# AI specialists for staffing agencies

Companies hiring for the roles you place, found every week, then shortlists, interview follow-ups, credentials, and billing kept moving for your desk.

## Your desk keeps the judgment calls.

### Clients hiring right now.

The Prospect Researcher finds companies posting the roles you place, skips your current clients, and drafts an opener that names the opening.

### Shortlists from your own database.

The Candidate Sourcer searches your ATS and public profiles for each new order, sorts candidate replies, and spots contractors finishing assignments who fit what is open.

### Every decision stays with you.

No specialist submits a candidate, makes an offer, or clears anyone to work. Outreach, follow-ups, and requests are drafts for your recruiters to send.

## Specialists

- [Prospect Researcher](https://www.generalinput.com/templates/specialists/prospect-researcher.md): Finds who to call this week and why now. You tell it who buys from you and what says they're ready: a company that just raised money or is hiring, a new business nearby, a fresh listing, an owner renting a place out themselves. Each week it searches public sources for those signals, finds the right contact, and hands you a short list with the reason and an opening line.
- [Candidate Sourcer](https://www.generalinput.com/templates/specialists/candidate-sourcer.md): Finds and re-engages candidates. For each open role it searches your database and public sources for people who fit, with the evidence for each, and drafts outreach. It sorts candidate replies into interested, not now, and questions, with answers drafted, and it finds past candidates and contractors finishing assignments who fit new roles.
- [Recruiting Coordinator](https://www.generalinput.com/templates/specialists/recruiting-coordinator.md): Handles the admin around hiring. Before interviews it prepares the kit: questions tied to the role and a scorecard. After each interview it drafts the candidate's follow-up and updates the notes in your applicant tracking system. Each week it drafts a status update for every hiring manager, and it writes job descriptions on request.
- [Compliance Tracker](https://www.generalinput.com/templates/specialists/compliance-tracker.md): Tracks every license, certification, and certificate that keeps you in business. It keeps a register of staff licenses, continuing education credits, vendor and subcontractor insurance certificates, and filing deadlines. Each week it lists what expires or is due in the next 60 days, with the request or reminder drafted.
- [Billing Coordinator](https://www.generalinput.com/templates/specialists/billing-coordinator.md): Makes sure you bill for all the work you did. Each billing cycle it drafts invoices from time entries, retainers, contracts, and usage, checks them against rates and terms, and flags unbilled hours and expenses. Each week it warns when a retainer or project budget is close to running out, so the conversation happens before the overage.
- [Sales Follow-Up Writer](https://www.generalinput.com/templates/specialists/sales-follow-up-writer.md): Writes the follow-ups that win deals. After each sales call it drafts the recap with next steps. It watches open proposals and drafts a nudge when a buyer goes quiet. Once a month it finds lost deals worth reopening, such as a new budget year or a new person in the role, with a note drafted for each.
- [Account Manager](https://www.generalinput.com/templates/specialists/account-manager.md): Watches your client accounts so none slip. Each week it reads usage, support tickets, payments, and the last time anyone talked to each client, and flags the accounts that need attention. Before a client review it drafts the agenda and the story of the past quarter, and it raises renewals and chances to grow early.
- [Collections Coordinator](https://www.generalinput.com/templates/specialists/collections-coordinator.md): Helps you get paid on time. Each week it ages every open invoice and failed payment from QuickBooks, Xero, or Stripe, drafts reminders that start friendly and get firmer, and flags accounts worth a phone call. Rent, retainers, invoices, and subscriptions all work the same way. You send each one.
- [Capacity Planner](https://www.generalinput.com/templates/specialists/capacity-planner.md): Shows you who has time and who's drowning. Each week it compares scheduled and logged hours to capacity from your time and scheduling tools, flags people over or under booked, reports utilization against target, and lists missing timesheets with reminders drafted. It also looks ahead for weeks where the work outruns the team.
- [Client Onboarding Coordinator](https://www.generalinput.com/templates/specialists/client-onboarding-coordinator.md): Gets new clients set up without the back-and-forth. When a client signs, it drafts the welcome email and builds their checklist of documents, access, and forms. It chases what's missing each day with reminders drafted, and writes a kickoff brief so your team starts with everything the sales conversation learned.
- [Pipeline Manager](https://www.generalinput.com/templates/specialists/pipeline-manager.md): Keeps your CRM current without the data entry. After each sales call it logs the notes, next step, and follow-up date to the deal from the transcript. Each week it flags deals with no next step, no activity in weeks, or a close date already passed, so the forecast stays honest.
- [Meeting Prep Briefer](https://www.generalinput.com/templates/specialists/meeting-prep-briefer.md): Briefs you before the meetings that matter. A few hours before each external or first-time meeting, it reads the attendee list, your past emails and notes with them, your CRM, and recent public news, and sends a short brief: who they are, where things stand, and what to ask. It skips internal standups.

## Questions

### Do these specialists make hiring or placement decisions?

No. They source, draft, and keep records. Decisions about candidates, placements, pay, and credentials stay with your team and your clients.

### Do they contact candidates, contractors, or clients?

No. Every message is a draft for your team to send.

### Do they work with our applicant tracking system?

They can. In setup each specialist asks where the work lives, such as Bullhorn, Avionte, or JobDiva, and connects it if you want. Without one, it works from what you paste or upload.