Do you have dozens of awesome candidates begging to join your company? If so, awesome! If not, you’re going to need to put a lot of effort into outreach to find your perfect candidates. While it seems simple to just “write an outreach email,” the complete process is actually many steps and a lot of tedious work.

This short guide will show how you can set up Relay to reach out to candidates more efficiently. Watch the demo video to see how it works, and try out the template to get up and running!

• Start your Relay playbook with a simple form that gathers the candidate’s name, contact information, and LinkedIn profile. Advanced Tip: Use an automated sourcing tool and automatically trigger new runs in Relay for each candidate.
• Use an automation to add the candidate to your outreach tracker (in Google Sheets, Notion, Airtable, etc.) to stay organized. Advanced Tip: Automatically update your ATS like Lever, Greenhouse, or Ashby if you’ve moved beyond a spreadsheet.

• Your Relay playbook can dynamically adjust to either an email sequence or LinkedIn sequence depending on what contact information you have.
• Create templates for each message, and add a “review step” if you want the recruiter or hiring manager to add a personal touch to the message before it’s sent.

• Use your Relay dashboard to track each candidate’s status and see which candidates you need to nudge.
• Once you’ve met with or heard from the candidate, fill out a simple form to kick off the next step of (a) interviewing the candidate, (b) keeping them warm, or (c) passing. 
• Templated email automations will make it easy to quickly close the loop with the candidate and move the process forward.

If you’re ready to use Relay for candidate outreach, get started with the playbook here.

It will only take 5 minutes to set up and save you much more than that every day. Once you import the template, here’s what you’ll need to do to get it running:

1. Link your own tracker to the “update tracker” automations so candidate details are added in the right place.
2. Customize the message templates for email and LinkedIn outreach.
3. Adjust the timing of each step to the frequency at which you want to reach out.
4. Test out the playbook with yourself as an example candidate.

Explore more ways to use Relay

Use Relay for HR processes like interviewing candidates, closing candidates, onboarding employees, and offboarding employees.