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Recruiter follow-ups: Simi Decisions vs Loop Actions

A Simi Decision is a candidate, client or lead waiting on your agency. A Loop Action is a promise between recruiters. Follow one client request to see both at work.

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Two lists in Recruitly stop work being forgotten, and they track different people. Ask one question: who is waiting? A candidate, client or lead means a Simi Decision. A colleague means a Loop Action.

Watch it on Recruitly Play (2 min 23 s).

One request, both lists

  1. Monday: a client at Brightwell Group emails for two more CVs by Friday. Simi puts her on your Simi Decisions in her own words, due Friday.
  2. You Loop in Katie, who is formatting CVs this week.
  3. Katie writes back that she will have both CVs formatted by Thursday. Simi adds that as a Loop Action under her name, due Thursday.
  4. Actions shows the team's week. If Thursday passes it turns red.
  5. Katie sends the CVs and ticks her action. A recruiter ticks an action, never Simi.
  6. You email the client the CVs. Simi reads it and takes her off your list.

What closes each one

A Loop Action closes when a recruiter in the loop ticks it. A Simi Decision closes when the person waiting gets their answer. A decision never just drops off: it stays, marked Not mentioned lately, until it is answered or you press Answered.

See Simi Decisions and Loops.

What is the difference between a Simi Decision and a Loop Action?

A Simi Decision is someone outside the agency waiting on you. A Loop Action is a promise one recruiter made to another.

Can Simi tick off a Loop Action?

No. Only a recruiter in the loop ticks an action.

recruiter follow-upsSimi DecisionsLoop Actionsteam accountability

The product this came out of

Nineteen modules on one record: sourcing, screening, campaigns, calls, e-signature and billing, without a second system to keep in step. Free to start, no card, no call.