📞 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:
Subject: Submission – QA Engineer – Sadia – GC EAD – $60/hr
Hi [Recruiter Name],
Please find the attached profile for the QA position.
Name: Sadia Zaheer
Technology: QA Automation (Selenium, Java)
Experience: 7+ Years
Visa: GC EAD
Location: TX (Open for Remote)
Rate: $60/hr on C2C
Availability: Immediate
Contact: (XXX-XXX-XXXX)
Kindly confirm the rate and let me know if any additional info is needed.
Regards,
[Your Name]
Bench Sales Executive
✨ 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:
✅ Create a Vendor List:
Name | Company | 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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