Breezy Client Pipeline Automation Setup (Onboarding)

Breezy Client Pipeline Automation Setup (Onboarding)

1. 01

   Create a new position in Breezy and configure the pipeline stages

   In the Breezy dashboard, click 'Add Position' and set up custom stages (e.g., Applied, Screened, Interview, Offer) to match the client's hiring workflow. This ensures the pipeline reflects their process from the start.

2. 02

   Set up automated screening questions and email sequences

   Navigate to the position's 'Automations' tab. Add screening questions that candidates must answer, and create email templates for initial outreach, rejection, and interview invitations. These automations reduce manual follow-up for your agency's delivery team.

3. 03

   Configure the branded career site for the client

   Go to 'Career Site' in Breezy settings. Upload the client's logo, set brand colors, and customize the application form. This gives the client a professional job presence without exposing Breezy's default branding, though note that Breezy's logo may still appear in the footer.

4. 04

   Enable job board distribution to 50+ boards

   In the position's 'Distribution' section, select the job boards relevant to the client's industry (e.g., Indeed, LinkedIn, Glassdoor). Breezy's one-click posting saves your agency hours per role, especially for high-volume hiring clients.

5. 05

   Integrate Breezy with the client's calendar and Slack

   Under 'Integrations', connect Google Calendar or Outlook for interview self-scheduling, and Slack for team notifications. This ensures your agency and the client's team stay aligned on interview schedules without manual coordination.

6. 06

   Test the candidate experience from application to offer

   Submit a test application via the career site, complete the screening questions, and simulate an interview scheduling. Verify that email notifications and calendar invites are sent correctly. This validation prevents client-facing issues during live hiring.

7. 07

   Hand off the configured pipeline to the client's team

   Create user accounts for client staff with appropriate permissions (e.g., 'Recruiter' or 'Hiring Manager'). Provide a short walkthrough of the dashboard, focusing on candidate review and feedback tools. This handoff ensures the client can manage hiring independently while your agency monitors progress.