When should candidate enrichment data be created in the CRM?
Start enrichment as soon as a candidate enters your CRM, then add to it throughout the sales process.
Why start early
Early insights help you prepare for the first conversation, such as the candidate's background, their research activity, and the franchise categories they are exploring.
The first call is a key moment for building trust. Context helps you ask better questions.
Starting early means data builds up over time.
How enrichment builds through the process
When the candidate arrives: available Engaged Candidate data, such as professional details, demographics, and pages viewed, comes in with the webhook.
Before the first call: review the profile and use AI Sales Coach insights to prepare.
After qualification: create a Franchise Fit Report with the candidate's details, desired territory, call notes, and goals.
During due diligence: use a Comparison Report if the candidate is weighing other brands.
Enrichment is most valuable once a candidate is qualified. Still, early insights make every step that follows more relevant.
