ℹ️ Version Disclaimer!: The version of Sisu seen in this video is Sisu Classic, an older version of Sisu. What you see in Sisu NEXT will look different, but much of the functionality is the same.
Want to get a closer look at how a real team uses Sisu Recruiting to execute their recruiting strategy?
This webinar with Cain Realty Group shows how a top-producing team does it.
They use Sisu to implement the following strategies:
Use stages to track recruits who express interest
Specify and track the process of evaluating prospective agents
Onboard with task lists
Off-board agents who leave the team
Enjoy!
Key Takeaways
Cain Realty Group uses the Transaction Stages Board in Sisu Recruiting to track recruits' progress through their onboarding process.
Since this video was made, we've changed the name of the "Transaction Stages Board" to "Recruit Stages Board" in Sisu Recruiting.
They use the following stages in their onboarding process:
Shadow Stage: This is a zoom call that allows agents to shadow other agents role-playing and prospecting, and it allows them to ask questions about the role, the office, and the hours.
KPA Stage: They take a personality test to see if they are the right personality fit for the team.
Life Story / Motivational Interview Stage: Individuals get an opportunity to talk about themselves and their lives in detail. The team gets to ask about 5-yr goals, how to reach those goals, and why they want to be on the team.
References Stage: The team gathers references.
Black Hat Stage: In this stage, the team meets without the prospective recruit and analyzes the individual's values to see if they align with the team's core values.
Meet and Greet Stage: The recruit and their significant other are invited to have appetizers and drinks with the leadership team. The team needs to know if the significant other understands the role and what is necessary to meet the desired goals.
Preboarding/Offer Stage: All expectations are laid out.
They use Sisu's lead source tracking to track where referrals are coming from.
There are so many to-dos during the onboarding process. Sisu's task list functionality is key to making each recruit's onboarding smooth and simple.