UK education staffing agency
A referencing portal that chases for you
Before
Reference outreach and follow-up were handled by hand, with updates copied between email, the CRM and a separate submission form tool. Whether a reference got chased depended on whether someone remembered, and three systems held three versions of the truth.
What we built
A single portal that folds email, the CRM and the submission forms into one process. Requests go out, follow-ups fire on a schedule, and every reference is tracked to completion. Invalid and bounced addresses are detected at send rather than discovered later.
- Around 80% of the process now runs without a person in it
- Over 2,500 reference checks a month, up from roughly 700
- No reference is missed, because chasing no longer depends on anyone remembering
- Bounce detection keeps bad contact data out of the CRM