Phase One information request.

Confirm the information we already have, upload any missing source files, and answer only the outstanding questions required before the first Lead Engine build can begin. Final approval will be requested once all required information has been provided and verified.

1. What we already know from the SOP

Neil has already supplied these points, so please approve them or mark them as requiring corrections.

Campaign ownerChris Routledge

TargetSME and scale-up hiring managers

PropositionSpecialist EPM/BI recruitment knowledge

CadenceFive touches across roughly two weeks

Key proof pointUse a real relevant MPC profile in touchpoint 3

Pilot size10-20 prospects first

Reply rulePull replies out of sequence immediately

No response ruleMove to nurture and revisit after 90 days

Approve the known SOP context above.Use this if the campaign owner, target, proposition, cadence, proof point, pilot size, reply rule, and no-response rule are correct. Disapprove / corrections required.Use this if anything above is wrong, missing, or needs rewording, then add the correction below.

Corrections or missing context

2. Uploads and source files

Upload any existing exports, enriched samples, field maps, or notes that can help test the first Lead Engine proof.

How this is used Existing or previously enriched data is used internally to test matching, enrichment, deduplication, and field coverage. It does not change the visible Phase One deliverable.

Upload category

Upload note

Upload documents Use CSV, Excel, PDF, Word, text, or JSON files. Uploads save to shared hosted storage.

No documents uploaded yet.

Notes on existing data or documents

No documents are ready to upload yet.Tick this only if Henderson Drake wants to continue onboarding before files are available.

3. First target market

We know the SOP is aimed at SME/scale-up hiring managers. Confirm the exact slice for the first lead sample.

First market or niche

Initial geography

Ideal target company profile

Companies, sectors, regions, or roles to exclude

Company fields supplied by Chris

Pre-filled from Chris' email These company fields have already been supplied, so Henderson Drake only needs to approve them or mark the list as requiring corrections.

Recent blogs, white papers or company announcements.
New CEO, investments, new client wins or similar change signals.
Number of recent hires in the past 6 months.
Evidence that the company uses external recruitment agencies.
Employee retention.

Approve Chris' company field list above.These fields will be used as the company enrichment and prioritisation requirements. Disapprove / company field changes required.Use this if anything is missing or incorrect, then add the correction below.

Company field corrections or missing fields

4. Buying and hiring signals

Rank the signals that should be used to find and prioritise target companies. Use 1 for the strongest signal, or N/A if a signal should not be used.

Relevant job advertsCompanies hiring OneStream, Anaplan, EPM, finance systems, consolidation, reporting, or transformation roles. New finance leadershipNew CFO, finance director, FP&A leader, transformation leader, or systems owner. Implementation or transformation signalAnnouncements, case studies, partner pages, events, webinars, or public programme references. Business change signalPrivate equity, acquisition, merger, IPO preparation, restructuring, or rapid expansion. Known technology ecosystemCompanies linked to OneStream, Anaplan, Oracle, SAP, Workday, or adjacent EPM ecosystems.

Signal notes or priority order

5. Source and enrichment rules

Confirm how records can be found, enriched, and held for review before import.

Public web and job advert signals first.Safest first proof route. Public web plus approved professional profile enrichment.Use where Henderson Drake agrees the source policy. Hold enriched profile records for manual review before import.Best when source confidence is uncertain.

Required output fields

Target roles and decision-makers

Approve holding uncertain records for review.Low-confidence records will not be imported automatically. Disapprove / different handling required.Use this if Henderson Drake wants uncertain records handled another way.

Source rule corrections

6. JobAdder and import route

Confirm how the first batch should enter Henderson Drake's working system.

CSV/import pack first.Good first route when API access or field mapping is still being confirmed. JobAdder API route if approved.Requires confirmed access, field mapping, and write permissions. Review list only for the first batch.Useful if Henderson Drake wants to inspect quality before any import.

JobAdder access owner name

JobAdder access owner email

Primary duplicate rule

First sample volume

JobAdder field mapping notes

Approve no live writeback until the first output is reviewed.This keeps Phase One controlled. Disapprove / live writeback needs discussion.Use this if Henderson Drake wants records written into JobAdder before review.

Writeback decision notes

7. MPC profile inputs

The SOP needs a real relevant MPC profile for touchpoint 3. Confirm how Henderson Drake wants to provide and approve those profiles.

