Prepared for a field recruiter after a 45 minute discovery call. Six recommendations, four of them live within four days, and one that is worth a conversation with the people who approve tools.
Prepared forA field recruiter (sample)
Prepared byDaniel Souza, Tooele Marketing
Discovery call45 minutes, recorded
01
Executive summary
The pain
Phone time spent on people who turn out ineligible, mornings spent rebuilding the follow-up list by hand, and evenings spent on flyers, notes and email. Reactive days, with the actual recruiting squeezed in between.
The outcome
Prospects qualify themselves by text before the first call. Each morning starts with a ready list. Notes, inbox and flyers stop being homework. The day is spent in front of qualified people, which is the part only a human can do.
Opportunity at a glance
7.5 hours a week back across six recommendations, about 30 hours a month, for roughly $118 a month in tools. Four of the six can be running by the end of the week.
0hours a week reclaimed
0hours a month
$0tool cost per month
$0net per month at $100 an hour
02
Impact versus effort
Every pain point from the call, placed by how much time it eats and how hard it is to fix. The report starts in the top right corner: high impact, low effort. The top left is where the longer projects live, and where I would help if you want it.
Do first: eligibility knowledge base, daily digest, inbox triage
Do this month: notetaker, flyer prompt library, SMS pre-qualification
Longer project: a statewide campaign dashboard for the office. Real value, real effort. Scoped separately.
03
Recommendations
Six tools, in the order I would switch them on. Each carries the pain point it answers, what it costs, how long it takes, and the hours it gives back. Tags show whether it runs on tools you already have approval for.
01
Pain point: ten minute calls with people who turn out ineligible
A text-message pre-qualification flowWorth requesting
Prospects who reply to an outreach text get four short questions before anyone dials: age band, education, the two eligibility blockers you named on the call. Qualified replies land on the call list with the answers attached. Everyone else gets a polite close and a resource link. Built on a two-way messaging platform with a simple workflow, in your voice, from a knowledge base of your approved language.
ComplexityMedium
Monthly price$79 (example)
Setup time2 hrs with me
Hours saved / week2.5
02
Pain point: scanning forty names every morning to find the overdue follow ups
A daily "who needs a touch" digestApproved today
The prospect list stays where it is. Each morning at 7:30 an automation reads it and sends one message: who is overdue, who has a form missing, who said "call me after the 15th." Ten lines, oldest first. You start the day with a list instead of building one.
ComplexityLow
Monthly price$10 (example)
Setup time30 min
Hours saved / week1.5
03
Pain point: notes retyped into the system after the fact, or forgotten
An AI notetaker on every interview and school visitWorth requesting
The notetaker joins video calls automatically and records in-person meetings from the phone. You get a transcript, a summary, and the action items pulled out, ready to paste into the record. Nothing is typed twice.
ComplexityLow
Monthly price$19 (example)
Setup time15 min
Hours saved / week1.0
04
Pain point: an hour a day in email, most of it not for you
Inbox triage before you see itWorth requesting
Rules plus an AI filter sort mail into now, later and never. Newsletters and system notices leave the inbox on arrival. A daily digest lists what was moved so nothing is lost. The same setup has shown up in nearly every assessment I have seen, because email is the universal leak.
ComplexityLow
Monthly price$10 (example)
Setup time20 min
Hours saved / week1.0
05
Pain point: an evening lost to a flyer that kids will not read anyway
Flyers and posts from an approved prompt libraryApproved today
A brand kit in a design tool plus a short library of prompts in your approved AI, loaded with the language you are allowed to use. A school visit post, an event flyer, or a follow-up graphic takes minutes, and every one sounds like the office, not a robot.
ComplexityLow
Monthly price$0 (existing tools)
Setup time45 min
Hours saved / week1.0
06
Pain point: thirty minutes per applicant working out the waiver matrix
An eligibility knowledge base with citationsApproved today
The regulation and the waiver matrix go into a knowledge base inside your approved AI. You describe the charges or the medical history in plain words and get a first-pass answer with the paragraph it came from. You still make the call, but you start at the answer instead of at page one.
ComplexityLow
Monthly price$0 (approved AI)
Setup time1 hr
Hours saved / week0.5
04
Four day quick start
Eighty percent of the benefit from four small actions. One a day, in this order, none longer than an hour.
Load the regulation into the knowledge basePaste the eligibility sections and the waiver matrix into a project in the approved AI. Ask it three questions from last week and check the citations.
Turn on the daily digestShare the prospect sheet with the automation, set the 7:30 send, and define "overdue" as no touch in five days.
Set up inbox triageConnect the mailbox, approve the first sort, and turn on the daily "what moved" digest.
Build the prompt libraryTen prompts for the ten things you make most, each with the approved language baked in. Make this week's school visit post with it.
Week two, with me: the text-message pre-qualification flow, two hours, once the messaging platform is approved. This is the one that changes the shape of the day.
05
Financial impact
The arithmetic is shown, not hidden. Hourly value is set at a conservative $100. If your number is different, the calculator on the assessment page uses yours.
Line
Basis
Per month
Hours reclaimed
7.5 hours a week, times 4
30 hrs
Value of those hours
30 hours at $100
$3,000
Tool cost
Six tools, example pricing
$118
Net, per month
Value minus tools
$2,882
Net, per year
Twelve months
$34,584
Cost of this assessment
One time
$999
Put another way: about 3.75 working days a month that go to interviews, school visits and family time instead of phone screens and inbox. The assessment pays for itself inside the first month at these numbers.
06
Approved today, worth requesting
Approved today means the recommendation runs entirely inside tools this office already has clearance for: the approved AI platform, the existing spreadsheet, the existing design tool. Worth requesting means it needs a new subscription or a platform decision. For those, the report includes a one-paragraph justification written for the person who signs, with the hours figure attached.
Three of six are approved today and account for 3 hours a week on their own. The largest single win, the pre-qualification flow, sits in the other column. That is the conversation worth having first.
This is what yours would look like.
Every figure above is illustrative. Yours are built from a 45 minute call about your actual week, and if the total comes in under five hours a week, you do not pay.