Use cases

Hand over the admin. Keep the relationships.

What Vateri does across a working week, for the consultants, researchers and partners on a desk. Each one in Teams or Slack. Each one approved by a person.

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A brief lands

A shortlist by lunch.

Charlotte mentions a new brief in the team chat. Nobody asks, but Vateri searches your database and the open web, ranks the people who fit and drafts a personal email to each.

You approve the shortlist before anyone is contacted.

@Vateri Find five finance directors in Leeds with private equity experience
@Vateri Check James isn’t off limits before I call him
@Vateri Send Kestrel the shortlist as a PDF

Charlotte Hayes09:02

Halden want a shortlist of finance directors in London by Friday.

Vateri is working

VateriAI generated09:03Didn’t wait to be asked

Saw this and made a start. 9 strong matches, outreach drafted.

Halden · Finance DirectorLogged in Bullhorn

1,240 profiles searched
9 matched the brief
9 personal emails drafted

Emily ClarkeFD, Northgate Foods · Two PE exits, London based96%

James WhitlockGroup FD, Ridgeway · Open to a move since the sale93%

Oliver GrantInterim FD, Kestrel · Free from March91%

Approve and sendEdit

A call ends

Written up and logged.

Tom finishes a call. Vateri reads the transcript, writes it up in your format, spots two live searches she fits and lines up the changes to her record.

Nothing is saved to the CRM until Tom says so.

@Vateri Write up my call with Sophie and log it
@Vateri Summarise yesterday’s interview feedback
@Vateri Log today’s calls in Bullhorn

Vateri is working

VateriAPP16:05Didn’t wait to be asked

Call with Sophie Harris ended32 min · Teams · transcript ready

Wrote up your call with Sophie. She fits two live searches.

Sophie Harris Operations Director, Marlow Logistics

Motivation: Wants a bigger remit after the merger
Package: £145k plus 20% bonus
Notice: Three months
Fits: Northgate · COO, Ridgeway · Ops Director

3 changes for Ezekia

StageScreenedPresented

Notice periodNot set3 months

Next stepNoneSecond call, Thursday

Save to EzekiaEdit

A candidate says yes

Interviews booked.

Priya asks for an interview. Vateri reads both diaries, offers Emily real times, books the one she picks and drafts the invitation with the call link.

You approve the invitation before it goes.

@Vateri Book Emily in with Halden next week
@Vateri Move Oliver’s second interview to Thursday
@Vateri Remind me to call Oliver after his interview

Priya Nair14:40

Can we get Emily in front of Halden next week?

Vateri is working

VateriAI generated14:41

Halden are free Tuesday or Thursday. Emily picked Thursday.

Diaries checked Halden · Emily Clarke

Tue 4 Nov10:00HaldenEmily

Thu 6 Nov15:00HaldenEmily

Emily Clarke and Halden · Thu 6 Nov, 15:00 · Teams meeting

Send invitationChange time

Nobody has replied

Follow-ups in your voice.

Three days after outreach, five people have not replied. Vateri drafts a follow-up to each in your voice, with the detail that shows you did your homework.

You approve every email before it leaves your inbox.

@Vateri Chase everyone who hasn’t replied on the head of sales role
@Vateri Collect references for James
@Vateri Who haven’t we spoken to in six months?

Vateri is working

VateriAPP08:30Didn’t wait to be asked

Five people on the head of sales role haven’t replied in three days. Follow-ups drafted.

Follow-ups from your inbox, in your voice

Daniel ReidDaniel, I know Q4 is busy. Ten minutes next week?

Hannah ColeHannah, congratulations on the Leeds launch...

Marcus WebbMarcus, one thing I didn’t mention about the role...

+2 more

Approve all 5Review

Friday afternoon

Client updates drafted.

Tom asks for the Friday updates. Vateri reads the week from Bullhorn and Gmail and writes each client the update they would have asked for.

You approve each update before the client reads it.

@Vateri Draft the Friday update for Halden
@Vateri Draft a pitch for Northgate’s new CFO search
@Vateri Turn this CV into our format

Tom Baker15:00

@Vateri draft the Friday client updates.

Vateri is working

VateriAPP15:01

4 updates drafted from Bullhorn and Gmail.

Halden · Finance Director this week

9 approached, 4 interested
2 first interviews booked
Next week: interviews Tuesday and Thursday

Also draftedNorthgateRidgewayKestrel

Approve 4Review

Monday, 8am

Your day, before you ask.

Before Charlotte opens her inbox, Vateri has read it: who replied, what is booked today, what is slipping and what it has already drafted.

Every draft waits for you.

@Vateri What needs me today?
@Vateri Which of our candidates changed jobs this month?
@Vateri Who did we place at Halden in the last two years?

Vateri is working

VateriAI generated08:00Didn’t wait to be asked

Good morning, Charlotte. Here’s your day.

Overnight

3 replies on Halden, 2 interested

Oliver Grant sent an updated CV

Today

Emily Clarke and Halden, 15:00. Prep notes ready

Call James Whitlock, he asked for after 12

Slipping

Northgate shortlist due Friday: 4 of 6 found

Open prep notesDraft replies

If you can ask a colleague, you can ask Vateri.

@Vateri Find five finance directors in Leeds with private equity experience@Vateri Who did we place at Halden in the last two years?@Vateri Chase everyone who hasn’t replied on the head of sales role@Vateri Book Emily in with Halden next week@Vateri Write up my call with Sophie and log it@Vateri Turn this CV into our format@Vateri Which of our candidates changed jobs this month?@Vateri Draft a pitch for Northgate’s new CFO search@Vateri Remind me to call Oliver after his interview@Vateri Find five finance directors in Leeds with private equity experience@Vateri Who did we place at Halden in the last two years?@Vateri Chase everyone who hasn’t replied on the head of sales role@Vateri Book Emily in with Halden next week@Vateri Write up my call with Sophie and log it@Vateri Turn this CV into our format@Vateri Which of our candidates changed jobs this month?@Vateri Draft a pitch for Northgate’s new CFO search@Vateri Remind me to call Oliver after his interview

@Vateri Collect references for James@Vateri Send Kestrel the shortlist as a PDF@Vateri Who haven’t we spoken to in six months?@Vateri Map the operations directors in Manchester@Vateri Check James isn’t off limits before I call him@Vateri Log today’s calls in Bullhorn@Vateri Summarise yesterday’s interview feedback@Vateri Draft the job advert for the Ridgeway role@Vateri Find everyone we met at the Leeds event@Vateri Collect references for James@Vateri Send Kestrel the shortlist as a PDF@Vateri Who haven’t we spoken to in six months?@Vateri Map the operations directors in Manchester@Vateri Check James isn’t off limits before I call him@Vateri Log today’s calls in Bullhorn@Vateri Summarise yesterday’s interview feedback@Vateri Draft the job advert for the Ridgeway role@Vateri Find everyone we met at the Leeds event

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