SCENARIO · BRIEF QUALIFICATION
A client need. One call. 3 candidates sent.
No more three back-and-forths to reframe a fuzzy need. Cobalt prepares the call, extracts the need live, surfaces matching candidates and prepares the skills dossiers — before end of day.
THE PROBLEM
A fuzzy need is three weeks of lost pipeline.
80% of missions take longer than planned because the need was poorly qualified on the first call. Your Business Managers pay for it — in follow-ups, re-sent dossiers, and explanations to repeat.
3 wks
typical cycle
×3
back-and-forths per need
52%
needs redefined after 1st send
–18%
need → mission conversion
THE PLAYBOOK
From preparation to client delivery. Same day.
A client reaches out at 10am. By 5pm, three relevant skills dossiers land in their inbox. Here's how.
Contextual prep
Cobalt generates a dossier: account history, already-placed profiles, past-mission feedback, questions to ask to frame the need.
Interview script
Dynamic question list that adapts to answers. The rep checks boxes, takes structured notes, nothing is forgotten.
Need auto-processed
Skills, constraints, project context, seniority, budget — Cobalt extracts everything, fills the mission record, triggers candidate matching.
3 DCs ready to send
Three selected candidates, anonymized branded DCs, pre-drafted client email in the right tone. Rep reviews, sends.
WHAT MAKES IT POSSIBLE
The client call — a lever, not a bottleneck.
Cobalt turns every qualification call into usable output. No post-call notes to write up, no to-do list to chase the next day.
Pre-call AI prep
Cobalt aggregates everything you know about the client and produces a prep dossier in 30 seconds.
Dynamic interview script
Questions scoped by need type (IT, engineering, data, business). Nothing slips past you live.
Auto-extraction
Interview notes become a structured mission record. Skills, budget, deadline, constraints — everything gets used.
Instant matching
As soon as the mission record is created, Cobalt surfaces the three best candidates from your base. Ready to present right after.
THE IMPACT
A sales cycle cut by 3.
1 d
need → candidates shipped
–65%
sales cycle
+35%
close rate
0
manual note-taking
Frequently asked questions
Does Cobalt actually listen to my client call?
No — by default, your calls are not recorded. Cobalt builds prep from your CRM and, during the call, you fill in an interactive script. If you want an optional transcription (with client consent), it's available as an add-on.
Can I fill in the script while I'm talking?
Yes. The script is a checkbox and free-text form designed to be used during the call. Many of our customers fill it in as a pair: one runs the conversation, the other structures the answers.
Will my client appreciate getting 3 DCs the same day?
Clients love it. It's a signal of operational maturity that sets you apart from 95% of staffing firms. The faster you are, the more you're seen as the "safe" option.
What if the need is truly atypical or complex?
The script adapts. For complex needs, it generates more questions and asks for more context. Delivery may slip to D+1 or D+2 but still stays far below the usual three weeks.
Can Cobalt help me challenge the need expressed by the client?
Yes — the pre-call preparation includes perspective-building questions, based on similar needs already handled with this account and on feedback from placed consultants. You walk into the call with context — not a generic checklist.
Does it work for a first need with a new client?
Yes — with less historical data, Cobalt leans on the sector, client size, and need type. The script stays relevant, just slightly more "discovery"-oriented.