This case study documents the specific challenge, approach, and measured outcomes from one team applying automation to a real business problem.

The Challenge

A B2B recruitment agency specializing in technology and finance placements had 8 recruiters handling 35 active client mandates. Sourcing, outreach, and scheduling consumed 70% of each recruiter’s time, leaving limited capacity for candidate relationships and client strategy work. The agency was turning down new client mandates because the team was at capacity.

The Approach

The agency implemented AI sourcing for candidate identification, automated multi-touch email sequences for initial outreach, and self-scheduling for screening calls. A centralized automation dashboard tracked every active candidate across all 35 mandates, triggering follow-up actions based on candidate response patterns rather than recruiter memory.

The Results

Placements increased from 22 to 32 per month within 90 days, a 45% increase with the same headcount. Recruiter time on sourcing and scheduling dropped by 55%. The agency took on 8 additional client mandates without adding staff. Client satisfaction scores improved because recruiters had more time for relationship management and search strategy.

Apply This to Your Organization

The framework behind these results: HR automation guide.