Bringing new business into your recruiting firm doesn’t have to mean juggling multiple tools or losing track of where each potential client stands in your pipeline. With Loxo, every step - from initial identification to signed client - lives in one powerful, interconnected system.
Step 1 - Setup and Use Your Sales Pipeline
It all starts with the Sales CRM page, your central hub for tracking every potential client and opportunity. Here, you can set up your sales pipeline to reflect the unique stages of your business development process. Each company or point of contact is represented by its own Deal card, where you can document all relevant details, notes and activities. This structure gives you a clear, visual way to monitor progress and ensure that nothing slips through the cracks.
Step 2 - Source Your Future Partners
Once your pipeline is in place, it’s time to start filling it with opportunities using Loxo Source. With Account-Based Prospecting, you can search for and identify companies that fit your ideal client profile. You can then dive deeper with direct contact searches to find the key decision-makers at those companies. Whether you’re sourcing contacts from the Companies page or directly within Loxo Source, you have all the data you need to build a targeted, strategic client list - no spreadsheets required.
Step 3 - Pitch Your Most Placeable Candidates
When you’re ready to make a strong impression, Loxo helps you showcase your candidates in style with the Loxo's MPC/Spec CV feature. You can send beautifully branded, A-list resumes/CVs directly to potential clients, making it easy for them to see the quality of your talent and your professionalism as a partner. Best of all, these pitches are automatically tracked in their own dedicated tab in your Sales CRM, allowing you to see exactly who’s been pitched, when and where they are in the client acquisition or MPC/Spec CV journey.
Step 4 - Reach Your Target Clients
Finally, keep your momentum going and never miss a follow-up with Loxo’s Outreach Campaigns. These campaigns allow you to build structured, automated communication sequences that nurture relationships and move deals forward - all while leaving room for custom, personalized touches for each recipient. Each message can be customized to sound authentic and tailored, without losing the consistency and organization that come from automation.
When you bring all of these features together - the structured visibility of the Sales CRM and Deals, the precision of Sourcing, the impact of MPC/Spec CV and the consistency of Outreach Campaigns - Loxo becomes more than just a CRM or sourcing tool. It becomes a complete, connected ecosystem for winning and managing client relationships from first touch to closed deal.