A practical working group for household staffing operators
Building the CRM our industry actually needs.
This is a working roundtable for people who understand household staffing from the inside and want better tools for candidate intake, screening, presentation, follow-up, and placement operations.
Mission
To create an industry-native CRM model for household staffing agencies, built around the real judgment, nuance, and operational complexity of the work.
Not a generic sales pipeline
Household staffing is not simple lead management. It involves candidates, families, trust, privacy, timing, expectations, and judgment calls that standard CRMs do not understand.
Built from operator knowledge
The model should be shaped by people who do the work every day: agency owners, recruiters, placement specialists, and operations-minded professionals.
Practical before perfect
We are starting with one workflow, making it useful, and expanding only after the first module proves that it saves time and improves clarity.
The purpose is to build with integrity.
AI makes it possible to automate more of the CRM workflow than ever before. The responsibility is to decide what should be automated, what should be assisted, and what should always remain human-led.
Intentions
This project is meant to be useful to the industry, not just interesting as a software idea.
Create a shared map
Turn conversations into a visual operating model that shows workflows, curveballs, disagreement points, and product requirements.
Build usable modules
Package individual workflow tools that can stand alone before they become part of a larger CRM platform.
Protect trust
Keep sensitive decisions, candidate reputation, client-facing material, and final placement judgment under human control.
How it works
Each working session focuses on one real operational stage. The output is not just notes. It becomes a usable workflow map and product brief.
Pick one workflow
Start narrow so the group can go deep. The first focus is candidate application to recruiter-ready review and presentation readiness.
Discuss the real process
What happens now, what gets missed, where people disagree, and which decisions require experienced judgment.
Map automation opportunities
Identify where AI can parse, summarize, draft, flag, remind, or prepare without taking over final decisions.
Turn it into product requirements
Each session becomes a clear set of CRM requirements, approval boundaries, and module ideas that can be tested.
First focus: candidate inbox triage
Turn messy candidate emails, resumes, and applications into recruiter-ready summaries, missing-information checklists, suggested next actions, and follow-up drafts.
Request an invite
This starts as a small working group for people who want to help define the CRM workflows household staffing agencies actually need.