Scaling Smart
Indeed Hiring Events Client Intake
Client Intake Form
What was this?
When we launched the MVP for Indeed Hiring Events, we focused on moving fast and working lean with just one sales rep. Our pilot events taught us what information we needed to collect from clients for their event posting. To support our sales rep for the MVP launch, I created a Google form with the essential intake questions our sales rep needed to answer from clients. We would then use that information to create each event page and advertise to local job seekers.
The Problem
At low volume, this solution was manageable. Our sales rep and a few CS team members often had to go back and forth with clients to make corrections. It wasn’t ideal, but it worked while we were still growing and improving the product. However, as we gained momentum and prepared to scale nationally, we needed to onboard more sales reps and reduce the back-and-forth between sales and clients. Our MVP solution required too much overhead.
Our Solution
We knew we wanted to build a self-serve in-take form for sales to give to clients who they closed hiring events deals with. This would give more control to the client, reduce back and forth with Sales and CS, and it would save our sales reps time.
Challenges
We were moving quickly and had other priorities, so we couldn't release the self-serve client intake before scaling nationally. As a short-term solution, we launched an interim V2 version of the client intake while designing and building the self-serve form. This stopgap measure allowed us to scale from 1 person selling hiring events to 15, supporting our goal of selling hiring events nationally. It also gave us the time we needed to build the self-serve client intake form correctly.
Self-serve client intake flow
Evolution of the Indeed Hiring Events Client Intake
V1 - A google form
Although simple, this enabled us to initiate the sale of hiring events.
Outcome
The MVP facilitated quick updates and adjustments as we gained a clearer understanding of the necessary information to collect.
V2 - Client Intake
For the V2 of our client intake form, I collaborated with our salesperson to understand their process and identify the strengths and weaknesses of the Google form. Using their feedback, I designed the V2 as an interim solution while we developed the self-serve form.
Outcome
This iteration enabled us to scale from 1 sales rep to 15 and start selling Hiring Events nationally
V3 - Self-serve Client Intake
The final iteration of the intake process was a self-serve form.
Outcome
This shift freed up sales reps to concentrate on sales efforts while transferring the intake process responsibility to employers. It reduced errors, minimizing exchanges with CS, and facilitated the product's international expansion into other English-speaking countries.
Updates
We kept refining the self-service client intake form, adding features such as seamless tracking of event page shares across various platforms and incorporating a preview option for the event page as a final review step.
The Indeed Hiring Events Client Intake is a great example of staying lean until it’s painful, and at that point investing in automating a process. We initially used Google Forms, enhanced it for national scaling, and eventually developed the self-service feature to facilitate international scalability of the product.
Project Details
The Team
- 1 UX - myself
- 1 Product Manager
- 1 full-time Engineer
- 1 to 2 rotating Engineers
Timeline
First 2 quarters - Used the Google form.
V2 - 2 weeks - 1 day to shadow our sales rep, 1 day to create the v2 form, and the remaining 1.5 weeks to develop the v2.
V3 - 1 month - Two weeks to design, get feedback, make updates, and 3 weeks to develop