Formerly known as Recfindr Engage. We've rebranded to Rylo — same great platform, fresh new look.
Every stage of the deal, on one connected workflow
From sourcing the right talent to closing the placement, click through the funnel to see the tools and questions that power each stage of your process.
Getting in the Room
How are you finding clients and getting them to take you seriously?
The top of funnel is all about visibility and first impressions. Most agencies wing this entirely — they rely on referrals, warm outreach to former contacts, and hoping LinkedIn does something. These questions help you figure out whether you have an actual system or just got lucky.
Buffer
Mailshake
lemlist
Surfe
Pipedrive
Lusha
RocketReach
ZoomInfo
Clay
vente.ai
Paiger
Apollo
Dripify
Saleshandy
Instantly
HubSpot
Cognism
CanvaBusiness Development
How you generate and open new client relationships — the outbound engine that fills your pipeline with conversations.
Lead Generation
How are new clients finding you (or you finding them)?
- Where do your new client relationships actually come from? (Be honest: referrals, cold outreach, LinkedIn, events, inbound?)
- Do you have a deliberate outbound strategy, or are you doing whatever feels right that week?
- What does your prospecting list look like? Is it curated, maintained, and worked consistently?
- How many new conversations are you starting per week? Per consultant?
- Do you track where your best clients came from? Have you doubled down on that channel?
- Are you using any tools to identify warm intent signals (job postings, funding announcements, LinkedIn activity)?
First Contact
What happens when you reach out?
- What's your opening move? (Email, call, LinkedIn, all three, something else?)
- Is your outreach personalised or templated? Would the recipient know the difference?
- What does your cold email actually say? Does it talk about them or about you?
- How many touchpoints do you make before giving up on a prospect?
- Do you have a follow-up sequence, or do you send one message and hope?
- What's your current open rate / response rate? Do you even know?
Marketing
How you show up before a conversation happens — positioning, reputation, and the impression you leave when someone checks you out.
Market Positioning
Who are you for?
- Do you have a defined niche, or are you "we do everything"?
- If you have a niche — can you say it in one sentence without hedging?
- Do your competitors have the same niche? What makes yours different?
- Who is your ideal client? (Not just sector — size, stage, hiring volume, attitude to fees)
- Do you turn away work that falls outside your niche? (If not — you don't have a niche, you have a preference)
- What problem do you solve that a generalist agency can't? Can you prove it?
Brand & Reputation
Do people know you exist?
- If your ICP Googled a relevant phrase right now, would they find you?
- Do you have a LinkedIn presence that actually explains what you do and why you're credible?
- Is your website written for clients or for candidates? (Most agency websites are written for neither)
- Do you have any case studies, testimonials, or social proof visible before a call happens?
- Are you known in your niche? If you stopped all outreach tomorrow, would inbound carry you at all?
- Do your consultants have personal brands? Are they encouraged to?
First Impression
What do they see when they land on you?
- What happens immediately after someone expresses interest? How fast do you respond?
- If someone Googled you right now, what's the first thing they'd find — and does it make you look credible?
- Do you have something to send someone who's not quite ready to talk? (Content, case study, one-pager)
- Is there anything on your website or LinkedIn that tells a prospect what it's actually like to work with you?
See how Rylo runs your whole process
Book a demo and we'll walk you through how Rylo connects every stage of the funnel — from first outreach to placement and beyond.
Book a demo