As a recruiting practitioner and leader, RNN editor-in-chief Martin Burns used similar tactics when buying software for his teams and organizations. Here, Phil Strazulla breaks down a solid approach. Save time, avoid mistakes and surprises, and keep it data-driven.
What’s in the email
To make this more concrete, let’s talk about what’s in this email:
Let’s say for example I’m buying a new applicant tracking system. Here’s what this may look like:
Key benefits of this template
This email takes 10 minutes to write, and you can re-use it across many vendors. However, these 10 minutes can yield huge benefits:
The main goal with this tactic is to save time, and save your brainpower so you can focus on the few vendors that make the most sense.
The above template is kind of like a mini RFP. But, most RFPs are just heavy and don’t actually get to the right shortlist. Unless you’re a consultant helping a company buy a $1 MM HRIS, stick to the above to properly vet vendors in the early stages of your buying process.
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