Audit. Findings. Solutions.
We understand that every agency operates differently.
That’s why we take a tailored approach to consultancy, allowing us to fully understand your processes and how you can get the most out of Bullhorn.
Following our tested process of Audit, Findings, Solutions - we analyze your Bullhorn setup to ensure a more efficient and profitable output.
Discover our comprehensive AFS package, designed to increase the efficiency of your recruiters and help you discover opportunities to boost revenue.
1
Audit
We start with clarity.
We conduct a hands-on audit of your Bullhorn CRM, diving into candidates, jobs, contacts, submissions, placements, automations, and reporting. This isn’t a surface-level review. We map your current workflows, pinpoint inconsistencies, and assess how your team is using Bullhorn day-to-day.
We also review:
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Data hygiene (missing fields, duplicates, outdated info)
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Workflow alignment to live processes
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Task and note usage across the team
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Analytics configuration and dashboard visibility
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Automation logic and engagement activity
This provides a clear overview of what’s working, what’s not, and how your system stacks up against best practice.
2
Findings Report
What’s slowing you down, and costing you placements?
Most teams don’t need more tools - they need Bullhorn set up in a way that actually supports how they work.
Here’s what we typically find:
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Low fill rates & poor data visibility due to inaccurate or missing statuses
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Wasted admin time from manual onboarding, disjointed processes, or duplicated records
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Overwhelming candidate pools without proper segmentation or regeneration processes
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Underutilized automation that sends too many notifications, or none at all
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Inconsistent task and note usage, leading to miscommunication and missed follow-ups
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Analytics no one’s using because the dashboards don’t reflect what the team needs to see
We quantify this data clearly so your leadership team and recruiters can take meaningful action at the right time, backed by facts, not assumptions.
Service Name
3
Solutions
Practical changes that make Bullhorn easier to use, and more effective for your team.
We focus on fast wins, simple training, and long-term improvements that deliver real impact.
Quick Wins
We start with small changes that make a big difference - removing outdated fields, fixing broken automations, and building helpful saved searches. These updates reduce friction fast and instantly improve daily use.
Training That Sticks
We deliver role-based training that helps your team use Bullhorn the right way, every day. No fluff - just clear, practical guidance that builds confidence and consistency.
System Setup & Growth
We streamline your workflows, rebuild useful automations, and set up dashboards that support your goals. The result: a Bullhorn setup that reflects how your business really works.
For $3,495, we deliver a complete remote audit solution - thorough, efficient, and tailored to your business. Prefer face-to-face? We also offer in-person delivery (Price on Application).
You're losing revenue - why waste another minute?
We couldn’t have set up all our automations and processes without Holly’s hard work, commitment and ideas. Our agency may be new, but we have the basic processes set up for both short term and long term success. Our competitors aren’t doing this. It means our system, process and candidate pools help us stand out and win new clients.
Sean McMullen
Recruiting Heads Director