Upload 2-3 approved MPC profiles here.Best route if they are already ready. Provide MPC profiles after the first prospect sample is agreed.Useful if profile choice depends on the target list. Henderson Drake will select candidates internally and confirm approved details only.Use if raw candidate data should not be shared yet.

Candidate profile approver

Candidate share rules

Candidate profile notes

Candidate fields supplied by Chris

Pre-filled from Chris' email These candidate fields have already been supplied, so Henderson Drake only needs to approve them or mark the list as requiring corrections.

Communication level out of 10: ability to deliver technical and complex information to English-speaking stakeholders.
Number of end-to-end implementations in an EPM tool.
Industry sector experience, for example manufacturing, pharma or financial services.
Use case experience, including finance, FP&A, CapEx, OpEx, demand planning, supply planning, workforce/people planning, consolidation and account reconciliation.
Salary or compensation requirements.
Notice period.
Software certifications.
Number of months or years residing in current country.
Contractor or permanent employee.

Approve Chris' candidate field list above.These fields will be used as the MPC profile and candidate enrichment requirements. Disapprove / candidate field changes required.Use this if anything is missing or incorrect, then add the correction below.

Candidate field corrections or missing fields

8. Mailbox, logging and pilot rules

These are the minimum operational details needed before the SOP can become a controlled pilot workflow.

Sending mailbox

Sender name

Who makes the calls?

Approved send/call window

JobAdder campaign fields, tags and activity types

Manual JobAdder logging first.Fastest route for a controlled pilot. Manual pilot first, automation after pilot rules are proven.Recommended default. Automated logging required from the first pilot.Needs more access and field confirmation before build.

9. Review, routing and success measure

Agree who reviews the first output and how Henderson Drake will decide whether it is useful.

Primary project contact

Primary contact email

First lead quality reviewer

Review cadence

What would make the first phase successful?

10. Wider programme workstreams

Select anything Henderson Drake wants prioritised immediately after the foundation stage, or pulled forward by agreement. These workstreams sit inside the wider Recruitment Market Engine programme rather than outside it.

Outreach cadence and reply captureEmail/SMS sequence, message lanes, suppression rules, and response handling. Lead bank and team allocationCentral view of responses and warm leads for consultant assignment. RingCentral call intelligenceUse call transcripts to fill scoring gaps, enrich notes, and improve ranking. Monthly refresh and optimisationRefresh target lists, tune scoring, and report on quality.

Next phase notes

11. Final approval and sign-off

Once the information above has been supplied, this confirms the first working section and keeps the build focused.

Phase One focus The first deliverable is a controlled lead sourcing and enrichment proof, with clean output prepared for JobAdder or an agreed import route.

Approve the Phase One scope.Phase One focuses on lead sourcing, enrichment, scoring, deduplication, and JobAdder/import preparation. Disapprove / scope changes required.Use this if Phase One should include different work before the build starts.

Approve outreach, RingCentral call intelligence, scoring/ranking, and database improvement as part of the wider agreed machine, sequenced after the foundation stage unless pulled forward in writing.This keeps the first build focused without removing those workstreams from the programme. Disapprove / one of these workstreams needs to move into the foundation stage now.Add the detail below so the delivery order can be corrected.

Approve additional requirements being confirmed before build changes are made.New requirements can be planned into later phases. Disapprove / change-control wording needs review.Use this if Henderson Drake wants a different process for adding requirements.

Final approval notes or required changes

Name of person approving

Role/title

Approval date

Typed signature

Phase One output

Agreed first market and signal library
Controlled lead source and enrichment proof
Internal test-data route for old/enriched samples
SOP assumptions confirmed or corrected
Deduplication and confidence rules
MPC profile and campaign operation inputs captured
Scored lead sample ready for review
JobAdder/API or import-pack route confirmed

Completion checklist

Project documents

Customer Phase MapHTML Recruitment Market EnginePDF Outreach Signal EnginePDF

PDF export

The PDF button enables once required fields are complete. It opens the browser print dialog so the finished onboarding page can be saved as a PDF.

Access and admin invites

This workspace is password protected, so Henderson Drake can use it to provide the requested information and uploads. Where system access is needed, please invite mark@stingraiconsultants.com as an admin user where possible, or use OAuth/a secure password-manager share if an invite is not available.