
2. Job analysis: Conduct a thorough analysis of the job description and requirements provided by the client.
3. Sourcing strategy development: Develop a sourcing strategy to identify potential candidates through various channels such as job boards, social media, and professional networks.
4. Candidate screening: Review resumes and applications to shortlist qualified candidates for further evaluation.
5. Candidate assessment: Conduct interviews, assessments, and reference checks to evaluate the suitability of candidates for the client’s requirements.
6. Candidate presentation: Present a shortlist of qualified candidates to the client, including their resumes, assessment results, and interview feedback.
7. Interview coordination: Coordinate and schedule interviews between the client and shortlisted candidates.
8. Offer negotiation: Facilitate the negotiation process between the client and the selected candidate, including salary, benefits, and other terms.
9. Onboarding support: Provide assistance to the client and the candidate during the onboarding process, ensuring a smooth transition for the new hire.
10. Follow-up and feedback: Maintain regular communication with the client and candidate to gather feedback on the hiring process and address any concerns or issues that may arise

Business Growth & Improvement Experiments

Experiment 1: Implementing a referral program
Description: Create a referral program where existing clients or contacts can refer potential clients to the freelance sourcer. Offer incentives such as discounts on services or referral bonuses. Promote the program through email campaigns, social media, and word-of-mouth.
Expected Outcome: Increased client base through referrals, leading to a higher volume of projects and revenue growth.

Experiment 2: Automating administrative tasks
Description: Identify repetitive administrative tasks such as invoicing, scheduling, or data entry, and explore automation tools or software that can streamline these processes. Implement the chosen automation tools and train yourself on how to use them effectively.
Expected Outcome: Time saved on administrative tasks, allowing the freelance sourcer to focus more on core business activities and client acquisition.

Experiment 3: Developing strategic partnerships
Description: Identify complementary businesses or professionals in the HR and training industry, such as recruiters or career coaches, and explore opportunities for collaboration or partnership. This could involve cross-referrals, joint marketing efforts, or even co-creating services.
Expected Outcome: Increased visibility and credibility through partnerships, access to a wider network of potential clients, and potential revenue growth through shared projects.

Experiment 4: Conducting client satisfaction surveys
Description: Create and distribute a client satisfaction survey to gather feedback on the freelance sourcer’s services, communication, and overall experience. Analyze the results to identify areas for improvement and implement necessary changes based on the feedback received.
Expected Outcome: Improved client satisfaction, enhanced understanding of client needs, and the ability to tailor services to better meet those needs, leading to increased client retention and positive referrals.

Experiment 5: Offering additional services or packages
Description: Assess the market demand and identify potential additional services or packages that can be offered alongside the core freelance sourcing services. This could include resume writing, interview coaching, or LinkedIn profile optimization. Develop and market these additional services to existing and potential clients.
Expected Outcome: Diversification of revenue streams, increased value proposition to clients, and potential for upselling or cross-selling services, resulting in increased revenue and business growth.

Experiment 6: Enhancing online presence and branding
Description: Evaluate the freelance sourcer’s website, social media profiles, and online presence. Identify areas for improvement in terms of branding, content, and user experience. Implement necessary changes to create a cohesive and professional online presence.
Expected Outcome: Improved brand visibility, increased credibility, and enhanced online reputation, leading to higher client trust and potential for attracting new clients.

Experiment 7: Attending industry conferences or networking events
Description: Research and identify relevant HR and training industry conferences or networking events. Attend these events to network with potential clients, industry professionals, and stay updated on the latest trends and developments in the field.
Expected Outcome: Expanded professional network, potential client leads, increased industry knowledge, and potential collaborations or partnerships

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.