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📞 Client Communication – Full Beginner Guide for Bench Sales & Recruiting

1. 📱 How to Talk with Recruiters (Phone/Call Conversation Example)

When you get a requirement, your goal is to have a professional and confident call with the recruiter. Here's how to handle it smoothly:

✅ Sample Conversation:

You: Hello, am I speaking with John?

Recruiter: Yes, tell me.

You: This side Rahul. How are you doing today?

Recruiter: I’m doing well, thanks.

You: Great! I came across your requirement for a QA Engineer. Is that still open?

Recruiter: Yes, I have this position.

You: Is this a C2C (Corp-to-Corp) position?

Recruiter: Yes, it is.

You: Perfect. I have a candidate available immediately.

Recruiter: Can you share the visa status and experience?

You: Sure, he has 7+ years of experience and holds a GC EAD.

Recruiter: Sounds good. What rate are you looking at?

You: I'm marketing the profile around $65/hr C2C.

Recruiter: That’s a bit high, can you come down?

You: He’s a senior resource. I can try for $60, but not below $55.

Recruiter: Alright. How can I confirm the rate with you?

You: I’ll send you an email with the resume, contact details, and DL. You can reply back with rate confirmation.

✨ Key Tips While Talking:

  • Speak clearly and confidently – even if your English isn’t perfect, don’t be nervous.
  • The recruiter doesn’t know you, so be professional but relaxed.
  • Open up about your candidate – don’t hide visa, location, or experience.
  • If the recruiter’s English isn’t clear, politely ask: “Would you be comfortable continuing in Hindi?”
  • Take notes during the call to avoid missing details.

2. 📧 How to Send Candidate Submission Email

After your call, send a clear and concise email to the recruiter. Here’s a sample:

📧 Sample Email:

✨ Tips for Email:

  • Keep the subject line specific and professional.
  • Attach the resume and any required documents (e.g., DL).
  • Double-check candidate details before sending.
  • Use a professional email signature.

3. 📊 How to Maintain a Submission Tracker (Excel)

After every submission, update your tracker to stay organized.

Candidate Name Client/Vendor Position Rate Date
Sadia Zaheer IDC/Wipro QA $60 02/15/2025

✅ Tips for Tracker:

  • Keep this updated daily.
  • Add columns for status like “Submitted”, “Interview Scheduled”, “Selected”, etc.
  • Use color-coding for quick reference (e.g., green for selected).
  • Backup your tracker regularly to avoid data loss.

4. 🔍 How to Check If a Client or Role is Good

✅ Good Client/Vendor Signs:

  • Quick responses to emails or calls.
  • Transparent rate discussion.
  • No fake jobs (check if requirement matches LinkedIn/company page).
  • Long-term contracts.
  • Feedback within 24-48 hours.

✅ Good Role Signs:

  • Clear job description (not 1-2 lines).
  • No vague tech stack.
  • Interview process explained.
  • Real-time urgency.

✨ Additional Tip:

Always verify the client’s reputation on platforms like Glassdoor or through your network to avoid scams.

5. 🤝 How to Build Vendor Network (LinkedIn Outreach)

Building a strong vendor network is key to success in bench sales.

✅ LinkedIn Search Strategy:

  • “Technical Recruiter” + “C2C”
  • “Vendor” + “IT Staffing”
  • “Bench Sales recruiter”

✅ Connect Message Example:

Hi [Name],

I’m working on bench sales and currently marketing consultants in QA, Java, and Data Engineering. Let’s connect and work together if you’re open to C2C profiles.

✅ Create a Vendor List:

Name Company Email Phone Type
John Doe TechCorp john@techcorp.com (XXX-XXX-XXXX) Direct

✨ Tips for Networking:

  • Personalize your LinkedIn messages.
  • Follow up after connecting to build rapport.
  • Join LinkedIn groups related to IT staffing.

6. 🔥 How to Create and Use a Hotlist

A hotlist is a ready-to-go list of consultants available for marketing.

Name Technology Visa Location Rate Available From
Ravi Kumar Java Dev H1B NJ $65 Immediate
Aisha Patel QA Tester GC TX $60 2 days notice

✅ Tips for Hotlist:

  • Use this hotlist for mass mailing or job board postings.
  • Update it weekly to reflect availability.
  • Highlight in-demand skills to attract recruiters.
  • Share hotlist in PDF format for professionalism.

7. 🗂️ Managing Submissions, To-Do List, and Follow-Ups

Create a daily to-do sheet to stay on top of tasks.

Task Status
Submit Ravi for Java role Done
Follow-up with IDC Pending
Update hotlist In Progress
Mass mail QA profile Done

✅ Tips for Organization:

  • Use Google Sheets or Excel for tracking.
  • Set reminders for follow-ups.
  • Prioritize tasks based on urgency.
  • Review your to-do list at the end of each day.

8. 🌐 All About Tax Terms (Simple Explanation)

Tax Term Meaning Who it Applies To
C2C Corp-to-Corp – Consultant is on company payroll Mostly used by bench sales
W2 Candidate is on US company’s payroll Requires US work authorization
1099 Independent contractor – no company involved Rare, more risky
Full-Time (FTE) Direct employee of the client Benefits provided

✨ Additional Tip:

Always clarify the tax term with the recruiter to avoid misunderstandings later.

9. 🏠 Remote vs Onsite Roles

Type Description
Remote Work from home, available from anywhere
Onsite Work from client office
Hybrid Mix of remote and onsite

✅ Tips for Roles:

  • Always clarify remote/onsite requirements before submitting.
  • Many consultants prefer remote roles – highlight this in your pitch.
  • For onsite roles, confirm relocation willingness.

10. ✅ Final Checklist for Smooth Client Communication

Step Task
☑️ Talk to recruiter confidently
☑️ Share resume + details in email
☑️ Confirm visa, rate, availability
☑️ Update submission sheet
☑️ Build vendor relationships
☑️ Learn tax terms (C2C, W2, etc.)
☑️ Track remote/onsite roles
☑️ Follow up and stay organized

11. 🎯 Bonus Tips for Success in Bench Sales

  • Stay updated on market trends and in-demand skills (e.g., AI, Cloud).
  • Use CRM tools like Zoho or HubSpot for better tracking.
  • Practice active listening during calls to understand recruiter needs.
  • Build a personal brand on LinkedIn to attract vendors.
  • Attend virtual IT staffing webinars to learn and network.

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