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Business development

Manage potential clients and follow-ups.

Keep healthcare client details, tasks and notes in one place. Follow up with potential clients and onboard them when they are ready to work with your agency.

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RELATIONSHIPS WITH A NEXT STEP

Your client follow-ups

Potential clients
New leads18Example month
Follow-ups due6Owned by your team
Meetings arranged4Next conversations
Potential clientRelationshipNext actionOwner
Oakfield CareCompany & contact recordMeeting arrangedDiscuss next week’s coverFollow-up plannedSophie
Meadow HouseCompany & contact recordContactedCall the service managerFollow-up plannedAlex
Willow LodgeCompany & contact recordNew leadMake an introductionFollow-up plannedPriya
Company details, conversations and the next step, together.

Illustrative product screen · sample information

From first contact to client onboarding

Keep a record of the care homes, hospitals and other healthcare organisations your agency is speaking to. Store contact details, add notes after calls or meetings and create tasks for the next follow-up.

When a potential client is ready to use your agency, onboard them from the business development module. Your team can see which organisations are still being followed up and which are now clients.

Keep your client follow-ups organised

See potential and onboarded clients

Keep potential clients separate from those already onboarded. Check their current position before making a call or planning a follow-up.

Store client and contact details

Record the organisation and the people your team speaks to. Keep their contact details together so colleagues know who to call.

Add notes after each conversation

Record what was discussed on a call or at a meeting. Keep useful details with the client record so colleagues can continue the conversation.

Create follow-up tasks

Add a task for a call, meeting or information request. Assign it to a team member and set a priority and due date.

Review your team activity

Use the dashboard to review leads, contacts, meetings, proposals and outcomes. See where your team needs to follow up.

Onboard new clients

When an organisation agrees to work with your agency, onboard it from business development and continue into client management.

Following up with a care home

Your team speaks to a care-home manager about nursing cover. A colleague adds the contact details, records the discussion and creates a task to call back next week. When the home agrees to work with your agency, the team onboards it as a client.

Illustrative working-day example.

Three simple steps

1. Add a potential client

Create the organisation record and add the relevant contact details. Note the staffing needs discussed with the client.

2. Add notes and follow-up tasks

Record the conversation and create the next task. Assign a team member and due date so the follow-up has a clear owner.

3. Onboard the client

Keep the record updated as discussions progress. When the client is ready, complete onboarding and continue with client management.

Your questions, answered

Yes. Your team can distinguish potential clients from those already onboarded.

Keep your agency connected

Tasks & follow-ups

Assign tasks, set due dates and track follow-ups across your agency.

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Client management

Manage client details, locations, units and staffing requirements.

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Reports & dashboards

Review activity across recruitment, compliance, shifts and finance.

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See business development in StaffAxis

Book a demo to see client records, tasks, notes and onboarding.

Book your StaffAxis demoA walkthrough for your healthcare staffing agency.